Tom Lee: Correction First. Rally Next?

Tom Lee sits down with the Prof G Pod to break down why he’s bullish on 2026. Watch now! ⭐Watch Tom Lee's 2026 Market Outlook Webinar: https://fsinsight.com/event/tom-lees-2026-market-outlook/?utm_medium=social&utm_source=youtube&utm_campaign=20251212-prof-g Timestamps: 00:00 - Today’s number 00:24 - Why are you so bullish on 2026? 07:18 - Tom Lee's 2026 Outlook 13:05 - Do Big Tech companies factor into your view that AI valuations may be too high? 24:28 - Ad Break 32:49 - Do you still believe we’re going to be in a cycle of labor shortage even with AI? 34:03 - How are you using AI at Fundstrat and what impact do you think it will have on your human capital? 37:49 - What are the kinds of skills that make you irreplaceable as an analyst? 41:47 - Where do you stand on Bitcoin right and what do you make of what is happening in the crypto markets? 43:55 - Is the reason we don’t know what‘s happening because of the anonymity of crypto? 50:08 - Can you identify any sectors or geographies that you think are under or overvalued right now? Copyrights: Full credit to the Prof G Pod. Check out the full episode on their channel. @TheProfGPod FOLLOW US FOR DAILY INSIGHTS! X: @fs_insight (https://x.com/fs_insight) Instagram: @fs_insight (https://www.instagram.com/fs_insight/) TikTok: @fs_insight (https://www.tiktok.com/@fs_insight) LinkedIn: https://www.linkedin.com/company/fsinsight/ Merch Store: https://merch.fsinsight.com/ CONTACT US! [email protected]