Peter sits down with economist, author and Wharton School professor Jeremy Siegel for a candid conversation on the economic forces impacting Americans today. Siegel’s rigorous research and data-driven insights have long been influential in shaping investment strategies, explaining market behavior and understanding the impact of inflation on investment returns. When Siegel talks, investors pay attention.
00:00 Introduction
04:02 Why Jeremy argues stocks are the most stable asset class in the long term
07:40 What bonds can be good hedges against
09:16 The market, COVID-19 and the government’s response
15:00 Why more than one-third of Americans are priced out of the housing market
15:40 How deficit spending impacts the American economy
21:10 Siegel’s take on the biggest threats to the American economy
26:27 Trump’s tariffs and their impact on the economy
34:53 Cryptocurrency and how it could change the U.S. payment system
38:55 The shift toward private markets and equity
40:17 Siegel’s take on what makes Americans exceptional
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