Episode Details

What does the future hold for stocks, inflation, interest rates and the U.S. economy? Legendary economist Jeremy Siegel, author of “Stocks for the Long Run,” joins Peter Mallouk to explain why long-term investing continues to outperform, what today's investors misunderstand about inflation and why cybersecurity may be a bigger threat than government debt. 

From the lasting impact of COVID-era stimulus and rising deficits to AI, tariffs, Bitcoin, private markets and America's economic future, this conversation delivers timeless investing principles backed by decades of research. 

Whether you are a new investor, a financial professional or a business owner or simply trying to build long-term wealth. This episode offers practical insights to help you think beyond today's headlines and invest with confidence. 

What You'll Learn in This Episode 

✅ Why stocks remain the best long-term investment despite short-term volatility 

✅ How inflation, interest rates and government spending impact your portfolio 

✅ Jeremy Siegel's outlook on AI, Bitcoin, tariffs, private markets and the U.S. economy 

✅ Why cybersecurity may be the biggest financial risk facing America 

Visit PeterMallouk.com for more conversations with world-class leaders, authors and experts on investing, leadership and living a meaningful life. 

Timestamps 

• 00:00 Inflation, tariffs and America's future 
• 02:09 Why “Stocks for the Long Run” became an investing classic 
• 06:21 Inflation, bonds and lessons from COVID 
• 15:39 Government debt and the bond market outlook 
• 21:10 The biggest threats to America's economy 
• 27:11 Tariffs, trade and Trump's economic policies 
• 35:00 Bitcoin, banking and the future of money 
• 39:22 Private markets, innovation and America's future 

Key Takeaways 

🔹 Long-term investors benefit from owning productive businesses instead of trying to predict short-term market movements. 

🔹 Inflation creates challenges for bonds, but quality businesses have historically provided better long-term protection. 

🔹 AI has the potential to improve productivity and strengthen economic growth over time. 

🔹 Innovation, entrepreneurship and free markets remain some of America's greatest long-term competitive advantages. 

About Jeremy Siegel 

Jeremy Siegel is one of the world's leading economists and investment experts. A longtime professor at the Wharton School, he taught for nearly five decades and has educated thousands of investors and finance professionals. He is the bestselling author of “Stocks for the Long Run,” widely considered one of the most influential investing books ever written. Throughout his career, Siegel has become a trusted voice on stock markets, inflation, interest rates, monetary policy and long-term investing. 

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