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Episode 110: Is The AI Trade Really Revived? With Jeremy Schwartz.

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Manage episode 521079730 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

U.S. Treasury yields dipped lower as investors wait for some key readings on the US economy. Are consumers tapped out and stressed out by higher prices? Jeremy Schwartz, the global chief investment officer at Wisdom Tree, joins Maggie Lake to discuss the health of the US economy and outlook for the Fed meeting next week. Jeremy also talks about whether the enthusiasm around Google's Gemini 3 can sustain the AI trend and options for investors who are worried about valuations. Follow the Behind the Markets Podcast http://wisdomtree.com/social-media/Support us on Substack: https://themarkethouse.substack.com Connect with us on X: https://x.com/the_markethouse

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161 episodes

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Manage episode 521079730 series 3652908
Content provided by Mags. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mags or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

U.S. Treasury yields dipped lower as investors wait for some key readings on the US economy. Are consumers tapped out and stressed out by higher prices? Jeremy Schwartz, the global chief investment officer at Wisdom Tree, joins Maggie Lake to discuss the health of the US economy and outlook for the Fed meeting next week. Jeremy also talks about whether the enthusiasm around Google's Gemini 3 can sustain the AI trend and options for investors who are worried about valuations. Follow the Behind the Markets Podcast http://wisdomtree.com/social-media/Support us on Substack: https://themarkethouse.substack.com Connect with us on X: https://x.com/the_markethouse

  continue reading

161 episodes

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