
EP 141: The AI-Macro Nexus
Apr 28, 2026 - 28:59
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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...
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...
This episode belongs to Beyond the Benchmark by EFG.
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Published May 12, 2026, 28:17 long, audio available.