Episode
To Infinity and Mars
- Podcast
- Behind the Markets Podcast
- Published
- Jun 12, 2026
- Duration seconds
- 3322
- Processing state
not_requested- Canonical source
- https://soundcloud.com/user-20931378/to-infinity-and-mars
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Summary
Show from 2026-06-12 Host Jeremy Schwartz and Professor Siegel discuss the market’s positive reaction to a ceasefire agreement involving Iran, the reopening prospects for the Strait of Hormuz, and the potential impact of lower oil prices on inflation and economic growth. The Prof also highlights the highly anticipated SpaceX IPO, the wealth creation it could generate for investors, and previews next week’s pivotal Federal Reserve meeting and comments expected from Kevin Warsh. (21:01) Jeremy is joined by Sam Rines, Chris Gannatti, and Jeff Weniger to discuss competition in artificial intelligence between OpenAI and Anthropic, the economics of AI token usage, and the potential for lower AI costs over time. The group also explores government investment in strategic industries such as semiconductors and quantum computing, examines investor sentiment and thematic investing trends, and debates the broader implications of the SpaceX IPO, including wealth creation, index inclusion, and consumer spending impacts. WisdomTree: https://www.wisdomtree.com/investments