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Tom Lee

Co-founder and head of research at Fundstrat Global Advisors, specializing in investing in exponential technologies and using macro frameworks.

Top 10 podcasts with Tom Lee

Ranked by the Snipd community
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150 snips
Dec 12, 2024 • 1h 4min

The Market’s Biggest Risks and Opportunities in 2025 — ft. Tom Lee

Tom Lee, co-founder and managing partner at Fundstrat Global Advisors, shares his keen insights on the market's trajectory for 2025. He predicts a peak for the S&P at 7,000 early in the year, followed by a downturn. Lee highlights the expected success of small and mid-cap stocks, while discussing the dollar's enduring strength in a Bitcoin-friendly landscape. He also tackles the potential pitfalls of AI, government tariffs, and the evolving economic advisory role needed to navigate future market risks and opportunities.
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63 snips
Mar 7, 2025 • 1h 28min

Tom Lee to the Rescue

Tom Lee, CIO and Portfolio Manager at Fundstrat Capital, shares his expertise on current market trends and investment strategies. He discusses how bull markets conclude and the economic impacts of the trade war. Tom gauges the odds of a recession, while also making a compelling case for Bitcoin reserves. Insights into Tesla's recent struggles and his unique 'Granny Shots' stock picks add flavor to the conversation. Tune in to hear Tom's predictions and strategies for navigating the volatile market landscape!
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53 snips
Jun 24, 2024 • 46min

Why Tom Lee Thinks We Could See S&P 15,000 by 2030

Tom Lee, co-founder of Fundstrat Global Advisors, shares his bullish predictions for the stock market, suggesting that the S&P 500 could reach 15,000 by 2030. He discusses the impressive resilience of US stocks amid rising interest rates and emphasizes the role of demographic and macro trends. Lee delves into past market dynamics, drawing comparisons to the tech boom of the late '90s, while also addressing the implications of AI's rise on valuations. His insights combine historical data with forward-looking strategies that could reshape investor sentiment.
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51 snips
Mar 13, 2025 • 58min

From Wall Street to Crypto: Tom Lee’s Investing Journey

In this conversation, Tom Lee, co-founder of Fundstrat Global Advisors, shares his financial journey from Wall Street to cryptocurrency. He discusses how lessons from the wireless industry's evolution shape his current strategies. The impact of AI and demographic shifts on the economy is explored, along with Bitcoin's transformation into a major asset class. Lee also highlights investment opportunities in technology and infrastructure, while reflecting on how historical context influences savvy investment decisions in a digitally driven world.
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37 snips
Sep 27, 2024 • 1h 31min

Tom Lee Strikes Back

Tom Lee, Managing Partner at Fundstrat Global Advisors, shares his insights on the market with a focus on China's economic strategies and the implications of Federal Reserve rate cuts. He discusses the risks and opportunities related to geopolitical tensions, highlighting their effects on investor sentiment. The conversation also touches on the performance of small-cap stocks, especially in relation to AI investments, and examines trends in the semiconductor industry. Lee’s analysis provides a comprehensive look at navigating the evolving investment landscape.
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Nov 29, 2024 • 39min

Tom Lee on Bitcoin to $250K, S&P to 15,000 & The AI Revolution

Tom Lee, Co-Founder and Head of Research at Fundstrat, shares his visionary market predictions. He discusses the potential for Bitcoin to soar to $250,000 and the S&P 500 reaching 15,000 by 2030. Lee delves into emerging opportunities in altcoins and the influence of AI on the market. He also highlights inflation hedges and the impact of geopolitical factors on investments, emphasizing the importance of diversifying portfolios. With insights into the changing landscape of cryptocurrency and economic trends, Lee provides a compelling roadmap for future investors.
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Dec 27, 2024 • 12min

Speak Up’s Best Of 2024: Tom Lee

Tom Lee, a finance expert known for his Bitcoin predictions, joins Anthony Scaramucci to share insights on market trends. They discuss Bitcoin's potential to reach $100,000, influenced by its halving cycle and corporate strategies like those of MicroStrategy. The duo also explores alternatives in cryptocurrency, highlighting the future of altcoins like Ethereum. Lee predicts the S&P 500 could hit 15,000 by 2030, spurred by generational shifts and AI advancements, while cautioning against the ethical risks of AI in finance.
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Nov 30, 2024 • 53min

Market Recap: Bitcoin to $250k | Trump 2.0 | S&P to 15k | U.S. Economy | Risk Management

Join Tom Lee, a market expert known for his bold predictions, as he anticipates Bitcoin soaring to $250k while exploring the crypto landscape's evolution. Jason Trennert provides insights on the implications of new Treasury leadership and the challenges facing housing affordability. Ron William discusses the excitement post-election markets and stresses the importance of risk management. Finally, Ram Ahluwalia dives into the battle between value and growth stocks and the investment potential in agency mortgage bonds and nuclear energy. A wide-ranging conversation about the future of investments!
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Feb 28, 2025 • 57min

Tom Lee Is "Perma-Right" When It Comes To Markets

Tom Lee, Head of Research at Fundstrat Global Advisors, shares his expertise on market trends and economic factors. He discusses the nuanced battle between bullish and bearish sentiments, emphasizing the impact of interest rates and inflation. Tom explores emerging investment opportunities in underperforming sectors and the potential of cryptocurrencies like Bitcoin. He outlines how AI is reshaping markets and addresses the implications of deregulation on economic growth. Finally, he examines the complexities of consumer confidence amid geopolitical risks.
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Oct 11, 2024 • 43min

Closing Bell: The Bull Run’s 2nd Anniversary 10/11/24

In this insightful discussion, Tom Lee, Fundstrat's managing partner, shares a bullish stock market outlook as equities gain momentum. Lori Calvasina from RBC Capital Markets delves into market valuations and growth potential, while Shannon Saccocia suggests savvy investment strategies. Wedbush's Dan Ives passionately defends Tesla's future amidst recent setbacks. Former Cleveland Fed President Loretta Mester provides key insights on monetary policy, hinting at possible rate cuts as inflation cools. A fascinating blend of optimism and strategic analysis!