Jeremy, Jeremy and Nir discuss their market theories for the upcoming week and where the market is headed. Nir defends the Fed and gives his opinion on their choices. He tells us about AI’s potential and current impacts on the economy. Nir gives us his hypothesis on how AI will affect the market in the upcoming year after last year's market readjustment. He discusses the purchase of tips in an inflated market. He dives into his view on high yield bonds, foreign investments and the risk/reward of current geopolitics.  


Guest: Nir Kaissar, Chartered Financial Analyst, founded Unison in 2005. Unison manages diversified portfolios for institutions and individuals using a data-driven, systematic approach to asset allocation. Nir is also a columnist for Bloomberg Opinion, writing about markets, investing, economics and public policy.

Learn more at: https://unisonadvisors.com/?page_id=61

Connect on Twitter: @nirkaissar

Jeremy, Jeremy and Nir discuss their market theories for the upcoming week and where the market is headed. Nir defends the Fed and gives his opinion on their choices. He tells us about AI’s potential and current impacts on the economy. Nir gives us his hypothesis on how AI will affect the market in the upcoming year after last year's market readjustment. He discusses the purchase of tips in an inflated market. He dives into his view on high yield bonds, foreign investments and the risk/reward of current geopolitics. Guest: Nir Kaissar, Chartered Financial Analyst, founded Unison in 2005. Unison manages diversified portfolios for institutions and individuals using a data-driven, systematic approach to asset allocation. Nir is also a columnist for Bloomberg Opinion, writing about markets, investing, economics and public policy. Learn more at: https://unisonadvisors.com/?page_id=61 Connect on Twitter: @nirkaissar

Behind the Markets Podcast: Nir Kaissar

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: Nir Kaissar

Behind the Markets Podcast: Nir Kaissar

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