Podcast Episodes
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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 followi…
7 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 t…
7 months 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 …
7 months, 1 week ago
Earnings and Alaska Getting Hot
Show from 08/15/25 Host Jeremy Schwartz and Professor Siegel unpacked a busy week of economic news, starting with an analysis of the CPI and PPI data…
7 months, 2 weeks ago
Disruption by Design: GPT-5, Tariffs, and the Shape of Things to Come
Show from 08/08/25 Host Chris Gannatti and Professor Siegel discuss Trump’s recent Fed nominations, labor market weakness, and the likelihood of a Se…
7 months, 3 weeks ago
Planting Seeds for the Future
Show from 08/01/25 Host Jeremy Schwartz and Professor Siegel dive into market sentiment following Powell's recent remarks. The Professor discusses th…
8 months ago
The Genius Act, Leveling Up Earnings
Show from 07/25/25 Host Jeremy Schwartz and Professor Siegel discussed the Japan tariff deal, market optimism surrounding its announcement, and how i…
8 months, 1 week ago
Powell Should Resign to Safeguard Fed Independence
Show from 07/18/25 Host Jeremy Schwartz and Professor Siegel open with a deep dive into the tense dynamics between President Trump and Fed Chair Jero…
8 months, 2 weeks ago
Looking for the GeoAlpha?
Show from 07/11/25 Host Jeremy Schwartz and Professor Siegel discuss the recent tariff headlines and market reactions. Professor Siegel highlights th…
8 months, 3 weeks ago
Jobs Report Better than Feared… But is AI Coming for Your Job?
Show from 07/03/25 Host Jeremy Schwartz and Professor Siegel break down the latest jobs report, noting that while headline numbers surprised to the u…
9 months ago