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 pri…
7 months 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 po…
7 months, 2 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, …
7 months, 2 weeks 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…
7 months, 3 weeks 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 inve…
8 months 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…
8 months, 1 week 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 i…
8 months, 2 weeks 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 followi…
8 months, 2 weeks 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…
8 months, 3 weeks 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 …
9 months ago