On the first Behind the Markets podcast of 2021, Jeremy Schwartz speaks with John Davi of Astoria Portfolio Advisors about the 10 themes he’s incorporating into his model portfolios for 2021.
As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
The pandemic of 2020 accelerated adoption of cloud computing, putting us amid major technology dislocation. Jeremy Schwartz and Kara Marciscano make the case that cloud computing will be the mega-trend of the next decade.
On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Nobel Prize-winning economist and Yale professor Robert Shiller, Wharton Finance Professor Jeremy Siegel and Meb Faber, founder of Cambria Investments, about valuations across global markets and what they mean for forward-looking returns.
As markets look past the immediate effects of COVID-19, many commodity prices are rebounding and calls for higher inflation on the re-opening of the market are coming from many strategists, including Wharton Professor Jeremy Siegel. Against this backdrop, Jeremy Schwartz and Jianing Wu introduce WisdomTree’s updated approach to broad-based commodity investing.
