Podcast appearances and mentions of jason trennert

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Best podcasts about jason trennert

Latest podcast episodes about jason trennert

WEALTHTRACK
Leading Strategist Jason Trennert on the Powerful Trends Driving Inflation

WEALTHTRACK

Play Episode Listen Later May 22, 2026 26:03


Leading strategist Jason Trennert identifies AI demand, deglobalization and expansive fiscal and monetary policies as powerful inflationary forces that will determine investment winners and losers for years to come.

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

Beyond the Benchmark by EFG

Play Episode Listen Later May 12, 2026 28:17


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.Jason 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.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Jason Trennerthttps://bit.ly/4wo2CexEFGAM:https://www.newcapital.com/Important 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 professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document.The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member of the EFG group.This document has been produced by EFG Asset Management (UK) Limited for use by the EFG group and the worldwide subsidiaries and affiliates within the EFG group. EFG Asset Management (UK) Limited is authorised and regulated by the UK Financial Conduct Authority, registered no.7389746. Registered address: EFG Asset Management (UK) Limited, 116 Park Street, London W1K 6AP, United Kingdom, telephone +44 (0)207 491 9111.Independent Asset Managers: in case this document is provided to Independent Asset Managers (“IAMs“), it is strictly forbidden to be reproduced, disclosed or distributed (in whole or in part) by IAMs and made available to their clients and/or third parties. By receiving this document IAMs confirm that they will need to make their own decisions/judgements about how to proceed and it is the responsibility of IAMs to ensure that the information provided is in line with their own clients' circumstances with regard to any investment, legal, regulatory, tax or other consequences. No liability is accepted by EFG for any damages, losses or costs (whether direct, indirect or consequential) that may arise from any use of this document by the IAMs, their clients or any third parties.If you have received this document from any affiliate or branch referred to below, please note the following:Australia: This document has been prepared and issued by EFG Asset Management (UK) Limited, a private limited company with registered number 7389746 and with its registered office address at 116 Park Street, London W1K 6AP (telephone number +44 (0)207 491 9111). EFG Asset Management (UK) Limited is regulated and authorized by the Financial Conduct Authority No. 536771. EFG Asset Management (UK) Limited is exempt from the requirement to hold an Australian financial services licence in respect of the financial services it provides to wholesale clients in Australia and is authorised and regulated by the Financial Conduct Authority of the United Kingdom (FCA Registration No. 536771) under the laws of the United Kingdom which differ from Australian laws.ASIC Class Order CO03/1099EFG Asset Management (UK) Limited notifies you that it is relying on the Australian Securities & Investments Commission (ASIC) Class Order CO03/1099 (Class Order) exemption (as extended in operation by ASIC Corporations (Repeal and Transitional Instrument 2016/396) for UK Financial Conduct Authority (FCA) regulated firms which exempts it from the requirement to hold an Australian financial services licence (AFSL) under the Corporations Act 2001 (Cth) (Corporations Act) in respect of the financial services we provide to you.The financial services that we provide to you are regulated by the FCA under the laws and regulatory requirements of the United Kingdom which are different to Australia. Consequently any offer or other documentation that you receive from us in the course of us providing financial services to you will be prepared in accordance with those laws and regulatory requirements. The UK regulatory requirements refer to legislation, rules enacted pursuant to the legislation and any other relevant policies or documents issued by the FCA.Your Status as a Wholesale ClientIn order that we may provide financial services to you, and for us to comply with the Class Order, you must be a ‘wholesale client' within the meaning given by section 761G of the Corporations Act. Accordingly, by accepting any documentation from us prior to the commencement of or in the course of us providing financial services to you, you:• warrant to us that you are a ‘wholesale client';• agree to provide such information or evidence that we may request from time to time to confirm your status as a wholesale client;• agree that we may cease providing financial services to you if you are no longer a wholesale client or do not provide us with information or evidence satisfactory to us to confirm your status as a wholesale client; and• agree to notify us in writing within5 business days if you cease to be a ‘wholesale client' for the purposes of the financial services that we provide to you.Bahamas: EFG Bank & Trust (Bahamas) Ltd. is licensed by the Securities Commission of the Bahamas pursuant to the Securities Industry Act, 2011 and Securities Industry Regulation...

