Jason Weaver
Analyst
Jones Trading
Equibles does not estimate personal net worth.
About Jason Weaver
Jason Weaver is recorded as Analyst at Jones Trading. Jason Weaver has spoken on 38 earnings calls across 21 companies, most recently for Orchid Island Capital, Inc. on October 23, 2026. Those appearances were for Orchid Island Capital, Inc. (ORC), Invesco Mortgage Capital Inc. (IVR), Armour Residential REIT, Inc. (ARR), United Fire Group Inc (UFCS), BrightSpire Capital, Inc. (BRSP) and 16 other companies. The companies whose calls Jason Weaver spoke on are classified in the Real Estate, Financial Services and Industrials sectors.
Jason Weaver on recent calls
“I'm just trying to ballpark dividend coverage going forward. Can you walk me through how comfortable you are with the 30-cent level? I know there's some expanded ROEs available in the marketplace, but we have some swaps rolling off that are giving you some positive carry at the same time.”
“With the Fed now hiking, are you thinking about like swaps versus futures from here?”
“First, with the portfolio rotation well underway now, I realize it's difficult to forecast, but what inning would you say we're in along this path, and has the timeline extended due to those refinancing transactions?”
“Just one of the commercial auto loss ratio, how much of that is related to social inflation and enhanced judgment costs? And, you know, where do you think auto rate needs to hold to get back into your target?”
“Just looking at the 2026-3 deal, it looks like we're seeing a fair amount of spread compression there versus the last securitization.”
Affiliation history
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Jones Trading
Analyst
Source not stated
Current
Company network
Insurance - Property & Casualty · Financial Services
EARN
Asset Management · Financial Services
Mortgage Finance · Financial Services
ADAM
REIT - Mortgage · Real Estate
RITM
REIT - Mortgage · Real Estate
CXW
Security & Protection Services · Industrials