The Security Analysis Podcast
Jeremy Schwartz: Wisdomtree & the ETF Revolution
Aug 30, 2023
Jeremy Schwartz, Global Chief Investment Officer of Wisdomtree, discusses various interesting topics including his collaboration with Jeremy Segal on 'Stocks for the Long Run', analyzing the long-term returns of S&P 500 companies, comparing total shareholder yield to dividend yield and the impact of buybacks, the link between stock market returns and PE ratio, stocks and bonds correlation, and opportunities in stocks, high yield bonds, and the Japanese market.
52:30
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Quick takeaways
- Original S&P 500 firms outperformed the overall market despite declining market share.
- The cheapest 25 stocks in the Nifty 50 outperformed the other 25, emphasizing the value factor.
Deep dives
Jeremy Schwartz's interest in investing began at a young age through exposure from his father
Jeremy Schwartz's interest in investing started at a young age as he was shown stock pages by his father. His early exposure to the markets, coupled with a keen interest in math and numbers, further fueled his passion for investing.
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