Michael Lee
Founder of Michael Lee Strategy and market strategist providing macroeconomic and technology investment commentary, including analysis on jobs data, oil markets, and AI-related firms.
Best podcasts with Michael Lee
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Mar 6, 2026 • 17min
Business Rundown: Jobs Data, Gas Prices, and Reasons to Remain Bullish on the Economy
Michael Lee, founder of Michael Lee Strategy and market strategist, breaks down recent jobs data and why one report should not sway investors. He discusses rising oil prices amid Middle East tensions and scenarios for how long spikes could last. He also highlights AI infrastructure winners and why fears of AI killing software jobs may be overblown.
May 15, 2025 • 24min
‘All Time New Highs' In 90 Days: Michael Lee On Coming ‘Mini Boom’
Michael Lee, founder of Michael Lee Strategy and market analyst, shares insights on the recent V-shaped recovery in the U.S. stock market. He emphasizes optimism for AI stocks like CoreWeave, predicting significant returns in the next 18-24 months. Lee debunks myths around tariffs, highlighting their minimal economic impact. He forecasts a mini boom for the S&P 500, driven by fiscal stimulus and supportive policies, while also discussing potential declines in interest rates and their effects on tech investments.
