Jeremy Siegel: Stocks, Inflation and America’s future

Peter sits down with economist, author and Wharton School professor Jeremy Siegel for a candid conversation on the economic forces impacting Americans today. Siegel’s rigorous research and data-driven insights have long been influential in shaping investment strategies, explaining market behavior and understanding the impact of inflation on investment returns. When Siegel talks, investors pay attention. 00:00 Introduction 04:02 Why Jeremy argues stocks are the most stable asset class in the long term 07:40 What bonds can be good hedges against 09:16 The market, COVID-19 and the government’s response 15:00 Why more than one-third of Americans are priced out of the housing market 15:40 How deficit spending impacts the American economy 21:10 Siegel’s take on the biggest threats to the American economy 26:27 Trump’s tariffs and their impact on the economy 34:53 Cryptocurrency and how it could change the U.S. payment system 38:55 The shift toward private markets and equity 40:17 Siegel’s take on what makes Americans exceptional   RESOURCES Follow Peter on his social media accounts: X | LinkedIn | Instagram | Facebook Follow Creative Planning’s social media accounts: X | LinkedIn | Instagram | Facebook