Show from 02/27/26

Host Jeremy Schwartz and Professor Siegel discuss Professor Siegel’s response to a viral AI “doomsday” scenario, emphasizing that productivity gains from AI would expand output, wages and leisure rather than cause mass permanent unemployment, and arguing that macroeconomic growth from higher productivity would generate trillions in new income to absorb displaced workers. He also weighs in on falling 10-year yields, recent inflation data, oil risks tied to Iran, productivity trends, and his expectation for market rotation away from the MAG 7 toward value and non-AI sectors. (13:40) Jeremy continues with Jeff Weniger and Sam Rines to debate whether AI lowers barriers to entry and enhances innovation rather than destroying knowledge work, put recent tech and software selloffs into perspective against broader market resilience, and examine global equity leadership with strong performance in Japan, Korea and Europe relative to a flat S&P 500, highlighting valuation gaps and structural underweights to non-U.S. markets in portfolios.

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