{"podcast":{"title":"Behind the Markets Podcast","slug":"behind-the-markets-podcast-5498346","podcast_index_feed_id":5498346,"rss_url":"https://feeds.soundcloud.com/users/soundcloud:users:182494289/sounds.rss","website_url":"https://businessradio.wharton.upenn.edu/programs/behind-the-markets","image_url":"https://i1.sndcdn.com/avatars-TnaiTB9pFCXRy3y4-vLSScw-original.jpg","author":"Behind the Markets","episode_count":493,"summary":"Jeremy Schwartz, Global Chief Investment Officer …","last_synced_at":null,"page_url":"https://stenobird.com/podcast/behind-the-markets-podcast-5498346"},"episode":{"title":"A Healthy Uncertainty and Volatility Spike","slug":"a-healthy-uncertainty-and-volatility-spike","published_at":"2025-11-21T22:40:06+00:00","page_url":"https://stenobird.com/podcast/behind-the-markets-podcast-5498346/a-healthy-uncertainty-and-volatility-spike","show_page_url":"https://stenobird.com/podcast/behind-the-markets-podcast-5498346","url":"https://soundcloud.com/user-20931378/a-healthy-uncertainty-and-volatility-spike","audio_url":"https://feeds.soundcloud.com/stream/2216835668-user-20931378-a-healthy-uncertainty-and-volatility-spike.mp3","summary":"Show from 11/21/25 Host Jeremy Schwartz and Professor Siegel unpack the week's key market themes, focusing on Nvidia’s earnings volatility, jobless claims trends, and potential monetary policy shifts. The Professor highlights creeping continuing claims, waning private credit enthusiasm, and questions surrounding AI investment’s return on capital. (16:07) Jeremy continues with Sam and Jeff to assess Nvidia’s post-earnings dip, Google's AI strides with Gemini 3, and shifting tech leadership. The group explores value stocks’ evolving makeup, consumer strength as seen in Walmart's earnings, and potential geopolitical shifts in Venezuela’s oil market. They wrap with views on holiday spending, U.S. housing dynamics, and retail sector resilience. WisdomTree: https://www.wisdomtree.com/investments","meta_description":"Show from 11/21/25 Host Jeremy Schwartz and Professor Siegel unpack the week's key market themes, focusing on Nvidia’s earnings volatility, jobless claims…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3077,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-markets-podcast-5498346/episodes/a-healthy-uncertainty-and-volatility-spike/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-markets-podcast-5498346/a-healthy-uncertainty-and-volatility-spike.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}