Long-Term Bull, But Short-Term Cautious

Long-Term Bull, But Short-Term Cautious

From Behind the Markets Podcast by Behind the Markets

April 3, 2026 · 45 min

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

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