Paris, Tariffs, and S&P 8,000
From Behind the Markets Podcast by Behind the Markets
May 8, 2026 · 56 min
About this episode
The episode discusses the implications of a strong jobs report on Fed policy and interest rates, alongside the impact of AI on equity markets amidst geopolitical challenges.
Show from 2026-05-08 Host Jeff Weniger and Professor Siegel discuss a much stronger than expected jobs report, the implications for Fed policy and interest rates, and how resilient AI-driven earnings growth continues to support equity markets despite geopolitical uncertainty and elevated oil prices. The Prof also comments on valuations, the declining energy intensity of the economy, and why he would not stand in front of the current momentum-driven market environment. (13:13) Jeremy is joined by Sam Rines and Jeff Weniger to discuss the latest developments surrounding Iran, China trade negotiations, tariffs and commodity markets. The group also explores the long-term outlook for oil supply, the growing divergence between energy and technology stocks, and the resurgence in AI-driven software and infrastructure names. They finish with a discussion on how AI is augmenting productivity across industries, the parallels to past technological revolutions, and why software companies may ultimately benefit rather than suffer from the AI boom. WisdomTree: https://www.wisdomtree.com/investments
People in this episode
Host: Jeff Weniger
Guests: Professor Siegel, Sam Rines
Topics covered
- jobs report
- Fed policy
- AI-driven earnings growth
- geopolitical uncertainty
- oil supply
- technology stocks
- productivity
Keywords
- jobs report
- Fed policy
- AI earnings
- oil prices
- technology stocks
- productivity
- tariffs
- commodity markets
Mentioned in this episode
Organizations: WisdomTree
Places: Iran, China
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