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.

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 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.

Chris Verrone, Partner and Chief Market Strategist at Strategas, shares expert market analysis, while Jeremy Siegel, Wharton finance professor and WisdomTree chief economist, offers valuable insights on economic policy. They discuss the implications of U.S.-China trade tensions and the Senate’s significant bill on clean energy and Medicaid. Additionally, they cover Robinhood's recent stock surge and the role of retail traders in the market. AI challenges facing Apple also feature in the dialogue, highlighting the tech giant's need for innovation amidst fierce competition.

Jeremy Siegel, a Wharton finance professor and chief economist at WisdomTree, shares his market expertise, focusing on the trend of optimism in the financial sector. Christina Partsinevelos, a CNBC correspondent, breaks down the latest market movers and economic indicators. They discuss the impact of rising interest rates, tariffs on consumer confidence, and the resilience of tech stocks, particularly in the semiconductor industry. The duo also analyzes Apple's production challenges and future market opportunities as they navigate shifting dynamics.

Jeremy Siegel, a Wharton finance professor and Wisdom Tree's chief economist, shares insights on the bullish stock market rally fueled by positive job reports and hopeful U.S.-China trade talks. Eric Woodring, Morgan Stanley’s leading Apple analyst, discusses the tech giant's challenges with tariffs and investor sentiment as they prepare for a pivotal developer conference. Megan Casella highlights the intricacies of trade negotiations and their potential impact on corporate profitability, emphasizing the balance of offensive and defensive strategies in today's market.

In this engaging discussion, Wharton Professor Jeremy Siegel, a veteran in finance, claims tariffs are the worst policy mistake in nearly a century. Joined by technology analyst Dan Ives from Wedbush, they delve into the bleak outlook for major tech stocks like Apple and Tesla due to tariff impacts, leading to significant downward revisions. CNBC's Steve Liesman provides insights into the Federal Reserve's policy challenges amid job loss concerns and inflation. Together, they dissect the turmoil in global markets driven by uncertainty and trade tensions.