Jason Trennert | 01-24-26

Larry Kudlow and investment expert Jason Trennert examine Donald Trump’s aggressive stance on trade, specifically his threat of a 100% tariff on Canada to prevent China from using its northern neighbor as a backdoor to bypass American duties. The conversation moves from geopolitical leverage and national security—including the protection of Arctic shipping lanes and Western energy interests—to a broader analysis of the resilient domestic economy. Trennert offers an optimistic outlook, suggesting that market growth is broadening beyond major indices due to high productivity, stable inflation, and favorable business incentives.