Show from 2/24/23

Jeremy Schwartz and Prof. Jeremy Siegel discuss the year-over-year indices and expectations that are affecting pessimism in market perceptions across the board. Mortgage rates and housing prices continue to fluctuate and cause grief for homeowners. Fallout from the COVID pandemic rages on with real inflationary and political consequences. Greg Valliere joins the show to expand on the geopolitical and economic factors that are influencing decision-makers and consumers in the U.S. Volatility and drastic regulatory measures may be on the horizon.

Guest:

Greg Valliere is the Chief U.S. Policy Strategist at AGF Investments. He joined AGF in February 2019 as Chief U.S. Policy Strategist. In this role, he is responsible for providing insight into how U.S. politics are shaping global markets. He brings a unique perspective to AGF with more than four decades of experience analyzing policy and politics. He provides regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage of the Federal Reserve, economic policy, and politics. Greg has more than 40 years of experience following Washington issues for institutional and retail investors.

For more information, visit the AGF website: https://perspectives.agf.com/author/greg-valliere/

Follow him on Twitter: @Greg_Valliere