If I Ran the Fed | TCAF 148
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- Опубліковано 1 лип 2024
- On episode 148 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Professor Jeremy Siegel, the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania, and Jeremy Schwartz, CIO of Wisdom Tree, to discuss: Professor Siegel's legendary book Stocks for the Long Run, what the Fed should do next, the best way to beat inflation, the housing market, AI stocks vs the tech bubble, what happened to small caps, and much more!
This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit www.public.com/ to learn more!
► 00:00 - Cold Open
► 07:43 - Intro
► 08:16 - Jeremy & Jeremy
► 10:11 - Stocks for the Long Run
► 20:06 - Now versus the 70's
► 25:23 - The Federal Reserve
► 35:41 - The Housing Market
► 45:53 - Are We in a Stock Market Bubble?
► 01:05:28 - International Stocks
► 01:12:48 - Favorites
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This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit www.public.com/ to learn more!
Protect Professor Siegel at all costs!
ENCORE!!! 🌹🌹🌹
From what?
This is one of the very best episodes ever. I’m biased because I love Jeremy Siegel and he didn’t disappoint. I listen to him every chance I get. Josh does a great job interviewing and asking excellent questions.
Josh deserves more credit as an interviewer. Great point Jeffery.
Agree. J. Siegel at length beyond sound bites is awesome!!
An unhinged Professor is the content I'm here for!!
You guys got Professor Siegel to come on!? Incredible
So I have to say this. I think the reason I appreciate this show so much is that you can actually learn things! I’m an old fart but I love to learn, prof segal was making a point and the look on joshes face was so thoughtful! He really thought about it he was learning, never stop learning. You guys have such great guests and I always learn something from them or you, don’t ever stop!
Thank you John! - JB
Never clicked on a link so fast. I love professor Siegel, He's been right the whole time.
Although I have interests in global economics I don't watch the news anymore... I have enough FUD lol. Thanks for this news and offering your insight on how to navigate during unfortunate times/events like this. You're right about keeping level headed when investing so that's why I think it's important to limit the amount of FUD we consume. I don't watch the media but the news that you present has enough to know issues going on without riding the emotional rollercoaster if I were to watch the news everyday. Now I buy and just trade long term more than ever, I have made over 16 btc from day trading with Francine Duguay in few weeks, this is one of the best medium to backup your assets incase it goes bearish.
Francine Duguay program is widely available online.
I appreciate the professionalism and dedication of the team behind Francine’s trade signal service.
The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.
It was quite challenging to understand the different trends on my own until i found out about Duguay. Trading made easy.
Productivity is never accidental; it is always the result of careful planning, dedication, and consistency.
Professor Siegel is a national treasure. We’re so lucky to have him. I would have loved to of had him as a professor in college
Professor Siegel is a spicy one. May we all have that same fire well into our 70's. Great video.
Josh Brown at 48:40 mark: "So is that your current price target?" LMAOOOOO, literally laughed out loud! you guys made my day
EPIC SHOW! Thanks for this special guest. Professor Siegel is a legend.
I had been waiting for the GOAT for so long. Prof Siegel! This is a real treat.
Josh and Michael, your show is such a gift. Love the list of guests and your style of interaction. Siegel and Schwartz are among your best. Thanks to you both for what you do.
Josh is really at the top of his game, and, thankfully, has not lost his wonderful sense of humor…[Jay Powell’s background]…”a dancer, I think?”
Professor Siegel is a national treasure
What a gem. Always great to hear from the professor.
I think the reason I love this channel is they don’t do anything for clickbait. No doomsdays, world war 3 or nuke headlines . Would be easy for them to do it and get clicks and they don’t: much respect
TCAF knocked it out of the park with Prof Siegel! First time hearing of the beverage curve. Has nothing to do with alcohol. It really makes sense that foreign stocks can be thought of as in the value category. I got a big laugh during the "favorites" segment. Thanks Compound!
What I love about theses guys is that they share in-depth information and don’t assume their listeners are idiots .
@@joefloyd6606 Yeah, like any financial segment on network TV. Are we a nation of 5th graders? Good one Joe.
The master and his apprentice as guests. Jeremy Schwartz is a worthy guest on his own but he knew to sit back and let the professor cook.
Great one guys - I always try to listen to Professor Siegel. He’s been a voice of reason the past 4 yrs. Enjoyed his take on the 70’s vs this time period very educational.
I love this man
A) that guy is a national treasure
B) nobody going to help Schwartz with his collar?
C) what watch is Michael wearing? Looks nice.
I noticed B too. Come on guys !!!!!
Need to have him on again. Could listen to him talk all day and so insightful.
Love Professor Siegel, he has so much knowledge when it comes to the markets.
This was truly a spectacular episode. The Professor was fascinating to watch and listen to, and was quite profound. Bring him back! A big "thank you", Josh and Michael, for getting him on your show. Great stuff! Kudos to you both! (Jeremy Schwartz was a great guest, too.)
Thanks for another great podcast , you guys share actual useful information. Having Jeremy Siegel is icing on the cake .
Prof Siegel is modern must see tv!
Oh man, I’ve been such a big fan of the professor. Great show guys!
Saturday morning 🌄. Coffee and The Compond. 👋
Excellent. Should have been another hour. My favourite guest.
