What Tom Lee's Worried About in 2026

The podcast explores the state of the market in 2024, considering factors like policy shocks, economic indicators, and the influence of AI. Tom Lee from Fundstrat provides insights, suggesting a market correction is possible, but remains bullish due to positive trends like earnings growth and market broadening. The conversation touches on the potential of AI and blockchain, with traditional financial institutions increasingly leveraging blockchain technology. The discussion also covers the crypto market, including the deleveraging event and the impact of quantum computing on Bitcoin, while also highlighting opportunities in Ethereum. Additionally, the podcast analyzes the rise of robotics and its potential to transform the economy.