Podcast Episodes
Back to Search
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…
9 months, 1 week 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…
9 months, 2 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…
9 months, 3 weeks 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…
9 months, 3 weeks 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…
10 months 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…
10 months, 1 week 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…
10 months, 2 weeks ago
H2 Outlook: A Bullish Setup
Show from 06/27/25 Host Jeremy Schwartz and Professor Siegel discuss the S&P 500 hitting new highs, positive developments from the NATO meetings, and…
10 months, 3 weeks ago
Iran Lessons and Too Late Powell Strikes Again
Show from 06/20/25 Host Jeremy Schwartz and Professor Siegel assess the Fed's latest policy posture, ongoing tariff impacts, and inflation expectatio…
11 months ago
Trades for this week GeoPol Vol
Show from 06/13/25 Host Jeremy Schwartz and Professor Siegel discuss the geopolitical ramifications of Israel's recent military strike on Iran, its m…
11 months, 1 week ago