Forward Guidance Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
Sep 12, 2023
Jeremy Schwartz, Chief Investment Officer of WisdomTree, and Professor Jeremy Seigel, renowned finance professor at Wharton, talk about the labor market, stock market, interest rate sensitivity of the U.S. economy, and the banking system. They explore the relationship between interest rates and the unemployment rate, the impact of rising interest rates on banks and the market, and the worrisome trend of banks modifying and extending loans.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
State of the U.S. Economy and Nonfarm Payrolls
02:20 • 14min
Analyzing the Relationship Between Interest Rates and the Unemployment Rate
16:44 • 1min
Impact of Rising Interest Rates on Banks and the Market
18:07 • 24min
Banks Modifying and Extending Loans: A Worrisome Trend
42:13 • 2min
Upcoming Guests, Topics, and Crypto News
44:25 • 2min
The Dynamics of GBTC and Bitcoin ETFs
46:47 • 4min