Show from 06/13/25 Host Jeremy Schwartz and Professor Siegel discuss the geopolitical ramifications of Israel's recent military strike on Iran, its muted market impact, and the broader implications for inflation and Fed policy. Professor Siegel emphasized Iran’s weakened position, the role of U.S. coordination, and reiterated his view that inflation remains on a downward trend, supporting a Fed rate cut. (10:00) Jeremy continues the conversation with Sam Rines, Jeff Weniger, and Chris Gannatti from WisdomTree. The group explores the geopolitical and market implications of the Israeli strike, oil market reactions, and implications for energy and defense stocks. They also assess inflation data, critique Fed policy, analyze Apple’s innovation struggles, and delve into recent AI developments and global trade negotiations, with particular attention to U.S.-China relations and South Korea’s corporate reform efforts. Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product. Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity space Follow Sam Rines on X: https://x.com/SamuelRines Follow Chri Gannatti on X: https://x.com/SamuelRines Wisdom Tree: https://www.wisdomtree.com/investments

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related