Long-Term Bull, But Short-Term Cautious
About this episode
The episode discusses the strong jobs report, geopolitical tensions, and the implications of rising oil prices and money supply on the economic outlook.
Show from 04/03/26 Host Jeremy Schwartz and Professor Siegel discuss a surprisingly strong jobs report, the impact of rising geopolitical tensions and oil prices on the economic outlook, and the recent acceleration in money supply and its implications for Fed policy. Professor Siegel notes that while the labor market remains firm and long-term optimism persists, increased uncertainty from war and inflation risks warrants more short-term caution. (11:42) Jeremy continues with Chris Gannatti and Jeff Weniger to cover the potential SpaceX IPO and its implications for index inclusion and market structure, along with broader themes around companies staying private longer and the challenges that creates for public market investors. They also explore valuation trends in equities, shifting earnings expectations, and the evolving impact of AI—particularly in areas like drug discovery—while debating reporting standards and long-term innovation trends. WisdomTree: https://www.wisdomtree.com/investments
People in this episode
Host: Jeremy Schwartz
Guests: Professor Siegel, Chris Gannatti, Jeff Weniger
Topics covered
- economic outlook
- geopolitical tensions
- labor market
- money supply
- SpaceX IPO
- valuation trends
- AI impact
Keywords
- jobs report
- geopolitical tensions
- oil prices
- Fed policy
- inflation risks
- SpaceX IPO
- equities
- AI
- drug discovery
- valuation trends
Mentioned in this episode
Organizations: WisdomTree
More episodes of Behind the Markets Podcast
- Waiting for Signal
- New Highs and Low-lights
- Behind the Charts
- Tech Turbulence Today, A Retirement Sketchbook for Tomorrow
- New Strategic Reserve Assets for the AI Era
- Markets on Edge: Oil and AI Crosscurrents
Explore listener stats, chart rankings, contacts and more on the Behind the Markets Podcast podcast page.