Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jacks Guest Appearance On Behind The Markets Podcast)
This is Jack\u2019s guest appearance on the Behind The Markets Podcast with Jeremy Schwartz, Chief Investment Officer of WisdomTree, and Jeremy Siegel, renowned finance professor at Wharton and senior economist to WisdomTree. The trio tackle the labor market, the stock market, the interest rate sensitivity of the three segments of the U.S. economy (households, businesses, and the government), as well as the banking system, which Jack shares his thoughts on in some depth. Recorded on September 1st, 2023.\nOriginal episode on Behind The Markets: https://podcasts.apple.com/us/podcast/behind-the-markets-podcast-jack-farley/id1194707802?i=1000626532544\nJeremy Siegel\u2019s book, \u201cStocks for the Long Run 5/E: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies\u201d: https://www.amazon.com/Stocks-Long-Run-Definitive-Investment/dp/0071800514\nFollow Jeremy Schwartz on Twitter https://twitter.com/JeremyDSchwartz\nFollow WisdomTree on Twitter https://twitter.com/WisdomTreeFunds\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n____\nTimecodes:\n(00:00) Introduction\n(04:58) Money Supply & Other Monetary Aggregates\n(07:21) Bond Market\n(08:42) Jack's Question For Professor Siegel About Non-Farm Payrolls\n(12:30) Professor Siegel's Short-Term Modestly Bullish View On Stocks\n(15:29) Stocks And The Economy\n(19:39) Interest Rate Sensitivity Of American Households\n(28:24) Jack's Views On Banking System