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Episode Description
Show from 10/31/25
Jeremy is joined by Sam Rines, Jeff Weniger, and Chris Gannatti, who analyze big tech earnings from Amazon, Meta, and others, emphasizing the early stages of the AI investment boom. The group discusses the infrastructure demands of data centers, energy policy challenges, and geopolitical developments following Trump’s Asia tour. They close by exploring how companies beyond tech are benefiting from AI, implications of potential government shutdowns, and the resilience of consumer spending ahead of the holidays. (31:34) Jeremy continues with Professor Siegel who discusses the Fed’s unclear stance on rate cuts, with Siegel noting stronger-than-expected economic data and robust market performance. They analyze Powell’s cautious comments and anticipate the importance of upcoming holiday spending data, while also touching on market resilience, QT ending, and how the current environment differs from past bubbles
WisdomTree: https://www.wisdomtree.com/investments
Jeremy is joined by Sam Rines, Jeff Weniger, and Chris Gannatti, who analyze big tech earnings from Amazon, Meta, and others, emphasizing the early stages of the AI investment boom. The group discusses the infrastructure demands of data centers, energy policy challenges, and geopolitical developments following Trump’s Asia tour. They close by exploring how companies beyond tech are benefiting from AI, implications of potential government shutdowns, and the resilience of consumer spending ahead of the holidays. (31:34) Jeremy continues with Professor Siegel who discusses the Fed’s unclear stance on rate cuts, with Siegel noting stronger-than-expected economic data and robust market performance. They analyze Powell’s cautious comments and anticipate the importance of upcoming holiday spending data, while also touching on market resilience, QT ending, and how the current environment differs from past bubbles
WisdomTree: https://www.wisdomtree.com/investments