Sam Rines

Sam Rines, macro strategist at WisdomTree who studies geopolitics and narrative volatility. He discusses the Iran war and why it may be closer to winding down than markets expect. He explores implications for oil and gold, shifting defense technologies, and why Japan and select international markets look compelling. He also covers central bank reactions and where investors might redeploy capital.

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.