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Jeff Winninger
Macro strategist and member of the WisdomTree macro team who provides analysis on market structure, capital expenditures, housing finance scenarios (e.g., 50‑year mortgage) and factor rotations.
Best podcasts with Jeff Winninger
Ranked by the Snipd community
Nov 14, 2025
• 54min
Requiem for Momentum
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Jeremy Siegel, a seasoned economist and author, joins macro experts Jeff Winninger, Chris Gennady, and Samuel Rines for a deep dive into market dynamics. They tackle the market's reaction to the recent government shutdown and the Fed's hawkish stance. Christopher illuminates AI's impact on tech buildouts and compute shortages. Sam discusses the innovative 50-year mortgage as a solution for housing affordability. The group also grapples with international tensions between China and India, and the sustainability of tech valuations amid shifting market factors.
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