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The Bill Comes Due: Financial Markets in a Post-QE World
Released on Tuesday, April 11, 2023•MARKETS
With inflation running well above the Feds target, the era of easy money that dominated the investment landscape in the 12 years that followed the financial crisis in 2008 is over. I will discuss the implications this change will have for the economy and the markets.
Jason Trennert
Strategas Asset Management,
Chairman and CIO
Jason Trennert is the chairman and chief executive officer of Strategas and its related companies. In addition, as chief investment strategist, Mr. Trennert is known as one of Wall Streets top thought leaders on the subject of markets and economic policy. His research pieces are read by leading institutional investors and corporate executives across the globe.
In 2006, Mr. Trennert co-founded Strategas, which originally began with just five employees. Today, the firm employs over fifty research analysts, institutional salesmen, and sales traders at its offices in New York and Washington D.C. Prior to founding Strategas, Mr. Trennert was the chief investment strategist and a senior managing director at International Strategy & Investment (ISI) Group where he built and oversaw two of that firms most popular research efforts, its Company Surveys, and Investment Strategy groups. Widely quoted in the domestic and foreign press, Jason is a regular guest on business news programs broadcast by CNBC, CNBC Italia, Fox Business News, and Bloomberg TV, among others. He is the author of three books about investing and the investment business. My Side of the Street was published by St. Martins Press in May 2015. He has authored several op-eds for The Wall Street Journal, the Financial Times, and Investors Business Daily.
Mr. Trennerts two most notable calls involved coining the phrase TINA as it relates to equities in a world of perpetually low-interest rates and his early recognition of the potential allure of Donald Trump as a presidential candidate. His op-ed The Stock Market and The TINA Factor was published in The Wall Street Journal in April 2013. What the Donald Got Right was published in Investors Business Daily in May 2011. His piece Donald Trump is Underowned appeared on the website Real Clear Markets in August 2015. Mr. Trennert credits his often out-of-consensus calls to his frequent travels to visit clients in 45 states and 25 foreign countries.
In 2006, Mr. Trennert co-founded Strategas, which originally began with just five employees. Today, the firm employs over fifty research analysts, institutional salesmen, and sales traders at its offices in New York and Washington D.C. Prior to founding Strategas, Mr. Trennert was the chief investment strategist and a senior managing director at International Strategy & Investment (ISI) Group where he built and oversaw two of that firms most popular research efforts, its Company Surveys, and Investment Strategy groups. Widely quoted in the domestic and foreign press, Jason is a regular guest on business news programs broadcast by CNBC, CNBC Italia, Fox Business News, and Bloomberg TV, among others. He is the author of three books about investing and the investment business. My Side of the Street was published by St. Martins Press in May 2015. He has authored several op-eds for The Wall Street Journal, the Financial Times, and Investors Business Daily.
Mr. Trennerts two most notable calls involved coining the phrase TINA as it relates to equities in a world of perpetually low-interest rates and his early recognition of the potential allure of Donald Trump as a presidential candidate. His op-ed The Stock Market and The TINA Factor was published in The Wall Street Journal in April 2013. What the Donald Got Right was published in Investors Business Daily in May 2011. His piece Donald Trump is Underowned appeared on the website Real Clear Markets in August 2015. Mr. Trennert credits his often out-of-consensus calls to his frequent travels to visit clients in 45 states and 25 foreign countries.
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