In this episode of The Master Investor Podcast, Wilfred Frost interviews Tom Lee, co-founder and head of research at Fundstrat Global Advisers. Lee discusses his long-term bullish outlook on the market, attributing it to demographic trends, the role of younger generations in driving economic disruption, and his evidence-based approach. He also shares insights on his newly launched ETF, "Granny Shots," its performance, and the underlying themes. The conversation touches upon market risks, the importance of Fed independence, debt-to-GDP concerns, and specific stock calls like Palantir and JP Morgan.
