Show from 12/11/20

Wharton Finance Professor Jeremy Siegel gives his end of year market forecast discussing COVID-19 vaccine approval and the latest on the stimulus bill. Then, how should you strategize and invest in foreign markets? Host Jeremy Schwartz talks to an emerging markets expert about US vs foreign investing, Brexit's effect on the Eurozone, European bonds, and much more.

Guests:

Karthik Sankaran - Portfolio manager and strategist. Most recently director of global strategy for Eurasia Group.

Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management

More on his work here: https://www.wisdomtree.com/blog/author/kevin%20flanagan

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

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Show from 12/4/20

Host Jeremy Schwartz discusses ETFs and small caps with an expert in the space. They get into the state of energy, the COVID-19 vaccine, reopening expectations, bitcoin, and other various asset classes.

Guest:

Dan Russo - Chief market strategist at Chaikin Analytics, a quantitative equity research firm.

For more on Chaikin Analytics visit their website: https://www.chaikinanalytics.com/

Check out Dan's blog: https://www.chaikinanalytics.com/author/dan-russo/

Twitter: @DanRusso_CMT

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

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Show from 11/27/20

Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework.

Guests:

Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"

Thomas Philips - Adjunct professor in the department of finance and risk engineering at NYU's Tandon School of Engineering, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"

Read their paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3443289

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

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Show from 11/27/20

Wharton Finance Professor Jeremy Siegel says the dramatic expansion of M1 money supply, the COVID-19 vaccine rollout, and the election results all point to positive market news. Then Host Jeremy Schwartz introduces an expert on politics, Greg Valliere, to talk about the impact of the 2020 election results. Greg discusses about the potential of the next stimulus, the future of small businesses, taxes and much more.

Guest

Greg Valliere - Chief US Policy Strategist at AGF Investments

More on AGF Investments: https://www.agf.com/us/index.jsp

Follow AGF Investments on Twitter: @agf

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

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Show from 11/20/20

Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk market news at the top of the show discussing the rise in coronavirus cases, reopening the economy, Judy Shelton, the Fed, and more. Then New York University Stern School of Business Professor Baruch Lev joins the show to explain what he calls the "end of accounting." He says financial reports are largely irrelevant now because of the change from physical assets to intangible assets like R&D or IT. Today, the total corporate investment in intangible assets is $2.5 trillion and physicals assets only equal half of this. Find out how this affects earnings reports.

Guests:

Baruch Lev - Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business.

For more on Baruch's research visit his faculty page: https://www.stern.nyu.edu/faculty/bio/baruch-lev

Check out his book "The End of Accounting and the Path Forward for Investors and Managers": https://www.amazon.com/Accounting-Forward-Investors-Managers-Finance/dp/1119191092

Matt Wagner - Senior Analyst at WisdomTree

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Hosted on Acast. See acast.com/privacy for more information.