Resolve Riffs Investment Podcast

Jeff Weniger-Pension Wars: Why Everything is About to Change and How to Profit

Apr 12, 2024

Jeff Weniger, Chief U.S. Strategist for WisdomTree ETFs, discusses 'pension wars', global equity market implications, financial engineering, rising natural gas prices, and the future of work. Insights on navigating the financial landscape and investment strategies.

01:10:26

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Episode guests

Jeff Weniger

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Episode notes

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Quick takeaways

Shift towards domestic equities in pension fund allocations could impact global market trends and capital flows.

Rising premiums for Shanghai gold indicate geopolitical influences affecting gold investments and market dynamics.

AI advancements may lead to shorter work weeks as technology reshapes traditional white-collar work structures.

Deep dives

Expansion of the Japanese NISA Program

The Japanese NISA program saw significant expansion from 2008 to 2024, increasing the maximum contribution from $5,000 to $7,000. This expansion aimed to encourage everyday people to invest in their country's stock market. With significant differences between the US and Japanese stock markets, changes to the NISA program allowed for increased investment opportunities for Japanese citizens, potentially catalyzing more participation in the stock market.

Introduction

3min

Reshaping Investment Landscapes through Pension Fund Strategies

24min

Implications of Rising Interest Rates on Pensions and Demographics

3min

The Influence of Natural Gas Prices on Market Dynamics and Economic Cycles

27min

Government, Regulators, and Banking Integration in Switzerland

6min

AI Impact on Workforce Dynamics

6min

Exploring the Long-Term Implications of the Pension War Thesis

2min

Introduction

In this episode, we are thrilled to have Jeff Weniger, the Chief U.S. Strategist for WisdomTree ETFs, back on the show. Jeff shares his insights on a range of topics, including the 'pension wars' concept, the potential for a domino effect in global equity markets, and the role of financial engineering in shaping investment strategies.

Topics Discussed

• Discussion on the 'pension wars' concept and its potential impact on asset flows over the next several years

• Exploration of the potential domino effect in global equity markets and the implications for investment strategies

• Insight into the role of financial engineering in shaping investment strategies, with a focus on the 1980s and 1990s

• Analysis of the impact of rising natural gas prices on diversified enterprises and the broader market

• Discussion on the future of work, with a focus on the shift towards remote work and its potential implications for the labor market

This episode is a must-listen for anyone interested in understanding the complexities of global equity markets, the potential impact of the 'pension wars' concept, and the future of work. Jeff Weniger's insights provide valuable strategies to navigate the uncertain financial landscape and better understand the intricacies of investment strategies.

This is “ReSolve’s Riffs” – published on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.

*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.