Sign up to save your podcasts
Or
Share Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
This is Jack’s guest appearance on the Behind The Markets Podcast with Jeremy Schwartz, Chief Investment Officer of WisdomTree, and Jeremy Siegel, renowned finance professor at Wharton and senior economist to WisdomTree. The trio tackle the labor market, the stock market, the interest rate sensitivity of the three segments of the U.S. economy (households, businesses, and the government), as well as the banking system, which Jack shares his thoughts on in some depth. Recorded on September 1st, 2023.
Original episode on Behind The Markets: https://podcasts.apple.com/us/podcast/behind-the-markets-podcast-jack-farley/id1194707802?i=1000626532544
Jeremy Siegel’s book, “Stocks for the Long Run 5/E: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies”: https://www.amazon.com/Stocks-Long-Run-Definitive-Investment/dp/0071800514
Follow Jeremy Schwartz on Twitter https://twitter.com/JeremyDSchwartz
Follow WisdomTree on Twitter https://twitter.com/WisdomTreeFunds
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
____
Timecodes:
(00:00) Introduction
(04:58) Money Supply & Other Monetary Aggregates
(07:21) Bond Market
(08:42) Jack's Question For Professor Siegel About Non-Farm Payrolls
(12:30) Professor Siegel's Short-Term Modestly Bullish View On Stocks
(15:29) Stocks And The Economy
(19:39) Interest Rate Sensitivity Of American Households
(28:24) Jack's Views On Banking System
View all episodes
By Blockworks
4.6
242242 ratings
This is Jack’s guest appearance on the Behind The Markets Podcast with Jeremy Schwartz, Chief Investment Officer of WisdomTree, and Jeremy Siegel, renowned finance professor at Wharton and senior economist to WisdomTree. The trio tackle the labor market, the stock market, the interest rate sensitivity of the three segments of the U.S. economy (households, businesses, and the government), as well as the banking system, which Jack shares his thoughts on in some depth. Recorded on September 1st, 2023.
Original episode on Behind The Markets: https://podcasts.apple.com/us/podcast/behind-the-markets-podcast-jack-farley/id1194707802?i=1000626532544
Jeremy Siegel’s book, “Stocks for the Long Run 5/E: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies”: https://www.amazon.com/Stocks-Long-Run-Definitive-Investment/dp/0071800514
Follow Jeremy Schwartz on Twitter https://twitter.com/JeremyDSchwartz
Follow WisdomTree on Twitter https://twitter.com/WisdomTreeFunds
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
____
Timecodes:
(00:00) Introduction
(04:58) Money Supply & Other Monetary Aggregates
(07:21) Bond Market
(08:42) Jack's Question For Professor Siegel About Non-Farm Payrolls
(12:30) Professor Siegel's Short-Term Modestly Bullish View On Stocks
(15:29) Stocks And The Economy
(19:39) Interest Rate Sensitivity Of American Households
(28:24) Jack's Views On Banking System
More shows like Forward Guidance
View all
Top Traders Unplugged
582 Listeners
Macro Voices
3,057 Listeners
Hidden Forces
1,436 Listeners
Real Vision: Finance & Investing
913 Listeners
The Market Huddle
363 Listeners
What Grinds My Gears
113 Listeners
Macro Hive Conversations With Bilal Hafeez
93 Listeners
Eurodollar University
460 Listeners
The Grant Williams Podcast
1,351 Listeners
Empire
164 Listeners
Supply Shock
115 Listeners
Wealthion - Be Financially Resilient
383 Listeners
The Macro Trading Floor
214 Listeners
Market Depth
22 Listeners
The Julia La Roche Show
55 Listeners
Bell Curve
36 Listeners
0xResearch
17 Listeners
Macro Mondays
26 Listeners
Lightspeed
25 Listeners
Thoughtful Money with Adam Taggart
371 Listeners
Expansion
2 Listeners
Monetary Matters with Jack Farley
91 Listeners