The Julia La Roche Show #087 Jason Trennert: If You're Playing The Odds Expect A Recession In The Next 6-12 Months
Jul 18, 2023
Jason Trennert, co-founder and CEO of Strategas Research Partners, joins Julia La Roche for a wide-ranging conversation on the macro picture. They discuss the likelihood of a recession in the next 6-12 months, the impact on financial assets, and the perplexing market going up despite doubts. They also touch on the labor market, risks faced by regional banks, the outlook for the energy sector, the power of lobbying in investment, and the concept of TINA - 'There Is No Alternative'.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Market Going Up Despite Doubts
02:37 • 20min
Labor Market and Possibility of a Recession
22:26 • 4min
Risks and Strengths of Regional Banks in the Financial Sector
26:08 • 2min
Outlook for the Energy Sector and Electric Vehicles
27:46 • 5min
The Power of Lobbying in Investment
33:07 • 9min
Wrapping up the conversation and learning more about the guest
42:14 • 3min