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

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

Cracks, Chips, and Market Shifts

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.

Business

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.

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and&nbsp;Jeremy Siegel, professor of finance at Wharton and author of&nbsp;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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Cracks, Chips, and Market Shifts

Cracks, Chips, and Market Shifts

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