Episode
Behind the Charts
- Podcast
- Behind the Markets Podcast
- Published
- Apr 10, 2026
- Duration seconds
- 3552
- Processing state
not_requested- Canonical source
- https://soundcloud.com/user-20931378/behind-the-charts
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Summary
Show from 10/04/26 Host Jeremy Schwartz and Professor Siegel discuss rising concerns around inflation and the possibility of a Fed rate hike driven by a recent increase in money supply and persistent energy price pressures. The Prof notes that while CPI came in slightly better than expected, resilient consumer spending and rising oil-related costs could complicate the Fed’s path, keeping policy restrictive for longer. (13:43) Jeremy is joined by Sam Rines, Chris Gannatti, Jeff Weniger, and MacroCharts to break down geopolitics, energy markets, and equity positioning. The group discusses the likelihood of a U.S.–Iran ceasefire, resilience in the U.S. consumer despite higher oil prices, and volatility in tech driven by AI competition and SaaS repricing. MacroCharts highlights a potential top in energy, a constructive outlook for equities driven by underinvestment and positioning, and emerging opportunities across commodities, international markets, and beaten-down sectors poised to join a broader market recovery. MacroCharts: https://www.macrocharts.com/ WisdomTree: https://www.wisdomtree.com/investments