Behind the Markets Podcast
1) Markets on Edge: Oil and AI Crosscurrents
Show from 03/13/26 Host Jeremy Schwartz and the WisdomTree team begin the episode discussing the surge in oil prices tied to tensions in the Middle East and how higher energy costs could affect consu...Show More
2) Weak Payrolls, a Productivity Boom, and Disruptive Tech
Show from 03/06/26 Host Jeremy Schwartz and Professor Siegel discuss the surprisingly weak payroll report and how it contrasts with strong economic indicators like ISM data and retail sales, with the...Show More
3) AI is Not An Apocalypse
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, wa...Show More
4) The Tariff Rotation
Show from 02/20/26 Host Jeremy Schwartz and Professor Siegel break down the latest GDP report, PCE inflation data and housing trends, with the Professor noting that fourth quarter growth was not as w...Show More
5) Trading the Disruptions
Show from 02/13/26 Host Jeremy Schwartz and Professor Siegel discuss a strong employment report and a softer-than-expected CPI print, highlighting rising real wages, easing rental inflation, and stab...Show More
6) When Momentum Breaks: the Unwind Opportunities
Show from 02/06/26 Host Jeremy Schwartz discusses recent volatility across asset classes, including sharp drawdowns in commodities, bitcoin, and select software stocks. (1:38) Jeremy continues the co...Show More
7) Warsh for the Win: Prof Siegel Approves!
Show from 01/30/26 Host Jeremy Schwartz and Professor Siegel discuss the appointment of Kevin Warsh as incoming Fed Chair, expressing optimism about his independence and stance on inflation. The Prof...Show More
8) Good Luck with That
Show from 01/23/26 Host Jeremy Schwartz and Professor Siegel discuss updates on the Fed chair race, government shutdown prospects, and delayed tariff rulings. The Professor sees strong economic momen...Show More
9) Easing Into Tightening
Show from 09/16/26 Host Jeremy Schwartz and Professor Siegel assess recent market data, including mixed signals from CPI and PPI, speculation about Q4 GDP being between 2% and 5%, and jobless claims ...Show More
10) Venezuela's Global Ripples and Opportunities
Show from 09/01/26 Host Jeremy Schwartz and Professor Siegel discuss the strong jobs report, a surprising GDP revision from the Atlanta Fed, and the evolving political developments in Venezuela and I...Show More