Behind the Markets Podcast

Show from 07/26/24 Host Jeremy Schwartz and Professor Siegel delve into the latest economic data, discussing the current GDP growth rate of 2%, stable jobless claims, and the PCE consumption figures. They note the favorable trends in commodity prices and speculate on the Fed’s potential rate cuts in September, with Professor Siegel suggesting a likely 25 basis points cut. The discussion also cover...

Show from 07/19/24 Host Jeremy Schwartz and Professor Siegel discuss the political dynamics and potential scenarios surrounding the upcoming elections, as well as the implications of recent economic data, including jobless claims, housing, and retail sales figures. Siegel provides insights on the Fed’s anticipated moves and the market rotations between large and small stocks, emphasizing that smal...

Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on significant inflation data and its implications for Federal Reserve rate decisions. Professor Siegel highlights the positive CPI report and its potential to prompt rate cuts while expressing cautious optimism about unemployment claims and productivity trends. Jeremy continues with insights on market reactions t...

Show from 07/06/24 Host Jeremy Schwartz is joined by David Rothschild, a senior economist at Microsoft, who shares his research on the misconceptions surrounding online misinformation. David explains the nuanced landscape of media consumption, emphasizing the importance of understanding the broader media ecosystem and the role of algorithms. The two explore the challenges of addressing misinformat...

Show from 06/28/24 Host Jeremy Schwartz and Professor Siegel kick off the episode discussing recent market trends and political impacts on the stock market, particularly focusing on the market’s reactions to political debates and economic indicators such as housing starts, trade deficits, and GDP growth estimates. Professor Siegel notes the persistent high interest rates affecting housing prices a...

Show from 06/21/24 Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on slightly lower-than-expected economic data, jobless claims, and recent activity in the tech sector, particularly NVIDIA's stock movements. Siegel also comments on the ongoing softness in the housing market and the potential implications of the upcoming presidential debate on the stock market....

Show from 06/14/24 Host Jeremy Schwartz and Professor Siegel start this week by discussing the latest inflation data and the Fed meeting outcomes. Professor Siegel highlights that inflation numbers across various indices have met or fallen below expectations, and he anticipates a potential rate cut by the Fed based on the current data trends. Additionally, Siegel touches on the job market’s stabil...

Show from 06/7/24 Host Jeremy Schwartz and Professor Siegel dive into this week’s market data, highlighting unexpected job growth and its implications on the economy. Professor Siegel notes the market’s resilience despite bond market fluctuations, and emphasizes the potential impact of upcoming FOMC meetings and CPI reports. (10:47) Jeremy Schwartz continues the discussion with Ylli Bajraktari, CE...

Show from 05/31/24 Hosts Jeremy Schwartz and Professor Siegel discuss recent market trends, starting with the latest inflation data, earnings season results, and current tech sector weaknesses. Professor Siegel comments on the recent jury decision on Trump, noting it had no significant market impact. Professor Siegel anticipates a slowdown in GDP growth but does not foresee a recession. (09:03) Je...

Show from 05/24/24 Host Jeremy Schwartz is joined by Ryan Detrick and Sonu Varghese for a special dual release episode of Behind the Markets and Facts vs. Feelings. The tables turn in this episode as Jeremy takes the guest seat. He discusses his long-term collaboration with Professor Jeremy Siegel and their work on “Stocks for the Long Run,” highlighting insights on market trends, valuation perspe...

Show from 05/24/24 Host Jeremy Schwartz and Professor Siegel discuss the recent positive economic data, including strong durable goods reports, good claims data, and a strong GDP growth rate for the current quarter. Professor Siegel expresses optimism despite some market jitters related to the FOMC minutes and commodity price movements. He highlights how certain economic indicators, such as oil an...

Show from 05/17/24 Host Jeremy Schwartz and Professor Siegel delve into the latest market trends, starting with recent positive inflation data. The Prof notes concerns over various economic indicators, such as soft retail sales and housing starts, while emphasizing strong earnings and technical market strength. He also mentions the rise in commodity prices, particularly copper, driven by AI-relate...

Show from 05/10/24 Jeremy Schwartz, alongside Elisabeth Reynolds from MIT and Liza Tobin from SESP, discuss the dynamic landscape of U.S. competitiveness in technology and manufacturing. The conversation focuses on the implications of the CHIPS Act and the Inflation Reduction Act, which are pivotal in revitalizing the U.S. manufacturing sector through substantial governmental investment and policy...

