In the past, stock investing focused on individual companies and their specific attributes, with a relatively small percentage of the population participating. However, the markets have since expanded, and market participation, particularly through retirement accounts, has increased significantly. This has led to the realization that macro factors, such as the global economy, geopolitics, and domestic politics, are important to consider in investment decisions.
Jason De Sena Trennert, Co-Founder and CEO of Strategas Research Partners, is an expert in the macro picture. Strategas has been voted the top independent macro research provider by Institutional Investor for six consecutive years. Trennert discusses the major macro themes that will shape the investment climate for the foreseeable future.
WEALTHTRACK episode 1928 broadcast on January 06, 2023
More info: https://wealthtrack.com/leading-investment-strategist-jason-trennert-identifies-four-macro-themes-shaping-his-portfolios/

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