Show from 07/03/25
Host Jeremy Schwartz and Professor Siegel break down the latest jobs report, noting that while headline numbers surprised to the upside, underlying data show mixed signals and tame wage growth. The Professor expects no rate changes from the Fed in July and sees continued market optimism supported by stable money supply and upcoming trade deals. (11:16) Jeremy is joined by Sam Rines, Jeff Weniger, and Chris Gannatti for an in-depth discussion on the recent Vietnam trade deal, the stalled Japan negotiations, the AI-driven productivity boom, and shifting market leadership from mega-cap tech to industrials, biotech, and small caps. They also cover the potential impact of AI on employment, trends in nuclear energy and robotics, and the broader bullish momentum across global markets heading into the summer.
Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.
Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity space.
Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.
Follow Sam Rines on X: https://x.com/SamuelRines
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Follow Jeff Weniger on X: https://x.com/JeffWeniger
Wisdom Tree: https://www.wisdomtree.com/investments
