Show from 12/15/23
Hosts Jeremy Schwartz and Professor Siegel talk about the Fed this week. The Prof is surprised by how flexible the Fed has been. He states that this flexibility has shown promise for the markets future of a soft landing due to the previous rate hikes. The Prof gives his opinion on bond duration rates. If there is a recession, he says that bond rates will go down. (10:44) Eric joins Jeremy, beginning with his agreement to what the Prof has stated. Eric talks about what 3EDGE models their assets on and how they determine risk in their client portfolios. The two converse on how high US margins are compared to history and the rest of the world. Eric discusses how 3EDGE researches and builds formulas to predict future growth in the market. He talks about standout areas highlighted by the company's models and where they keep eyes on for future growth. They talk about gold and its importance in the market. The two cover a wide range of market assets and what 3EDGE views as important areas to track and who would benefit from their services.
Guest: Eric Biegeleisen serves as Partner, Deputy Chief Investment Officer & Investment Committee Member at 3EDGE Asset Management. Eric is responsible for the research operations at 3EDGE. His research focuses on discovering and exploring the interconnectedness of global capital markets through quantitative and qualitative analyses.
Learn more about Eric: https://3edgeam.com/team/
Follow Eric on Twitter: @EBiegs_3EDGE
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