← Jeremy Siegel

What podcasts say about Jeremy Siegel

Every statement, with the speaker, the exact quote and the moment it was said.

What Jeremy Siegel has said on podcasts

17 statements · 13 positive · 4 negative

  1. on diesel supply measureNegativeOct 9, 2026· Closing Bell

    The diesel supply measure is only a temporary solution.

    “it's not a permanent solution at all. It's sort of a short term bandaid”

    Listen at 2:30

    Open the episode · Closing Bell 10/9/26
  2. on AI RevolutionPositiveOct 9, 2026· Closing Bell

    AI’s economic growth prospects remain intact

    “the growth prospects on the economy for the AI revolution are as intact this week as it were last week and the week before that”

    Listen at 3:11

    Open the episode · Closing Bell 10/9/26
  3. on Stock MarketPositiveOct 9, 2026· Closing Bell

    The market’s direction remains upward

    “the direction of the market is upward and nothing is thwarting that at all”

    Listen at 3:30

    Open the episode · Closing Bell 10/9/26
  4. on Artificial IntelligencePositiveOct 9, 2026· Closing Bell

    The AI growth trend is not slowing

    “that train, I should say, called AI is it's not slowing down”

    Listen at 4:22

    Open the episode · Closing Bell 10/9/26
  5. on Investment portfoliosPositiveOct 9, 2026· Closing Bell

    Investors should remain diversified

    “you still have to be diversified”

    Listen at 4:55

    Open the episode · Closing Bell 10/9/26
  6. on Investment portfoliosPositiveOct 9, 2026· Closing Bell

    Investors should remain diversified.

    “you still have to be diversified.”

    Listen at 4:55

    Open the episode · Closing Bell 10/9/26
  7. on bondsPositiveOct 9, 2026· Closing Bell

    Bonds may hedge AI-related equity risks

    “I'm beginning to look at bonds. and say at these rates, especially these real rates that I have not seen for 25 years, this might be a hedge”

    Listen at 4:57

    Open the episode · Closing Bell 10/9/26
  8. on bondsPositiveOct 9, 2026· Closing Bell

    Bonds may hedge AI-related risks

    “this might be a hedge”

    Listen at 5:05

    Open the episode · Closing Bell 10/9/26
  9. on AI companiesPositiveOct 9, 2026· Closing Bell

    AI leaders have stronger earnings than 1990s bubble companies

    “these are real companies with earnings that are so great.”

    Listen at 6:42

    Open the episode · Closing Bell 10/9/26
  10. on AI companiesPositiveOct 9, 2026· Closing Bell

    Current AI companies have strong earnings

    “these are real companies with earnings that are so great”

    Listen at 6:42

    Open the episode · Closing Bell 10/9/26
  11. on value sectorNegativeOct 9, 2026· Closing Bell

    Higher real rates pressure value stocks

    “The higher real rates are squeezing the value sector”

    Listen at 7:39

    Open the episode · Closing Bell 10/9/26
  12. on value-sector stocksNegativeOct 9, 2026· Closing Bell

    Higher real rates pressure value-sector stocks downward

    “Until they can experience the productivity growth from AI to offset these higher rates, you're going to see their stocks go down.”

    Listen at 7:44

    Open the episode · Closing Bell 10/9/26
  13. An AI bubble burst would sharply lower interest rates

    “If the AI bubble burst, I think interest rates are going way down”

    Listen at 8:00

    Open the episode · Closing Bell 10/9/26
  14. on investment diversificationPositiveOct 9, 2026· Closing Bell

    Investors should diversify with bonds or cyclical stocks

    “diversification, either with the bonds or the cyclical sector, I think remains important for investors”

    Listen at 8:22

    Open the episode · Closing Bell 10/9/26
  15. on corporate earnings growthPositiveOct 9, 2026· Closing Bell

    Current 25–30% earnings growth outside recession is unprecedented

    “25 to 30 percent year over year gains not coming out of a recession. is something that is just unprecedented in financial history”

    Listen at 8:54

    Open the episode · Closing Bell 10/9/26
  16. on AI-related stocksPositiveOct 9, 2026· Closing Bell

    AI-related stock prices are not excessively valued

    “I don't think these prices are wild.”

    Listen at 9:39

    Open the episode · Closing Bell 10/9/26
  17. on AI-related stocksPositiveOct 9, 2026· Closing Bell

    AI-related stock prices are not excessively high

    “I don't think these prices are wild”

    Listen at 9:39

    Open the episode · Closing Bell 10/9/26

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.