Podcast Episodes
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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, 6 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, 7 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, 7 months ago
Fishing and finance: a readout from Maine
Show from 08/16/24 Host Jeremy Schwartz is joined outdoors by guests Jim Bianco, founder of Bianco Research, and Jack Farley of Blockworks and the Fo…
1 year, 7 months ago
GRAPpling with what’s next
Show from 08/09/24 Host Jeremy Schwartz and Professor Siegel dive into the week’s market developments, focusing on the Fed’s approach to interest rat…
1 year, 7 months ago
A Fed Mistake and Opportunities in Japan Market Turmoil
Show from 08/02/24 Host Jeremy Schwartz and Professor Siegel discuss the latest market developments, focusing on the recent Fed meeting and the impli…
1 year, 8 months ago
Opportunities in the Market Rotation
Show from 07/26/24 Host Jeremy Schwartz and Professor Siegel delve into the latest economic data, discussing the current GDP growth rate of 2%, stabl…
1 year, 8 months ago
Is private credit in a bubble?
Show from 07/19/24 Host Jeremy Schwartz and Professor Siegel discuss the political dynamics and potential scenarios surrounding the upcoming election…
1 year, 8 months ago
Behind the Markets Podcast Special: Schwartz & Siegel
Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on significant inflation data and its implications for Federal R…
1 year, 8 months ago
Misconceptions on misinformation
Show from 07/06/24 Host Jeremy Schwartz is joined by David Rothschild, a senior economist at Microsoft, who shares his research on the misconceptions…
1 year, 9 months ago