Podcast Episodes
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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 2 months, 3 weeks 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 2 months, 4 weeks 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 3 months 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 3 months, 1 week 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 3 months, 2 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 3 months, 3 weeks ago
Will AI Peak Eventually Rival 2000 Bubble Levels?
Show from 09/05/25 Host Jeremy Schwartz and Professor Siegel discuss the latest job report, which showed weaker-than-expected numbers, particularly in manufacturing and healthcare. The Professor high…
Published on 4 months ago
Harvesting Alpha from Dirt: From Cornfields to Data Centers
Show from 09/01/25 Host Jeremy Schwartz travels across Indiana with Brandon Zick, CIO of Ceres Partners, as they explore farmland investments following WisdomTree’s acquisition announcement of Ceres.…
Published on 4 months ago
High Conviction Ideas
Show from 08/29/25 Host Jeremy Schwartz and Professor Siegel discuss the PCE inflation data coming in exactly as expected, a surprising widening in the July trade deficit, and the implications of upc…
Published on 4 months, 1 week ago
Surviving the Storm
Show from 08/22/25 Host Jeremy Schwartz and Professor Siegel react to Powell’s dovish shift in tone, with the Professor characterizing it as a clear pivot towards rate cuts. Siegel emphasizes that in…
Published on 4 months, 2 weeks ago