undefined

Jeremy Siegel

Professor Emeritus of Finance at the University of Pennsylvania's Wharton School of Business and chief economist at Wisdom Street.

Top 10 podcasts with Jeremy Siegel

Ranked by the Snipd community
undefined
21 snips
Jun 28, 2024 • 1h 23min

Jeremy Spoke on TCAF Today

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.
undefined
11 snips
Jul 9, 2024 • 20min

Stocks for the Long Run | Jeremy Siegel

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.
undefined
9 snips
May 29, 2025 • 43min

Tariffs Whiplash: Latest Developments, GDP Breakdown + Nvidia Earnings Takeaways 5/29/25

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.
undefined
Aug 7, 2024 • 18min

Global Asset Prices are Repricing Risk Assets (Rapidly)

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.
undefined
Oct 29, 2023 • 50min

Does Historic Cheapness Of Agency Mortgage-Backed Securities (MBS) Indicate Funding Stress? Dave Goodson, Professor Jeremy Siegel, Jeremy Schwartz, and Jack Farley

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.
undefined
May 16, 2025 • 43min

Closing Bell 5/16/25

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.
undefined
May 2, 2025 • 43min

Closing Bell: 5/2/25

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.
undefined
Apr 7, 2025 • 55min

SOTS 2nd Hour: Stocks Swing On Tariff Headlines: What Investors Should Know 4/7/25

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.
undefined
Apr 4, 2025 • 40min

Trump Tariff Sell-Off Deepens 4/4/25

Jeremy Siegel, Professor Emeritus at Wharton and Chief Economist at Wisdom Tree, critiques Trump's tariffs as a monumental policy blunder. He emphasizes the resulting economic turbulence and warns of a recession. Senators Maria Cantwell and Chuck Grassley discuss a bipartisan effort to limit presidential trade power, stressing the need for congressional oversight. CEO Nick Pinchuk shares insights on the complexities facing manufacturers under these tariffs, highlighting the urgent need for a cultural shift towards valuing American production.
undefined
Apr 3, 2025 • 56min

Time to Buy the Dip?

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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app