Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630

Tom Lee: The Market Can Climb Higher—But Expect Turbulence | #630

From The Meb Faber Show - Better Investing by The Idea Farm

May 15, 2026 · 44 min · Episode 630

About this episode

Tom Lee discusses market resilience and his outlook on the S&P 500 amidst various economic challenges.

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. (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 Visit ⁠www.fundstrat.com/tom⁠ for complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists. ----- Sponsor: Want to learn more about 351 Exchanges? Visit the Alpha Architect 351 Education Center for use cases, tools, FAQs, upcoming launches, and more. Investments in securities entail risks, including possible loss of principal and are not…

People in this episode

Host: Meb Faber

Guest: Tom Lee

Topics covered

Keywords

Sponsors

Alpha Architect

Mentioned in this episode

Organizations: Fundstrat Capital, Fundstrat Global Advisors, J.P. Morgan

Products: Granny Shots U.S. Large Cap ETF, Fundstrat Granny Shots ETFs

Places: Iran

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