Show from 05/03/24 Host Jeremy Schwartz and Professor Siegel discuss the latest economic data and market reactions. Prof. Siegel highlights the Federal Open Market Committee’s decision to maintain patience in policy adjustments amidst mixed economic signals, notably the unexpected benefits of subdued wage growth and soft payroll numbers, despite persistent price pressures in certain sectors. (12:0...

Show from 04/26/24 Hosts Jeremy Schwartz and Professor Jeremy Siegel dive into this week's market dynamics, starting with a discussion on the unexpectedly low GDP report. Professor Siegel shares his concerns but offers a more optimistic outlook based on detailed analysis of positive economic data indicators, suggesting a better performance in the upcoming quarters. (14:52) Jeremy transitions to gu...

Show from 04/19/24 Hosts Jeremy Schwartz and Jeremy Siegel begin the discussion by addressing the latest Federal Reserve's maneuvers regarding interest rates. Professor Siegel offers his insights, suggesting cautious optimism due to the strong job market, despite the Fed's conservative stance on upcoming rate cuts. He details how current economic indicators could lead to adjustments in future mone...

Show from 04/12/24 Host Jeremy Schwartz and Professor Siegel start off this week's episode by discussing a potential attack by Iran on Israel, inflation panic and moving markets. The Prof continues on to pinpoint which shift in the market led to the inflation panic. He suspects quarter one will come ahead of current expectations. (12:06) Jeremy is joined by Aaron as the two talk about the current...

Show from 04/05/24 Host Jeremy Schwartz and Professor Siegel report on another positive week in the market. The Prof notes the payroll report was strong. He was happy to see average hourly work increase. The Prof mentions to watch for CPI, PPI and commodity pricing in the coming weeks. Peter joins in quickly to state he isn’t as concerned as Professor Siegel about the commodity prices. He is worri...

Show from 03/29/24 Host Jeremy Schwartz and Professor Siegel begin this holiday weekend with positive reflections on the market. Inflation numbers came out as expected. The Prof notes a surprise rise in personal spending and a decline in the housing prices. (7:20) Dan joins Jeremy and Chris Gannatti to discuss where we are in the current tech cycle. The group talks about the Metaverse, AI developm...

Show from 03/22/24 Host Jeremy Schwartz and Professor Siegel discuss this week's market and Powels dovish announcement. The Prof states that the Fed believes trends are decreasing however he feels the economy is still moving along nicely. He notes that deflationary forces have begun to ease up. David joins to give his market opinion alongside the Prof as the two discuss their opposing views. (23:4...

Show from 03/15/24 Host Jeremy Schwartz and Professor Siegel dig in this week on the most current market information, starting off by talking about the CPI and PPI outcomes. The Prof states the market seems to have bottomed out and is not going lower. Tom and Professor Seigel agree that the commercial real estate market has really suffered. (13:31) Jeremy continues on with Tom who gives us a break...

Show from 03/08/24 Host Jeremy Schwartz and Professor Siegel begin by discussing this week's exciting market moves. The Prof says this week’s employment report is very good, revising the shocking report from January. He continues by diving into the Nvidia stock and his 10 year prediction confirmation. (11:17) Art joins Jeremy to discuss everything oil and energy. He begins by talking about energy...

Show from 03/01/24 Host Jeremy Schwartz and Professor Siegel begin with an old saying “make the trend your friend”. The Prof gives us a detailed look at this week's market data. He continues talking about the interview he listened to of Austan Goolsbee. (11:41) Jeremy is joined by Jared as they discuss his book and current opinions on today's market. Jared goes into detail about his book on person...

Show from 02/23/24 Host Jeremy Schwartz and Professor Siegel jump right in to talk about the blow out week for tech. The Prof touches base on the job markets decrease and the mention of rate cuts by the Fed. Nvidia brought the entire tech stock back up this week with their demand for semiconductors. The Prof does not think that this is a bubble and that the evaluation of Nvidia is correct. (9:35)...

Show from 02/16/24 Host Jeremy Schwartz and Professor Siegel begin this week's episode discussing the big data on inflation. The Prof gets into detail on the reports, giving us an indepth look at the current market. The two also talk about the explosive moves in Small-Caps. (7:47) Jeremy is joined by Chris to talk about banks and the current situation in America. Chris talks about whether he would...