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

Jason Trennert, CEO, Chief Investment Strategist, and Co-Founder of Strategas Research Partners, joins Wealthion’s Andrew Brill to discuss the U.S. debt crisis, fiscal policy, inflation risks, and the Federal Reserve’s challenges. With $36 trillion in national debt, surging interest payments, and inflation not fully gone, is America facing a fiscal reckoning? Trennert explains how short-term funding, monetary policy, and market trends are shaping the nation’s financial future. Don’t miss this expert take on what’s next for the economy, housing, markets, and your wealth.

Chapters:
1:30 - The U.S. Economy Today: Growth, Risks, and Inflation
3:03 - Post-Election Markets: Earnings and Capex Outlook
5:07 - America’s Debt Crisis: Short-Term Funding Risks
11:01 - Fiscal Reckoning: Can Spending Cuts Solve the Problem?
16:45 - Trump’s Wall Street Treasury Secretary & The Fed’s Role in Managing Inflation
23:13 - Inflation Disccusion and Real Impact: Strategas’ Common Man CPI Explained
32:01 - 32:25 - Housing in Crisis: What’s Driving Soaring Costs?
35:53 - Credit Cards and Trump Price Controls
38:49 - Market Return Expectations During Trump 2.0

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#Wealthion #Wealth #Finance #Economy #DebtCrisis #Inflation #FederalReserve #Markets #Investing #EconomicOutlook #FiscalPolicy #StockMarket #Housing
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[gen-X-trader]

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

[mikeflair]

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.

[kirkhamster]

Issue 45 yr treasury bond at 10%. I will drop $1M in a hearbeat and hold it till maturity. DOGE can use my money to fix all the efficiency issues for the next 45 years and I can keep collecting
coupon of $100k per yr.

[theemove]

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

[douglaskaminski]

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

[Michael-qyjz]

Wealth effect means MASS Wealth Transfer to the top!!

[gussoldtimeradioshows]

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

[JM-gutx]

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

[onfile]

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.

[marsmotion]

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

[Katadori]

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.

[fivestar]

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

[marsmotion]

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

[wwinfreo]

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?

[mobaccar]

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

[Andrei.HEX]

Study HEX your saving account on the Blockchain

[BuddyDog]

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

[richardjones]

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

[matthewmarshall]

Because rates are going back to 0 and QE incoming

[robertbeaty]

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