Jeremy Siegel | Inflation, Tariffs and America’s Future: The Investing Lessons Every Investor Needs to Hear

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. Connect with Peter Mallouk Website: Peter Mallouk - President & CEO - Creative Planning X (Twitter): @PeterMallouk LinkedIn: Peter Mallouk on LinkedIn Instagram: @peter_mallouk Facebook: Official Peter Mallouk Follow Creative Planning X (Twitter): @CPIWealth LinkedIn: Creative Planning on LinkedIn Instagram: @creativeplanning_llc Facebook: Creative Planning Facebook Page Browse More Icons and Ideas Episodes YouTube Playlist: Watch the Full Icons and Ideas Playlist Official Website: Icons and Ideas Podcast Check Out Peter’s Other Podcasts Signal or Noise: Watch Signal or Noise on YouTube Down The Middle: Listen to Down The Middle on Spotify