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Fundstrat

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 25, 2025 by Tom Lee · said 3 times in 1 episodes since 2025 · across every show →

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brought up most by Alex Kantrowitz (2), Tom Lee (1)

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2025 3 mentions in 1 episode

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Everything said about Fundstrat, oldest first

Jun 25, 2025 positive
Insight
Lee: Thematic investing drives market performance more than macro or stock-picking
“Thematic investing explained performance better than macro and stock picking. So meaning, it's better to identify the things driving the market and own the strongest stocks”
Tom Lee Jun 25, 2025 ▶ 52:26 Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
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