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2023 profit predictions, concerns about tech stocks, and why meme stocks undermine confidence in the system w/ Jason Trennert
Jason Trennert is Chairman and Chief Executive Officer of Strategas and its related companies.
The podcast starts with Jason explaining why he wrote his 2015 book My Side of the Street: Why Wolves, Flash Boys, Quants, and Masters of the Universe Don't Represent the Real Wall Street and why it remains relevant today.
After describing how his passion for intelligence-gathering informs how he looks at investments, Jason lays out the three fundamental principles underpinning the way he does business.
Jason then voices his skepticism about Wall Street's prediction that profits will be up next year, given that a recession seems inevitable. He also airs his concerns about tech companies valued on revenue growth and not growth in earnings or cash flows.
Lastly, Ryan and Jason talk about the price activity of Bed Bath and Beyond (BBBY) in recent weeks. He explains that meme stocks are damaging confidence in the system and companies' ability to raise money.
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By Ryan PallottaJason Trennert is Chairman and Chief Executive Officer of Strategas and its related companies.
The podcast starts with Jason explaining why he wrote his 2015 book My Side of the Street: Why Wolves, Flash Boys, Quants, and Masters of the Universe Don't Represent the Real Wall Street and why it remains relevant today.
After describing how his passion for intelligence-gathering informs how he looks at investments, Jason lays out the three fundamental principles underpinning the way he does business.
Jason then voices his skepticism about Wall Street's prediction that profits will be up next year, given that a recession seems inevitable. He also airs his concerns about tech companies valued on revenue growth and not growth in earnings or cash flows.
Lastly, Ryan and Jason talk about the price activity of Bed Bath and Beyond (BBBY) in recent weeks. He explains that meme stocks are damaging confidence in the system and companies' ability to raise money.