Let Me Be Frank | Bishop Frank Caggiano's Podcast | Diocese of Bridgeport, CT
Jason Trennert on Faith, Culture, and Overcoming Adversity

Let Me Be Frank | Bishop Frank Caggiano's Podcast | Diocese of Bridgeport, CT

Play Episode Listen Later Mar 18, 2026 58:06


"You think, if you live your life well, that you'll be absolved of any suffering... What was God up to in all of this?" One year ago, Jason Trennert, much sought-after investment strategist, found himself in his own Garden of Gethsemane. Two weeks after being offered a post in the Treasury Department, he found himself in a brutal fight against cancer... even losing his ability to walk. In a candid conversation with Bishop Frank Caggiano, Jason shares how his faith, family, and his career, were reshaped by this life-altering event. Jason joins Bishop Frank to talk about building a career on Wall Street, starting his own company, sickness & faith, and fighting the good fight. Previously on Veritas Jason's Appearance on the Tangent on Veritas Catholic Network Notes https://jasontrennert.com https://www.strategasrp.com Veritas Email List  Support Veritas Other Veritas Shows The Tangent (Podbean) (Apple) (Spotify)  The Frontline With Joe & Joe (Podbean) (Apple) (Spotify) White Collars (Podbean) (Apple) (Spotify)  Restless Catholic Young Adults: (Podbean) (Apple) (Spotify)   Daily Gospel Reflections (Podbean) (Apple) (Spotify)  

Bloomberg Talks
Strategas Research Partners CEO Talks Financial Services

Bloomberg Talks

Play Episode Listen Later Mar 17, 2026 12:36 Transcription Available


Strategas Research Partners Chairman and CEO Jason Trennert discusses his book, the purpose of the financial services industry, the potential challenge of private credit to the future, and the effect of geopolitical risk. Trennert spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

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The Larry Kudlow Show
Jason Trennert | 01-24-26

The Larry Kudlow Show

Play Episode Listen Later Jan 24, 2026 9:07


Larry Kudlow and investment expert Jason Trennert examine Donald Trump's aggressive stance on trade, specifically his threat of a 100% tariff on Canada to prevent China from using its northern neighbor as a backdoor to bypass American duties. The conversation moves from geopolitical leverage and national security—including the protection of Arctic shipping lanes and Western energy interests—to a broader analysis of the resilient domestic economy. Trennert offers an optimistic outlook, suggesting that market growth is broadening beyond major indices due to high productivity, stable inflation, and favorable business incentives. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Larry Kudlow Show
The Larry Kudlow Show | 01-24-26

The Larry Kudlow Show

Play Episode Listen Later Jan 24, 2026 123:32


Guests includes: John McLaughlin, David Webb, John Carney, Jason Trennert, Morgan Murphy, Peter Schweitzer, Jim Iuorio, Jeff Killburg, Liz Peek, and Steve Moore Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Larry Kudlow Show
Jason Trennert | 08-16-25

The Larry Kudlow Show

Play Episode Listen Later Aug 16, 2025 9:51


Chairman and CEO Strategas Research Partners Learn more about your ad choices. Visit megaphone.fm/adchoices

jason trennert
The Dividend Cafe
Monday - February 10, 2025

The Dividend Cafe

Play Episode Listen Later Feb 10, 2025 12:20


Today's Post - https://bahnsen.co/4jKvUh0 Market Insights and Policy Updates: February Market Review In this Monday edition of Dividend Cafe, David Bahnsen discusses recent market trends and significant policy updates while preparing to travel from New York to California. Highlights include President Trump's steel and aluminum tariffs announced during the Super Bowl, market reactions, and the upward movement in shares of domestic steel and aluminum companies. The host also celebrates the nomination of Jason Trennert for Assistant Secretary for the Treasury for Financial Markets. Key statistics include a 167-point rise in the Dow, strong earnings reports from 9 out of 11 S&P 500 sectors, and changes in bond yield and financial sector performance. The episode wraps up with updates on tax reforms, the federal deficit, and speculation about Federal Reserve rate changes for the upcoming months. 00:00 Introduction and Weekly Overview 00:34 Market Reactions to Tariff Announcements 01:58 Highlight: Jason Trennert's Nomination 03:36 Market Performance and Earnings Season Update 05:51 Tax Policy and Budget Reconciliation 09:15 Economic Indicators and Federal Updates 09:54 Conclusion and Additional Resources Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

WEALTHTRACK
Leading portfolio strategist Jason Trennert predicts the major investment themes for 2025

WEALTHTRACK

Play Episode Listen Later Jan 24, 2025 25:53


Strategas' Chief Investment Strategist, Jason Trennert has a long track record of calling major investment themes. He shares his predictions for 2025.   WEALTHTRACK episode 2131 broadcast on January 24, 2025

