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Jason Rodnick, CFA

Investment Analyst |

Jason is an Investment Analyst at Osborne Partners and has over 15 years of experience, and is in his 7th year at the firm. He is a member of the Osborne Partners Investment Management Team, and is responsible for research coverage in all asset classes. Prior to Osborne Partners, he was an investment analyst at Raub Brock Capital Management. Jason’s responsibilities included researching and analyzing portfolio investments, along with monitoring portfolios. Jason is a member of CFA Society San Francisco and CFA Institute. Jason graduated from San Francisco State University with a B.A. in Economics, is a CFA Charterholder, and passed the Uniform CPA Examination.

Publications by Jason Rodnick, CFA

October 17, 2024 | Economics

The 2024 Election: Taxes, the Economy, and the Market
As we approach the November elections, uncertainty looms over the markets and the economy. While elections always bring a degree of unpredictability, this year’s contest between Vice President Harris and […]

January 14, 2024 | Natural Resources, Investment Commentary

Investing in Innovation – Learning From the Past
Famed investor Peter Lynch’s quote on the 1848 Gold Rush encapsulates both the promise and peril of investing amid periods of speculation. Opportunity springs from enabling new innovations, but danger […]

May 1, 2023 | Economics

First Republic Bank – “It WAS a Privilege to Serve You”
An analysis of the bank’s collapse, the implications for its clients, the ongoing risks to other banks, and the broader market and economic implications. Early on the morning of May […]

April 15, 2023 | Investment Commentary

The Banking Crisis: The Impact Beyond the Initial Failures
The recent banking crisis, starting with Silicon Valley Bank’s collapse in early March, could have widespread impacts on the markets and economy. The Federal Reserve’s efforts to combat inflation through […]

March 27, 2023 | Investment Commentary

A Crisis of Confidence
The banking sector has been engulfed by a crisis of confidence. In just a few weeks, numerous events have shaken the market and banking industry. These include the failures of […]

July 17, 2022 | Global Equities, Economics

Stagflation Redux?  
Are we poised to relive the economic malaise of the 1970s and early-1980s? Inflation emerged as the primary concern for the markets during the second quarter. The Consumer Price Index […]

October 12, 2021 | Economics

Quantitative Easing, Tapering, Liftoff, and Rolloff
What Does It All Mean? The primary monetary policy tool for central banks is setting the level of short-term interest rates.  For the U.S. Federal Reserve (Fed), this means adjusting […]

February 17, 2021 | Natural Resources, Investment Commentary

Investing in Innovation – The Promise and The Perils
There is no denying that electric vehicles (EV) are on the precipice of changing the world of mobility. The disruption brought by this change will likely crown new industry leaders […]

February 3, 2021 | Economics

GameStop: To the Moon … and back
The remarkable rise and fall of GameStop (GME), a distressed video game retailer, has been nothing short of extraordinary.  Echoing the speculative flurry of past bubbles, GameStop rallied from under […]

January 15, 2021 | Economics

Democrats Take Georgia
On January 5th, 2021, Democrats unexpectedly swept the Georgia Senate runoffs, securing the Senate majority for the Democrats and returning unified Democrat control to Washington for the first time since […]
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