Behind the Markets Podcast

Show from 2026-11-06 Jeremy Schwartz and Professor Jeremy Siegel open with a discussion of stronger-than-expected employment data, improving labor force participation, and the outlook for productivity and interest rates. Siegel considers how election results could shape tax policy and trade, while emphasizing uncertainty around future demand for AI computing. Samuel Rines adds ...

Show from 2026-10-30 Jeremy Schwartz and Samuel Rines welcome Professor Jeremy Siegel to discuss the Federal Reserve’s latest meeting, the technology selloff, and the upcoming midterm elections. Siegel explains why weakening AI sentiment could push Treasury yields lower and support value stocks, while distinguishing the current pullback from the extreme valuations of the dot-co...

Show from 2026-10-23 On this week’s Behind the Markets, Jeremy Schwartz is joined by Professor Jeremy Siegel, Samuel Rines, and Chris Gannatti to discuss market rotations, the AI investment cycle, and the global economic outlook. Professor Siegel examines the sharp shift from growth to value stocks, the impact of AI infrastructure spending on Treasury yields, and upcoming Feder...

Show from 2026-10-16 On this episode of Behind the Markets, Jeremy Schwartz welcomes Professor Jeremy Siegel to discuss inflation data, interest rate volatility, and the market implications of continued AI infrastructure investment. Siegel explains how uncertainty surrounding AI spending could pressure growth stocks while supporting Treasury bonds and value equities through low...