Wealthion
Market Recap: Bitcoin to $250k | Trump 2.0 | S&P to 15k | U.S. Economy | Risk Management

Wealthion

Play Episode Listen Later Nov 30, 2024 53:26


In this week's edition of Wealthion's Weekly Market Recap, Andrew Brill highlights key insights from our expert guests: - Tom Lee shares his bold prediction of Bitcoin reaching $250k next year and explores the broader crypto market's evolution, including the impact of Gen Z and AI on the S&P's long-term growth, which he projects will reach 15,000 by 2030. - Jason Trennert offers a measured outlook on earnings, capital expenditures, and housing affordability while analyzing the potential implications of new Treasury leadership. - Ron William discusses post-election market euphoria, potential corrections, and Bitcoin's meteoric rise alongside the importance of risk management. - Ram Ahluwalia delves into value vs. growth stocks, investment opportunities in agency mortgage bonds and private credit, and the challenges of investing in nuclear energy. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4g3fy0Z Chapters: 00:00 - Introduction by Andrew Brill 00:17 - Tom Lee Interview Highlights | Full Interview: https://youtu.be/RVqm779p5U8 10:40 - Jason Trennert Interview Highlights | Full Interview: https://youtu.be/W4T4C9I9MTQ 23:06 - Ron William Interview Highlights | Full Interview: https://youtu.be/6GK_GgHunA8 40:11 - Ram Ahluwalia Interview Highlights | Full Interview: https://youtu.be/l8TfsqLl44I Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Bitcoin #Crypto #Markets #SP500 #AI #Earnings #HousingMarket #NuclearEnergy #InvestmentStrategy #EconomicOutlook #Altcoins Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealthion
Top Wall St. Strategist Jason Trennert on U.S. Fiscal Reckoning, Inflation & The Fed

Wealthion

Play Episode Listen Later Nov 26, 2024 48:47


Jason Trennert, CEO, Chief Investment Strategist, and Co-Founder of Strategas Research Partners, joins Wealthion's Andrew Brill to discuss the U.S. debt crisis, fiscal policy, inflation risks, and the Federal Reserve's challenges. With $36 trillion in national debt, surging interest payments, and inflation not fully gone, is America facing a fiscal reckoning? Trennert explains how short-term funding, monetary policy, and market trends are shaping the nation's financial future. Don't miss this expert take on what's next for the economy, housing, markets, and your wealth. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3Opi19K Chapters: 1:30 - The U.S. Economy Today: Growth, Risks, and Inflation 3:03 - Post-Election Markets: Earnings and Capex Outlook 5:07 - America's Debt Crisis: Short-Term Funding Risks 11:01 - Fiscal Reckoning: Can Spending Cuts Solve the Problem? 16:45 - Trump's Wall Street Treasury Secretary & The Fed's Role in Managing Inflation 23:13 - Inflation Disccusion and Real Impact: Strategas' Common Man CPI Explained 32:01 - 32:25 - Housing in Crisis: What's Driving Soaring Costs? 35:53 - Credit Cards and Trump Price Controls 38:49 - Market Return Expectations During Trump 2.0 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Economy #DebtCrisis #Inflation #FederalReserve #Markets #Investing #EconomicOutlook #FiscalPolicy #StockMarket #Housing Learn more about your ad choices. Visit megaphone.fm/adchoices

Closing Bell
Bitcoin nears $100K; Martin Marietta CEO On Infrastructure Under Trump 11/22/24

Closing Bell

Play Episode Listen Later Nov 22, 2024 42:25


Bitcoin traded above $99,800, closing in on the key $100,000 level. Michael Bressler and Benoit Bosc, x2B co-founders, talk what's driving the crypto right now and just how much higher the price can go. They also talk their new business as traditional-finance-workers-turned-bitcoin-advisors. Ward Nye, Martin Marietta CEO on what infrastructure spending will look like under Trump 2.0. Plus, Jason Trennert, Strategas Chairman, on the macro picture right now.

