About this episode

The episode discusses labor market trends, AI developments, and investment implications in various sectors.

Show from 2026-07-02 Host Jeremy Schwartz and Professor Siegel discuss the latest jobs report, noting downward payroll revisions, an unusually sharp decline in labor force participation, and why broader labor market data still points to a steady economy rather than a significant slowdown. Professor Siegel also explains why lower oil prices and easing commodity inflation could keep the Fed on hold for the rest of the year while highlighting the increased volatility between value and growth stocks driven by AI-related trading. (14:52) Jeremy is joined by Blake Hyman, Sam Rines and Jeff Weniger to discuss the latest developments across AI infrastructure, semiconductor spending, Meta’s new compute capacity initiative and OpenAI’s delayed IPO. The group also examines geopolitical developments affecting energy markets, AI adoption and employment trends, opportunities in Japan, recent market rotations, and the investment implications of AI across technology, healthcare and other sectors. They close with a discussion on the new Trump Accounts program and its potential long-term retirement planning benefits. WisdomTree: https://www.wisdomtree.com/investments

People in this episode

Host: Jeremy Schwartz

Guests: Professor Siegel, Blake Hyman, Sam Rines, Jeff Weniger

Topics covered

• labor market
• AI infrastructure
• semiconductor spending
• energy markets
• investment implications
• retirement planning

Keywords

• jobs report
• labor force participation
• oil prices
• commodity inflation
• AI trading
• market rotations
• Trump Accounts

Sponsors

WisdomTree

Mentioned in this episode

Organizations: Meta, OpenAI

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• Trade Outside the Box, Featuring Brent Donnelly · June 25, 2026 · 1h 13m
• Building the Circuit of AI · June 18, 2026 · 1h 5m

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