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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, …
9 months, 1 week 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 grow…
9 months, 2 weeks 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…
9 months, 3 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 pol…
10 months 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 t…
10 months, 1 week 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 m…
10 months, 2 weeks 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 a…
10 months, 3 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…
11 months ago
AI, Tariffs, and the Fed: Market Shifts and Risks Ahead
Show from 01/31/25 Host Jeremy Schwartz and Professor Siegel discuss key market developments this week, covering the Fed meeting, the impact of DeepS…
11 months, 1 week ago
The Professor’s Take on Trump 2.0
Show from 01/24/25 Chris Gannati and Jeff Weniger host this week’s Behind the Markets, sharing insights on the latest market trends. They discuss inf…
11 months, 2 weeks ago