Consuelo Mack of WealthTrack recently interviewed Jason Trennert, Managing Partner and Chief Investment Strategist of Strategas Research Partners. As WealthTrack notes, "Trennert is widely followed by institutional investors in the money management and hedge fund world, and is identified as one of “Wall Street’s Best Minds” by Barron’s."
In the interview, Trennert believes several factors are leaving investors with no investment alternatives other than stocks. Two reasons he cites are one, financial repression, where governments in developed economies institute policies that keep real interest rates at low or negative levels, and two, the reduced supply of publicly traded stocks. This reduced stock supply is evident in one of the charts Jason displayed during his Consuelo Mack interview.
|From The Blog of HORAN Capital Advisors|
The full interview is a worthwhile one for investors to spend time watching. The full interview is accessible below.