POWERFUL INVESTMENT THEMES

To start this first weekend of the new year, this latest episode of WealthTrack features a discussion with one of Wall Street's leading experts on the macro factors that are impacting the market.  Enjoy the weekend.  

January 5, 2023 POWERFUL INVESTMENT THEMES Dear WEALTHTRACK Subscriber, Years ago on Wall Street the big picture, the global economy, geopolitics, domestic politics, and cultural movements didn’t matter that much. The relatively small percentage of the population who invested in stocks bought individual companies, based on their specific attributes and held them for a very long time.  As we discussed recently in an exclusive series with financial consulting legend Charles Ellis, available on WEALTHTRACK.com, those days are long gone. The markets have changed and expanded dramatically and market participation, especially through retirement accounts, has exploded. As many professional investors discovered during the global financial crisis when the entire financial system was at risk, macro really matters.   The macro picture is a specialty of this week’s guest. He is financial thought leader Jason De Sena Trennert, Co-Founder, Chairman, CEO and Chief Investment Strategist of Strategas Research Partners, a Baird Company and a leading provider of economic, market and policy research. Strategas has been voted the top Macro-only independent research provider by Institutional Investor for six years in a row.  We discussed the current state of the economy and markets with Trennert a few weeks ago, but in this weekend’s episode we are focusing on the biggest macro themes that will shape the investment climate for years to come.  If you miss the show on public television, you can watch it on our website over the weekend, along with our past programs and our guests’ One Investment recommendations.  You can also find the WEALTHTRACK podcast on Stitcher and SoundCloud as well as iTunes and Spotify. Have a lovely weekend and make the week ahead a healthy, profitable and productive one. Best regards, Consuelo Facebook Twitter WEALTHTRACK Site YouTube Channel As always, if you miss this week’s program, it will be available on our website. Also, I want to thank all of you who are following me on Twitter For those of you active on Facebook: You can connect with us on our Consuelo Mack  WEALTHTRACK  page.