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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 …
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…
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 2026-08-21 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, argu…
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…
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