About this episode
The episode discusses market reactions to geopolitical events, the SpaceX IPO, and competition in artificial intelligence.
Show from 2026-06-12 Host Jeremy Schwartz and Professor Siegel discuss the market’s positive reaction to a ceasefire agreement involving Iran, the reopening prospects for the Strait of Hormuz, and the potential impact of lower oil prices on inflation and economic growth. The Prof also highlights the highly anticipated SpaceX IPO, the wealth creation it could generate for investors, and previews next week’s pivotal Federal Reserve meeting and comments expected from Kevin Warsh. (21:01) Jeremy is joined by Sam Rines, Chris Gannatti, and Jeff Weniger to discuss competition in artificial intelligence between OpenAI and Anthropic, the economics of AI token usage, and the potential for lower AI costs over time. The group also explores government investment in strategic industries such as semiconductors and quantum computing, examines investor sentiment and thematic investing trends, and debates the broader implications of the SpaceX IPO, including wealth creation, index inclusion, and consumer spending impacts. WisdomTree: https://www.wisdomtree.com/investments
People in this episode
Host: Jeremy Schwartz
Guests: Sam Rines, Chris Gannatti, Jeff Weniger
Topics covered
- market reaction
- ceasefire agreement
- SpaceX IPO
- artificial intelligence
- economic growth
- investor sentiment
- thematic investing
Keywords
- market reaction
- ceasefire
- oil prices
- inflation
- SpaceX IPO
- AI competition
- investor sentiment
Sponsors
WisdomTree
Mentioned in this episode
Organizations: SpaceX, OpenAI, Anthropic
Places: Iran, Strait of Hormuz
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