Behind the Markets Podcast

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jeremyd2@gmail.com

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Alternatives for Dwindling Equity Risk Premiums

October 02, 2026

Show from 2026-10-02 Professor Jeremy Siegel opens with his take on the latest payroll report, highlighting softer job growth, improving labor-force participation, steadier hours worked and continued manufacturing gains. He argues the data gives the Federal Reserve room to pause in October, while noting that higher real interest rates remain a challenge for equity valuations. Siegel also discusses oil prices, the continued strength of AI-related spending and why higher borrowing costs may we...

Muse, Moonshots and the House Always Wins—Until the Market Calls

September 25, 2026

Show from 2026-09-25 Jeremy Schwartz and Professor Siegel open with the sharp rise in real interest rates and what stronger economic growth, higher Treasury yields, and upcoming inflation, housing, employment, and money-supply data could mean for markets. They discuss the resilience of equities despite pressure from bonds, the outlook for small-cap and value stocks, and how Meta’s Muse AI agent could disrupt businesses that benefit from consumer inertia by making it easier to compare prices,...

Shop Different: Where Micro Meets Macro, with Ron Johnson

September 18, 2026

Show from 2026-09-18 Jeremy and Sam are joined by Ron Johnson, former Apple retail chief and author of Shop Different: How Retail Revealed Apple’s Genius. Johnson reflects on his career at Target, Apple, and JCPenney, including lessons from both success and failure. He explains why physical retail remains resilient, how stores and e-commerce increasingly complement one another, and why customer service was foundational to the Apple Store model. Johnson also discusses AI’s role in improving r...