The Meb Faber Show: “Tom Lee: Everyone Still Thinks This Market Will Crash”
The Meb Faber Show: “Tom Lee: Everyone Still Thinks This Market Will Crash”
Today’s guest is Tom Lee, CIO of Fundstrat Capital, PM for the Granny Shots U.S. Large Cap ETF, and the Head of Research at Fundstrat Global Advisors. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014.
In today’s episode, Tom explains why stocks have remained resilient despite war, higher oil prices, and widespread investor skepticism. He shares his outlook for the S&P 500 and discusses the coming wave of mega-IPOs.
Finally, Tom covers his successful entrance into the ETF space with the Fundstrat Granny Shots ETFs.
To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo…
(0:00) Starts
(1:35) Tom Lee on markets since the Iran war
(10:02) Issues with the University of Michigan Consumer Sentiment Index
(20:50) AI & upcoming IPOs
(24:34) Granny Shots ETF
(31:25) Tom on crypto
(36:52) Tom’s most memorable investment
—-
Sponsor: Want to learn more about 351 Exchanges? Visit the Alpha Architect 351 Education Center for use cases, tools, FAQs, upcoming launches, and more. https://hubs.la/Q049WCTV0 Investments in securities entail risks, including possible loss of principal and are not suitable for all investors.
—-
Have questions? Reach out to us any time at info@cambriainvestments.com.
—– Follow Meb:
Twitter: https://twitter.com/MebFaber
LinkedIn: https://www.linkedin.com/in/mebanefaber/
Website: http://mebfaber.com/
20260517
