Jason Trennert, CEO of Strategas, discusses a coming "second wave of inflation" and the portfolio allocation implications.
*This video was recorded on December 02, 2024
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0:00 - Intro
0-:40 - Inflation
3:45 - Could Trump stall rate cuts?
6:31 - “Common Man” CPI
10:23 - Rate cuts and growth
13:40 - Trump’s 100% tariffs threat
16:43 - Asset allocation
19:30 - Cash Flow Aristocrats
20:30 - Interest rate outlook
25:00 - Scott Bessent as Treasury Secretary
27:24 - Best assets of 2025
