Macro Allocation Themes & Capturing the Night Effect 7/11/22

CNBC’s Bob Pisani spoke with Bruce Lavine, CEO of NightShares, and Jason Trennert, Chairman and CEO of Strategas Research Partners, a Baird company. They delved into portfolio allocation tactics based on major macro themes – addressing the question of can we get a soft landing and avoid a recession? Plus, they discussed how to capture how to capture the so-called “night effect” – including what it is and why two new ETFs are looking to capitalize on this well-known phenomenon in after-hours trading. In the Markets ‘102’ portion of the podcast, Bob continues the conversation with Jason Trennert from Strategas Research Partners.

Om Podcasten

ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC hosts top market participants offering educational and actionable advice to help you build your best portfolio. And, at the end of each episode, stick around for our 'Markets 102' segment where we round out the conversation with some thoughtful, in-depth analysis and perspective to help you better understand ETFs, and put it in the context of today's markets.