Back to Basics: A Stock Picker's Market
From the 2009 CFA Institute Equity Research and Valuation Techniques conference
In this podcast, Jason DeSena Trennert discusses the following:
- Possible outcomes and unintended consequences of the enormous fiscal and monetary stimuli in 2008/2009 and how these outcomes can be incorporated in the equity valuation process
- How the crisis and ensuing policy responses have changed the environment paradigm for equities
- Why the time is right for active investment strategies
This podcast comprises a 53-minute presentation and a 14-minute question-and-answer session.
Please note: There are no slides available for this podcast.
Please e-mail us your webcast comments and suggestions.
Speaker
Jason DeSena Trennert is managing partner and chief investment strategist of Strategas Research Partners. Previously, he was chief investment strategist and senior managing director at International Strategy and Investment Group. Mr. Trennert is a regular guest host on CNBC's “Squawk Box,” and he has been a special guest on “Kudlow & Cramer” (now “Kudlow & Company”) and “Wall Street Week with Louis Rukeyser.” He is the author of the book New Markets, New Strategies. Mr. Trennert holds an MBA degree in finance from the Wharton School of the University of Pennsylvania and a BSFS degree in international economics from Georgetown University's School of Foreign Service.
This information is accurate as of the date of recording.
Play
Topics
- Equity Investments
- Economics
Details
| Length: |
1hr 7min |
| Posted: |
12/31/2009 |
| Recorded On: |
12/3/2009 |
| CE Credits: |
1 CE |
| Formats: |
|
Price (USD)
| Members: |
FREE |
| CFA Program Candidates: |
FREE |
| Standard Rate: |
FREE |