Podcast Episodes
Back to Search
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 healthcar…
7 months 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 expe…
7 months, 1 week 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 …
7 months, 2 weeks 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 infl…
7 months, 3 weeks 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 abou…
7 months, 4 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 on…
8 months 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 exp…
8 months, 2 weeks 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 poten…
8 months, 3 weeks ago
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 slid…
8 months, 4 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 mov…
9 months ago