{"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":"Venezuela's Global Ripples and Opportunities","slug":"venezuela-s-global-ripples-and-opportunities","published_at":"2026-01-09T21:30:42+00:00","page_url":"https://stenobird.com/podcast/behind-the-markets-podcast-5498346/venezuela-s-global-ripples-and-opportunities","show_page_url":"https://stenobird.com/podcast/behind-the-markets-podcast-5498346","url":"https://soundcloud.com/user-20931378/venezuelas-global-ripples-and-opportunities","audio_url":"https://feeds.soundcloud.com/stream/2244749066-user-20931378-venezuelas-global-ripples-and-opportunities.mp3","summary":"Show from 09/01/26 Host Jeremy Schwartz and Professor Siegel discuss the strong jobs report, a surprising GDP revision from the Atlanta Fed, and the evolving political developments in Venezuela and Iran. The Professor also offers thoughts on Trump’s potential Fed chair picks, productivity growth, and AI's impact on markets. (17:09) Jeremy continues with Sam Rines to dive deeper into the geopolitics of oil in Venezuela and Guyana, how it impacts WTI pricing, and why refiners and MLPs may benefit. They explore defense and AI-related investment opportunities in Japan and Europe, potential tariff developments from the Supreme Court, and discuss the recent performance and positioning of gold and commodity markets amid inflation and geopolitical risk.. WisdomTree: https://www.wisdomtree.com/investments","meta_description":"Show from 09/01/26 Host Jeremy Schwartz and Professor Siegel discuss the strong jobs report, a surprising GDP revision from the Atlanta Fed, and the evolv…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2602,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-markets-podcast-5498346/episodes/venezuela-s-global-ripples-and-opportunities/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/venezuela-s-global-ripples-and-opportunities.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}