Jeremy Spoke on TCAF Today

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 28 June 2024

⏱️ 81 minutes

🔗️ Recording | iTunes | RSS

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Summary

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://public.com/ to learn more! Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com 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/advertising-disclaimers. 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/ A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Professor, last time I saw you,
0:02.0	Jeremy, what was that?
0:04.0	Maybe two or three months ago.
0:06.0	Okay.
0:07.0	Was, I forgot the Venger.
0:10.0	The John Williams New York.
0:11.0	Oh, the John Williams New York thing. Was that the Economic Club? Yes. That was that
0:16.0	quote that Joe Kernan learned about and said, did you really say that? I said
0:20.1	absolutely. What was the quote? What was the quote. The quote so the question is should we
0:27.2	give you know Jay Powell all these plaudits and you know for pulling off
0:31.7	potentially you know for pulling off potentially you know a
0:36.0	no recession yeah the immaculate disinflation as it sometimes called and and I said, giving him awards and plaudits now is like giving an award
0:47.8	to a drunk driver that ran into a pedestrian, but managed then to pick him up
0:54.1	and get him to the hospital and time to save his life.
0:57.4	So that didn't go over.
0:58.4	Aplause.
0:59.4	That was so good.
1:00.4	The crowd loved it.
1:01.9	Of course. I don't know. I don't know what John Williams loved it.
1:05.0	You were talking to the president of the
1:06.0	I don't know if John Williams loved it.
1:08.0	He took it very matter of fact.
	...

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