#087 Jason Trennert: If You're Playing The Odds Expect A Recession In The Next 6-12 Months

The Julia La Roche Show · Jul 18, 2023 · 45m

Jason Trennert, co-founder and CEO of Strategas Research Partners, joins Julia La Roche for a wide-ranging conversation on 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.

0:00 Intro

1:06 Quite cautious on the markets/economy

2:40 Chances are good that you’re going to get a recession

4:33 The magnificent seven

6:06 40% of the Russell 2000 has not had profits in the last 12 months

7:10 Inflation…