Leading Portfolio Strategist Jason Trennert Predicts the Major Investment Themes for 2025

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  • เผยแพร่เมื่อ 3 ก.พ. 2025

ความคิดเห็น • 49

  • @DiFinni
    @DiFinni วันที่ผ่านมา +1

    Palantir !!

  • @scipioafricanus4875
    @scipioafricanus4875 10 วันที่ผ่านมา

    Thanks!

  • @richarddelotto2375
    @richarddelotto2375 2 วันที่ผ่านมา

    Solidly useful-- thanks to both!

  • @tulipmania4923
    @tulipmania4923 10 วันที่ผ่านมา +6

    Can you please interview Bill Miller
    The original

  • @AndrewWells
    @AndrewWells 10 วันที่ผ่านมา +6

    Get this guy a post in the administration!!! He's all in...

  • @Marnel12-b3l
    @Marnel12-b3l 7 วันที่ผ่านมา

    Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

  • @johngrasing1715
    @johngrasing1715 10 วันที่ผ่านมา +5

    Finally some gets it! Keeping interest rates artificially low creates an unstable investment environment and punishes the average person!

    • @SurfCityBill
      @SurfCityBill 9 วันที่ผ่านมา

      Agree. It's amazing how many Pro-regulation Kamala voters are criticizing him

  • @thomascraig4466
    @thomascraig4466 10 วันที่ผ่านมา +23

    This guy is full of B.S.
    Tax cuts lead to stock buybacks and corporate bonuses. Very little went to innovation or their employees. We need a flat tax with NO LOOPHOLES.

    • @davidduffy2046
      @davidduffy2046 10 วันที่ผ่านมา +7

      Yes, He believes in trickle down economics. Enough said

    • @markpiersall9815
      @markpiersall9815 10 วันที่ผ่านมา

      Agreed. The Income tax is favored by schemers who exploit the many dodges built into the tax code. The promotion of Free Trade is so schemers can sell container loads of goods at sea to insurance logistics companies in Panama so when the containers hit US ports there appears a big markup leaving the profit in Panama. The Social Security tax is a form of Tyranny as it applies only to the first $168,000. So Elon Musk and his $44 or $50 billion paycheck and Jamie Dimond and his $39 million only pay the tax on the first $168,000. Our founders had it correct; fund the federal government with alcohol taxes and Treasury Cutters plying our ports to collect import duties. The Federal alcohol tax should be increased ten fold. Sober Adults deserve discounts on insurance premiums. Our government has been run by criminals since the Mexican American War at least with a few exceptions.

    • @oneshot2g
      @oneshot2g 10 วันที่ผ่านมา +2

      I disagree with a flat tax, it is more punitive to low income earners. The various tax breaks given to the corporates are a revenue cut for the government

    • @SurfCityBill
      @SurfCityBill 9 วันที่ผ่านมา +1

      Interesting take. I'm 180 degrees the other side. This guy makes perfect sense and helps me create a 2025 investment plan. By the way, trickle down worked during the Reagan years.

    • @thomascraig4466
      @thomascraig4466 9 วันที่ผ่านมา +2

      @SurfCityBill
      Good luck with your trickle-down economics that has NEVER worked for the working class.

  • @AmeenJohani
    @AmeenJohani 9 วันที่ผ่านมา

    As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direct I should take to help me generate substantial profits like some people are this season.

    • @VicoYuni
      @VicoYuni 9 วันที่ผ่านมา

      I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.

  • @pureum1720
    @pureum1720 2 วันที่ผ่านมา

    Long Cameco but nuclear play is never easy- it's really long term- so volatile...

  • @DeslerNatasha
    @DeslerNatasha 9 วันที่ผ่านมา

    AI stocks will dominate 2025. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take any other recommendations you make to enable me make additions to a $120K portfolio to enhance overall performance of my portfolio this year

    • @AIRLINEEMPLOYEEPLACEMENT
      @AIRLINEEMPLOYEEPLACEMENT 9 วันที่ผ่านมา

      Invest in S&P 500 ETF, for as long as possible. Do it as often as you can. Try not to withdraw this money and let compounding do its work. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

  • @richardjones2168
    @richardjones2168 8 วันที่ผ่านมา

    Wind and solar are there …the missing technology is low cost energy dense storage

  • @patriciocastro391
    @patriciocastro391 9 วันที่ผ่านมา

    If only $23 M were ever printed, as in BTC, each dollar would be worth $1,273,913.04. (current GDP / 23 M) PC

  • @edwardhayes6111
    @edwardhayes6111 10 วันที่ผ่านมา +11

    It looks like the comments are more about the Commentators political views than Jason’s valuable insights.

    • @oneshot2g
      @oneshot2g 10 วันที่ผ่านมา +4

      His insights are biased.

    • @greatslade5523
      @greatslade5523 2 วันที่ผ่านมา

      Well, his comments appear to be all political with no insights.

