Jeff Weniger

Jamie Hopkins, Chief Wealth Officer and author offering behavioral retirement planning tips. Chris Gennady, thematic analyst on robotics, drones, and innovation. Michael Fridman, tech advisor focusing on AI, cybersecurity, semiconductors, and geopolitics. Jeff Weniger, equity strategist covering macro and valuation trends. They dig into recent tech sell-offs, cybersecurity dislocations, memory and semiconductors, robotics/drone innovation, and behavioral retirement planning, automation, and fraud risks.

Jeff Weniger, WisdomTree equity strategist focused on valuation and flows. Chris Gannatti, research chief exploring AI, tech, and sector shifts. Sam Rines, macro strategist on policy, geopolitics, and portfolio impacts. They react to a major tariff ruling and its implications for corporate margins and sector rotation. They discuss Iran-related geopolitical risk, AI-driven industrial change, and flows into small caps and international markets.

In this discussion, Sam Rines, a macro strategist focusing on geopolitics and energy, and Jeff Weniger, head of equity strategy known for his insights on market behavior, tackle pressing issues shaping the economy. They highlight geopolitical tensions affecting oil prices, assess the Fed’s stance on policy amid evolving job markets, and forecast global equity trends. The duo delves into the rising competition in AI between the U.S. and China, and the potential impact of upcoming IPOs like SpaceX and OpenAI on market dynamics.