Media

Click the images in the chart below to watch the interview

Jason is frequently interviewed by popular media outlets; sharing his opinions on asset allocation, risk management, macro-economic conditions, interest rates and the Fed, individual stocks, funds and ETFs, and a range of other investment related topics. The image above overlays selected interviews on a chart showing the current market environment at the time of the interview.

Some of the interviews linked above were produced while Jason was working as Chief Investment Strategist for a prior firm. Effective April 30, 2019, Jason made the decision to sever his ties with that prior firm and neither Jason nor Alexis Investment Partners, LLC has any ongoing affiliation with that prior organization.

Clips aren’t always available, but we attempt to provide links to all interviews since the launch of AIP as an independent wealth management firm. The links below are in chronological order from newest to oldest.

All material is for informational purposes only and should not be considered investment advice or recommendations to buy or sell any security. A more complete list of disclosures is available by clicking           .

AIP Guest Appearances

May 27, 2020 - TD Ameritrade Network

Kicked off a strong day for the markets by talking stocks and the durability of changing leadership on TD Ameritrade Network.

May 1, 2020 - Bloomberg

Enjoyed getting back on Bloomberg News to discuss markets, index funds, pockets of strength and areas to avoid as we work through this phase of the recovery. The interview starts at minute 47:25.

April 9, 2020 - TD Ameritrade Network

Hear our take on diversification and asset allocation for different age groups and at different points in the market cycle.

March 24, 2020 - Bloomberg

Despite stumbles, we discussed on Bloomberg News why we believe Congress will pass a stimulus bill and how much of the negative news we're expecting is already priced into markets. Check out the interview by clicking the image to the left.

Feb. 24, 2020 - TD Ameritrade Network

As the Dow fell 1000 points and turned negative for 2020 we shared our thoughts with TD Ameritrade Network. Click the picture to the left to check out the interview.

Feb. 21, 2020 - Bloomberg

With bond yields testing historic lows, fear is percolating. Catch our outlook at minute 51:40 of the Bloomberg TV interview linked to the picture to the left.

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Feb. 18, 2020 - Bloomberg

Bloomberg article featuring Jason's reaction to Apple's announcement that the Coronavirus would cause a revenue shortfall. Click the image to be taken to the full article.

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Feb. 2, 2020 - Bloomberg

Click the image to the left to see Jason's quote at the end of the Bloomberg article. We are not expecting a much steeper decline at this time.

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Jan. 27, 2020 - TD Ameritrade Network

With markets falling, we discuss risks, expectations and positioning on TD Ameritrade Network with host Oliver Renick. Click the image to the left to watch the interview.

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Jan. 17, 2020 - Bloomberg

Click the image to the left to hear Scarlet Fu, Romaine Bostick, and Jason discuss our current strategy, recent portfolio changes and outlook for stocks and bonds starting at minute 50:14.

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Jan. 3, 2020 - Bloomberg

Quoted in a recent Bloomberg article stating that we raised cash, but remain optimistic. Click the image to the left to be taken to the full page.

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Dec. 20, 2019 - Bloomberg

Check out Jason's interview on Bloomberg TV with hosts Scarlet Fu and Joe Weisenthal by clicking the image to the left and going to minute 47:53. He discusses why it may be time to lighten up into year-end as we approach the end of a banner year for stocks.

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Nov. 26, 2019 - Bloomberg

Click the image to the left to see Jason's interview on Bloomberg TV with hosts Scarlet Fu and Romaine Bostick. Go to minute 55:30 to hear why he continues to believe the market can go higher, a few thoughts on health care and retail, and some insights regarding market cycles.

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Nov. 15, 2019 - TD Ameritrade Network

Click the image to watch Jason's appearance on TD Ameritrade Network with host Nicole Petallides. With markets at fresh highs, they spoke at length about investor sentiment and the potential for a year-end rally.

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Nov. 13, 2019 - Moneylife

Click to listen to a great podcast interview with host Chuck Jaffe where Jason explains our investment methodology and current view on stocks, bonds, reits, gold, and commodities.

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Oct. 29, 2019 - Bloomberg

Check out Jason's appearance on Bloomberg with Scarlet Fu and Caroline Hyde by clicking the image to the left. Go to minute 53 to hear Jason speak about broadening leadership and why the rally should continue despite impeachment and other concerns - and the proximity to all-time highs.

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Oct. 7, 2019 - TD Ameritrade Network

Watch Jason's interview with Nicole Petallides to hear his general market outlook and thoughts on a series of individual stocks.

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Oct. 2, 2019 - TD Ameritrade Network

Click the image to the left to watch Jason's interview with Oliver Renick, where he makes the case for why we were unlikely to see a repeat of Q4 2018. They also discuss the Fed and why Jason prefers cash to bonds at this time.

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Sept. 24, 2019 - Bloomberg

Go to minute 5:15 to hear Jason speak with Scarlet Fu and Caroline Hyde about the recent spike in investor pessimism after only a modest pullback and why he felt it was too early to count this market out.

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Aug. 30, 2019 - Bloomberg

Click to watch Jason's appearance with hosts Scarlet Fu and Romaine Bostick. August has been volatile and uncertainty remains, but the market is resilient and Jason explains why he thinks we go higher.

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Aug. 29, 2019 - TD Ameritrade Network

In this interview, markets have tested May pullback and although still unclear, Jason makes the case for why he thinks we're setting up for a better Sept. and Oct. than we're used to and to get back to highs.

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Aug. 20, 2019 - TD Ameritrade Network

Watch Jason's appearance on TD Ameritrade Network with host Oliver Renick by clicking the image to the left. Jason explains why he is fully invested and removed hedges; and discussed some of the stocks he has been buying and "low volatility" funds and ETFs he finds attractive.

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Aug. 14, 2019 - Bloomberg

Click the image to the left to read an article "Yield Curve Drama No Reason to Lose Your Mind, Stock Pickers Say" by Elena Popina, Sarah Ponczek, and Lu Wang where Jason is quoted on his strategy within the pullback.

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July 26, 2019 - TD Ameritrade Network

Watch Jason's interview with host Nicole Petallides - as markets again test new highs, they are more vulnerable. He explains why it makes sense to pull in exposure by investing in quality names and low volatility ETFs - and selling covered calls, but not to get out altogether.

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July 19, 2019 - TD Ameritrade Network

Click the image to watch Jason's appearance on TD Ameritrade Network with host Jill Malandrino. It's been a great run; and we are now seeing complacency. Jason claims markets are due for a pullback but still resilient.

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June 30, 2019 - Bloomberg

Read Jason's quote in Bloomberg article "Nasdaq Bulls Are King for a Day as Futures Rally on Trade Truce" by Vildana Hajric and Elena Popina by clicking the image to the left.

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June 3, 2019 - TD Ameritrade Network

Jason celebrates his birthday by appearing on a panel with host Oliver Renick. Watch the video linked through the image to the left to hear why he is taking chances and looking for buying opportunities, after having just purchased SMH, and believes the global bear market started Feb. 2018 and maybe the Dec. 2018 lows would mark the low point.

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May 7, 2019 - TD Ameritrade Network

Click the image to the left to watch Jason's interview with Oliver Renick. In it, Jason states that he is keeping some dry powder and views gold as attractive. He is looking for a dip - but expecting to buy into a pullback if it happens.

Contact

1885 O'Briens Ct

Bethlehem, PA 18015

​​

Tel: 925-457-5258

jason@alexisinvests.com

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Sowell Management and Alexis Investment Partners, LLC are independently owned and operated. Advisory services are offered through Sowell Management, a Registered Investment Adviser.