Jeremy Siegel: Markets React to Iran Tensions, Fed Uncertainty, and AI Momentum

ABOUT THE EPISODE Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, joins This Week in Business to break down how markets are responding to rising geopolitical tensions and evolving Fed expectations. Despite volatility tied to Iran and oil markets, equities have remained resilient, reflecting strong underlying demand and investor positioning. Siegel explains why markets appear to be pricing in a resolution, what could trigger a sharp rally, and how energy prices may stabilize with a lasting risk premium. The conversation also explores the Federal Reserve outlook, leadership dynamics, and why rate cuts may be less likely in the near term. Finally, Siegel discusses continued momentum in AI and large-cap tech, and what it means for market leadership going forward.

ABOUT THE PODCAST This Week in Business features interviews with Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School and published twice per week.

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