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

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.

Share Behind the Markets Podcast: Richard Bernstein

Sign up to save your podcasts

Behind the Markets Podcast: Richard Bernstein

Behind the Markets Podcast: Richard Bernstein

More shows like Behind the Markets Podcast

Macro Voices

Top Traders Unplugged

Masters in Business

The Meb Faber Show - Better Investing

Animal Spirits Podcast

Eye On The Market

The Market Huddle

The Compound and Friends

RenMac

Excess Returns

Ask The Compound

RiskReversal Pod

Forward Guidance

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Monetary Matters with Jack Farley