Jason Trennert

Jason Trennert, founder and CEO of Strategas and seasoned macro strategist, joins to dissect how populism, policy and private capital have warped markets. He breaks down inflationary pressures, crypto skepticism, AI’s productivity shift, housing affordability, private equity risks, and why financials and hard assets may benefit. Short, sharp takes on tariffs, credit controls and market distortions.

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares her insights on the 2025 market outlook and the risks influenced by the Federal Reserve. Jason Furman, an economics professor at Harvard, discusses the potential inflationary impact of President Trump’s second term policies. Meanwhile, Jason Trennert, Chief Investment Strategist at Strategas, explores major market trends, the future of interest rates, and the implications of inflation strategies for investors. A lively discussion on navigating economic uncertainties provides valuable perspectives!

Jason Trennert, a Wall Street strategist, discusses the surge in gold due to central bank purchases and worries over national debt. He argues that the U.S. can manage its debt through supply-side reforms. Ben Burkham reports live from the SHOT Show, sharing insights on gun culture and Second Amendment rights while discussing the morale of ICE operations related to immigration enforcement. The conversation also touches on Trump's impactful speech at Davos, critiquing globalist views on sovereignty and immigration.

Jason Trennert, Chief Investment Strategist at Strategas, shares his expert insights on major investment trends for 2025. He discusses the importance of modernizing energy infrastructure and the historical lessons from inflation trends. Trennert delves into the 'Trump trade' and its implications for future policies, while navigating the stock market's challenges and opportunities. He also highlights the resurgence of investor confidence, driven by technological advancements in utilities, and suggests contrarian strategies targeting underperforming sectors for potential growth.

Join Tom Lee, a market expert known for his bold predictions, as he anticipates Bitcoin soaring to $250k while exploring the crypto landscape's evolution. Jason Trennert provides insights on the implications of new Treasury leadership and the challenges facing housing affordability. Ron William discusses the excitement post-election markets and stresses the importance of risk management. Finally, Ram Ahluwalia dives into the battle between value and growth stocks and the investment potential in agency mortgage bonds and nuclear energy. A wide-ranging conversation about the future of investments!