Show from 7/15/22

Wharton Finance Professor Jeremy Siegel kicks off the show talking about the night market rally, inflation, retail sales, and more. Then, how can you create a well balanced, inflation sensitive portfolio? How can you account for the Night effect? Host Jeremy Shwartz brings on two experts to discuss everything from energy stocks and risk averse portfolio modeling to ETFs and the night effect.

Guest:

John Davi – CIO and Founder of Astoria Advisors
Follow John on LinkedIn: https://www.linkedin.com/in/john-davi-93414510/
For the latest, follow John on Twitter: @AstoriaAdvisors
For more on Astoria Advisors, visit their website: https://www.astoriaadvisors.com/ 

Bruce Levine – Founder and CEO of NightShares
Follow Bruce on LinkedIn: https://www.linkedin.com/in/bruce-lavine-bb05434/
For more on NIghtShares, visit their website: https://www.nightshares.com/

Show from 7/15/22 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the night market rally, inflation, retail sales, and more. Then, how can you create a well balanced, inflation sensitive portfolio? How can you account for the Night effect? Host Jeremy Shwartz brings on two experts to discuss everything from energy stocks and risk averse portfolio modeling to ETFs and the night effect. Guest: John Davi – CIO and Founder of Astoria Advisors Follow John on LinkedIn: https://www.linkedin.com/in/john-davi-93414510/ For the latest, follow John on Twitter: @AstoriaAdvisors For more on Astoria Advisors, visit their website: https://www.astoriaadvisors.com/ Bruce Levine – Founder and CEO of NightShares Follow Bruce on LinkedIn: https://www.linkedin.com/in/bruce-lavine-bb05434/ For more on NIghtShares, visit their website: https://www.nightshares.com/

Behind The Markets Podcast: John Davi & Bruce Lavine

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.

Business

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.

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&amp;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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Behind The Markets Podcast: John Davi & Bruce Lavine

Behind The Markets Podcast: John Davi & Bruce Lavine

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