Jason Trennert on Populism, Policy & a Distorted Market System | The Real Eisman Playbook Ep 44

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Jason Trennert (Strategas). The two of them beak down how populism, policy decisions, and private capital have reshaped today’s market system. Trennert explains the long-term implications for investors navigating a market that no longer behaves the way it used to.

00:00 - Intro

01:52 - Jason's Journey with Cancer

04:47 - Trump's Latest Tariff Threat

06:52 - Populism

12:04 - Crypto

13:45 - The Current Economy

16:15 - The AI Bubble (Or Non-Bubble)

18:10 - Affordability

20:51 - Trump's Credit Card Proposal

23:46 - Is the Market Expensive Or Not?

30:34 - Private Equity

36:34 - Financials

40:05 - Retail & Meme Stocks

42:55 - General Thoughts & Outro

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