# A Dovish Fed Brings Signs of Market Rotation

Page: https://stenobird.com/podcast/behind-the-markets-podcast-5498346/a-dovish-fed-brings-signs-of-market-rotation
Text version: https://stenobird.com/podcast/behind-the-markets-podcast-5498346/a-dovish-fed-brings-signs-of-market-rotation.md
Podcast: [Behind the Markets Podcast](https://stenobird.com/podcast/behind-the-markets-podcast-5498346)
Published: 2025-12-12T22:52:14+00:00
Episode link: https://soundcloud.com/user-20931378/a-dovish-fed-brings-signs-of-market-rotation
Audio file: https://feeds.soundcloud.com/stream/2228804054-user-20931378-a-dovish-fed-brings-signs-of-market-rotation.mp3
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JSON: https://stenobird.com/v1/public/podcasts/behind-the-markets-podcast-5498346/episodes/a-dovish-fed-brings-signs-of-market-rotation
Duration seconds: 3588

## Resource

Show from 12/12/25 Host Jeremy Schwartz and Professor Siegel reflect on the Fed's latest meeting and its dovish tone, noting signs of a market rotation beyond the "Magnificent Seven" stocks. Professor Siegel highlighted potential market risks from a Supreme Court tariff ruling and a possible government shutdown, while remaining optimistic on inflation and economic momentum heading into 2026. (11:20) Jeremy continues with Chris Gannatti and Sam Rines, exploring AI’s evolving role in corporate strategy and earnings. The conversation covers OpenAI's latest model, Oracle's bid to join hyperscalers, and potential oil market shifts tied to Venezuela. They also analyze consumer strength through earnings from firms like Costco and Lululemon, and discuss how software companies must adapt or risk obsolescence in the AI age. WisdomTree: https://www.wisdomtree.com/investments/

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## Transcript

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