Sign up to save your podcasts
Or
Share 100% Tariffs On BRICS: What Happens To Markets, Inflation, Dollar | Jason Trennert
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
100% Tariffs On BRICS: What Happens To Markets, Inflation, Dollar | Jason Trennert
Jason Trennert, CEO of Strategas, discusses a coming "second wave of inflation" and the portfolio allocation implications.
*This video was recorded on December 02, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW JASON TRENNERT:
Strategas Asset Management: https://www.strategasasset.com/
X (@JasonTrennert_): https://x.com/JasonTrennert_
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0-:40 - Inflation
3:45 - Could Trump stall rate cuts?
6:31 - “Common Man” CPI
10:23 - Rate cuts and growth
13:40 - Trump’s 100% tariffs threat
16:43 - Asset allocation
19:30 - Cash Flow Aristocrats
20:30 - Interest rate outlook
25:00 - Scott Bessent as Treasury Secretary
27:24 - Best assets of 2025
View all episodes
By The David Lin Report
4.5
2525 ratings
Jason Trennert, CEO of Strategas, discusses a coming "second wave of inflation" and the portfolio allocation implications.
*This video was recorded on December 02, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW JASON TRENNERT:
Strategas Asset Management: https://www.strategasasset.com/
X (@JasonTrennert_): https://x.com/JasonTrennert_
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0-:40 - Inflation
3:45 - Could Trump stall rate cuts?
6:31 - “Common Man” CPI
10:23 - Rate cuts and growth
13:40 - Trump’s 100% tariffs threat
16:43 - Asset allocation
19:30 - Cash Flow Aristocrats
20:30 - Interest rate outlook
25:00 - Scott Bessent as Treasury Secretary
27:24 - Best assets of 2025
More shows like The David Lin Report
View all
Sprott Money News
143 Listeners
Macro Voices
3,056 Listeners
Real Vision: Finance & Investing
910 Listeners
Hedgeye Podcasts
205 Listeners
Palisades Gold Radio
243 Listeners
The Market Huddle
364 Listeners
Rebel Capitalist News
1,032 Listeners
Eurodollar University
467 Listeners
ITM Trading Podcast
63 Listeners
Supply Shock
115 Listeners
Wealthion - Be Financially Resilient
379 Listeners
Forward Guidance
280 Listeners
The Julia La Roche Show
51 Listeners
Thoughtful Money with Adam Taggart
355 Listeners
Monetary Matters with Jack Farley
100 Listeners