About this episode

The episode discusses resilient equity markets and strong earnings amid geopolitical tensions and AI-driven demand.

Show from 24/04/26 Host Jeremy Schwartz and Professor Siegel discuss resilient equity markets amid geopolitical tensions, strong earnings with a high beat rate, and continued strength in AI-driven demand. The Prof highlights steady economic data, manageable oil price pressures, and expectations for a Fed pause with attention turning to future policy decisions and inflation risks. (12:57) Jeremy continues with Chris Gannatti, Jeff Weniger, and Sam Rines to break down a strong earnings season led by consumer spending resilience and semiconductor momentum, particularly Intel’s turnaround and AI-related demand. The group also explores mixed signals in labor markets, the impact of tariffs and tax refunds on consumption, and ongoing volatility in software stocks versus semiconductors, with debate over AI’s long-term impact on tech valuations and earnings growth. WisdomTree: https://www.wisdomtree.com/investments

People in this episode

Host: Jeremy Schwartz

Guest: Professor Siegel

Topics covered

• equity markets
• geopolitical tensions
• earnings season
• AI-driven demand
• labor markets
• consumer spending
• technology valuations

Keywords

• equity markets
• geopolitical tensions
• earnings
• AI demand
• labor markets
• consumer spending
• semiconductors
• inflation risks

Mentioned in this episode

Organizations: WisdomTree

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