Uncertainty defines the future, but clear insights can help us prepare for what lies ahead.

What does the second Trump administration mean for the economy? How will markets react to tax cuts, tariffs, and AI advancements?

In this episode, Jeremy Houser interviews Professor Jeremy Siegel from the Wharton School to discuss economic trends, stock market predictions, and fiscal policies for 2025. They also explore the role of AI, inflation, and bond markets in shaping the financial future.

Jeremy discusses: 

  • The implications of a second Trump administration, including potential tax reforms and regulatory changes
  • Predictions for the U.S. stock market, including overvaluation concerns and the performance of major market players
  • Bitcoin & Cryptocurrency
  • The potential impact of AI on global economic growth and innovation, focusing on its long-term promise
  • Inflation trends and their effects on the bond market, emphasizing investment strategies in volatile times
  • The role of tariffs and trade policies in influencing U.S. economic stability and competitiveness
  • And more

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About Our Guest:

Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University. 

Prof. Siegel taught for four years at the Graduate School of Business of the University of Chicago before joining the Wharton faculty in 1976. He has written and lectured extensively about the economy and financial markets, has appeared frequently on CNN, CNBC, NPR and others networks. He is a regular columnist for Kiplinger’s and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron’s, The Financial Times and other national and international news media. 

Prof. Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute. Prof. Siegel is the author of numerous professional articles and three books.