Episode
Easing Into Tightening
- Podcast
- Behind the Markets Podcast
- Published
- Jan 16, 2026
- Duration seconds
- 2450
- Processing state
not_requested- Canonical source
- https://soundcloud.com/user-20931378/easing-into-tightening
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Summary
Show from 09/16/26 Host Jeremy Schwartz and Professor Siegel assess recent market data, including mixed signals from CPI and PPI, speculation about Q4 GDP being between 2% and 5%, and jobless claims falling below 200K. Professor Siegel also discusses the Fed’s direction amid political distractions and sees continued momentum for small caps amid easing mortgage spreads. (22:32) Jeremy is joined by WisdomTree’s Jeff Weniger, Chris Gannatti, and Sam Rines to dive into market rotation, the AI narrative, and geopolitical developments. The group explores physical AI with Tesla, credit card rate caps and their implications on credit access, and how crypto and stablecoin regulations may disrupt traditional banking. They also cover a K-shaped economy reflected in early earnings reports and wrap with observations from Asia, the rise of Vietnamese EVs, and speculation on the U.S. revisiting a Greenland acquisition. WisdomTree: https://www.wisdomtree.com/investments