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Moore Money
Jason Trennert | 09-14-24

Moore Money

Play Episode Listen Later Sep 15, 2024 18:34


Listen in as Steve talks with CEO of Strategas, Jason Trennert about the economy and politics. Learn more about your ad choices. Visit megaphone.fm/adchoices

ceo strategas jason trennert
Moore Money
Jason Trennert | 09-14-24

Moore Money

Play Episode Listen Later Sep 15, 2024 14:34


Listen in as Steve talks with CEO of Strategas, Jason Trennert about the economy and politics. Learn more about your ad choices. Visit megaphone.fm/adchoices

ceo strategas jason trennert
Bernie and Sid
Jason Trennert | Chairman & CEO of Strategas Research Partners | 09-13-24

Bernie and Sid

Play Episode Listen Later Sep 13, 2024 19:03


Jason Trennert, Chairman & CEO of Strategas Research Partners, joins the program to talk about why this upcoming presidential election is so important when it comes to America's economy, and why Trump's financial plan is far and away the superior outline over Harris'. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bernie and Sid
Crony Caban | 09-13-24

Bernie and Sid

Play Episode Listen Later Sep 13, 2024 160:04


On this Friday edition of Sid & Friends in the Morning, NYPD Commissioner Edward Caban officially resigns after the federal probe surrounding him and his twin brother heats way up. Where does the once revered NYPD go from here now that its top cop has been compromised? In other news of the day, Donald Trump says he will not be doing a second debate against Kamala Harris while she argues for the counter opposite, and two charges have been dropped against Trump in his Georgia election interference case. Jason Trennert, Curtis Sliwa, Troy Miller, Noelle Huizenga, Lara Trump, Lee Mazzilli and Alison Esposito join the show on this Friday installment of Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Larry Kudlow Show
Jason Trennert | 08-24-24

The Larry Kudlow Show

Play Episode Listen Later Aug 24, 2024 12:28


Learn more about your ad choices. Visit megaphone.fm/adchoices

jason trennert
The Larry Kudlow Show
Jason Trennert | 07-20-24

The Larry Kudlow Show

Play Episode Listen Later Jul 20, 2024 7:20


Jason Trennert, Chairman and CEO Strategas Research Partners Learn more about your ad choices. Visit megaphone.fm/adchoices

jason trennert
Bernie and Sid
Trump Chugging Right Along | 04-09-24

Bernie and Sid

Play Episode Listen Later Apr 9, 2024 177:15


On this Tuesday edition of Sid & Friends in the Morning, Donald Trump keep chugging right along despite the lefts constant witch hunt of him in their countless bogus legal cases against the former President. In other news of the day, White House spokesman John Kirby reiterates that the United States does not support an Israeli ground offensive in Gaza, to which Israeli Prime Minister Benjamin Netanyahu responded "as if". Presidential candidate Donald Trump's abortion policy refuses to endorse a federal ban on abortions, leaving the matter up to the states, and the former President makes a last ditch effort to delay his hush money trial in New York City. Jason Trennert, Curtis Sliwa, Jason Miller, Arthur Aidala, Rudy Giuliani and Michael Goodwin join Sid on this Tuesday installment of Sid & Friends in the Morning Learn more about your ad choices. Visit megaphone.fm/adchoices

Bernie and Sid
Jason Trennert | Chairman & CEO of Strategas Research Partners | 04-09-24

Bernie and Sid

Play Episode Listen Later Apr 9, 2024 19:23


Chairman & CEO of Strategas Research Partners Jason Trennert calls in to debrief the fundraiser held for Donald Trump over the weekend at Mar-a-Lago, of which Trennert was an attendee. Learn more about your ad choices. Visit megaphone.fm/adchoices

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77 WABC MiniCasts
Jason Trennert, CEO of Strategas: Lots of talented and accomplished guests at Trump fundraiser which raised $50.5 million | 04-08-24

77 WABC MiniCasts

Play Episode Listen Later Apr 8, 2024 5:45


Jason Trennert, CEO of Strategas: Lots of talented and accomplished guests at Trump fundraiser which raised $50.5 million Learn more about your ad choices. Visit megaphone.fm/adchoices

Cats at Night with John Catsimatidis
Jason Trennert, CEO of Strategas: Lots of talented and accomplished guests at Trump fundraiser which raised $50.5 million | 4-8-2024

Cats at Night with John Catsimatidis

Play Episode Listen Later Apr 8, 2024 5:43


Listen to Jason Trennert on Cats & Cosby from Monday, April 8th, 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices

