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

Jeremy Siegel: Stocks, Inflation and America’s future