Sam Rines

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.

Join renowned Wharton finance professor Jeremy Siegel, Macro Strategist Sam Rines, and Fixed Income Head Kevin Flanagan as they dissect recent tariff policies and their market implications. Siegel argues that tariffs are a major misstep and suggests the Fed should cut rates despite inflationary pressures. Rines and Flanagan delve into global trade tensions, exploring responses from countries like India and Japan. They also discuss strategies for navigating market volatility, the shift towards dividend stocks, and the geopolitical landscape affecting investments.