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.
On last week’s Behind the Market podcasts Jeremy Schwartz spoke with Alex Moazed, founder and CEO of Applico, and David Trainer, founder and CEO of New Constructs, on important issues facing the market.
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.
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.
In the final days of 2020, Scott Welch outlines his cautious yet optimistic economic and market outlook for 2021.
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.
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.
