Jeremy Schwartz and Professor Jeremy Siegel open the show by assessing hotter-than-expected inflation, rising Treasury yields, and the growing likelihood of a Federal Reserve rate hike. Siegel argues that credit expansion, persistent inflation pressures, and signals from the yield curve support tighter policy, while noting that equities have remained surprisingly resilient despite higher rates and volatile energy prices. The discussion also covers oil, diesel, geopolitical risks surrounding Iran and key shipping routes, and concerns about Treasury-market credibility and policy coordination. (18:00) After Professor Siegel leaves, Jeremy is joined by Sam Rines and Chris Gannatti for a broad look at earnings, artificial intelligence, and global macro developments. They discuss Oracle’s massive backlog, data-center financing, and continued demand for compute; Kroger’s AI-driven precision marketing business; Meta’s AI investments; and Adobe’s valuation, AI strategy, and content-provenance advantages. Chris also reviews Apple’s latest product event and progress in quantum computing, including developments at IonQ. The conversation closes with the ECB, European energy pressures, Middle East negotiations, currency-market reactions, the Japanese yen, and how a potential Fed rate hike could influence the dollar and longer-term yields.
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