One of the best “Batnicks” of all time at 20min mark. Josh asks “why do you guys think stocks weathered inflation better….” Michael leaps in to answer “its the labour market!”. Siegel “…wellllll”. Gotta love Michael.
Prof Siegal is the goat 🐐
Loved this, I never knew the professor was this fiery and I learned alot! Please have him back. The no nonsense, "adults in the room" talk is the best!!!
One of the best episodes. A Legend! Thank you.
Great episode! Prof Siegel is the GOAT!
Sitting on the beach in Bulgaria and listening to another great podcast
Josh and Batnick wearing the same watch. It's so cute.
I watch every episode of TCAF, I Watched this one Twice 👍
Love compound and friends! This show was special! Thanks from small town va!
Love when you have OGs on the show!
Brilliant everyone, thank you
Professor Siegel needs two mouths to get everything out that is running through his head. Great interview, so much in it, I need two brains to digest it.
One of your best episodes yet. Nice job fellas!
Great episode - prob my favorite! Bring back the Jeremies often please.
I’m actually a little surprised just how much I enjoyed this week’s edition. Thanks
Kept refreshing the page, video finally uploaded 🙌🏼🥶
Thank you for the amazingly interactive finance & econ class professor!
Siegel is such a legend
Thank u josh luv the prof.
Love how the guys slowly prod Prof Spiegel until he just pops off 😂. Legend.
Very high quality guests. Great show!!
Compound & Friends Hall of Fame guests and all time great episode!
The Buddha. Really appreciate his honed insight. Thanks for the show 👏.
Omg I love this man.. thanks Compound
always learn so much, keep it up guys.
great show , a true legend, thank for sharing your insights professor!
The Siegel has Landed!!!!
Nicely done boys!
Another exquisite episode ! You guys rock 🤘
Great show, guys. Thanks!
Great Show Guys
Elite episode.
Siegel for president!
So good
What a treat! Thank you.
I learned so much from this episode. As a boglehead I love how bears are seething
Thanks for another great show!
legend
Thanks Professor Siegel for keeping these two New Yorkers honest. With Love from Chicago!
Siegel was tremendous
‘Stocks for the Long Run’ was one of the first books I read in my career and remains probably my favorite or top 3 at least. He also spoke at one of our lunch meetings at Merrill Lynch in Princeton years ago (2008) for Wisdom Tree so I got to meet him.
Siegel is the 🐐
This was a great episode!!
Siegel is my favorite cnbc commentator
Yes! Professor!!🎉
Loved the history and the passion. Another great one in the can. GJ!
This is a big one
One of the best episodes yet. Is it too early to ask for round 2?
Great one on one with josh and professor😂😂😂 literally forgot there were 4 ppl in studio
Great ep on all fronts - appreciate the insights and origin stories! Will check out the book with my 14 year old, for sure! ✌️🌺-Eric
Bang on great show!
This is what I will argue about J.Powell and the Fed. When were talking about the economy that went into instant recession after covid, the lower interest rates and definitely helped. However….. the buying of mortgage backed securities will be something that will haunt him and the rest of the fed members for a long time to come. So many young people being priced out of the current housing market.
Siegel was jumping up & down on CNBC over a year ago that the Fed should be cutting
When they say CNBC is best watched with the volume down, I think of the Prof and wholly agree
Amazing you got the Professor. When do we get Warren?
GOAT !!!! Stocks for the Long Run !!!!!!!
Nice interview
Excelente presentation I enjoyed learned. At the same time learning English whit you thank you
Here you go!!! I am the US consumer. Make 125,000 live in normal cost of living state. I have a paid off house cars and no debt. 4 kids and I am beginning/am struggling. With no debt or payments I am better off than the typical American. There will be no trips for me. The economy will slow. I am taking vacations because they were planned and now can’t let the family down. THE ECONOMY WILL SLOW.
Did all the Ritholtz key guys get the Daytona? I noticed Barry had on when he was on w Jill and I see Josh and Michael sporting here too
The professor didn’t even let the other guy speak 😂
Wasn't siegele on cnbc saying we were on the verge of recession over 1yr ago demanding rate cuts? Curious to see how he is on this episode in bullish company.
yes but, sssssshhhhh
Didn't the chairman of the Federal Reserve tell us for an entire year as inflation ran rampant in 2022, that inflation was "transitory", and refused to raise rates?
I like that we as humans impose greater standards of accuracy on "Dude who gives his opinions on CNBC" than guy who manages the most important central bank on earth. Why was Powell not fired immediately when it was obvious inflation wasn't "transitory"?
@Anonymous-ld7je umm Powell isn't on the podcast that I'm commenting on so I don't see the connection. Feel free to list everyone else then who has been incorrect who isn't on this podcast as well.
Professor!
22:22 minutes and thereafter…wow …thanks for the knowlage
Awesome
The Professor and Schwartz 2025! Has my vote.
God bless America and the free market
Anyone explain why free cash flow yield is misleading. Around 49:59
Party On 🥳🥳✌️✌️✌️
wish you all had addressed china re EM. china tech looks very similar to US tech in 22/early 23. china opend up a full year later than the rest of the world from covid. seems like great entry points for china large cap tech. i'm a buyer
Current price target of 350$ $NVDA 😂 best épisode of the year FOR SURE