How Much More Stress Can These Markets Handle?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 26 April 2023

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

The banking sector is back under pressure as First Republic's stock continues to plummet. Will we see spillover? Jason DeSena Trennert, CEO of Strategas Securities, joins Ash Bennington to share his views on the fallout at First Republic Bank, potential contagion in the banking sector, and why growth investors may not want to get ahead of themselves if a recession is coming. You can find more of Jason’s work here: https://www.strategasrp.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
0:06.7	to the smartest minds in finance.
0:08.8	Visit ReelVision.com slash RVPod and use the promo code podcast10 at podcast10 to get
0:16.1	10% off our essential membership for the first year.
0:19.0	Join the ReelVision community and learn how to become a better investor by now to the top
0:22.9	analysis of today's markets.
0:33.2	How much more stress could these markets handle?
0:35.7	Welcome to ReelVision Daily Reefing.
0:37.1	It's Wednesday, April 26, 2023.
0:39.6	I'm Ash Bennington.
0:40.6	I'm joined today by Jason Trenner, Chairman of Stratigus.
0:44.4	Welcome, Jason.
0:45.4	Nice to be here.
0:47.4	Thanks for having me.
0:48.4	Well, I was about to say welcome back.
0:49.7	You've been on many times.
0:50.7	One of our favorite guests, our audience always appreciates your insight.
0:54.4	Jason, I want to lead off with a quote because I think it's so powerful from an investment
0:58.1	strategy note from your shop's strategic securities.
1:00.8	This is from Monday, April 24, 2023.
1:03.6	With the sheer amount of fiscal and monetary meddling in the economy during the pandemic,
1:09.3	it would seem that almost anything is possible.
	...

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