Chris Hill and Jeremy Segal discuss why they think the Fed is being too restrictive. They say it's looking at wrong data, that money supply hasn't contracted since the Great Depression. Inflation will come back down; he should pausing this meeting to cut pretty soon," says Chris Hill.
If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selling book, “Stocks for the Long Run.” Robert Brokamp caught up with Schwartz to discuss: - Why “dying industrial companies” have beaten the broader market - Managing cash in a higher interest rate climate - How often investors should rebalance - The data that the Federal Reserve may be misreading Companies and investments discussed: MSFT, CVS, KO, DTH, AMZN, XOM, CVX, USFR Host: Robert Brokamp Guest: Jeremy Schwartz Producer: Ricky Mulvey Engineers: Annie Franks, Tim Sparks
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