# Behind the Charts

Page: https://stenobird.com/podcast/behind-the-markets-podcast-5498346/behind-the-charts
Text version: https://stenobird.com/podcast/behind-the-markets-podcast-5498346/behind-the-charts.md
Podcast: [Behind the Markets Podcast](https://stenobird.com/podcast/behind-the-markets-podcast-5498346)
Published: 2026-04-10T21:48:20+00:00
Episode link: https://soundcloud.com/user-20931378/behind-the-charts
Audio file: https://feeds.soundcloud.com/stream/2300421107-user-20931378-behind-the-charts.mp3
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JSON: https://stenobird.com/v1/public/podcasts/behind-the-markets-podcast-5498346/episodes/behind-the-charts
Duration seconds: 3552

## Resource

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

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## Transcript

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