About this episode
The episode discusses inflation concerns, Fed rate hikes, and market dynamics with insights from various experts.
Show from 10/04/26 Host Jeremy Schwartz and Professor Siegel discuss rising concerns around inflation and the possibility of a Fed rate hike driven by a recent increase in money supply and persistent energy price pressures. The Prof notes that while CPI came in slightly better than expected, resilient consumer spending and rising oil-related costs could complicate the Fed’s path, keeping policy restrictive for longer. (13:43) Jeremy is joined by Sam Rines, Chris Gannatti, Jeff Weniger, and MacroCharts to break down geopolitics, energy markets, and equity positioning. The group discusses the likelihood of a U.S.–Iran ceasefire, resilience in the U.S. consumer despite higher oil prices, and volatility in tech driven by AI competition and SaaS repricing. MacroCharts highlights a potential top in energy, a constructive outlook for equities driven by underinvestment and positioning, and emerging opportunities across commodities, international markets, and beaten-down sectors poised to join a broader market recovery. MacroCharts: https://www.macrocharts.com/ WisdomTree: https://www.wisdomtree.com/investments
People in this episode
Host: Jeremy Schwartz
Guests: Professor Siegel, Sam Rines, Chris Gannatti, Jeff Weniger
Topics covered
- inflation
- Fed rate hike
- energy markets
- geopolitics
- consumer spending
- equity positioning
Keywords
- inflation
- Fed rate hike
- energy prices
- consumer spending
- geopolitics
- equities
- commodities
Mentioned in this episode
Organizations: MacroCharts, WisdomTree
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