Orion's The Weighing Machine

Jeremy Schwartz of WisdomTree Asset Management - Inflation and the Economy Today


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In an economy characterized by uncertainty, can decentralized finance offer a better solution to protect your money and investments?

In today’s episode, Rusty and Robyn talk with Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management.

Jeremy had an innate interest in numbers as a kid, and grew up reading the Wall Street Journal and watching stock prices. He began his career as a head research assistant to Wharton finance professor, Jeremy Siegel. Their work, The Future for Investors, has become a key element of WisdomTree.

Jeremy talks with Rusty and Robyn about WisdonTree’s market outlook, how they are embracing digital assets, and how Jeremy Siegel played a significant role in his career development.


Key Takeaways

  • [4:20] - What drew Jeremy to investing.
  • [6:13] - The many roles he’s played at WisdomTree.
  • [7:52] - What makes a good research team.
  • [9:46] - What he learned from Jeremy Siegel, personally and professionally.
  • [13:02] - His favorite podcast topics.
  • [15:36] - WisdomTree's current view of the economy and inflation.
  • [18:56] - How long does inflation last and what's the best way to hedge it?
  • [21:09] - Where investors can find real value over the next few years.
  • [24:22] - How WisdomTree works with digital assets.
  • [28:18] - The qualities of a good investment manager.
  • [30:14] - How Jeremy keeps his performance at a high level.

  • Quotes

    [19:39] - "Equities are the best hedge for inflation. If you look at the 60-year dividend growth on the S&P 500, 5.7% over 60+ years inflation, you’ve got real growth on top of inflation. On average, the S&P can give you 2% real growth on top of inflation. That’s one of the reasons why we think that stocks are the ultimate real assets. " - Jeremy Schwartz


    [23:59] - "For us, it's more than bitcoin, ether, and exposures, it's trying to tokenize all sorts of assets like treasuries, like gold - have a WisdomTree wallet that these things are operating in. So DeFi to us is something we're investing a lot of resources on." - Jeremy Schwartz


    Links 

    • Jeremy Schwartz on LinkedIn
    • Jeremy Schwartz on Twitter
    • All In by Lighthouse
    • WisdomTree Asset Management
    • Jeremy Siegel
    • Patrick Harker
    • Liqian Ren
    • SiriusXM 132
    • Robert Shiller
    • The Future For Investors
    • Stocks For The Long Run 5/E
    • Scott Welch
    • Dynasty Financial Partners
    • Vanguard
    • Behind the Markets Podcast
    • Phil Huber
    • The Allocator’s Edge
    • Corey Hoffstein
    • Valmark Financial Group
    • Michael McClary
    • James Bullard
    • Ritholtz Wealth Management
    • Onramp Invest
    • Gemini
    • Myers-Briggs Type Indicator
    • Flirting with Models Podcast
    • Genius Makers
    • Hacking Darwin
    • Basis Points Podcast
    • China of Tomorrow Podcast

    • Connect with our hosts

      • Rusty Vanneman
      • Robyn Murray

      • Subscribe and stay in touch

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        • Spotify
        • Google Podcasts

        • 3071-OPS-12/8/2021

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          Orion's The Weighing MachineBy Orion Portfolio Solutions

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