The most played episodes among Podcast App listeners.

1. 1
   Number 1: Hot Jobs, Cool Productivity

   Show from 2026-09-04 Jeremy Schwartz and Professor Jeremy Siegel open with the latest jobs report, highlighting stronger-than-expected payroll growth, upward revisions, rising hours worked, improved labor-force participation, and contained wage pressures. Siegel argues the data point to a resilient economy but may temper hopes for a dramatic AI-driven productivity surge this quarter. He also discusses the case for a Federal Reserve rate hike, rising money supply growth, bond yields, inflation risks tied to oil and Iran, and the market implications of stronger growth and higher discount rates. The conversation also touches on AI-related productivity gains, limited evidence of widespread AI-driven layoffs, and geopolitical developments involving Russia and Ukraine. (16:00) After Professor Siegel signs off, Schwartz continues with Sam Rines and Chris Gannatti. They examine whether longer-duration bonds are becoming more attractive, along with opportunities in gold, housing, and other rate-sensitive areas. The discussion then turns to AI, including hyperscaler spending, data-center commitments, semiconductor beneficiaries, the risks surrounding future compute demand, and whether major technology companies are becoming value opportunities. They also cover Tesla’s robotaxis, the strategic importance of compute, Japan’s currency and rate outlook, Venezuela’s potential role in U.S. energy security, and continued progress in quantum computing. WisdomTree: https://www.wisdomtree.com/investments

   September 04, 2026·50min
   Play
2. 2
   Number 2: Warsh Gets an A, SaaS and AI Bears Not So Much

   Show from 2026-08-28 Jeremy Schwartz and Professor Siegel open with a discussion of the latest Federal Reserve signals, with Siegel praising the renewed emphasis on money supply, bank credit, commodity prices, market-based inflation expectations, and interest rates. Siegel views the Fed’s tone as more hawkish than expected, but argues that markets responded positively because policymakers provided clearer criteria and demonstrated a more disciplined framework. He also discusses the possibility of additional rate hikes, the resilience of economic activity, and the market implications of strong earnings from NVIDIA and Salesforce. (12:40) After Professor Siegel leaves, Schwartz is joined by Michael Fridman, Sam Rines, and Chris Gannatti for a broader market and technology discussion. The group examines NVIDIA’s continued data-center growth, the widening base of AI demand, improving sentiment toward software, Salesforce’s rebound, and the distinction between broad software recovery and selective opportunities. They also debate potential risks to the AI trade, custom chips versus NVIDIA’s full-stack ecosystem, Marvell’s positioning, Meta’s legal settlement, and developments in quantum computing. The conversation closes with signs of resilience in consumer spending, the transition from AI infrastructure buildout toward commercialization, improving profit margins, and renewed interest in gold as a portfolio diversifier. Michael on LinkedIn: https://www.linkedin.com/in/michaelfridman23/ WisdomTree: https://www.wisdomtree.com/investments

   August 28, 2026·52min
   Play
3. 3
   Number 3: Hiking Around the World

   Show from 2026-09-11 Jeremy Schwartz and Professor Jeremy Siegel open the show by assessing hotter-than-expected inflation, rising Treasury yields, and the growing likelihood of a Federal Reserve rate hike. Siegel argues that credit expansion, persistent inflation pressures, and signals from the yield curve support tighter policy, while noting that equities have remained surprisingly resilient despite higher rates and volatile energy prices. The discussion also covers oil, diesel, geopolitical risks surrounding Iran and key shipping routes, and concerns about Treasury-market credibility and policy coordination. (18:00) After Professor Siegel leaves, Jeremy is joined by Sam Rines and Chris Gannatti for a broad look at earnings, artificial intelligence, and global macro developments. They discuss Oracle’s massive backlog, data-center financing, and continued demand for compute; Kroger’s AI-driven precision marketing business; Meta’s AI investments; and Adobe’s valuation, AI strategy, and content-provenance advantages. Chris also reviews Apple’s latest product event and progress in quantum computing, including developments at IonQ. The conversation closes with the ECB, European energy pressures, Middle East negotiations, currency-market reactions, the Japanese yen, and how a potential Fed rate hike could influence the dollar and longer-term yields. WisdomTree: https://www.wisdomtree.com/investments

   September 11, 2026·55min
   Play
4. 4
   Number 4: Bessent Twists Markets

   Show from 2026-08-21 Professor Jeremy Siegel joins Jeremy Schwartz to discuss Treasury Secretary Scott Bessent’s efforts to influence the yield curve, the implications for Fed credibility, and the market’s reaction across bonds, crypto, gold, and the dollar. Siegel also previews Jackson Hole, arguing investors need more clarity on Chair Kevin Warsh’s reaction function, while noting that rising commodity prices and continued money-supply growth could strengthen the case for higher rates later in the year. He also weighs geopolitical risks surrounding Iran, China, oil flows, and the Strait of Hormuz. (14:12) After Siegel leaves, Sam Rines and Chris Gannatti join Schwartz for a broader discussion spanning consumers, technology, and global markets. Rines assesses Walmart, Target, Ross Stores, and Redbook data, concluding that consumer spending remains resilient despite mixed retail earnings. The group explores AI-driven drug discovery, Moderna’s cancer-treatment developments, humanoid robotics, drones, and the growing overlap between defense technology and commercial applications. They also examine opportunities in Europe and Japan, renewed momentum in crypto and gold, the impact of a weaker dollar, China’s AI ecosystem, and NVIDIA’s expanding role in financing AI infrastructure. Gannatti closes with developments in quantum computing, including sensing, navigation, cybersecurity, and emerging commercial applications. WisdomTree: https://www.wisdomtree.com/investments

   August 21, 2026·52min
   Play
5. 5
   Number 5: Muse, Moonshots and the House Always Wins—Until the Market Calls

   Show from 2026-09-25 Jeremy Schwartz and Professor Siegel open with the sharp rise in real interest rates and what stronger economic growth, higher Treasury yields, and upcoming inflation, housing, employment, and money-supply data could mean for markets. They discuss the resilience of equities despite pressure from bonds, the outlook for small-cap and value stocks, and how Meta’s Muse AI agent could disrupt businesses that benefit from consumer inertia by making it easier to compare prices, switch providers, and negotiate better deals. (13:10) After Professor Siegel leaves the call, Jeremy is joined by Samuel Rines and Chris Gannatti. Sam examines headlines surrounding Oracle’s data-center buildout and argues that concerns over potential project delays may have been overstated. The group then explores their early experiences with Muse, including inbox management, subscription cancellations, property claims, and automated negotiations that produced meaningful monthly savings. They consider Meta’s position in consumer AI and the potential implications for advertising, marketplaces, and competing technology platforms. Chris shares observations from a major quantum-computing conference, highlighting investment in domestic quantum infrastructure, emerging foundry models, and specialized suppliers. The conversation closes with Japan, currency and rate volatility, space-based computing, and Sam’s renewed focus on corporate “price over volume” strategies as companies consider further price increases. WisdomTree: https://www.wisdomtree.com/investments

   September 25, 2026·53min
   Play