Podcast Episodes
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Good Luck with That
Show from 01/23/26 Host Jeremy Schwartz and Professor Siegel discuss updates on the Fed chair race, government shutdown prospects, and delayed tariff…
2 months, 1 week ago
Easing Into Tightening
Show from 09/16/26 Host Jeremy Schwartz and Professor Siegel assess recent market data, including mixed signals from CPI and PPI, speculation about Q…
2 months, 2 weeks ago
Venezuela's Global Ripples and Opportunities
Show from 09/01/26 Host Jeremy Schwartz and Professor Siegel discuss the strong jobs report, a surprising GDP revision from the Atlanta Fed, and the …
2 months, 3 weeks ago
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 cla…
3 months 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 not…
3 months, 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 rotati…
3 months, 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 co…
3 months, 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 co…
4 months 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 c…
4 months, 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…
4 months, 2 weeks ago