Episode Description
Show from 02/06/26
Host Jeremy Schwartz discusses recent volatility across asset classes, including sharp drawdowns in commodities, bitcoin, and select software stocks. (1:38) Jeremy continues the conversation with Blake Heimann and Michael Fridman, former PM at a major Israeli insurer, and the WisdomTree research team. The discussion centers around AI capital expenditure, the sustainability of tech valuations, and the rotation from mega-cap names into more niche infrastructure and semiconductor plays. Michael and the team also touch on geopolitical factors, including the Japanese elections and Middle East tensions, and examine implications of consumer shifts like Pepsi’s price cut strategy for broader market and advertising trends.
Michael Fridman: https://www.linkedin.com/in/michaelfridman23/
Blake Heimann: https://www.linkedin.com/in/blakeheimann/
WisdomTree: https://www.wisdomtree.com/investments
Host Jeremy Schwartz discusses recent volatility across asset classes, including sharp drawdowns in commodities, bitcoin, and select software stocks. (1:38) Jeremy continues the conversation with Blake Heimann and Michael Fridman, former PM at a major Israeli insurer, and the WisdomTree research team. The discussion centers around AI capital expenditure, the sustainability of tech valuations, and the rotation from mega-cap names into more niche infrastructure and semiconductor plays. Michael and the team also touch on geopolitical factors, including the Japanese elections and Middle East tensions, and examine implications of consumer shifts like Pepsi’s price cut strategy for broader market and advertising trends.
Michael Fridman: https://www.linkedin.com/in/michaelfridman23/
Blake Heimann: https://www.linkedin.com/in/blakeheimann/
WisdomTree: https://www.wisdomtree.com/investments