Show from 06/21/24

Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on slightly lower-than-expected economic data, jobless claims, and recent activity in the tech sector, particularly NVIDIA's stock movements. Siegel also comments on the ongoing softness in the housing market and the potential implications of the upcoming presidential debate on the stock market. (11:06) Jeremy continues with the publisher of Macro Charts on Substack, who shares insights on market trends, technical analysis, and his investment philosophy. They discuss the recent performance of the U.S. market, and the positioning and potential of China as an investment opportunity. The guest talks about the importance of understanding market signals and avoiding noise in investment decisions. Macro Charts emphasizes the need to focus on significant trends and signals while also being adaptable to the fast-paced changes in market conditions.

Guest: Macro Charts publishes global market research on Substack. Substack is an American online platform that allows journalists, writers, and other content creators to publish newsletters and establish a subscription-based audience.

Learn more about Macro Charts at: https://macrocharts.substack.com/about  

Follow Macro Charts on X(Twitter): @MacroCharts

Show from 06/21/24 Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on slightly lower-than-expected economic data, jobless claims, and recent activity in the tech sector, particularly NVIDIA's stock movements. Siegel also comments on the ongoing softness in the housing market and the potential implications of the upcoming presidential debate on the stock market. (11:06) Jeremy continues with the publisher of Macro Charts on Substack, who shares insights on market trends, technical analysis, and his investment philosophy. They discuss the recent performance of the U.S. market, and the positioning and potential of China as an investment opportunity. The guest talks about the importance of understanding market signals and avoiding noise in investment decisions. Macro Charts emphasizes the need to focus on significant trends and signals while also being adaptable to the fast-paced changes in market conditions. Guest: Macro Charts publishes global market research on Substack. Substack is an American online platform that allows journalists, writers, and other content creators to publish newsletters and establish a subscription-based audience. Learn more about Macro Charts at: https://macrocharts.substack.com/about Follow Macro Charts on X(Twitter): @MacroCharts

MacroCharts 1st podcast!

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 MacroCharts 1st podcast!

Sign up to save your podcasts

MacroCharts 1st podcast!

MacroCharts 1st podcast!

More shows like Behind the Markets Podcast

Masters in Business

Macro Voices

The Meb Faber Show - Better Investing

Grant’s Current Yield Podcast

Capital Allocators – Inside the Institutional Investment Industry

Animal Spirits Podcast

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