As the financial markets remain on the rise and unpredictable...
It is critical to seek guidance and insights from experts who have a complete understanding of market dynamics which is crucial for investors and enthusiasts alike.
In this episode, Ryan Detrick & Sonu Varghese sit down with Tom Lee, Managing Partner & Head of Research at Fundstrat Global Advisors, LLC. They chat about Tom's perspective on the bull market and how he stays informed about the markets. They also talk about international perspectives, demographics, and credit in market growth. Additionally, they touch on inflation, the Fed's actions, and the importance of mentors.
Tom discusses:
- What he looks at first thing in the morning regarding the markets
- The reasons behind his bullishness at the start of the year
- How regional biases impact market outlooks in Europe, Asia, and Latin America
- His motivation for leaving JP Morgan and starting his own research company
- How demographics and credit play a role in understanding growth and market trends
- The importance of maintaining a sense of humor in the unpredictable market
- The potential trajectory of inflation and the Fed's possible actions in the future
- The influential mentors in his career and the importance of finding a good mentor
- And more!
Resources:
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About our guest:
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy, and Telecom Services.
Mr. Lee received his BSE from the Wharton School at the University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charter holder and is an active member of NYSSA and the NY Economic Club.
