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Reasons For Optimism Amidst Tariff Tremors
Show from 04/11/25 Host Jeremy Schwartz and Professor Siegel reviewed a volatile week in the markets, focusing on rising yields and the dollar’s slide. The Professor attributed bond market moves to g…
Published on 4 months, 2 weeks ago
Time to Buy the Dip?
Show from 04/04/25 Host Jeremy Schwartz and Professor Siegel dive into this week’s discussion with a focus on new tariff policies, the Fed’s next moves, and implications for the money supply. Profess…
Published on 4 months, 3 weeks ago
Trump's Tariff Turmoil Brings Global Portfolio Rotation
Show from 03/28/25 In this episode of Behind the Markets, host Jeremy Schwartz kicks off with an interview featuring Andreas Kern, CEO of WikiFolio, a unique German social trading platform that enabl…
Published on 5 months ago
Market Seeks Clarity Amid Policy Jitters
Show from 03/21/25 Host Jeremy Schwartz and Professor Siegel break down the Fed's latest meeting, noting Powell's dovish tone despite downgraded growth and higher inflation forecasts. The Professor e…
Published on 5 months, 1 week ago
Our Take on Trump's Tariffs, Markets, and the White House Digital Asset Summit
Host Jeremy Schwartz and Professor Siegel discuss the market reaction to tariffs and their potential impact on inflation and sentiment. The Professor highlights the sharp decline in the University of…
Published on 5 months, 2 weeks ago
Peak monopoly and themes for 2030
Show from 03/07/25 Host Jeremy Schwartz and Professor Siegel discussed the latest market trends, focusing on the jobs report, volatility in trade policy, and concerns about rising unemployment rates.…
Published on 5 months, 3 weeks ago
Across the Atlantic - Taking a Break Isn't Always Bad?
Show from 02/08/25 Host Jeremy Schwartz and Professor Siegel discuss the latest market developments, focusing on the PCE report, GDP revisions, and the impact of tariffs on economic growth. The profe…
Published on 6 months ago
Tech Bros and Buffett - Why They Could Both Be Right
Show from 02/21/25 Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on tariff uncertainties, economic data, and market resilience. Professor Siegel highlights the …
Published on 6 months, 1 week ago
Fly Tariffs Fly: On the Road to Victory?
Show from 02/14/25 Host Jeremy Schwartz and Professor Siegel reflect on the Eagles' Super Bowl victory and discuss key economic data, including CPI and PPI surprises, the market's reaction to inflati…
Published on 6 months, 2 weeks ago
Super Bowl for Markets: Jobs, Earnings, and Portfolio Diversifiers
Show from 02/07/25 Host Jeremy Schwartz opens the show, discussing market trends and economic indicators. Jeremy is then joined by Sonu Varghese from the Carson Group, along with Jeff Weniger, Sam Ri…
Published on 6 months, 3 weeks ago