Podcast Episodes
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What we learned at Stocktoberfest
Show from 10/25/24 Host Jeremy Schwartz and Professor Siegel cover recent economic trends, highlighting a slight drop in jobless claims and strong th…
1 year, 2 months ago
Going Beyond Stocks and Bonds: How Much is Too Much and Cliffwater's Solutions
Show from 10/18/24 Host Jeremy Schwartz and Professor Jeremy Siegel discuss the latest market trends, starting with strong retail sales, the bond yie…
1 year, 2 months ago
The Latest Market Pulse and Another Alt Jobs Indicator
Show from 10/11/24 Host Jeremy Schwartz and Professor Siegel discuss the latest inflation data, particularly focusing on the CPI, PPI, and jobless cl…
1 year, 2 months ago
Was that Jobs Report Really Hot? And a Special Tribute
Show from 10/04/24 Host Jeremy Schwartz and Professor Siegel open this week’s episode discussing the strong market report, noting gains in productivi…
1 year, 3 months ago
Finding Your Leading Edge
Show from 09/27/24 Host Jeremy Schwartz and Professor Jeremy Siegel discuss the latest market data, focusing on US economic indicators and the impact…
1 year, 3 months ago
The Best Conference for Quant Finance Researchers
Show from 09/13/24 Host Jeremy Schwartz and Professor Siegel discuss this week’s market movements, highlighting the implications of recent inflation …
1 year, 3 months ago
A New Predictive Edge
Show from 09/20/24 Host Jeremy Schwartz and Professor Siegel discussed the recent Federal Reserve meeting, with Professor Siegel expressing surprise …
1 year, 3 months ago
What's next for the Fed, Gold, and traditional 60/40 portfolios?
Show from 09/06/24 Host Jeremy Schwartz and Professor Siegel discuss the latest jobs report, noting it was weaker than expected but not disastrous. P…
1 year, 4 months ago
Rents and Realities: Perspectives on Multi-family Housing
Show from 08/30/24 Host Jeremy Schwartz and Professor Siegel discuss the latest market data, including recent jobless claims, the inflation outlook, …
1 year, 4 months ago
Powell Surprises: Time to Pivot to Value, Partner?
Show from 08/23/24 Host Jeremy Schwartz and Professor Siegel discuss Powell’s recent speech at Jackson Hole, noting its dovish tone and implications …
1 year, 4 months ago