

Time to Buy the Dip?
Apr 3, 2025
Join renowned Wharton finance professor Jeremy Siegel, Macro Strategist Sam Rines, and Fixed Income Head Kevin Flanagan as they dissect recent tariff policies and their market implications. Siegel argues that tariffs are a major misstep and suggests the Fed should cut rates despite inflationary pressures. Rines and Flanagan delve into global trade tensions, exploring responses from countries like India and Japan. They also discuss strategies for navigating market volatility, the shift towards dividend stocks, and the geopolitical landscape affecting investments.
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Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Monetary Policy and Political Dynamics
02:20 • 26min
Navigating Today's Equity Market
28:26 • 10min
Shifts in European Defense Spending and Japan's Economic Challenges
38:09 • 2min
Strategic Insights into Japanese Companies and Their Global Presence
39:46 • 2min
Navigating Market Volatility and Geopolitical Strategies
41:25 • 11min
Navigating Market Uncertainty: Predictions on Interest Rates and Fiscal Policy
52:01 • 2min
Navigating Market Uncertainty and Future Optimism
54:16 • 2min