Jason Ware

speaker

527 appearances 2 recordings 1 series first heard Apr 2026 last heard 13 Jul

Jason Ware’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

Appearances

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The Rundown · Why the AI Software Selloff May Be Overblown (Ft. Jason Ware) · 12 Apr 2026 podcast

You know, we can sum that up pretty cleanly in the war, right?

I mean, I think stocks were largely behaving themselves up until the end of February.

And since then, we've had a lot of uncertainty because of the war, in particular because of the impact on energy prices, fertilizer costs, helium, you name it.

And so that...

position, that posture going into the year.

You talked about you and I got together on Christmas Eve and things felt a lot more jolly, to use a festive term.

And so everyone kind of came into 26 with this notion of like the economy's good, earnings are good.

The Fed's on our side.

We're going to get a more dovish Fed chair coming in.

What could possibly go wrong?

And well, of course, war in Iran is what

went wrong and we've experienced volatility since, but I will say it's interesting.

I mean, we're only two and a half percent off of the highs, right?

We've had a pretty strong snapback over the last few days.

And so, yeah, some volatility, but you know, it's not too bad.

I will say it feels like the rotation – and we talked about this at the end of December.

I feel like the rotation away from technology –

into other parts of the market, the broadening out, if you will.

It feels like it has more legs this time than it has in the past.

But I don't think that means that the Mag 7 or the Splendid 6, as I call them, because we don't own Tesla.

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