Jason Trejo

Person

Heard in 1 episode across 1 show since Sep 2026

Jason Trejo is a guest who discusses the CIO Strategy Snapshot.

Episodes

across 1 show

First heard

Sep 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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9 statements

on Equity (finance)PositiveSep 29, 2026· UBS On-Air: Market Moves
Higher fixed-income yields do not make equities relatively less attractive.
“the short answer is no”
Listen at 10:50
Open the episode · Top of the Morning: CIO Strategy Snapshot - Implications of higher rates
on S&P 500PositiveSep 29, 2026· UBS On-Air: Market Moves
The S&P 500 is about three percentage points above its rate-implied level.
“the S&P should actually be about three percentage points lower than it is right now”
Listen at 11:23
Open the episode · Top of the Morning: CIO Strategy Snapshot - Implications of higher rates
on S&P 500PositiveSep 29, 2026· UBS On-Air: Market Moves
Strong nominal GDP growth is supporting equity performance.
“good macro conditions, like from a nominal GDP growth perspective”
Listen at 11:46
Open the episode · Top of the Morning: CIO Strategy Snapshot - Implications of higher rates

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

1 episode featuring Jason Trejo, newest first