On a recent episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities. They discuss the current state of the tech market and its comparison to 1995, AI beyond Nvidia and predictions for biotech in 2024.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Charles-Henry Monchau, CIO at Syz Group, about his views on the changing macroeconomic and geopolitical landscape. They spoke about new FAANGs, the risks of inflation and currency devaluation, the challenges and opportunities for Europe, and the winners and losers of the new decade.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Uma Moriarty, Senior Investment Strategist and Global ESG Lead for CenterSquare Investment Management. They discuss the interest rate impact on the real estate market.
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On last week’s episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Liza Tobin, Senior Director for Economy of the Special Competitive Studies Project (SCSP). They spoke about the latest developments in the U.S.-China relationship.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Dave Goodson, Head of Securitized Credit at Voya and a portfolio manager for the WisdomTree Mortgage Plus Bond Fund (MTGP). They discussed the asset class and the opportunities and risks within it.
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On the latest episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Samuel Rines, Managing Director of CORBU, a research intelligence and advisory platform at the intersection of markets, policy and national security. They discussed PolyMacro and the implications for the markets and asset allocation today.
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