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High Conviction Ideas
Host Jeremy Schwartz and Professor Siegel discuss the PCE inflation data coming in exactly as expected, a surprising widening in the July trade deficit, and the implications of upcoming employment da…
Published on 4 hours ago
Surviving the Storm
Show from 08/22/25 Host Jeremy Schwartz and Professor Siegel react to Powell’s dovish shift in tone, with the Professor characterizing it as a clear pivot towards rate cuts. Siegel emphasizes that in…
Published on 1 week, 1 day ago
Earnings and Alaska Getting Hot
Show from 08/15/25 Host Jeremy Schwartz and Professor Siegel unpacked a busy week of economic news, starting with an analysis of the CPI and PPI data. The Professor highlighted how headline inflation…
Published on 2 weeks ago
Disruption by Design: GPT-5, Tariffs, and the Shape of Things to Come
Show from 08/08/25 Host Chris Gannatti and Professor Siegel discuss Trump’s recent Fed nominations, labor market weakness, and the likelihood of a September rate cut. The Professor notes seasonal mar…
Published on 3 weeks ago
Planting Seeds for the Future
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 neut…
Published on 4 weeks ago
The Genius Act, Leveling Up Earnings
Show from 07/25/25 Host Jeremy Schwartz and Professor Siegel discussed the Japan tariff deal, market optimism surrounding its announcement, and how it contributed to Japan’s stock market breakout. Th…
Published on 1 month ago
Powell Should Resign to Safeguard Fed Independence
Show from 07/18/25 Host Jeremy Schwartz and Professor Siegel open with a deep dive into the tense dynamics between President Trump and Fed Chair Jerome Powell, with Professor Siegel controversially s…
Published on 1 month, 1 week ago
Looking for the GeoAlpha?
Show from 07/11/25 Host Jeremy Schwartz and Professor Siegel discuss the recent tariff headlines and market reactions. Professor Siegel highlights that tariffs and guidance for Q3 are currently drivi…
Published on 1 month, 2 weeks ago
Jobs Report Better than Feared… But is AI Coming for Your Job?
Show from 07/03/25 Host Jeremy Schwartz and Professor Siegel break down the latest jobs report, noting that while headline numbers surprised to the upside, underlying data show mixed signals and tame…
Published on 1 month, 3 weeks ago
H2 Outlook: A Bullish Setup
Show from 06/27/25 Host Jeremy Schwartz and Professor Siegel discuss the S&P 500 hitting new highs, positive developments from the NATO meetings, and the impact of Middle East dynamics on the markets…
Published on 2 months ago