Jeff Weninger

Jeff Wenninger, a macro expert at WisdomTree, dives into the current economic landscape, discussing the impact of Trump’s Fed nominations and labor market challenges. The duo explores the dynamics of India’s oil trade with Russia and how tariffs shape global markets. They also delve into the Fed's influence on monetary policies and the potential competition from stablecoins. Wrapping up, they share insights on the energy demands of AI technologies, particularly with the use of GPT-5, and how big tech is navigating these innovations.

Sam Rines, a Macro Strategist at WisdomTree, joins Jeff Weninger and Chris Gannatti to discuss resilient market behavior amidst tariff worries. They highlight how consumer staples are adapting to pricing pressures and the fluctuating sentiment toward tech earnings driven by AI efficiencies. The conversation explores international market opportunities, particularly in India and Europe, while maintaining a cautiously optimistic view on the broader economic outlook. They also tackle the implications of mixed signals from economic data and evolving trade agreements.