What do rising bond yields, new tariffs, and soaring AI investment mean for the U.S. economy and financial markets?
Wharton emeritus professor of finance and WisdomTree senior economist Jeremy Siegel joins the conversation to assess the latest economic and market developments.
Siegel discusses the impact of higher tariffs on Canada and Mexico, why rising Treasury yields are signaling concern about U.S. deficits, and why he believes Washington may eventually be forced to take action on fiscal policy.
He also weighs in on the resilience of the stock market, the extraordinary performance of AI-related companies, and what could determine whether equities reach new highs in the months ahead.
