On last week’s Behind the Markets podcast, Jeremy Schwartz and Jeff Weniger spoke with two political forecasting experts: Stonybrook University political science professor Helmut Norpoth and Ed Clissold, chief strategist at Ned Davis Research. Their conversations focused on potential outcomes for the 2020 election and what they will mean for financial markets.
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.
On last week’s “Behind the Markets” podcast, Jeremy Schwartz spoke with Dan Russo, CMT, Chief Market Strategist at Chaikin Analytics. The conversation focused on Russo’s outlook on the most important indicators some market technicians are watching as we head into 2021.
On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Thomas Phillips, from the Department of Finance and Risk Engineering at NYU’s Tandon School of Engineering, and Adam Kobor, a director of investments at NYU’s Investment Office. The conversation focused on how to define a long-term expected return for U.S. equity markets and re-evaluate the CAPE framework.
On last week’s Behind the Markets podcast, Jeremy Schwartz spoke with Baruch Lev, Philip Bardes Professor of Accounting and Finance at NYU Stern, about his views on the distortions in earnings statements that make these reports less relevant to investors.