Show from 11/10/23

Hosts Jeremy Schwartz and Professor Siegel begin this week by discussing the Profs views on current market activity. He mentions some noteworthy changes in the job market, a jump in inflationary expectations, and which reports to watch for next week. He says it is way too early to predict what will happen in December. (5:59) Richard Bernstein joins the Professor and Jeremy at The Union League in Philadelphia to discuss many facets of the market today. Key topics from the interview include the equity risk premium, stocks versus bonds, small caps, what sectors RBA likes, and bond portfolios. Richard talks about where his firm stands and how they construct their portfolios. Richard states globalization is contracting and that the United States future lies in becoming independent again. They also discuss AI and long term interest set by the government.  

Guest: Richard Bernstein is the Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors LLC. As CIO, Mr. Bernstein is a member of the firm's Investment Committee which manages multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions.
 
Learn more about Richard: https://www.rbadvisors.com/our-people/

Follow Richard on LinkedIn: linkedin.com/in/richardbernstein

Show from 11/10/23 Hosts Jeremy Schwartz and Professor Siegel begin this week by discussing the Profs views on current market activity. He mentions some noteworthy changes in the job market, a jump in inflationary expectations, and which reports to watch for next week. He says it is way too early to predict what will happen in December. (5:59) Richard Bernstein joins the Professor and Jeremy at The Union League in Philadelphia to discuss many facets of the market today. Key topics from the interview include the equity risk premium, stocks versus bonds, small caps, what sectors RBA likes, and bond portfolios. Richard talks about where his firm stands and how they construct their portfolios. Richard states globalization is contracting and that the United States future lies in becoming independent again. They also discuss AI and long term interest set by the government. Guest: Richard Bernstein is the Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors LLC. As CIO, Mr. Bernstein is a member of the firm's Investment Committee which manages multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions. Learn more about Richard: https://www.rbadvisors.com/our-people/ Follow Richard on LinkedIn: linkedin.com/in/richardbernstein

Behind the Markets Podcast: Richard Bernstein

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: Richard Bernstein

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