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.

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Episode notes

Introduction

00:00 • 2min

How the Partnership with Jeremy Segal Started

02:08 • 2min

Analyzing the Long-Term Returns of S&P 500 Companies

03:56 • 13min

Comparing Total Shareholder Yield to Dividend Yield and the Impact of Buybacks

16:50 • 2min

The Link Between Stock Market Returns and PE Ratio

19:17 • 22min

Stocks and Bonds Correlation

40:59 • 9min

Opportunities in Stocks, High Yield Bonds, and the Japanese Market

49:38 • 3min

Jeremy Schwartz is the Global Chief Investment Officer of Wisdomtree. Wisdomtree is a firm that creates some extremely interesting and useful ETFs & strategies with $93 billion under management.

Jeremy has been with Wisdomtree since 2005 in a variety of different roles. He has worked with the legendary Jeremy Siegel, author of stocks for the long run, for over 20 years.

Links

* Wisdomtree Funds.

https://www.wisdomtree.com/

* Jeremy’s blog. https://www.wisdomtree.com/investments/jeremy-schwartz

* Stocks for the Long Run, 6th edition. https://www.amazon.com/Stocks-Long-Run-Definitive-Investment-ebook/dp/B09ZDK7T2G

* Jeremy’s Twitter feed. https://twitter.com/JeremyDSchwartz/

Disclaimer

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