FEG Insight Bridge
When Doves Cry?: 2024 Market Outlook with Jason Trennert

FEG Insight Bridge

Play Episode Listen Later Feb 6, 2024 40:46 Transcription Available


Join FEG CIO Greg Dowling and Jason Trennert, Chairman and Chief Investment Strategist of Strategas, as they discuss the investment outlook of 2024. Listen as they explore economic trends, market leadership, potential rate cuts, inflation challenges, and the impact of the upcoming presidential election.Listen to this explorative dialogue that spans the broad economic landscape, then dive into the specific nuances that shape the market outlook for the year ahead. Will inflation rear its ugly head once again? Will potential Fed rate cuts satisfy the expectations of investors? As the discussion unfolds, explore the global rise of populism and its possible implications, particularly in the context of upcoming elections and geopolitical challenges; and uncover the ongoing debate between active and passive investing, hedge funds, and private equity.  Key TakeawaysHistorically, economic soft landings are rare, and inflation typically comes in waves.The Federal Reserve aims to remain independent from politics, balancing addressing political pressures and maintaining credibility with the market.The markets are probably overestimating the amount and frequency of Fed rate cuts.Which party occupies the White House does not have a material impact on stock market performance. However, economic performance prior to election does heavily influence voters. What we experienced with the “Magnificent Seven” in terms of market concentration and the contribution to index performance was highly unusual. It is also uncommon that the former market leaders of the past bull market lead the next.Due to a changing regime, we may be at peak passive and the golden days of private equity may be in the past.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

WEALTHTRACK
Investment Strategies: Unveiling Major Themes for 2024 with Jason Trennert

WEALTHTRACK

Play Episode Listen Later Jan 20, 2024 25:50


Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets, and discover potential risks and opportunities that lie ahead. Trennert discusses the performance of giant tech stocks, the importance of portfolio rebalancing, and investment strategies for areas that have lagged behind. Explore the rise of populism and its impact on global markets. Don't miss this informative conversation! WEALTHTRACK Episode 2030 originally broadcast on January 19, 2024 More info: https://wealthtrack.com/leading-strategist-jason-trennert-identifies-major-investable-themes-for-2024/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Bernie and Sid
Jason Trennert | Chairman & CEO of Strategas Research Partners | 11-20-23

Bernie and Sid

Play Episode Listen Later Nov 20, 2023 13:10


Chairman & CEO of Strategas Research Partners joins Sid to give an update on the country's finances. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bernie and Sid
Sid & Friends in the Morning Takes Israel? | 11-20-23

Bernie and Sid

Play Episode Listen Later Nov 20, 2023 173:04


On this Monday edition of Sid & Friends in the Morning, NYC's #1 news/talk morning show, might be heading to the Holy Land come the new year. Sid is in talks with a handful of influential Jewish names that are willing to send him to Jerusalem for a couple of days in January to hopefully broadcast the show live from the ground in Israel. In other news of the day, backlash on Mayor Eric Adams takes to the streets of NYC following the Mayor's announcement last week of extensive budget cuts across all city agencies, former First Lady Rosalyn Carter passes away at the age of 96, Donald Trump stumps in Iowa over the weekend as he continues on his campaign trail, the Giants somehow win a football game, and the Jets get spanked in Buffalo. Curtis Sliwa, Andrew Giuliani, Dov Hikind, Bill O'Reilly, Joe Borelli and Jason Trennert join Sid on his Monday installment of Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Julia La Roche Show
#087 Jason Trennert: If You're Playing The Odds Expect A Recession In The Next 6-12 Months

The Julia La Roche Show

Play Episode Listen Later Jul 18, 2023 45:35


Jason Trennert, co-founder and CEO of Strategas Research Partners, joins Julia La Roche for a wide-ranging conversation on the macro picture. Strategas has been voted the top independent macro research provider by Institutional Investor for six consecutive years. Trennert discusses the major macro themes that will shape the investment climate for the foreseeable future. 0:00 Intro 1:06 Quite cautious on the markets/economy  2:40 Chances are good that you're going to get a recession  4:33 The magnificent seven  6:06 40% of the Russell 2000 has not had profits in the last 12 months  7:10 Inflation  9:00 Long way away from the Fed easing  10:25 Not buying stocks at reasonable prices right now  12:30 Opportunities, energy sector  15:30 Thoughts on AI   17:50 Themes  18:40 The end of globalization  22:11 Labor market  24:17 Hard or soft landing  26:00 Regional banks  27:48 Energy sector 32:50 Lobbying ETF (policy opportunities)  37:24 TINA  40:30 Fair value of S&P is probably between 3500-4100 42:00 Career in financial markets 

Bernie and Sid
Jason Trennert | Chairman & CEO of Strategas Research Partners | 05-26-23

Bernie and Sid

Play Episode Listen Later May 26, 2023 18:48


Chairman & CEO of Strategas Research Partners Jason Trennert joins Sid to talk about newfound data regarding the migrant crisis, the debt ceiling negotiations, and what Memorial Day means to him and his business. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bernie and Sid
Memorial Day Weekend | 05-26-23

