In a riveting discussion, Professor Jeremy Siegel shares his insights into the Federal Reserve's unexpected decision to hold rates amid robust economic data, revealing his predictions for gradual rate cuts ahead. Alejandro Lopez-Lira, an Assistant Professor at the University of Florida, dives into the transformative role of AI in stock prediction, discussing his new book and the implications of large language models like ChatGPT in enhancing traditional financial strategies. Together, they explore the evolving intersection of technology and finance.

Professor Siegel and Jeremy Schwartz delve into market trends, focusing on inflation data's impact on Federal Reserve decisions. Siegel notes the positive CPI report potentially leading to rate cuts, while Schwartz discusses sector reactions to economic indicators and future rate adjustments.