Facts vs Feelings with Ryan Detrick & Sonu Varghese Timeless Lessons with Professor Jeremy Siegel (Ep. 89)
It's always a great time to talk with a key individual in the industry, and today we are excited to welcome back Professor Jeremy Siegel!
In this special episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group sit down with Professor Jeremy Siegel, Professor Emeritus & Chief Economist at Wisdomtree Asset Management, to explore topics ranging from the stock market to AI's impact on GDP and the Federal Reserve's role in shaping the economy. They uncover the timeless principles of investing and the potential of AI to revolutionize productivity and growth.
Together they cover:
- Why stocks still offer attractive returns over bonds despite yields
- A comparison of today's tech stock valuations with the 2000s dot-com bubble
- Emotional vs. rational decision-making in bear markets.
- Potential long-term benefits of AI on GDP growth and investment strategies
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
- Professor Jeremy Siegel (Ep. 26)
- Talking About Markets and Life with Jeremy Schwartz (Ep. 87)
Connect with Ryan Detrick:
Connect with Sonu Varghese:
About Our Guest:
Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University.
Prof. Siegel taught for four years at the Graduate School of Business of the University of Chicago before joining the Wharton faculty in 1976. He has written and lectured extensively about the economy and financial markets, has appeared frequently on CNN, CNBC, NPR and others networks. He is a regular columnist for Kiplinger’s and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron’s, The Financial Times and other national and international news media.
Prof. Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute. Prof. Siegel is the author of numerous professional articles and three books.
Prof. Siegel is currently the academic director of the U.S. Securities Industry Institute. He also currently serves as Senior Investment Strategy Advisor of WisdomTree Investments, Inc., consulting the firm on its proprietary stock indexes. He is also a member of the company’s board of directors.
Professor Jeremy Siegel is not affiliated with CWM, LLC.