Podcast Episodes
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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…
9 months, 1 week 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…
9 months, 2 weeks 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…
9 months, 3 weeks ago
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…
9 months, 4 weeks 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…
10 months 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 …
10 months, 1 week 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…
10 months, 2 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…
10 months, 3 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…
11 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…
11 months, 1 week ago