Behind the Markets Podcast

Behind the Markets on Wharton Business Radio

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.

Categoria: Affari

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Show from 12/01/23 Hosts Jeremy Schwartz and Professor Siegel are back from the holidays this week to summarize how great November was. Professor Siegel gets into detail about Fed fund action, not only currently but an estimate into the future as well. (6:42) Liza joins Jeremy to discuss what is going on between the US and China. She covers topics of discussion between both governments and its effects on future markets. Liza talks about SCSP and what they do. The two discuss tech, social media and the risks against US interests. Liza explains the issue of moving infrastructure back to America and what needs to happen to succeed. Guest: Liza Tobin is the senior director of research and analysis for economy at the Special Competitive Studies Project. Before joining SCSP, she served on the National Security Council staff as China director, where she led the development of multiple US strategies and policies related to China, including on trade and economics, climate and the environment, military issues, and China’s influence beyond the Indo-Pacific. Before serving at the National Security Council, Ms. Tobin worked for more than a decade in various capacities as a China specialist for the US government, including as a senior adviser at the US Indo-Pacific Command and an economic analyst at the CIA, and in various roles in the private sector and academia. Learn more about Liza: https://itif.org/person/liza-tobin/ Follow Liza on Twitter: @Liza_D_Tobin