INSIGHTS & STRATEGIES

WisdomTree Blog

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.

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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.

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Last week on Behind the Markets, Jeremy Schwartz spoke with Karthik Sankaran, former emerging markets hedge fund currency trader and Eurasia group strategist, about his bullish outlook on European markets.

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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. 

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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.

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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.

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