WisdomTree Podcast 'Behind the Markets': Jeremy Schwartz and Guests Discuss Meta Muse's Potential Disruption of Consumer Inertia and Oracle Data Center Progress

WisdomTree's 'Behind the Markets' podcast released an episode titled "Muse, Moonshots and the House Always Wins—Until the Market Calls" on September 25, 2026. Hosted by Jeremy Schwartz, the episode features guests including Professor Jeremy Siegel, Samuel Rines, and Chris Gannatti. According to the official show notes, the discussion covers macroeconomic market dynamics as well as the specific impact of artificial intelligence in consumer applications and enterprise infrastructure.

In the macro segment, Jeremy Schwartz and Professor Siegel explored the sharp rise in real interest rates and its implications for markets, analyzing economic growth, US Treasury yields, and upcoming inflation and employment data. They discussed the resilience of equities despite pressure from bonds and outlined the outlook for small-cap and value stocks.

For AI industry readers, a key topic was Meta's Muse AI agent. The show notes indicate that this tool could disrupt businesses that benefit from consumer inertia by making it easier to compare prices, switch providers, and negotiate better deals. Guests shared early experiences using Muse for inbox management, subscription cancellations, and automated negotiations, claiming these actions resulted in meaningful monthly savings.

Regarding infrastructure, Samuel Rines examined headlines surrounding Oracle's data-center buildout and argued that concerns over potential project delays may have been overstated. This viewpoint offers an alternative perspective to current discussions about AI compute supply bottlenecks. Additionally, Chris Gannatti shared observations from a major quantum-computing conference, highlighting investment in domestic quantum infrastructure, emerging foundry models, and specialized suppliers.