Bernie and Sid

Play Episode Listen Later May 26, 2023 175:36


On this Friday edition of Sid & Friends in the Morning, we recognize the upcoming Memorial Day weekend in the way it was meant to be recognized, by paying respects to all the men and women in our military who have paid the ultimate sacrifice for our freedom. While you're enjoying your time off from work on Monday, grilling burgers and dogs with family in the sun, try to take a moment to realize why you have that liberty in the first place. In news of the day, the fake leftist news spent all day yesterday making fun of Ron DeSantis' 2024 campaign announcement on Twitter Space with Elon Musk, President Biden makes his Joint Chiefs of Staff Chairman pick, debt ceiling negotiations between the President and Speaker McCarthy continue to stall, Sid's interview with Mayor Eric Adams from yesterday goes viral, and the IRS whistleblower claiming to have incriminating information on the Biden family makes his identity known. Curtis Sliwa, Jason Trennert, Noam Laden, Joe Tacopina, Teddy Atlas, Norman Seabrook and Rachel Uchitel join Sid as we lead you into the long weekend on Sid & Friends in the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rudy Giuliani on 77 WABC
Chairman & CEO of Strategas Jason Trennert | 3-14-2023

Rudy Giuliani on 77 WABC

Play Episode Listen Later Mar 14, 2023 9:25


Listen to Chairman & CEO of Strategas Jason Trennert on The Rudy Giuliani Show from Tuesday, March 14th, 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices

ceo strategas jason trennert
WEALTHTRACK
More Market Pain Ahead: Expert Predicts

WEALTHTRACK

Play Episode Listen Later Dec 17, 2022 25:53


WEALTHTRACK will be focusing on the theme of "what a difference a year makes" in 2022 and 2023, as there have been major changes in the economy and markets, including an acceleration in inflation, rising interest rates, a withdrawal of monetary stimulus, and a shift from liquidity-driven speculation to risk aversion. Jason Trennert, a financial thought leader and CEO of Strategas Research Partners, a leading provider of economic, market, and policy research, and his team have become bearish on the market due to the rapid rise in inflation and the Federal Reserve's commitment to its anti-inflation policies. Trennert discusses the ongoing pressures on the economy and markets and why there may be more market pain ahead. WEALTHTRACK #1925 broadcast on December 16, 2022. More info: https://wealthtrack.com/leading-strategist-jason-trennert-is-uncharacteristically-bearish-he-explains-whats-changed/ --- Support this podcast: https://anchor.fm/wealthtrack/support

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Bernie and Sid
Chairman & CEO of Strategas Research Partners Jason Trennert | 12-14-2022

Bernie and Sid

Play Episode Listen Later Dec 14, 2022 13:44


Chairman & CEO of Strategas Research Partners Jason Trennert sits down with Sid to talk about those affected by the FTX fraud and inflation trends. Learn more about your ad choices. Visit megaphone.fm/adchoices

ceo ftx jason trennert strategas research partners
Bernie and Sid
Fraud Fiend | 12-14-22

Bernie and Sid

Play Episode Listen Later Dec 14, 2022 167:53


On this Wednesday edition of Sid & Friends in the Morning, Sid runs through all the facts and information you need to finally understand exactly what happened to Sam Bankman-Fried and his cryptocurrency company FTX. Basically, the premise is simple. Bankman-Fried stole a lot of money and did with it what he pleased, but it still baffles us as to why he thought he could get away with it. When it comes down to it, anybody who engages in this level of fraud is a complete and utter sociopath with no regard for society. I guess we can find solace in the fact that he's most likely spending the rest of his life in jail, but there's a lot of people out there that might never financially recover thanks to Bankman-Fried's mistakes. In other news of the day, Title 42 is set to expire in about a week, which is sure to send waves of chaos across the southern border, it's been a full ten years since the massacre at Sandy Hook Elementary School in Newtown, Connecticut, and New York City Mayor Eric Adams announced an expansion of seats for preschool students with special needs across all five boroughs. Ron Insana, Jason Trennert, Peter King and John Franco join the program, and as always make sure you don't miss out on the Wednesday installment of Lidia Reports with Lidia Curanaj. Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Vision Presents...
"Our Conviction Is Very High"

Real Vision Presents...

