Episode 110: Is The AI Trade Really Revived? With Jeremy Schwartz.
Update: 2025-11-24
Description
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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