Episode Details

Show from 01/30/26 Host Jeremy Schwartz and Professor Siegel discuss the appointment of Kevin Warsh as incoming Fed Chair, expressing optimism about his independence and stance on inflation. The Professor also comments on the latest inflation print, the Fed’s balance sheet strategy, and the potential impact of tariffs and money supply trends. (13:43) Jeremy is joined by Chris Gannatti, Sam Rines, and Jeff Weniger for a wide-ranging conversation covering tech earnings from Meta and Microsoft, the implications of AI investments on memory and fiber infrastructure, and recent commodity surges in metals like silver and copper. They also explore geopolitical risks in the Middle East and Cuba, European investor sentiment toward U.S. equities and currencies, commodity allocation trends, and macroeconomic developments in Italy with WisdomTree’s Peter Braganti. Piergiacomo Peter Braganti, Director, Macro Research at WisdomTree: https://x.com/peterbraganti Chris started a substack, follow him here: https://christophergannatti.substack.com/ WisdomTree: https://www.wisdomtree.com/investments