Tuesday, July 2, 2024
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If I Ran the Fed | TCAF 148

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 https://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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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertisin…. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/

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42 thoughts on “If I Ran the Fed | TCAF 148”

  • 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 https://www.public.com/ to learn more!

  • 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.

  • The Fed was late because of Omicron. We should have opened up, but certain state governors wanted to keep businesses closed. Don’t get it twisted

  • Thank you for the amazingly interactive finance & econ class professor!

  • The beverage curve plots the number of drinks one imbibes on the x-axis with the number of times Prof Siegel loses it on the y-axis.

  • Love compound and friends! This show was special! Thanks from small town va!

  • One of the best episodes. A Legend! Thank you.

  • Does anyone ever say that there is no need to micromanage the economy with the fine tuning of interest rates? The economy never has been, nor will it ever be, perfect. The economy needs to be efficient, and it will be unless these micromanagers continue to screw it up with their micromanaging.

  • Thanks for another great podcast , you guys share actual useful information. Having Jeremy Siegel is icing on the cake .

  • I think we're expecting too much and soon for something to happen from raising of rates. The entire effect is of raising rates has not been realized yet. We need to calm down to really feel it. 1 – 2 years nothing, people can compensate or the rates. We need 4-5 years to see the affects in totality. House prices will come down. just give art time to work.

  • Professor Siegel is a spicy one. May we all have that same fire well into our 70's. Great video.

  • 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.)

  • How many guests have to tell Josh and Michael that it’s going to take years for NVDA to under perform? Josh is an awesome CNBC contributor but very stubborn on accepting we are in a new paradigm of growth and innovation. NVDA, AAPL, MSFT, AMZN are not comparable to any other point in history, bubble, timeline. We have a 5 year runway on NVDA.

  • Why did companies do better with inflation this time? The scare of a possible recession possibly forced companies to shore up their balance sheets in preparation of that recession. Inflation went up and companies had their stockpiles of cash. Two years later, we are still waiting for that recession. Some argue there were/are rolling recessions among sectors.

  • I love this guy's energy but I have to write him off because of the Nvidia mispronunciation

  • I watch every episode of TCAF, I Watched this one Twice 👍

  • 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?”

  • None of these numbers and charts matter if/when consumers stop spending which will happen earnings go down when that happens they will go down

  • Professor Siegel is a national treasure

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