Sonu and I were honored to be joined by Tom Lee, Managing Partner and the Head of Research at Fundstrat Global Advisors, this week on the Facts vs Feelings podcast!

I’ve been a fan of Tom for many years and you might know him for being one of the very few bulls coming into this year. He has been all over the media this year, as Fundstrat’s call has gotten them a lot of airtime and rightfully so. Many times during this new bull market we’ve been discussed along with Tom for being the very few bulls out there. Given this, we decided to have him on our podcast!

We chatted about Tom’s perspective on the bull market and how he stays informed about the markets. We also talked about international perspectives, demographics, and the role of credit in market growth. Additionally, we touched on inflation, the Fed, and the importance of mentors.

Other Highlights:

  • What he looks at first thing in the morning regarding the markets
  • The reasons behind his bullishness at the start of the year
  • How regional biases impact market outlooks in Europe, Asia, and Latin America
  • His motivation for leaving JP Morgan and starting his own research company
  • How demographics and credit play a role in understanding growth and market trends
  • The importance of maintaining a sense of humor in the unpredictable market
  • The potential trajectory of inflation and the Fed’s possible actions in the future
  • The influential mentors in his career and the importance of finding a good mentor
  • And more!

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Be sure to take a listen to this fun discussion and if you haven’t already, subscribe to our podcast wherever you get your favorite podcasts.

Lastly, you can watch it all on YouTube:

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