Jan 2, 2025
To kick off year six of the Investors First Podcast, today’s guest is Tom Lee. Tom is the Managing Partner and Head of Research at Fundstrat Global Advisors, with over 25 years of experience in equity research. Formerly J.P. Morgan's Chief Equity Strategist, he is a top-ranked strategist and you will frequently find him on CNBC. Lee holds a BS in Economics from the Wharton School and is a CFA charter holder.
In this episode, we discuss where the S&P 500 will end up in
2025 and areas of the market Tom likes in 2025. Tom discusses
bitcoin and how it should be valued relative to gold. We talk about
AI and its impact on the market, but more importantly, the
importance of ethics as it relates to AI. We also discuss DOGE
(which hasn’t been discussed since Truman in the 40’s), why more
basketball players should shoot free throws underhand, and how he
developed the granny shots strategy.
Today's hosts are Steve Curley, CFA
(Co-Managing Principal at 55 North Private Wealth)
& co-host Drew
Papke, CFA (Director, Private Bank Investments at
Fifth Third Bank).
Please enjoy the episode. You can follow us on Twitter & LinkedIn
or at investorsfirstpodcast.com
Show Notes:
· FundSrat: https://fundstrat.com
· Complimentary Research: fsinsight.com
· Granny Shots:
https://fsinsight.com/members/stock-lists/?category=granny-shots-stock-list
· Book rec: The Coming Wave (By: Mustafa Suleyman)