Jeremy Siegel

Jeremy Siegel and Jeremy Schwartz join the hosts to discuss Stocks for the Long Run, beating inflation, AI stocks vs tech bubble, housing market, small caps, and more. The chapter explores inflation impact on prices, former student turned business partner bond, stock market valuations, overnight rates influence, tech sector performance, international markets analysis, and valuation-sensitive approach to Indian shares launch.

Wharton finance professor emeritus Jeremy Siegel discusses investment strategies from his book 'Stocks for the Long Run.' Topics include interest rates, Black Swan events, ESG investing, market bubbles, and strategies for long-term equity investing.

Megan Cassella, a trade and tariffs reporter, teams up with Jeremy Siegel, Professor Emeritus of Finance at Wharton, to explore the ripple effects of a court ruling that blocks many of Trump's tariffs. They discuss the implications for consumer prices and the stock market, highlighting a tech rally led by Nvidia's promising AI prospects. As the duo breaks down GDP concerns and housing market trends, they also touch on Boeing's recovery strategies and the evolving landscape of American economic policies.

Jeremy Siegel, a Wharton finance professor and WisdomTree senior economist, joins Steve Liesman, a CNBC correspondent at Jackson Hole. They dive into Chair Powell's recent speech, dissecting its potential effects on the market and interest rate outlook. Key highlights include discussions on recent stock market gains, signals from the Federal Reserve about potential rate cuts, and how the housing market may be influenced by declining mortgage rates. They analyze the interplay between inflation expectations and investor sentiment, providing insights on market dynamics.

Jeremy Siegel, a Wharton finance professor and WisdomTree Chief Economist, shares insights on the implications of recent tariffs and their influence on inflation and GDP. Eamon Javers, a Washington policy reporter, discusses the new tariffs and their expected impact on trade deals. The conversation dives deep into market reactions to tame PCE inflation, economic concerns surrounding potential government shutdowns, and the consumer impact of tariffs during the upcoming holiday season. It's a lively discussion packed with actionable market insights.

Professor Jeremy Siegel from Wharton shares his insights on potential catalysts for stock recovery, emphasizing the nuanced relationship between tariffs and inflation. Bryn Talkington discusses strategic market approaches amidst shifting economic tides, while Ellen Zentner sheds light on the Federal Reserve’s impacts. Together, they explore tech stocks like Apple and the competitive landscape against giants like NVIDIA. The conversation also touches on tactical considerations for investors as September approaches, highlighting both opportunities and risks in a volatile market.

Paul Krugman, a renowned economist, and Jeremy Siegel, a finance professor, dive into the chaotic shift in global asset prices amid growing recession fears. They discuss how the U.S. recession is reshaping fundamental market perceptions and pressuring central banks for rate cuts. The conversation highlights the role of Japanese banks in impacting global credit dynamics, emphasizing their strategic investments in U.S. assets. Both guests unpack rising credit spreads, scrutinizing the disconnect between economic optimism and harsh realities like unemployment.

Jeremy Siegel, Dave Goodson, Jeremy Schwartz, and Jack Farley discuss macro view on bonds, stocks, and economy, as well as analysis of securitized products including agency MBS, non-agency MBS, commercial MBS, and CLOs. They cover topics like impact of higher rates, tech company performance, attractiveness of bonds vs stocks, risks and opportunities in non-agency and MBS market, pricing of CLOs, risks in the CMBS market, and asset-backed securities market analysis.

Jeremy Siegel, a finance professor and market expert, shares insights on stock valuations and compares today's market to the late '90s. Bryn Talkington discusses fiscal impacts and consumer trends, while Ankur Crawford reveals top stock picks for the AI and tech sectors in 2026. Alex Lasry, CEO of the FIFA World Cup host committee, talks about infrastructural planning and economic benefits of the upcoming tournament. The conversation also delves into interest rates, holiday sales, and the implications of market dynamics.

Join renowned guest Jeremy Siegel, a senior economist and macro expert, alongside macro analyst Sam Rines and markets commentator Jeff Winninger. They delve into Nvidia's recent volatility, examining its earnings impact amidst labor market trends and AI investment returns. The discussion highlights Walmart's strong consumer signals, geopolitical shifts in Venezuela's oil market, and housing dynamics. With insights on monetary policy, holiday spending forecasts, and market resiliency, this conversation is packed with valuable financial perspectives.