Show from 11/07/25
Host Jeremy Schwartz and Professor Siegel discuss conflicting jobs data amid the government shutdown, political fallout from the recent elections, and the implications of potential Supreme Court rulings on tariffs. The Professor warns about the possible economic drag from the shutdown during the holiday season and offers his market perspective, noting AI investment strength and skepticism around market bubble fears. (15:00) Jeremy continues with guests Jeff Weniger, Chris Gannatti, and Sam Rines to unpack the Supreme Court's tariff case, recent AI market volatility, and the implications of energy constraints on future data center development. They explore earnings season surprises, Japan's market volatility tied to SoftBank, and Warren Buffett's continued investment activity. The conversation closes with in-depth views on India's economic trajectory, gambling markets' impact on traditional betting operators, and the risks and hype cycles in crypto and equity speculation.
WisdomTree: https://www.wisdomtree.com/investments
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Show from 11/07/25
Host Jeremy Schwartz and Professor Siegel discuss conflicting jobs data amid the government shutdown, political fallout from the recent elections, and the implications of potential Supreme Court rulings on tariffs. The Professor warns about the possible economic drag from the shutdown during the holiday season and offers his market perspective, noting AI investment strength and skepticism around market bubble fears. (15:00) Jeremy continues with guests Jeff Weniger, Chris Gannatti, and Sam Rines to unpack the Supreme Court's tariff case, recent AI market volatility, and the implications of energy constraints on future data center development. They explore earnings season surprises, Japan's market volatility tied to SoftBank, and Warren Buffett's continued investment activity. The conversation closes with in-depth views on India's economic trajectory, gambling markets' impact on traditional betting operators, and the risks and hype cycles in crypto and equity speculation.
WisdomTree: https://www.wisdomtree.com/investments
Show from 08/01/25
Host Jeremy Schwartz and Professor Siegel dive into market sentiment following Powell's recent remarks. The Professor discusses the Fed's hawkish stance, Powell's views on the neutral rate, and the implications of inflation driven by tariffs. He emphasizes concern over potential delays in Fed action and critiques Powell's consistency in messaging. (29:20) Jeremy continues the show with Sam Rines, Jeff Weniger, and Chris Gannatti to break down the August jobs report, implications of the two FOMC dissents, and the Fed’s hesitancy to pivot despite softening labor data. They discuss WisdomTree’s acquisition of Series Partners and the strategic importance of farmland investment. The team also reviews earnings from major tech firms and the role of AI in driving productivity. Lastly, they assess global trade dynamics and the geopolitical implications of new tariffs, alongside potential impacts of evolving AI technologies.
Wisdom Tree: https://www.wisdomtree.com/investments
Behind the Markets Podcast
Show from 11/07/25
Host Jeremy Schwartz and Professor Siegel discuss conflicting jobs data amid the government shutdown, political fallout from the recent elections, and the implications of potential Supreme Court rulings on tariffs. The Professor warns about the possible economic drag from the shutdown during the holiday season and offers his market perspective, noting AI investment strength and skepticism around market bubble fears. (15:00) Jeremy continues with guests Jeff Weniger, Chris Gannatti, and Sam Rines to unpack the Supreme Court's tariff case, recent AI market volatility, and the implications of energy constraints on future data center development. They explore earnings season surprises, Japan's market volatility tied to SoftBank, and Warren Buffett's continued investment activity. The conversation closes with in-depth views on India's economic trajectory, gambling markets' impact on traditional betting operators, and the risks and hype cycles in crypto and equity speculation.
WisdomTree: https://www.wisdomtree.com/investments
