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Iran Lessons and Too Late Powell Strikes Again
Show from 06/20/25 Host Jeremy Schwartz and Professor Siegel assess the Fed's latest policy posture, ongoing tariff impacts, and inflation expectations. The Professor critiques Powell’s stance on tar…
Published on 2 months, 1 week ago
Trades for this week GeoPol Vol
Show from 06/13/25 Host Jeremy Schwartz and Professor Siegel discuss the geopolitical ramifications of Israel's recent military strike on Iran, its muted market impact, and the broader implications f…
Published on 2 months, 2 weeks ago
AI and National Security live from DC
Show from 06/06/25 Host Jeremy Schwartz and Professor Siegel analyze the latest employment report, which showed a mixed picture with strong healthcare and entertainment hiring, despite downward revis…
Published on 2 months, 3 weeks ago
A new weekly market impact: escalate to de-escalate?
Show from 04/30/25 Host Jeremy Schwartz and Professor Siegel break down the market’s reaction to a dramatically improving trade deficit, discuss expected upward revisions to GDP, and reflect on the l…
Published on 2 months, 4 weeks ago
Tariff Truths? Bull, Bears, and Bets on a Truce
Show from 05/23/25 Host Jeremy Schwartz and Professor Siegel break down the latest market concerns, focusing on President Trump's Truth Social posts and the potential impact of threatened tariffs on …
Published on 3 months ago
A More Positive Outlook for Markets
Show from 03/21/25 Host Jeremy Schwartz and Professor Siegel discuss recent market resilience, the impact and perception of new tariffs, and why inflation expectations may be overstated. The Professo…
Published on 3 months, 1 week ago
A Macro+Charts Special Episode
Show from 05/09/25 Host Jeremy Schwartz and Professor Siegel focus on Powell’s Fed commentary, discussing the lack of policy surprises, concerns about stagflation, and Siegel's critique of the Fed's …
Published on 3 months, 2 weeks ago
From Panic to Pop: Are Investors Still Too Bearish
Show from 05/02/25 Host Jeremy Schwartz and Professor Siegel break down the week’s economic headlines, highlighting resilient market behavior amid ongoing tariff concerns. The Professor points to mix…
Published on 3 months, 3 weeks ago
Outlook for the Fed, the Flu, and Markets
Show from 04/25/25 Host Jeremy Schwartz and Professor Siegel covered the market impacts of tariffs, interest rate policy, and long-term inflation expectations. Professor Siegel emphasized the case fo…
Published on 4 months ago
The Plot Twist on Bearish Vibes
Show from 04/18/25 Host Jeremy Schwartz and Professor Siegel dive into this week’s market outlook, starting with Powell’s latest commentary and potential rate cuts. The Professor expresses concern ov…
Published on 4 months, 1 week ago