Show from 02/09/24

Host Jeremy Schwartz and Professor Siegel start off by talking about the light market week. The Prof notes that next week will be much bigger following the release of many important reports. He is confident that if the Fed continues to see the data slowing, they will lower rates. The Prof goes into detail on the tech market, the excitement around AI and how it has been trending recently. (9:59) Daniel joins the conversation with Jeremy to discuss dividends in this AI driven world. Jeremy asks Daniel about historical dividend by-backs and pivotal moments that caused people to turn away from them. Daniel talks about growth versus dividends. He explains how harvested capital gains are not the same as dividends. Jeremy asks Daniel about what types of yields he prefers to see in the markets. Daniel mentions geopolitics, his opinion on investing worldwide and his disapproval for government intervention in by-backs.

Guest: Daniel Peris, Ph.D., CFA oversees dividend-focused portfolios for a major US asset manager. Before transitioning into asset management, Peris was a historian focused on modern Russian history. 

Learn more about Daniel at: https://strategicdividendinvestor.com/about-the-author/
Follow Daniel on X(Twitter): @HistoryInvestor

Show from 02/09/24 Host Jeremy Schwartz and Professor Siegel start off by talking about the light market week. The Prof notes that next week will be much bigger following the release of many important reports. He is confident that if the Fed continues to see the data slowing, they will lower rates. The Prof goes into detail on the tech market, the excitement around AI and how it has been trending recently. (9:59) Daniel joins the conversation with Jeremy to discuss dividends in this AI driven world. Jeremy asks Daniel about historical dividend by-backs and pivotal moments that caused people to turn away from them. Daniel talks about growth versus dividends. He explains how harvested capital gains are not the same as dividends. Jeremy asks Daniel about what types of yields he prefers to see in the markets. Daniel mentions geopolitics, his opinion on investing worldwide and his disapproval for government intervention in by-backs. Guest: Daniel Peris, Ph.D., CFA oversees dividend-focused portfolios for a major US asset manager. Before transitioning into asset management, Peris was a historian focused on modern Russian history. Learn more about Daniel at: https://strategicdividendinvestor.com/about-the-author/ Follow Daniel on X(Twitter): @HistoryInvestor

Behind the Markets Podcast: Daniel Peris

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and Jeremy Siegel, professor of finance at Wharton and author of Stocks for the Long Run, host this long-running podcast that dives into 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.
Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide.
Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction.
Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit.
Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha.
Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate.
Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.

Business

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and Jeremy Siegel, professor of finance at Wharton and author of Stocks for the Long Run, host this long-running podcast that dives into 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. Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide. Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction. Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit. Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha. Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate. Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and&nbsp;Jeremy Siegel, professor of finance at Wharton and author of&nbsp;Stocks for the Long Run, host this long-running podcast that dives into 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.
Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide.
Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction.
Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit.
Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha.
Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate.
Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.

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Behind the Markets Podcast: Daniel Peris

Behind the Markets Podcast: Daniel Peris

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