Samuel Rines, a Macro Strategist at WisdomTree, and Chris Gannatti, the Global Head of Research there, dive into the resilient market landscape. They discuss the impact of tariffs, the overestimation of inflation, and recent geopolitical shifts, including Trump's Middle East trip. The duo explores advancements in AI and robotics, potential manufacturing shifts from China to India, and Cooperate strategies amid international tensions. They also touch on promising trends in healthcare pricing and groundbreaking biotech innovations that may drive economic growth.
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insights INSIGHT
Market Resilience Amid Tariffs
Markets show resilience despite tariffs and public overestimation of inflation impact.
Tariffs' cost impact is limited with some yet to hit consumer prices, supporting positive equity sentiment.
insights INSIGHT
Middle East Trip's Geopolitical Strategy
Trump's Middle East trip is a strategic geopolitical move akin to Cold War era engagements.
Deals made signal long-term corporate and geopolitical positioning, benefiting companies like Boeing and NVIDIA.
insights INSIGHT
Apple's Shift: India Gains, China Loses
Apple's move to India signals a long-term positive shift for India and a setback for China's tech dominance.
Manufacturing shift diversifies supply chains but limited U.S. iPhone production likely due to cost and logistics.
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Show from 03/21/25
Host Jeremy Schwartz and Professor Siegel discuss recent market resilience, the impact and perception of new tariffs, and why inflation expectations may be overstated. The Professor highlights consumer sentiment dips and sees potential upside if tariff fears remain contained. (15:24) Jeremy continues with Sam Rines and Chris Gannatti to analyze geopolitical and economic developments. They explore the implications of Trump’s Middle East trip, U.S.-China tech tensions, and India’s growing strategic importance. The conversation also dives into the state of the AI and robotics industries, potential biotech breakthroughs, and broader market signals suggesting improving investor sentiment.
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
Follow Sam Rines on X: https://x.com/SamuelRines
Follow Chri Gannatti on X: https://x.com/SamuelRines
Wisdom Tree: https://www.wisdomtree.com/investments
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