Play Episode Listen Later Sep 16, 2022 35:48


U.S. equity indexes traded mixed Thursday, as investors priced in murky economic data and the reality that Jerome Powell's Federal Reserve shall not pivot from its inflation-fighting stance. “We think the CPI report was very important for the market,” said Eric Johnston, the Senior Managing Director and Head of Equity Derivatives and Cross Asset at Cantor Fitzgerald. “It showed that inflation does not magically come down and you can't get it under control with a soft landing, an unemployment rate below 4%, and the S&P 500 at 4,000.” Eric joins Andreas Steno Larsen for today's Daily Briefing to talk about why equities are holding up so well with global growth increasingly impaired and financial conditions more and more restrictive. Eric and Andreas also discuss key levels for major asset classes and positioning dynamics amid the many prevailing global geopolitical-macroeconomic crosscurrents. We also hear from Jason Trennert about the structural factors that will keep inflation higher for longer. Watch the full conversation featuring Jason Trennert and Ash Bennington here: https://rvtv.io/3dfUHvY. Learn more about your ad choices. Visit megaphone.fm/adchoices

Closing Bell
Closing Bell Overtime: Countdown to CPI 9/12/22

Closing Bell

Play Episode Listen Later Sep 12, 2022 44:23


It's a moment of truth for the market as we await tomorrow's CPI report. So, what should investors expect? NewEdge's Cameron Dawson gives her take. Plus, Strategas' Jason Trennert reveals the key market indicator that investors need to pay more attention to. And, SL Green and Chef Daniel Boulud are cooking up a new venture. All the details are explained in Overtime.

Bannon's War Room
Episode 1,517 – Biden Chaos; Easy Money Destroys The Deplorable's (w/ Dr. Naomi Wolf, Jason Trennert)

Bannon's War Room

Play Episode Listen Later Dec 28, 2021 50:25


We discuss mandates and the terrifying outlook of the American financial system.  Our guests are: Dr. Naomi Wolf, Jason Trennert Stay ahead of the censors - Join us warroom.org/join Aired On: 12/28/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews 

Bannon's War Room
Episode 1,301 – Radical Spending Bill Is A Corrupt Golden Parachute For Wavering GOP (w/ Matt Gaetz, Boris Epshteyn, Jack Posobiec, Jason Trennert)

Bannon's War Room

Play Episode Listen Later Sep 30, 2021 52:13


We dive deep into spending bills with Gaetz, Trennert, Posobiec, and Epshteyn.  Our guests are: Matt Gaetz, Boris Epshteyn, Jack Posobiec, Jason Trennert Stay ahead of the censors - Join us warroom.org/join Aired On: 09/30/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

Bannon's War Room
Episode 1,229 – Texas Abortion Law: It's Game Over For Pelosi and Democrats (w/ Terry Schilling, Jason Trennert, Ken Paxton, Liz Yore)

Bannon's War Room

Play Episode Listen Later Sep 3, 2021 54:37


The AG of Texas fills us in on the new abortion laws that might be making their way to other battle ground states.  Our guests are:Terry Schilling, Jason Trennert, Ken Paxton, Liz Yore Stay ahead of the censors - Join us warroom.org/join Aired On: 09/03/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

Bannon's War Room
Episode 1,088 – America has Bought Off a Modern Monetary Theory (w/ Marcell Felipe, Jason Miller, Jason Trennert)

Bannon's War Room

Play Episode Listen Later Jul 12, 2021 50:13


Cuba protests are a tipping point for much of the rest of the world, and we the people are essentially the federal reserve.  Our guests are: Marcell Felipe, Jason Miller, Jason Trennert Stay ahead of the censors - Join us warroom.org/join Aired On: 07/12/2021 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

Bannon's War Room
Episode 815 – Uncharted Territory … Jason Trennert and Michele Bachmann on Markets and Election Fraud (w/ Jason Trennert, Caroline Wetherington, Michele Bachmann, Roger Kimball)

Bannon's War Room

Play Episode Listen Later Mar 22, 2021 48:45


Trennert says there is a “two in three chance” for significant higher inflation that will create “massive financial instability.” Our guests are: Jason Trennert, Caroline Wetherington, Michele Bachmann, Roger Kimball Stay ahead of the censors - Join us warroom.org/join Aired On: 03/22/2021 Watch: On the Web: http://www.pandemic.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews

Bannon's War Room
Ep 533- Pandemic: Crew Control (w/ Jason Trennert and Rudy Giuliani)

Bannon's War Room

Play Episode Listen Later Nov 25, 2020 49:06


Steve Bannon, Jack Maxey, and Greg Manz discuss the latest on the coronavirus pandemic as the economy still remains a big question mark along with the legal fight over the 2020 US Presidential Election. Calling in are Jason Trennert and Rudy Giuliani with their insights.

