Chaim Siegel
Offered perspectives on geopolitical angles and their influence on investment strategies. Discussed the impact of potential changes in U.S. leadership on the global landscape.
Best podcasts with Chaim Siegel
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Nov 4, 2024 • 30min
This is about business cycles, not who's going to be president
Eric Basmajian, a business cycle expert, discusses how presidential elections impact economic trends. Joining him are Michael Gayed, who analyzes sector opportunities depending on political outcomes, and Chaim Siegel, offering insights on geopolitical influences. They explore how market sentiment and tariffs could affect companies in a Trump scenario. The trio emphasizes that economic cycles matter more than individual politicians, dissecting cumulative inflation's impact and the potential ramifications of shifting U.S. leadership on global markets.
May 27, 2024 • 11min
The market's window of inflation
Fed trader Chaim Siegel talks about fundamental and technical bullishness. The discussion focuses on CPI perfect numbers, Fed hiking, fighting inflation, and bonds. Siegel is bullish for 2024. The podcast explores the impact of inflation on the market and Fed's quantitative tightening.
