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

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  • Опубликовано: 29 ноя 2024

Комментарии • 42

  • @Wealthion
    @Wealthion  4 дня назад

    Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at bit.ly/3Opi19K

  • @mikeflair6800
    @mikeflair6800 3 дня назад +2

    Excellent discussion - one of the best guests of all time. Easy to understand; big thinker; fair and balanced opinions; considerate of wealth distribution; great orator and story teller. I really like him and his 'more market is better than more government' philosophy.

  • @gen-X-trader
    @gen-X-trader День назад +1

    I mean towards the end he makes a really good point about Fed policy pushing asset prices after the financial crisis. We watched the s&p do a 9x from the 2009 low until now. Asset holders, typically wealthy people, the wealth grew exponentially. The problem is that's just going to continue. When you pass tariffs you tax the poor. The gains from tax cuts and market appreciation can help offset the sales tax of a tariff for the wealthy but the poor just fall further behind. What you need to do is either tax the wealthy, people who make over 100 million should be paying a lot more, or come up with a policy that directly benefits people making under $100,000 a year. If you want to reduce wealth inequality you might start with a policy actually designed to do it. A policy we have never had and still don't, peak worker power was in the '70s

  • @thee55move
    @thee55move 4 дня назад +1

    Curious at what point would we see fiscal policy lean toward or considering the possibility of inflating out of a debt spiral.?

  • @Michael-qy1jz
    @Michael-qy1jz 4 дня назад +5

    Wealth effect means MASS Wealth Transfer to the top!!

    • @marsmotion
      @marsmotion 4 дня назад +1

      the wealth pump never stops

    • @Michael-qy1jz
      @Michael-qy1jz 4 дня назад

      @marsmotion it reverses but the top Boyz get B-Outs and all kinds of free Get-outta-Jail-Free cards

  • @MarmionFalls
    @MarmionFalls 3 дня назад

    You're doing a fantastic job! I need some advice: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

  • @douglaskaminski4703
    @douglaskaminski4703 3 дня назад +1

    How about stop contracting things out at 20% profit margins, that will save the GOV a bunch.

  • @marsmotion
    @marsmotion 4 дня назад +1

    how about deflation...im tired of paying!!!!! for rich peoples wars...

  • @onfile
    @onfile 3 дня назад

    Our "data dependent" fed supposedly sets policy based on data it appears to have a 50% plus or minus margin of error. I suppose it takes a PhD to rely on such methodology.

  • @wwinfreo
    @wwinfreo 3 дня назад

    Great discussion - but one small detail re "free markets and capitalism" as a system of belief and example of gold standard - (re: commodities): the COMEX apparently removes true market price discovery with shorting etc. - therefore - we have a market with limited real "price discovery" - where "real" = the "physical reality" of producing something?

    • @damonkatos4271
      @damonkatos4271 3 дня назад

      We don’t live in a capitalist society, it’s a corporatist society.

  • @geekmeister3997
    @geekmeister3997 3 дня назад +1

    U6 unemployment is over 7 %

  • @gussoldtimeradioshows4902
    @gussoldtimeradioshows4902 3 дня назад

    Talking about cutting is not the same as doing. Regan tried to cut education dept and it went nowhere

  • @Katadori09
    @Katadori09 4 дня назад

    Tbh, we also need to raise taxes. I get wanting to cut, but it’s not enough by itself. You can’t bleed a stone. The taxes are coming out of our pockets in the form of inflation anyway. Taxes are unusually low and it is irresponsible.

  • @fivestar6015
    @fivestar6015 3 дня назад

    Yes free markets! Insulin prices to the moon. If you can't afford it...those is the breaks buddy.

  • @matthewmarshall7996
    @matthewmarshall7996 3 дня назад +1

    Because rates are going back to 0 and QE incoming

  • @mobaccar8030
    @mobaccar8030 3 дня назад

    If you credit people at 25%, I think you should go out of business. What is the difference between them and pay day lenders?

  • @richardjones2168
    @richardjones2168 4 дня назад

    So let’s cut items folks have paid into for 30-40 years but not increase taxes on the wealth class back to a tad bit historically normal rate

  • @JM-gu3tx
    @JM-gu3tx 4 дня назад +2

    Andrew, it's ok to have class and sophistication by wearing a tie.

  • @marsmotion
    @marsmotion 3 дня назад

    The wealthiest 10% of Americans own 93% of stocks even with market participation at a record high

  • @BuddyDog9267
    @BuddyDog9267 4 дня назад +1

    YOU DOPES. Taxes must go up for wealthy! Lower on midclass who pays liittle anyway! Cut expenses too! 😮

  • @Andrei.HEX1
    @Andrei.HEX1 3 дня назад

    Study HEX your saving account on the Blockchain

  • @christopherleone2996
    @christopherleone2996 3 дня назад

    Gvmt can't sustain positive and consistent revenue without inflation. Period. 2% is arbitrary.

  • @robertbeaty3498
    @robertbeaty3498 4 дня назад +2

    Lol wealthy "benefiting from the wealth effect so thats good"

  • @darrenritsick4219
    @darrenritsick4219 3 дня назад

    To think Trump will allow equities to tank by extending Treasury duration is delusional

  • @ricardoarevalo6369
    @ricardoarevalo6369 3 дня назад

    To talk about immigration with talking about the economic and financial war against Venezuela, Nicaragua, Cuba, Honduras etc is absurd
    The free market when tax payers save them in 2008 is a joke.
    To state that there's a house shortage when in San Francisco there are 4300 empty houses is ridiculous, the real issue is affordability.Wha about the 1/2 billion dollars in houses that Amazon owner bought.

  • @onfile
    @onfile 3 дня назад

    I equate the million dollar duct taped banana to the current price a Bitcoin. There's one born every minute. These days it seems many more than one. If you believe in Bitcoin I have a old tulip bulb I'd like to sell you.

  • @edgibbs3229
    @edgibbs3229 3 дня назад

    Jason is always bearish and mostly wrong.

  • @pixeldrifter
    @pixeldrifter 3 дня назад

    So funny to see these trad fi guys twisting in the wind trying to choose between inflation and recession. Recession because it helps their personal pocketbook more, but also inflation so that the whole economy doesn't tank. Meanwhile, Bitcoin is in the early parabolic part of the bull run offering a way out, but most of trad fi is still skeptical/oblivious.

  • @youtubevideomarketingbd
    @youtubevideomarketingbd 3 дня назад

    Wealth effect means MASS Wealth Transfer to the top!!