We've Seen This Movie Before | Tom Lee on New Technologies
The Monday Call
Summary
Few strategists command Wall Street’s attention like Tom Lee.
Formerly JPMorgan’s Chief Equity Strategist, he co-founded Fundstrat Global Advisors, where he heads research. He also chairs Bitmine and serves as CIO of Fundstrat’s Granny Shots ETFs, overseeing more than US$5 billion. A regular commentator on CNBC and CNN, his insights reach a global audience.
Tom has seen this movie before. As a leading Wall Street strategist during the dot-com boom and bust, he guided institutional investors through one of technology’s defining market cycles. Yet today’s technology giants look nothing like their predecessors: they are large, profitable businesses with substantial earnings and cash flows.
Join Mark Brooks and Stephan Clark for a rare conversation with one of Wall Street’s most influential technology strategists. Hear his lessons from the dot-com era, how new technologies shape economies, and why he believes AI has the potential to make financial markets less cyclical.
Subscribe
Never miss an episode
Subscribe now to get each week's episode delivered straight to your feed. You can find us wherever you get your podcasts, just search for 'The Monday Call'.