What podcasts say about Jason Trejo

What Jason Trejo has said on podcasts

9 statements · 9 positive

1. 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
2. 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
3. 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
4. on Nominal GDP growthPositiveSep 29, 2026· UBS On-Air: Market Moves

   Nominal GDP growth could reach 6%.

   “if you're going to grow nominal GDP at 6%”

   Listen at 11:51

   Open the episode · Top of the Morning: CIO Strategy Snapshot - Implications of higher rates
5. on S&P 500PositiveSep 29, 2026· UBS On-Air: Market Moves

   S&P 500 company revenue growth should be at least 6% with 6% nominal GDP growth.

   “top-line revenue growth for S&P of 100 companies should be at least 6%, if not higher”

   Listen at 11:54

   Open the episode · Top of the Morning: CIO Strategy Snapshot - Implications of higher rates
6. on Artificial IntelligencePositiveSep 29, 2026· UBS On-Air: Market Moves

   AI is relatively resilient to the recent rise in interest rates.

   “it is a secular theme that it's not completely impervious to the macro conditions and rates, but, you know. relatively immune to the move we've seen in rates thus far”

   Listen at 12:07

   Open the episode · Top of the Morning: CIO Strategy Snapshot - Implications of higher rates
7. on Meta Muse launchPositiveSep 29, 2026· UBS On-Air: Market Moves

   Meta’s Muse launch boosted Meta’s stock price.

   “last week at Meta launched Muse, a new Agentic AI application for individuals that certainly boosted their stock price”

   Listen at 12:24

   Open the episode · Top of the Morning: CIO Strategy Snapshot - Implications of higher rates
8. on AI investment thesisPositiveSep 29, 2026· UBS On-Air: Market Moves

   The AI investment thesis will likely remain the biggest equity-market driver.

   “the AI investment thesis can use to be probably the biggest key driver for equity markets”

   Listen at 12:44

   Open the episode · Top of the Morning: CIO Strategy Snapshot - Implications of higher rates
9. on Equity (finance)PositiveSep 29, 2026· UBS On-Air: Market Moves

   Equities currently look more attractive than bonds.

   “Equity still seem, you know, definitely look more attractive to us at this point in time”

   Listen at 12:55

   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.