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PodcastyBiznesBehind the Markets Podcast

Behind the Markets Podcast

Behind the Markets
Behind the Markets Podcast
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501 odcinków

  • Behind the Markets Podcast

    The $1.5 Trillion AI Race Rewrites Earnings Expectations

    10.07.2026 | 40 min.
    Show from 2026-07-10

    Host Jeremy Schwartz is joined by Chris Gannatti and Jeff Weniger for a wide-ranging discussion on the latest developments driving technology markets and the economy. The group examines surging AI infrastructure spending, demand for memory chips, expectations for another strong earnings season, and the growing investment cycle surrounding data centers, hyperscalers and physical AI. Professor Siegel joins later in the episode to discuss the resilience of equity markets despite renewed geopolitical tensions in the Middle East, highlighting the surprising stability in oil prices, the outlook for inflation, interest rates and second-quarter GDP, while also explaining how AI-driven margin expansion continues to fuel historically strong corporate earnings growth. After Professor Siegel signs off, Jeremy, Chris and Jeff briefly wrap up the show with additional commentary on Delta's earnings, travel demand, and observations from the summer travel season. The conversation concludes with a discussion of activity in Las Vegas, consumer travel trends, and how pricing dynamics may be affecting tourism and convention traffic.

    WisdomTree: https://www.wisdomtree.com/investments
  • Behind the Markets Podcast

    Cracks, Chips, and Market Shifts

    03.07.2026 | 51 min.
    Show from 2026-07-02

    Host Jeremy Schwartz and Professor Siegel discuss the latest jobs report, noting downward payroll revisions, an unusually sharp decline in labor force participation, and why broader labor market data still points to a steady economy rather than a significant slowdown. Professor Siegel also explains why lower oil prices and easing commodity inflation could keep the Fed on hold for the rest of the year while highlighting the increased volatility between value and growth stocks driven by AI-related trading. (14:52) Jeremy is joined by Blake Hyman, Sam Rines and Jeff Weniger to discuss the latest developments across AI infrastructure, semiconductor spending, Meta’s new compute capacity initiative and OpenAI’s delayed IPO. The group also examines geopolitical developments affecting energy markets, AI adoption and employment trends, opportunities in Japan, recent market rotations, and the investment implications of AI across technology, healthcare and other sectors. They close with a discussion on the new Trump Accounts program and its potential long-term retirement planning benefits.

    WisdomTree: https://www.wisdomtree.com/investments
  • Behind the Markets Podcast

    Trade Outside the Box, Featuring Brent Donnelly

    26.06.2026 | 1 godz. 13 min.
    Host Jeremy Schwartz and Professor Siegel discuss the sharp rotation from growth into value, falling oil prices, stronger-than-expected economic data, and the implications of rising memory chip costs across the technology sector. Professor Siegel also shares his view that lower energy prices should help keep inflation contained, making additional interest rate hikes this year unlikely, while highlighting upcoming labor market, housing, and money supply data as key indicators to watch. (13:23) Jeremy continues with Brent Donnelly to discuss his new book, Trade Outside the Box, and how successful traders can gain an edge by thinking beyond traditional investment frameworks. Brent explains how psychology, poker, creativity, narratives, and behavioral finance influence his trading process, while also discussing the role of AI, market positioning, and sentiment in identifying opportunities. The conversation concludes with insights on market rotations, disciplined risk management, adapting to changing market environments, and the broader life lessons that can be drawn from trading, decision-making, and independent thinking.

    Read Brent's book: https://a.co/d/09sXk2jA

    Learn more about Brent: https://www.amazon.com/stores/author/B07NC8MVZZ/about?ccs_id=7f690ca0-41d4-43c0-b13c-b3140b3a8411

    WisdomTree: https://www.wisdomtree.com/investments
  • Behind the Markets Podcast

    Building the Circuit of AI

    19.06.2026 | 1 godz. 4 min.
    Show from 2026-06-19

    Host Jeremy Schwartz and Professor Siegel discuss the Federal Reserve's latest meeting, the outlook for interest rates, and how falling oil prices could influence inflation, monetary policy, and investor sentiment in the months ahead. Professor Siegel explains why declining energy prices could lead to significantly lower inflation readings, shares his views on the political and economic challenges of raising rates in that environment, and discusses the potential for market leadership to broaden beyond AI-related stocks as energy prices stabilize. (25:43) Jeremy is joined by Tyson Tuttle, CEO of Circuit AI, to explore how artificial intelligence is transforming manufacturing and industrial businesses by improving productivity, addressing skilled labor shortages, and helping companies accelerate revenue growth. Tyson explains how Circuit AI applies AI to automate complex quoting, technical documentation, and service workflows while preserving valuable institutional knowledge. The conversation also covers AI's long-term impact on employment, the rapid buildout of AI infrastructure, the outlook for semiconductors and enterprise software, token economics, and why startups may be best positioned to capitalize on the next wave of AI-driven innovation.

    Learn more: https://www.circuit.ai/

    Tyson Tuttle: https://www.linkedin.com/in/tuttle/

    WisdomTree: https://www.wisdomtree.com/investments
  • Behind the Markets Podcast

    To Infinity and Mars

    12.06.2026 | 55 min.
    Show from 2026-06-12

    Host Jeremy Schwartz and Professor Siegel discuss the market’s positive reaction to a ceasefire agreement involving Iran, the reopening prospects for the Strait of Hormuz, and the potential impact of lower oil prices on inflation and economic growth. The Prof also highlights the highly anticipated SpaceX IPO, the wealth creation it could generate for investors, and previews next week’s pivotal Federal Reserve meeting and comments expected from Kevin Warsh. (21:01) Jeremy is joined by Sam Rines, Chris Gannatti, and Jeff Weniger to discuss competition in artificial intelligence between OpenAI and Anthropic, the economics of AI token usage, and the potential for lower AI costs over time. The group also explores government investment in strategic industries such as semiconductors and quantum computing, examines investor sentiment and thematic investing trends, and debates the broader implications of the SpaceX IPO, including wealth creation, index inclusion, and consumer spending impacts.

    WisdomTree: https://www.wisdomtree.com/investments
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O Behind the Markets Podcast
Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and Jeremy Siegel, professor of finance at Wharton and author of Stocks for the Long Run, host this long-running podcast that dives into the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide. Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction. Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit. Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha. Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate. Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.
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