Money Life with Chuck Jaffe cover image

Money Life with Chuck Jaffe

WisdomTree's Weniger: One reason to be bullish now is 'you'd be the only bull'

Apr 14, 2025
01:00:38

Jeff Weniger, head of equity strategy at WisdomTree Asset Management, seems to only be half joking when he says investors might want to be bullish right now just because they would be the last bull standing, but he also notes that long-term investors, in conditions like these, must bite their lip and keep buying equities. That said, he thinks some of those equities should be international, and he particularly likes Japan right now. In an extended Danger Zone segment, David Trainer, founder and president at New Constructs, taslks about how the market's turmoil is putting an end to the momentum trades which made it harder for him and his analysts to find a catalyst that would trigger the troubles in a Danger Zone stock; he says that more Danger Zone picks are likely to realize their downside potential quickly now, and then singles out Tesla — which his firm has had in the Danger Zone for years as it kept growing to new heights — in line for a haircut of as much as 80 percent from already falling levels. In the Market Call, Bryan Lee, chief investment officer at Blue Zone Wealth Advisors, discusses "opportunistic value" and whether the current market conditions have created those opportunities yet.

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