Podcast Episodes
Back to Search
The Value Trades for 2026
Show from 02/01/26 Host Jeremy Schwartz and Professor Siegel discuss the strong start to 2026, noting positive holiday spending, a dip in jobless claims, and the potential for a 3% Q4 GDP growth. Pro…
Published on 14 hours ago
The EBB and Flow: An Equity Bond Barbell Outlook for '26
Show from 12/19/25 Host Jeremy Schwartz and Professor Siegel discuss the final CPI report of the year and the broader inflation outlook. The Prof notes that shelter components are finally weighing on…
Published on 2 weeks ago
A Dovish Fed Brings Signs of Market Rotation
Show from 12/12/25 Host Jeremy Schwartz and Professor Siegel reflect on the Fed's latest meeting and its dovish tone, noting signs of a market rotation beyond the "Magnificent Seven" stocks. Professo…
Published on 3 weeks ago
Live From London with Latest in Crypto
Show from 12/05/25 Host Jeremy Schwartz and Professor Siegel opened this week’s episode reflecting on the changing nature of Black Friday, ongoing consumer strength, and the outlook for interest rate…
Published on 4 weeks ago
Now or Never: A Family Special Episode!
Show from 11/28/25 Host Jeremy Schwartz and Professor Siegel opened this week’s episode reflecting on the changing nature of Black Friday, ongoing consumer strength, and the outlook for interest rate…
Published on 1 month ago
A Healthy Uncertainty and Volatility Spike
Show from 11/21/25 Host Jeremy Schwartz and Professor Siegel unpack the week's key market themes, focusing on Nvidia’s earnings volatility, jobless claims trends, and potential monetary policy shifts…
Published on 1 month, 1 week ago
Requiem for Momentum
Show from 11/14/25 Host Jeremy Schwartz and Professor Siegel discuss the market reaction to the government shutdown, the Fed's hawkish stance, and AI-driven market surges. The Professor critiques the…
Published on 1 month, 2 weeks ago
Bear Headfakes Around the World
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…
Published on 1 month, 3 weeks ago
Partying like it's Nineteen Ninety... 6-7!
Show from 10/31/25 Jeremy is joined by Sam Rines, Jeff Weniger, and Chris Gannatti, who analyze big tech earnings from Amazon, Meta, and others, emphasizing the early stages of the AI investment boom…
Published on 2 months ago
Are We Too Optimistic?
Are We Too Optimistic? by Behind the Markets
Published on 2 months, 1 week ago