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.

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I think the issue in his mind is sort of like he's dealing with the tail, but largely we've moved on to other things like war in the Middle East.

Energy prices.

A midterm election that's coming later this year.

And so I don't think that tariffs are going to be the thing that upsets the stock market.

I think we've seen that play out.

And so it's just not something that we're terribly concerned about.

And our companies that we own in our portfolio and certainly the S&P 500 writ large, again, they've demonstrated we can work through that.

We're going to see if the consensus on the street is right.

We're talking 16% earnings growth this year.

One year ago from today, we were talking about liberation day and we're going to have 16% higher earnings growth.

So it just doesn't matter.

And they just, no one wants to get super bearish.

100%.

You can't short this market and wake up the next day to a, we're not, we shouldn't call them a tweet.

I always say tweet, but he doesn't.

I always say a truther.

We call them truthers.

I don't know.

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