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.

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.

Glenn Fogel, CEO of Booking Holdings, discusses the surge in consumer demand for travel, highlighting the resilience of the industry. Jeremy Siegel, finance expert from Wharton, dives into market dynamics resulting from disappointing tech earnings, emphasizing the tech sector's volatility. They also explore Comcast's potential spin-off of its cable business and the challenges faced by pandemic darlings like Robinhood and Peloton. The conversation reveals the influential role of AI investments and the shifting landscape of the media and travel industries.

Wharton Professor Jeremy Siegel, a renowned expert in finance and economics, joins the discussion on the final trading day of August. They dive into the implications of steady PCE inflation data and the potential for a Fed rate cut. The conversation shifts to the booming AI sector, detailing significant moves by Dell, Marvell, Apple, and Nvidia, particularly their talks regarding OpenAI. Finally, they analyze August's market winners and losers, highlighting trends in tech and retail amidst a recovering market.

In this discussion, Jeremy Siegel, a well-respected economist known for his insights on market trends, teams up with financial analyst Steve Van Metre. They delve into the possibility of an emergency 75 basis point rate cut by the Federal Reserve, considering the unsettling state of the labor market and rising unemployment. Siegel reveals his hesitations about advocating for immediate cuts, while they analyze the impacts of Fed policies on job growth. The pair navigates the intricate balance between inflation control and economic stability, amidst rising layoffs and cautious optimism.

Jeremy Siegel, a Wharton professor and author of 'Stocks for the Long Run,' discusses the urgency for an emergency rate cut by the Federal Reserve. He shares insights on why buying stocks when others panic could be advantageous and highlights signs of an economic slowdown. Alison Southwick and Robert Brokamp tackle listener questions on bond ETFs, asset allocation, and the reliability of Social Security, providing practical advice for navigating these financial concerns.

Tom Lee, managing partner at Fundstrat Global Advisors, discusses the latest market sell-off and its implications for the Federal Reserve. He highlights concerns about a U.S. recession and the drastic drop of Japan's Nikkei 225. Jeremy Siegel, a renowned finance professor, advocates for urgent rate cuts from the Fed, arguing they are crucial to stabilize the economy. The conversation also touches on Warren Buffett's significant reduction of his stake in Apple, reflecting caution amid market turbulence.

Famed economist Professor Jeremy Siegel shares his macroeconomic overview, outlook for Fed's interest rate policy, probability of a recession, stock market outlook, and the importance of owning stocks for the long run. He also discusses the impact of the pandemic, outlook for the economy, performance of growth vs. value stocks, and his journey to becoming an economist and professor without taking a finance class. Professor Siegel wraps up by highlighting stock market volatility and long-term returns.