  • @George-jm4rn
    @George-jm4rn 10 วันที่ผ่านมา +17

    No, Ms. Mack, Mr. Trennert's 2024 record wasn't as great as you portrayed. He got China wrong in addition to the USD. It does appear that Mr. Trennert allows his political ideology to get in the way at times.

    • @ednan9
      @ednan9 8 วันที่ผ่านมา

      No one has a crystal ball

  • @lawrencefeldman462
    @lawrencefeldman462 10 วันที่ผ่านมา +4

    The Electric grid is a challenge for AI.
    Extremely concerned about the challenges. Just this cold weather in Florida power failed the other night and into next morning. We're all going to need a major upgrade to the grid. No way we can support Ai with this grid that cant support the needs in cold weather. So this Ai growth will get stalled out by the lack of power .
    His view point on green energy are terrible and short sided. Europe probably the best expanse of green energy 60%. Power now with solar panels and wind. Proves that he is wrong on green energy. Pushing nukes and gas ... Republicans pet projects to support the influence of big energy.

    • @Ryan_Tinney
      @Ryan_Tinney 10 วันที่ผ่านมา +2

      Our electricity costs in Europe are pretty much double what the Americans are paying.

    • @SurfCityBill
      @SurfCityBill 9 วันที่ผ่านมา

      Silly take. You Democrats equate nuclear with bombs and are completely misguided. France gets 70% of its total energy from nuclear. Imagine how great it would be if we could do that in the US? By the way, solar doesn't work all that well in the Northeast.

    • @sk.n.9302
      @sk.n.9302 9 วันที่ผ่านมา +2

      Totally on point. This guy is pushing new gas & nuclear, which would take years to scale & be too expensive vs. solar + battery are available now, taking about a year to get up & running. Equipment costs are also falling. No brainer.

    • @oneshot2g
      @oneshot2g 8 วันที่ผ่านมา

      @@SurfCityBill Northeast has wind potential, and existing nuclear power that can be upscaled. The anti nuclear sentiment isnt restricted to just democrats.

  • @merchantsailor
    @merchantsailor 4 วันที่ผ่านมา

    If speaker seriously can say 2% inflation I got a bridge I would like to sell him.

  • @sk.n.9302
    @sk.n.9302 9 วันที่ผ่านมา +1

    SOLAR + BATTERIES will be the name of the game, for economic reasons. New gas & nuclear take too much time to install & are too expensive.

  • @bucolic_frolic1284
    @bucolic_frolic1284 10 วันที่ผ่านมา +6

    Pro-business, anti-government, but buy regulated utilities. hokey-dokey.

    • @SurfCityBill
      @SurfCityBill 9 วันที่ผ่านมา

      He cautioned about buying regulated utilities. Poor listener.

  • @kikolatulipe
    @kikolatulipe 10 วันที่ผ่านมา

    Niel is my hero? 🤮

  • @DongShik-y4x
    @DongShik-y4x 9 วันที่ผ่านมา

    Retirement has been a dream come true! After years of hard work, my wife and I are now debt-free with a $3M+ net worth, thanks to disciplined saving and smart investing in the stock market. Our investments provide steady weekly income, allowing us to travel, golf, and create lasting memories with our grandkids-all while living frugally and enjoying every moment of our golden years.

    • @SeanScarletHannah
      @SeanScarletHannah 9 วันที่ผ่านมา

      Absolutely! I’m right there with you. Just returned from an incredible cross-country road trip-it’s amazing how much energy and freedom we have now. Let’s savor every moment, because it won’t last forever!

  • @selma5885
    @selma5885 10 วันที่ผ่านมา +3

    The elephant in the room..... climate change.

    • @michaelcap9550
      @michaelcap9550 10 วันที่ผ่านมา +1

      A power grab by the left.

    • @oneshot2g
      @oneshot2g 10 วันที่ผ่านมา

      ​@@michaelcap9550there is no significant "left" in America. Biden would be considered right of center in Europe.

  • @kikolatulipe
    @kikolatulipe 10 วันที่ผ่านมา +2

    This guy in a suit won’t have a job now without the intervention of government in 2008

    • @SurfCityBill
      @SurfCityBill 9 วันที่ผ่านมา

      If you're so excited to have the govt run your life move to China or better yet, North Korea.

  • @sk.n.9302
    @sk.n.9302 9 วันที่ผ่านมา +2

    This guy is total goober. SOLAR technology is NOW available & scalable (residencial & utility). Equipment costs keep decreasing. New GAS & NUCLEAR is comparabably too expensivr, not easily scalable, take a LONG time to implement, at least 5 years!

  • @RRD111
    @RRD111 9 วันที่ผ่านมา

    Thanks!

  • @JasvirAher
    @JasvirAher 9 วันที่ผ่านมา

    As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direct I should take to help me generate substantial profits like some people are this season.

    • @AmeenJohani
      @AmeenJohani 9 วันที่ผ่านมา

      I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.