Fundstrat's Head of Research Tom Lee joins Tom Nash for an in-depth conversation about what’s next for markets, the Fed, inflation, AI, and crypto heading into 2026.

AI-generated source summary

The expert analyzes the stock market, focusing on why many analysts have missed recent bullish trends. He explains that analysts overly rely on textbook macroeconomics like yield curve inversions which threw them off and became ‘armchair macro people.’ These same analysts, failed to appreciate how companies dynamically changed their business models to address inflation. Lee believes investors anchored their expectations in the stagflation of the 1970s and inflation is a misconception. He said the S&P 500 could reach 7500 due to the number of people trailing the benchmark in 2024. He believes, based on fundamental analysis, that the market has been going up for 3 years and will continue. Lee believes people should be willing to Dollar Cost Average back in to the market.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   11 Nov 2025, 02:59 UTC

   The analyst published the original source item.

2. First prediction resolved

   06 Feb 2026, 00:00 UTC

   The first evaluable outcome in this case reached a terminal result.

3. Case evaluation completed

   06 Feb 2026, 00:00 UTC

   All evaluable predictions in this case reached terminal outcomes.

4. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

5. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

6. Outcome tracking started

   02 Jul 2026, 01:22 UTC

   Tahlil Plus began monitoring the extracted predictions.