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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 12 hours 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 week 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 weeks ago
Are We Too Optimistic?
Are We Too Optimistic? by Behind the Markets
Published on 3 weeks, 1 day ago
Cockroaches Contained?
Show from 10/17/25 Host Jeremy Schwartz and Professor Siegel discussed recent signs of credit stress and how markets are reacting to pressures in private credit. Professor Siegel emphasized that whil…
Published on 4 weeks, 1 day ago
Talking Markets with Jim Bianco and WT Team
Show from 10/10/25 Host Jeremy Schwartz and Professor Siegel discuss the market’s resilience amid a continued government shutdown, emphasizing the positive momentum driven by AI and the broader econo…
Published on 1 month ago
Focusing on Intangibles
Show from 10/03/25 Host Jeremy Schwartz and Professor Siegel discuss the latest market conditions, highlighting the weakness in the ADP jobs report, stable jobless claims, and a slight decline in con…
Published on 1 month, 1 week ago
Chirping about Valuations
Show from 09/26/25 Jeremy Schwartz and Professor Siegel review the week’s key economic developments, focusing first on inflation metrics with the PCE deflator and personal income/spending data matchi…
Published on 1 month, 2 weeks ago
Market Rotation Meets Fed Rate Cuts
Show from 09/19/25 Host Jeremy Schwartz is joined live from Mallorca by Pierre Debru, Head of Research at WisdomTree Europe, to explore shifting investor sentiment across the continent. Pierre discus…
Published on 1 month, 4 weeks ago
Going All In
Show from 09/12/25 Host Jeremy Schwartz and Professor Siegel analyze the recent inflation data, highlighting the implications for next week’s pivotal Fed meeting. The Professor suggests a 25-basis-po…
Published on 2 months ago