Samuel Rines

Macro analyst contributing policy and geopolitical perspectives, covering topics such as tariffs, administration policy (affordability initiatives), and implications for markets and housing.

Best podcasts with Samuel Rines

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Nov 14, 2025 • 54min

Requiem for Momentum

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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