448 Epizód

  1. A cautious take for 2025's market expectations

    Közzétéve: 2025. 01. 03.

  2. 2025 Top Ideas and Outlook with Deep Rooted Macro Team

    Közzétéve: 2024. 12. 20.

  3. Deep Rooted Macro from Tokyo to DC: Insights on Inflation, Tech and Tariffs

    Közzétéve: 2024. 12. 13.

  4. The best opportunities for fixed income investors

    Közzétéve: 2024. 12. 06.

  5. The Bull Market Continues: It’s Just Math

    Közzétéve: 2024. 11. 22.

  6. Granny meets DOGE: What’s Next for Markets

    Közzétéve: 2024. 11. 15.

  7. Deep Rooted Realities: The Election and Markets

    Közzétéve: 2024. 11. 08.

  8. Deep Rooted Macro: Jobs, Rates and the Election

    Közzétéve: 2024. 11. 01.

  9. What we learned at Stocktoberfest

    Közzétéve: 2024. 10. 25.

  10. Going Beyond Stocks and Bonds: How Much is Too Much and Cliffwater's Solutions

    Közzétéve: 2024. 10. 18.

  11. The Latest Market Pulse and Another Alt Jobs Indicator

    Közzétéve: 2024. 10. 11.

  12. Was that Jobs Report Really Hot? And a Special Tribute

    Közzétéve: 2024. 10. 04.

  13. Finding Your Leading Edge

    Közzétéve: 2024. 09. 27.

  14. A New Predictive Edge

    Közzétéve: 2024. 09. 20.

  15. The Best Conference for Quant Finance Researchers

    Közzétéve: 2024. 09. 20.

  16. What's next for the Fed, Gold, and traditional 60/40 portfolios?

    Közzétéve: 2024. 09. 06.

  17. Rents and Realities: Perspectives on Multi-family Housing

    Közzétéve: 2024. 08. 30.

  18. Powell Surprises: Time to Pivot to Value, Partner?

    Közzétéve: 2024. 08. 23.

  19. Fishing and finance: a readout from Maine

    Közzétéve: 2024. 08. 16.

  20. GRAPpling with what’s next

    Közzétéve: 2024. 08. 09.

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Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.

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