Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares her insights on the 2025 market outlook and the risks influenced by the Federal Reserve. Jason Furman, an economics professor at Harvard, discusses the potential inflationary impact of President Trump’s second term policies. Meanwhile, Jason Trennert, Chief Investment Strategist at Strategas, explores major market trends, the future of interest rates, and the implications of inflation strategies for investors. A lively discussion on navigating economic uncertainties provides valuable perspectives!

Join Tom Lee, a market expert known for his bold predictions, as he anticipates Bitcoin soaring to $250k while exploring the crypto landscape's evolution. Jason Trennert provides insights on the implications of new Treasury leadership and the challenges facing housing affordability. Ron William discusses the excitement post-election markets and stresses the importance of risk management. Finally, Ram Ahluwalia dives into the battle between value and growth stocks and the investment potential in agency mortgage bonds and nuclear energy. A wide-ranging conversation about the future of investments!

In this discussion, Jason Trennert, CEO and Chief Investment Strategist of Strategas Research Partners, dives into the pressing U.S. debt crisis with a staggering $36 trillion at stake. He examines the Federal Reserve's struggle with inflation and monetary policy, detailing the intricate balance they must maintain. Trennert also shares insights on future economic trends, including housing market challenges and corporate earnings post-election, while exploring potential fiscal strategies to navigate America’s financial future.

Rebecca Patterson, an expert in investment strategies, teams up with Jason Trennert, a leading economic analyst, to uncover insights on market dynamics. They dive into Japan's economy and its ties to the U.S., advocating diversification and highlighting UK equities as a defensive choice. The conversation shifts to the challenges of market timing, stressing the advantages of long-term investments and the benefits of reinvesting dividends. They also mix humor with serious insights, discussing political climates and teasing intriguing content about the fertility industry.

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'.