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Stocks for the Long Run

Feb 4, 2023

Join Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and co-author of 'Stocks for the Long Run', as he dives into the surprising triumph of dying industrial companies over the broader market. He discusses the implications of managing cash in today’s high-interest climate and emphasizes the importance of regular portfolio rebalancing. Schwartz also critiques the Federal Reserve's misinterpretation of economic data, urging for a fresh look at monetary policies to align with current realities.

30:57

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Episode guests

Jeremy Schwartz

Highlights

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Episode notes

The Equity Premium

01:34

Intro

2min

Stocks and Inflation: A Historical Perspective

9min

Adapting Investments: The Long-Term View of Stocks

3min

Navigating Investment Landscapes

13min

Critique of the Federal Reserve's Monetary Policy

5min

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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