Granny meets DOGE: What’s Next for Markets

In this podcast episode, Jeremy Schwartz hosts a lively discussion with Professor Jeremy Siegel and Tom Lee, diving into the current economic landscape and market trends. They explore the latest inflation data, the implications of the Republican victories in the US elections, and how President Trump's policies might shape the future. The conversation also touches on the rise in long-term interest rates, the debate over the neutral rate, and the potential for a small-cap rally. Additionally, Tom Lee introduces his new ETF, "Granny Shots," and the group examines the risks and opportunities brought about by Artificial Intelligence. Overall, the panelists share a cautiously optimistic outlook on the stock market, while also addressing concerns related to inflation, the national debt, and the transformative power of AI.