Tom Lee, founder of Fundstrat Global Advisors, tells Wilf why he thinks the stock market is entering the start of a new 10-year bull run. Tom explains how demographics drive that conviction, while he thinks people are overly concerned about inflation, but that maintaining Federal Reserve independence is critical. He outlines why understanding the companies you invest in is more important than ever and shares his views on top picks like Palantir and JPMorgan Chase. Wilf and Tom also cover the warning signs he watches for when calling a market top, which aren’t flashing yet. Crypto fans, don’t miss tomorrow's bonus episode, where Tom joins Wilf again to dive into his bullish case for Ethereum and Bitcoin.
Follow Tom on X: @Fundstrat
And his colleague Mark on X: @MarkNewtonCMT
To subscribe to Tom’s research, visit: https://fsinsight.com/our-services/
And learn more about his ETF here: https://grannyshots.com/
And his Ethereum treasury company here: https://www.bitminetech.io/
Please note that Tom has personal positions in these companies, and the content of The Master Investor Podcast is for informational purposes only and does not constitute financial, investment, or other professional advice. Always seek independent financial advice before making investment decisions
You can watch the full video on The Master Investor Podcast YouTube channel.
And follow @WilfredFrost on X.
This podcast is produced by Paradine Productions, The Master Investor Podcast Ltd in association with Bird Lime Media.
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