{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond the Benchmark by EFG","title":"EP 142: Populism, higher rates and AI: How the market cycle is shaping up","html":"","width":"100%","height":180,"duration":1697,"description":"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 powerful earnings growth and AI-driven productivity gains to the headwinds from inflation, higher rates and geopolitics.\nJason also explains why themes such as populism, deglobalisation and rising defence spending may keep underlying inflation and long-term interest rates higher than many investors expect – and what that could mean for assets. Plus, there is a look ahead to the coming wave of mega-cap initial public offerings, including SpaceX, and explore how these listings might affect global equity markets and the dominance of the US in world indices.\nOur host, Moz Afzal:\nhttps://bit.ly/31XbkTR\nOur guest:\nJason Trennert\nhttps://bit.ly/4wo2Cex\nEFGAM:\nhttps://www.newcapital.com/\nImportant disclaimersThe 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. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own...","thumbnail_url":"https://img.transistorcdn.com/3vb4EsPTUbsuZ7lsK8IMqas5NLWngd6iqq-wmN8fopM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80N2Q5/MmU3YzY2ZWJlMmEz/YmE0ZjFmMjU0ZjYw/ZmY0ZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}