About this episode
Is the software sector’s recent "meltdown" a sign of a structural shift or a massive buying opportunity? On today's Talking Markets, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree, joins Maggie Lake to break down the rotation out of high-growth software and AI names. Jeremy explores whether the market has overreacted to AI fears and if the "capital efficiency" of commodities—specifically gold overlays—now offers a more resilient path forward for investors navigating 2026. They also dive into the seismic shifts happening internationally following Japan’s historic snap election, the surprisingly strong January jobs report and what 130,000 new hires mean for the Fed’s next move under Chair nominee Kevin Warsh.Follow Jeremy's 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
