Professor Jeremy Siegel opens with his take on the latest payroll report, highlighting softer job growth, improving labor-force participation, steadier hours worked and continued manufacturing gains. He argues the data gives the Federal Reserve room to pause in October, while noting that higher real interest rates remain a challenge for equity valuations. Siegel also discusses oil prices, the continued strength of AI-related spending and why higher borrowing costs may weigh more heavily on lower-margin value companies than on large technology firms.
(12:00) After Siegel departs, Chris Gannatti and Samuel Rines examine the market reaction to the jobs report, the outlook for Fed policy, election-related policy uncertainty and the growing political resistance to data-center development. They also discuss Micron’s strong results, the cyclical nature of memory markets and the global search for locations with sufficient power and cooling capacity for AI infrastructure. Jeremy Schwartz then speaks with Tom May, founder and CEO of Atlantic House, about WisdomTree’s acquisition of the firm and its expansion into derivatives-based strategies. May explains defined-outcome investing, autocallables, downside protection, volatility risk premia and how customized derivatives can help investors shape portfolio risk and return.
Learn more about Tom: https://www.wisdomtree.com/ch/en/insights/contributors/tom-may
Tom on LinkedIn: https://www.linkedin.com/in/tom-may-716bb612/
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