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.

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Show from 08/30/24 Host Jeremy Schwartz and Professor Siegel discuss the latest market data, including recent jobless claims, the inflation outlook, and upcoming Fed decisions. Professor Siegel emphasizes the need for the Fed to lower rates to avoid unnecessary recession risks and comments on the stable but unimpressive economic performance. (09:08) Jeremy continues the discussion with guests Richard Oller and Jake Hollinger, who share insights on the real estate market, including rental trends stabilizing post-pandemic, the impact of interest rates on property valuations, and the challenges of negative leverage. They also explore the broader supply-demand dynamics in housing, potential policy solutions for affordability, and the evolving cultural shift towards renting over homeownership. Guests: Richard, a lawyer by training, in 1985 founded the Wentworth Group (now First Service Residential) which over the next 15 years grew into one of the largest residential real estate management firms in the United States. In 2004 Richard aligned with his current partner, Jeffrey Goldstein, sharing the helm at Multifamily Management Services and Affiliates (MMS) and GoldOller. As a founding member of GoldOller Real Estate Investments, LLC, Jakes serves as President and Chief Operating Officer. In this role, Jake directs new investments for the Goldoller portfolio and oversees management operations for all investments. Jake has over 15 years of experience working with real estate investments in acquisitions, development, finance, and management. Learn more about Richard at: https://goldoller.com/the-go-team/ Learn more about Jake at: https://goldoller.com/the-go-team/ Follow Jake on LinkedIn: linkedin.com/in/bill-miller-cfa-a421075