Jeremy Schwartz and Professor Siegel open with the sharp rise in real interest rates and what stronger economic growth, higher Treasury yields, and upcoming inflation, housing, employment, and money-supply data could mean for markets. They discuss the resilience of equities despite pressure from bonds, the outlook for small-cap and value stocks, and how Meta’s Muse AI agent could disrupt businesses that benefit from consumer inertia by making it easier to compare prices, switch providers, and negotiate better deals. (13:10) After Professor Siegel leaves the call, Jeremy is joined by Samuel Rines and Chris Gannatti. Sam examines headlines surrounding Oracle’s data-center buildout and argues that concerns over potential project delays may have been overstated. The group then explores their early experiences with Muse, including inbox management, subscription cancellations, property claims, and automated negotiations that produced meaningful monthly savings. They consider Meta’s position in consumer AI and the potential implications for advertising, marketplaces, and competing technology platforms. Chris shares observations from a major quantum-computing conference, highlighting investment in domestic quantum infrastructure, emerging foundry models, and specialized suppliers. The conversation closes with Japan, currency and rate volatility, space-based computing, and Sam’s renewed focus on corporate “price over volume” strategies as companies consider further price increases.
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