Business

EP 142: Populism, higher rates and AI: How the market cycle is shaping up

Beyond the Benchmark by EFG by Guy Ellis

May 12, 202628:17Business

What does the “market balance sheet” for US equities look like? Jason Trennert, Chairman and Chief Executive Officer of Strategas Research Partners, weighs up the key assets and liabilities for investors today, from powe...

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EP 142: Populism, higher rates and AI: How the market cycle is shaping up is an episode from Beyond the Benchmark by EFG by Guy Ellis. What does the “market balance sheet” for US equities look like? Jason Trennert, Chairman and Chief Execut...

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Published May 12, 2026, 28:17 long, audio available.

EP 142: Populism, higher rates and AI: How the market cycle is shaping up

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