Watch CNBC's full interview with Strategas CEO Jason Trennert

Jason Trennert, chairman and CEO of Strategas, a Baird company, joins CNBC's 'Squawk Box' to discuss the market reaction to the Federal Reserve's December meeting minutes. Trennert explains why investors should consider allocating more of their portfolio to value-oriented sectors. "People are going to have to make a choice," Trennert tells CNBC. "They're going to have to decide whether they want to be more value-oriented or more growth-oriented."