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.

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.

Dan Ives, a star analyst at Wedbush, shares insights on the earnings reports for Alphabet and Tesla, discussing their recent struggles and the impact of AI on their futures. Eamon Javers delves into the AI summit and emerging policy, while Lauren Goodwin offers market trends and investment strategies. Jeremy Siegel, a Wharton School finance professor, critiques Fed leadership and its implications for future monetary policy. Together, they explore market optimism, potential for diversification, and the evolving role of AI in shaping stock valuations.

Former President Donald Trump discusses the Genius Act, a pivotal initiative aimed at modernizing America's financial landscape and boosting the cryptocurrency sector. Jeremy Siegel, Wharton School finance professor, shares his insights on stock market trends and the Federal Reserve's challenges amidst changing political climates. They dive into the volatility of Bitcoin compared to traditional currencies, the importance of legislative support for digital assets, and the cautious optimism shaping the future economic outlook.

Join Jeremy Siegel, a Wharton finance professor and chief economist at Wisdom Tree, as he dives into the current tech-driven market landscape. He discusses whether technology can sustain its leading role in stock growth, especially in light of Nvidia’s historic $4 trillion market cap. The conversation also touches on how AI improves productivity amid economic uncertainties and the implications for investment strategies. Siegel emphasizes understanding market dynamics while considering opportunities in both growth and value investing.

Jeremy Siegel, a Wharton School finance professor and WisdomTree chief economist, offers insights on stock market dynamics and economic trends. He discusses the resurgence of stocks like CarMax amid potential Federal Reserve rate cuts and the complexities surrounding tariffs and inflation. Siegel also touches on how tech investments are shifting and the performance of major firms, while addressing the implications of generative AI on software companies. Investors' sentiments in the banking sector are analyzed against a backdrop of geopolitical tensions and ongoing Fed policy debates.