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6min chapter
Leading portfolio strategist Jason Trennert predicts the major investment themes for 2025
WEALTHTRACK
Navigating Market Dynamics in 2025
This chapter analyzes the stock market's current valuation, emphasizing the growth of the 'Magnificent Seven' and the challenges faced by the broader market. It also explores key investment themes like budget deficits, shifts in global investment trends, and the future of monetary policy with an impending Federal Reserve leadership transition.
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Listen to the best highlights from the podcasts you love and dive into the full episode