An Interview With Jeremy Siegel: Masters in Business (Audio)

1

Introduction

00:00 • 4min

2

How Significant Is the Macro Economy to People's Portfolios?

04:24 • 2min

3

Investing for the Long Run

05:57 • 2min

4

How to Time the Stock Market and the Macro Economy

07:53 • 2min

5

How Close Should Investors Follow the Macroeconomic Background?

09:57 • 3min

6

The Market Is a Little Elevated in Slight Value

12:27 • 2min

7

The Future Returns of Stocks Versus Low Return

14:08 • 2min

8

What Is Your Take on Cape Ratio?

15:44 • 2min

9

The 2008-2009 Recession Was Much Worse Than It Was in 1929 to 1932

18:02 • 2min

10

Caper Ratio Is Overextended

20:10 • 2min

11

Stocks for the Long Run

21:42 • 3min

12

Stocks Are Going to Return Seven Percent a Year

25:09 • 2min

13

Stocks for the Long Run Has a Survivor's Bias

26:53 • 4min

14

Is Emerging Markets a Good Investment?

31:08 • 3min

15

Wisdom Tree

34:07 • 3min

16

I'm a Student of Jeremy Steinberg and He Called Me Up in 2002

36:54 • 2min

17

Wisdom Tree Is a 2% Holder of Wisdom Tree

38:27 • 3min

18

I'm Gonna Have to Pull That I Love Michael Steinhardt's Book

41:36 • 2min

19

The Dow Jones Industrial Average (NYSE: NYSE)

43:54 • 2min

20

Cap Weighted Portfolios Are the Best Portfolios for Risk Return

45:56 • 2min

21

The Cap Weighted Index Is the Most Efficient

48:07 • 2min

22

Active Management Is Active Management at Low Level

50:22 • 2min

23

Vanguard Is Going to Be a Great Fund

52:13 • 2min

24

Vanguard ETFs

54:18 • 2min

25

The Long Term Value of Dividends

56:21 • 2min

26

Buybacks Are the Second Best Thing in R&D

57:59 • 2min

27

Exempt Dividends From the Corporate Tax

59:38 • 2min

28

Buybacks Aren't Corporate Executives Poor Timers

01:01:11 • 2min

29

IPOs Don't Really Impress You

01:03:03 • 2min

30

I Love IPOs and I Love Going Public

01:05:21 • 2min

31

The Productivity Collapse

01:07:10 • 2min

32

The Collapse of Productivity From 2011 Through Today

01:09:15 • 2min

33

Student Debt

01:11:10 • 2min

34

The Loan Problem Wasn't on the Government Budget

01:13:05 • 2min

35

Student Loans at Five Basis Points That's a Winner

01:14:43 • 2min

36

What Influenced You Most in Graduate School?

01:16:20 • 2min

37

I've Never Taken a Finance Course

01:18:38 • 2min

38

Ben Bernanke's New Book

01:20:36 • 3min

39

The Fiscal Question Is Bernanke Right?

01:23:11 • 2min

40

What the Fed Did to the Federal Reserve System in the Great Depression

01:24:47 • 2min

41

What Investors Influenced Your Approach to Equity Trading?

01:26:28 • 2min

42

Active Managers After Fees Are Not Easy to Beat Over Long Periods

01:28:20 • 2min

43

Small Cap Premium Value Premium Momentum Premium

01:30:05 • 2min

44

Stocks for the Long Term Technical Analysis

01:31:37 • 2min

45

How Much Puts Do You Need to Buy Puts?

01:33:21 • 2min

46

What Books Have You Read That Really Stayed With You?

01:34:53 • 2min

47

Stocks for Long Run

01:36:41 • 3min

48

High Frequency Trading Derivatives

01:39:39 • 2min

49

What Kind of Advice Would You Give to Millennials?

01:41:50 • 3min

50

Investing in the Global Market

01:44:33 • 3min