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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…
4 months, 2 weeks 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…
5 months 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…
5 months, 1 week 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…
5 months, 2 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…
5 months, 3 weeks 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…
6 months 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…
6 months, 1 week ago
Bear Headfakes Around the World
Show from 11/07/25 Host Jeremy Schwartz and Professor Siegel discuss conflicting jobs data amid the government shutdown, political fallout from the r…
6 months, 2 weeks ago
Partying like it's Nineteen Ninety... 6-7!
Show from 10/31/25 Jeremy is joined by Sam Rines, Jeff Weniger, and Chris Gannatti, who analyze big tech earnings from Amazon, Meta, and others, emph…
6 months, 3 weeks ago
Are We Too Optimistic?
Are We Too Optimistic? by Behind the Markets
6 months, 4 weeks ago