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Leading portfolio strategist Jason Trennert predicts the major investment themes for 2025
Jan 24, 2025
Jason Trennert, Chief Investment Strategist at Strategas, shares his expert insights on major investment trends for 2025. He discusses the importance of modernizing energy infrastructure and the historical lessons from inflation trends. Trennert delves into the 'Trump trade' and its implications for future policies, while navigating the stock market's challenges and opportunities. He also highlights the resurgence of investor confidence, driven by technological advancements in utilities, and suggests contrarian strategies targeting underperforming sectors for potential growth.
25:53
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Quick takeaways
- Jason Trennert highlights the critical economic trends of 2024, revealing substantial market gains amidst concerns over inflation and volatility.
- A predicted surge in electricity demand driven by AI and renewable energy necessitates investment in both traditional and innovative energy solutions.
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