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.

Judson Althoff, Microsoft's new commercial CEO, dives into how AI is shaping the tech landscape, emphasizing the rise of Copilot and enterprise solutions. Jeremy Siegel, finance expert from Wharton, shares insights on market trends and the potential impact of the government shutdown on GDP. Meanwhile, Barbara Humpton, CEO of USA Rare Earth, discusses vital acquisitions for securing domestic supply chains of rare earth materials and her proactive engagement with the U.S. government to ensure sustainability in this critical industry.

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.