Bannon's War Room
Ep 522- Pandemic: Brigadier (w/ Boris Epshteyn, Jason Trennert, and Dr. Bradley Thayer)

Bannon's War Room

Play Episode Listen Later Nov 20, 2020 49:31


Steve Bannon, Raheem Kassam, and Jack Maxey discuss the latest on the coronavirus pandemic as the evidence of fraud in the 2020 US Presidential Election mounts. Calling in ar eBoris Epshteyn, Jason Trennert, and Dr. Bradley Thayer to provide their insights.

Bannon's War Room
Ep 393- Pandemic: The Plot to Steal 2020 (w/ Ed Pozzuoli and Jason Trennert)

Bannon's War Room

Play Episode Listen Later Sep 18, 2020 48:57


Steve Bannon, Raheem Kassam, Jack Maxey, and Vish Burra discuss the latest on the coronavirus pandemic as Steve announces a national speaking tour called "The Plot to Steal 2020". Calling in is Ed Pozzuoli to discuss the lawfare aspect of this plot. Jason Trennert calls in to discuss the economy.

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Bannon's War Room
Ep 317- Pandemic: Own Your Vote (w/ Bill McGinley and Jason Trennert)

Bannon's War Room

Play Episode Listen Later Aug 5, 2020 49:01


Raheem Kassam, Jack Maxey, and Vish Burra are joined by Steve Bannon to discuss the latest on the coronavirus pandemic as the mainstream media does its best to advocate for mail-in voting. Calling in is Bill McGinley to discuss mail-in voting. Also calling in is Jason Trennert to discuss the state of the economy.

Bannon's War Room
Ep 261- Pandemic: Revving the American Engine (w/ Jason Trennert, Larry Lindsey, and David Bahnsen)

Bannon's War Room

Play Episode Listen Later Jul 2, 2020 48:51


Raheem Kassam, Jack Maxey, and Greg Manz are joined by Steve Bannon to discuss the latest on the coronavirus pandemic as the economy starts showing signs of vibrant life. Jason Trennert, Larry Lindsey, and David Bahnsen call in to provide their insights on the economic recovery.

Bannon's War Room
Ep 215- Pandemic: Summer of Hope (w/ Harlan Hill, Raynard Jackson and Jason Trennert)

Bannon's War Room

Play Episode Listen Later Jun 5, 2020 48:59


Raheem Kassam, Jack Maxey, and Greg Manz are joined by Harlan Hill to discuss the latest on the coronavirus pandemic as the new jobs numbers contrast a bright future with the bleak present America is experiencing right now amid the protests and riots. Raynard Jackson calls in to talk about his reactions to the George Floyd situation. Jason Trennert also calls in to discuss the latest jobs numbers.

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Bannon's War Room
Ep 110- Pandemic: Open for Business? (w/Steve Cortes and Jason Trennert)

Bannon's War Room

Play Episode Listen Later Apr 9, 2020 49:05


Steve Bannon, Jack Maxey, Jason Miller, and Raheem Kassam discuss the latest on the coronavirus pandemic as new unemployment numbers come in and the desire to re-open the nation heightens. Calling in is Steve Cortes and Jason Trennert to discuss the possibility of how and when the economy could or should open back up.

Bannon's War Room
Ep 62- Pandemic: Directionally Correct (w/Rudy Giuliani and Jason Trennert)

Bannon's War Room

Play Episode Listen Later Mar 21, 2020 40:25


Steve Bannon, Jack Maxey, and Jason Miller discuss the latest on the pandemic as New York becomes the epicenter of the outbreak in the United States.

Bannon's War Room
Ep 48- Pandemic: NYC Special Report (w/ John Catsimatidis and Jason Trennert)

Bannon's War Room

Play Episode Listen Later Mar 16, 2020 40:47


Steve Bannon and Jack Maxey are joined by Jason Miller to give a special report for New York City as they air live on 77 WABC. Calling in is station owner John Catsimatidis and Jason Trennert to give the macro view on the historic market meltdown.

Bannon's War Room
Ep 32 - Pandemic: Is a Second Wave of Coronavirus Imminent?

Bannon's War Room

Play Episode Listen Later Mar 4, 2020 44:54


Steve Bannon is joined on the phone by Jack Maxey and Dr. Steven Hatfill to discuss a possible leveling off of cases in China and how a second wave of the virus could possibly be more devastating. Also dialing in is Jason Trennert to discuss the current economics of the pandemic.

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