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

38 statements · 22 positive · 11 negative · 5 neutral

on AI trade sell-offPositiveNov 6, 2026· Closing Bell
The market reversal is a healthy shakeout of AI-trade excesses.
“I think this is a healthy shakeup.”
Listen at 12:16
Open the episode · Closing Bell 11/6/26
on Semiconductor stocksNeutralNov 6, 2026· Closing Bell
Semiconductor stocks are fairly valued.
“I think they're fairly valued.”
Listen at 13:54
Open the episode · Closing Bell 11/6/26
on AI stocksNeutralNov 6, 2026· Closing Bell
AI stocks are now fairly valued given cycle and political risks.
“all these AI stocks have now really come down to fairly valued”
Listen at 14:14
Open the episode · Closing Bell 11/6/26
on AI productivity gainsPositiveNov 6, 2026· Closing Bell
The economy is beginning to show productivity gains from AI.
“this economy is beginning to show the AI productivity gains that we had all hoped for and waited for.”
Listen at 14:49
Open the episode · Closing Bell 11/6/26
on Anthropic equity issuancePositiveOct 30, 2026· Closing Bell
Anthropic should issue $30 billion more equity instead of borrowing.
“Why doesn't it just float $30 billion more of stock?”
Listen at 19:48
Open the episode · Closing Bell: 10/30/26
on Anthropic financingPositiveOct 30, 2026· Closing Bell
Issuing more Anthropic equity would eliminate the need for bond-market financing.
“Then it wouldn't have to tap the bond market.”
Listen at 19:55
Open the episode · Closing Bell: 10/30/26
on Stock MarketNegativeOct 30, 2026· Closing Bell
The stock market could decline further.
“this market could go down more”
Listen at 22:10
Open the episode · Closing Bell: 10/30/26
on Stock MarketPositiveOct 30, 2026· Closing Bell
The current market situation is unlikely to produce a major decline.
“I don't feel that this is a sort of something that's going to be a big decline”
Listen at 23:28
Open the episode · Closing Bell: 10/30/26
on AI slowdown hedgingNeutralOct 30, 2026· Closing Bell
Defensive stock purchases hedge against an AI slowdown.
“a lot of those are insurance policies for slowdowns in AI”
Listen at 24:10
Open the episode · Closing Bell: 10/30/26
on OpayNegativeOct 30, 2026· Closing Bell
Opay should avoid launching during a severe technology-market sell-off.
“You don't want to go public in the last half hour of one of the worst days of the year for anything tech or digitally related.”
Listen at 26:11
Open the episode · Closing Bell: 10/30/26
on Anthropic IPOPositiveOct 30, 2026· Closing Bell
Anthropic’s IPO will become the major market event of the fall.
“Well, it's going to be the SpaceX of the fall.”
Listen at 27:04
Open the episode · Closing Bell: 10/30/26
on Anthropic IPOPositiveOct 30, 2026· Closing Bell
Anthropic will probably proceed with its IPO despite market weakness.
“I think that they're probably committed to go.”
Listen at 27:56
Open the episode · Closing Bell: 10/30/26
on Anthropic IPO priceNegativeOct 30, 2026· Closing Bell
Lower industry enthusiasm will reduce Anthropic’s IPO opening price.
“less enthusiasm will bring down that price on opening on the IPO”
Listen at 28:26
Open the episode · Closing Bell: 10/30/26
on Russell 1000 Value IndexPositiveOct 23, 2026· Closing Bell
Russell 1000 Value Index reached an all-time high
“the Russell value, the Russell 1000 value index, which is a very important index, hit an all-time high”
Listen at 1:04
Open the episode · Closing Bell 10/23/26
on 10-year Treasury yieldNeutralOct 23, 2026· Closing Bell
Ten-year Treasury yields are strongly linked to AI sentiment
“I'm thoroughly convinced the 10-year is really connected to the hip right now to the AI sentiment.”
Listen at 2:40
Open the episode · Closing Bell 10/23/26
on Chinese open AI modelsNegativeOct 23, 2026· Closing Bell
Chinese open AI models may cost 5–10% as much as current alternatives
“The open models from China that are going to be, what, 10 percent, 5 percent of the cost.”
Listen at 3:02
Open the episode · Closing Bell 10/23/26
on Artificial IntelligenceNegativeOct 23, 2026· Closing Bell
AI has not yet produced major macroeconomic productivity gains
“We haven't seen really great increases in productivity in a macro sense.”
Listen at 4:55
Open the episode · Closing Bell 10/23/26
on AI-driven corporate earningsNegativeOct 23, 2026· Closing Bell
Firms have not yet shown substantial AI-driven earnings-per-share gains
“We also haven't seen firms. extra earnings per share they got from using AI.”
Listen at 5:10
Open the episode · Closing Bell 10/23/26
on ChatGPTPositiveOct 23, 2026· Closing Bell
Free ChatGPT is sufficient for about 95% of companies
“for 95 percent of the other companies, hey, you know, hey, the free use of. ChatGPT is good enough for me.”
Listen at 6:38
Open the episode · Closing Bell 10/23/26
on AI sentiment and individual earningsNegativeOct 23, 2026· Closing Bell
Broad AI sentiment is outweighing individual companies’ earnings in stock pricing
“the big picture is overwhelming these individual earnings”
Listen at 7:19
Open the episode · Closing Bell 10/23/26
on Federal Reserve meetingNeutralOct 23, 2026· Closing Bell
The Federal Reserve will not change policy at next week’s meeting
“I think next week's meeting is going to be the most boring meeting ever of the Fed. First of all, he's not going to move.”
Listen at 9:37
Open the episode · Closing Bell 10/23/26
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
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
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
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
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
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
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
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
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

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.