Podcast Episodes
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India to Mars: Contrarian Opportunities in a Changing World
Show from 2026-05-22 Host Jeremy Schwartz is joined by Sam Rines, Jeff Weniger, Chris Gannatti and Jon Flynn to discuss geopolitical developments sur…
7 hours ago
China Summit Disappoints: Rated Minus 2 Out of 10
Show from 2026-05-15 Host Jeremy Schwartz and Professor Siegel discuss the market reaction to President Trump’s summit with China, with the Prof call…
1 week ago
Paris, Tariffs, and S&P 8,000
Show from 2026-05-08 Host Jeff Weniger and Professor Siegel discuss a much stronger than expected jobs report, the implications for Fed policy and i…
2 weeks ago
AI CapEx, Fed Dissent, and the Bull Market That Won’t Quit
Show from 2026-05-01 Host Jeremy Schwartz and Professor Siegel discuss the latest Fed meeting dynamics, highlighting the unusual dissents toward a n…
3 weeks, 1 day ago
Waiting for Signal
Show from 24/04/26 Host Jeremy Schwartz and Professor Siegel discuss resilient equity markets amid geopolitical tensions, strong earnings with a high…
4 weeks ago
New Highs and Low-lights
Show from 17/04/26 Host Jeremy Schwartz and Professor Siegel discuss easing geopolitical tensions in the Middle East, declining oil prices, and the m…
1 month ago
Behind the Charts
Show from 10/04/26 Host Jeremy Schwartz and Professor Siegel discuss rising concerns around inflation and the possibility of a Fed rate hike driven b…
1 month, 1 week ago
Long-Term Bull, But Short-Term Cautious
Show from 04/03/26 Host Jeremy Schwartz and Professor Siegel discuss a surprisingly strong jobs report, the impact of rising geopolitical tensions an…
1 month, 2 weeks ago
Tech Turbulence Today, A Retirement Sketchbook for Tomorrow
Show from 03/27/26 Host Jeremy Schwartz, joined by Jeff Weniger, Michael Fridman, and Chris Gannatti, discuss the recent tech-led market selloff, com…
1 month, 3 weeks ago
New Strategic Reserve Assets for the AI Era
Show from 03/20/26 Host Jeremy Schwartz is joined by Sam Rines and Chris Gannatti to break down the broader market and macro landscape. Sam analyzes …
2 months ago