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Show from 2026-08-07 Host Chris Gannatti and Professor Siegel discuss the latest employment report, including weaker payroll growth, downward revisions, wage trends and what the data could mean for productivity. The Prof also weighs in on the outlook for Fed policy, oil prices, M2 money supply and…
Show from 2026-07-31 Host Jeremy Schwartz and Professor Siegel discuss the Fed’s decision to hold rates steady and what the Prof viewed as a poorly handled press conference that failed to clearly explain a defensible policy decision. The Prof also covers the sharp rotation from growth to value, st…
Show from 2026-07-24 Host Jeremy Schwartz and Professor Siegel discuss the pullback in mega-cap technology stocks, the market’s growing concern around massive capital expenditures and the pressure rising bond yields are putting on equity valuations. The Prof also weighs in on oil prices and renewe…
Show from 2026-08-14 Host Jeremy Schwartz and Professor Siegel discuss weaker retail sales, inflation trends, strong corporate earnings and the market continuing to reach new highs. The Prof notes that some recent economic data has softened, but higher-frequency indicators are not yet pointing to …

Rotation, Not Ruin

Show from 2026-07-17 Host Jeremy Schwartz and Professor Siegel discuss softer-than-expected CPI and PPI readings, the renewed rise in oil and gasoline prices, and the possibility that higher energy costs could reverse some recent inflation progress. The Prof says the latest data reduces the likeli…
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