About this episode

The episode discusses economic trends, AI's impact on markets, and investment strategies amidst changing oil prices and inflation expectations.

Show from 2026-05-29 Host Jeremy Schwartz and Professor Siegel discuss easing oil prices, lower Treasury yields, AI-driven market strength, recent economic data, and why investors should compare stock earnings yields to real bond yields rather than nominal bond yields. Professor Siegel notes that growth remains positive with no signs of recession, while also highlighting stronger money supply growth and upcoming labor market data as key areas to watch. (16:45) Jeremy is joined by Jeffrey Roach, Jeff Weniger, Sam Rines, and Chris Gannatti to discuss the economic outlook, inflation expectations, Fed independence, and portfolio positioning. The group examines consumer spending trends, opportunities in international markets with a focus on India, the outlook for oil prices following the Strait of Hormuz disruption, and sector opportunities across technology, healthcare, and biotech. They also explore AI infrastructure demand, government investment in strategic technologies such as drones, semiconductors, and quantum computing, and the broader implications of AI on productivity, employment, and future market leadership. Guest: Jeffrey Roach is Chief Economist for LPL Financial…

People in this episode

Host: Jeremy Schwartz

Guests: Jeffrey Roach, Jeff Weniger, Sam Rines, Chris Gannatti

Topics covered

• economic outlook
• AI-driven market strength
• oil prices
• inflation expectations
• portfolio positioning
• international markets
• consumer spending trends

Keywords

• oil prices
• Treasury yields
• AI infrastructure
• economic data
• stock earnings yields
• labor market
• international markets
• consumer spending
• inflation
• portfolio positioning

Mentioned in this episode

Organizations: LPL Financial

Places: Strait of Hormuz

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