{"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":"Behind the Charts","slug":"behind-the-charts","published_at":"2026-04-10T21:48:20+00:00","page_url":"https://stenobird.com/podcast/behind-the-markets-podcast-5498346/behind-the-charts","show_page_url":"https://stenobird.com/podcast/behind-the-markets-podcast-5498346","url":"https://soundcloud.com/user-20931378/behind-the-charts","audio_url":"https://feeds.soundcloud.com/stream/2300421107-user-20931378-behind-the-charts.mp3","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","meta_description":"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 r…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3552,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-markets-podcast-5498346/episodes/behind-the-charts/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/behind-the-charts.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}