For your weekend reading pleasure and ripped from this week's headlines, I submit the May 7th edition of PBS' Wealthtrack program, this one focused on the significant shifts facing the nation as we wind through the pandemic and open up the economy. As the title of the episode suggests, the changes that lie ahead could be quite profound. Indeed, in light of recent events I could not find anything more topical than this to share this weekend. Stay safe.
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MAY 7, 2020
Dear WEALTHTRACK Subscriber,
How different will our world be as the nation slowly returns to work on a state by state, city by city, business by business basis?
In part II of our interview with financial thought leader, Jason Trennert, the Co-Founder, Managing Partner and Chief Investment Strategist of leading macro research firm Strategas Research Partners he addresses the profound changes ahead.
Trennert believes the COVID-19 experience and its economic aftermath will alter the behavior of countries, individuals, businesses, and investors for many years to come.
He shares his assessment of the pandemic’s potential long-term winners and losers with us. If you missed his discussion last week, debating the merits of both the bullish and bearish case for the market and where he comes out, you can see it on WEALTHTRACK.com. You can also access his two recent Viewpoint essays there, Freedom in a Fractional Reserve Society I and II.
Strategas Research Partners has been voted a top macro research provider by Institutional Investor for three years in a row. In addition to its research for institutional investors it also provides asset management in separate accounts for institutions and high-net-worth individuals.
As always, if you miss the show on public television, you can watch it on our website. You can also find the WEALTHTRACK podcast on Stitcher and SoundCloud as well as iTunes and Spotify.
Thank you for spending your precious time with us. We hope you all stay healthy and safe. Please make the week ahead a profitable and productive one.
Best regards,
Consuelo |
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