Show from 10/25/24

Host Jeremy Schwartz and Professor Siegel cover recent economic trends, highlighting a slight drop in jobless claims and strong third-quarter GDP forecasts. Professor Siegel notes market stability, a potential November Fed rate pause, and rising bond yields driven by election dynamics. (11:10) Jeremy continues with guest Howard Lindzon, co-founder of StockTwits and Social Leverage. They discuss the evolving “degenerate economy,” meme coins, and the role of companies like Google, Robinhood, and Coinbase in this speculative market space. Lindzon also shares insights on StockTwits’ growth, future uses of AI in financial data, and his venture investments in early-stage tech companies.

Guest: Howard Lindzon is a Canadian Author, financial analyst, technical analyst and super angel investor. Lindzon manages a hedge fund, serves as managing partner of the holding company Social Leverage, limited partner at Knight's Bridge Capital Partners, and is the co-founder of StockTwits.

Follow Howard on LinkedIn: https://www.linkedin.com/in/howardlindzon
StockTwits: https://stocktwits.com/
Social Leverage:https://www.socialleverage.com

Show from 10/25/24 Host Jeremy Schwartz and Professor Siegel cover recent economic trends, highlighting a slight drop in jobless claims and strong third-quarter GDP forecasts. Professor Siegel notes market stability, a potential November Fed rate pause, and rising bond yields driven by election dynamics. (11:10) Jeremy continues with guest Howard Lindzon, co-founder of StockTwits and Social Leverage. They discuss the evolving “degenerate economy,” meme coins, and the role of companies like Google, Robinhood, and Coinbase in this speculative market space. Lindzon also shares insights on StockTwits’ growth, future uses of AI in financial data, and his venture investments in early-stage tech companies. Guest: Howard Lindzon is a Canadian Author, financial analyst, technical analyst and super angel investor. Lindzon manages a hedge fund, serves as managing partner of the holding company Social Leverage, limited partner at Knight's Bridge Capital Partners, and is the co-founder of StockTwits. Follow Howard on LinkedIn: https://www.linkedin.com/in/howardlindzon StockTwits: https://stocktwits.com/ Social Leverage:https://www.socialleverage.com

What we learned at Stocktoberfest

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 What we learned at Stocktoberfest

Sign up to save your podcasts

What we learned at Stocktoberfest

What we learned at Stocktoberfest

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