Facts vs Feelings with Ryan Detrick & Sonu Varghese Talking About Markets and Life with Jeremy Schwartz (Ep. 87)
Markets remain uncertain, but sitting down with top industry insiders can help clear the uncertainties.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, are joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management. Together they engage in a rich conversation on the current state of global markets, the impact of inflation, tech stocks, the future of interest rates and more!
Jeremy discusses:
- His journey with Professor Siegel and the inception of WisdomTree Asset Management
- The nuances of currency valuation and the implications for international investing
- Insights into the Japanese market, Warren Buffett’s investment strategies, and the potential of India as an investment destination
- The competitive landscape of China’s market and the tactical considerations for investors
- The potential for AI to revolutionize productivity and its long-term implications for the economy
- The importance of real-time data in understanding economic indicators like inflation and housing costs
- The influence of tech companies on market indices and the broader implications for sector-based investing
- The future of interest rates and the debate between market expectations and Federal Reserve projections
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
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About Our Guest:
Jeremy Schwartz has served as our Global Chief Investment Officer since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.