This podcast was recorded on 21st May 2020, so some of the details have changed since then, however the points raised remain salient as ever.Our guest, Jason Trennert:https://www.jasontrennert.com/Strategas:https://www.strategasrp.com/Our host, Moz Afzal:https://www.linkedin.com/in/moz-afzal-763815111/Talking points:EFG was one of Strategas' first clients! Why did you set-up Strategas? What is the culture behind Strategas? And why did you partner up with Baird? How has investing changed over the last 30 years?Moving on to today, what’s your current assessment of the US market? How are you allocating from a sector perspective. And then market-cap? When will it be time to buy value cyclicals?What is investor positioning like? What are the big push-backs you get at the moment. Are the “Hedgies” talking their own book?What’s the view on a next round of stimulus? Are Republicans going to be pushed into a further round? Can they afford not to?On the election, some early thoughts? Who will be more positive or negative for the market.EFGAM:https://www.efgam.com/home/Landing-Asset-Management.htmlImportant InformationThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. 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