Jeremy Siegel: How to Invest In Stocks & Bonds
Episode Description
EPISODE OVERVIEW Wharton finance professor emeritus Jeremy Siegel’s bestselling book, Stocks for the Long Run, was first released in 1994 and is now in its sixth edition. Siegel talks about what has changed in investment strategies, and what remains the same. This episode is part of the “Meet the Authors” series.
00:00:00 - Introduction to Siegel's Book & Meet the Authors Series 00:01:20 - Interest Rates and Bond Market 00:04:24 - Impact of Black Swan Events 00:06:00 - Mean Reversion of Stock Returns 00:07:00 - Short-term Volatility vs Long-term Stability 00:08:20 - Role of Federal Reserve in Investing 00:09:25 - ESG Investing and Personal Beliefs 00:12:03 - International Investing 00:14:00 - Value vs Growth Stocks 00:17:40 - Changes Since Last Edition
PODCAST OVERVIEW Every day, business scholars answer pressing questions in their research - but what do their insights mean for you? In this podcast, Wharton faculty dive into what inspired their studies and how their findings resonate with the world today. Learn how research insights translate into knowledge you can use, with host Dan Loney.
Learn more at http://whr.tn/rippleeffect.
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Brief Summary
Jeremy Siegel discusses his book on long-term investment strategies, market dynamics, and the impact of personal beliefs on investing.
Key points
- The Ripple Effect: Meet the Authors. Join Dan Loney as he interviews Wharton faculty authors about their latest insights.
- The Impact of Black Swan Events. Siegel reveals how black swan events affect short-term and long-term investment strategies.
- Jeremy Siegel on Long-Term Investing. Siegel discusses the importance of long-term strategies in investing, despite market volatility.
- The Role of the Federal Reserve. Siegel explains how the Fed influences short-term investment decisions, but not long-term strategies.
- ESG Investing Considerations. Siegel discusses the challenges of aligning personal beliefs with investment success in ESG.
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Episode highlights
- The Impact of Black Swan EventsSiegel reveals how black swan events affect short-term and long-term investment strategies.“These black swan events seem to have a very critical short-term effect.”4:28Jul 9, 2024
- Jeremy Siegel on Long-Term InvestingSiegel discusses the importance of long-term strategies in investing, despite market volatility.“The return on stocks has remained remarkably stable, steady.”5:41Jul 9, 2024
- The Role of the Federal ReserveSiegel explains how the Fed influences short-term investment decisions, but not long-term strategies.“If you would whisper in my ear every single future move of the Fed, it would not change one decision.”9:05Jul 9, 2024
- ESG Investing ConsiderationsSiegel discusses the challenges of aligning personal beliefs with investment success in ESG.“You may not get the best risk-return trade off as a straight index portfolio.”10:00Jul 9, 2024
