Jason Trenner
speaker
50 appearances
1 recordings
1 series
first heard Jan 2026
last heard 30 Jan
Jason Trenner’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.
Appearances
Well, the first thing is I don't think I am of the belief that it's not mutually exclusive to have strong economic growth and low inflation, especially if the strong economic growth is coming from productivity gains, which is what President Trump is hoping for.
So I think four to four is doable, I think.
And that's, as you know, that would be out of sight.
uh in terms of what we've been doing for a long period of time then you would add inflation to it so maybe two and a half so then you're looking at nominal gdp of six and a half which is
amazing.
So in my opinion, it's quite good.
The real question is whether these cuts, these supply side parts of the one big beautiful bill will really result in big capital spending and research and development.
Because if that happens, in my opinion, growth will be fantastic and inflation will remain low.
Yeah, I think to answer your first question, the reason why the bond market is so important is that it's the risk-free rate.
Everything is priced off of it.
Mortgages, corporate spreads, high-yield spreads, all of that is priced off of the U.S.
Treasury market.
So if long rates increase for the Treasuries, rates will go up across the board for the economy.
The economy is very leveraged, and so big increases in bonds
and interest rates at the long end will turf out leaders.
Right now, it looks like the long end is behaving very, very well, and that's good for stocks.
We found if right now, let's say bond yields are about four and a quarter, we found that if rates get to four and a half or 475, the stock market could have some indigestion.
So we're pretty bullish on this pick, and I think it's great for the capital markets.
As far as your second question, I think Kevin represents a temperament, which I think, let's say, is not always visible from the administration, which is to say, you know, he's a little bit of a common force in something that can seem like, you know, a little bit of a circus.
And I think for the financial markets, they love that.
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