Jeremy Siegel and Jeremy Schwartz join the hosts to discuss Stocks for the Long Run, beating inflation, AI stocks vs tech bubble, housing market, small caps, and more. The chapter explores inflation impact on prices, former student turned business partner bond, stock market valuations, overnight rates influence, tech sector performance, international markets analysis, and valuation-sensitive approach to Indian shares launch.

Our guest this week is Jeremy Schwartz. Jeremy is global chief investment officer for WisdomTree Investments. In that role, Jeremy leads the firm’s investment team and is responsible for constructing its equity indexes, quantitative active strategies, and model portfolios. Jeremy joined WisdomTree in May 2005 and previously held several posts at the firm, including serving as its global head of research. Prior to joining WisdomTree, Jeremy served as a research assistant for Professor Jeremy Siegel and is credited as Siegel’s co-author of the sixth edition of the book, Stocks for the Long Run. Jeremy received his bachelor’s degree from the Wharton School and is a CFA charterholder.BackgroundBioStocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, Sixth Edition, by Jeremy Siegel, with Jeremy SchwartzThe Future for Investors: Why the Tried and True Triumphs Over the Bold and the New, by Jeremy SiegelDo-Nothing Strategies“What Beat the S&P 500 Over the Past Three Decades? Doing Nothing,” by Jeffrey Ptak, Morningstar.com, April 17, 2023.Creative Destruction: Why Companies That Are Built to Last Underperform the Market—and How to Successfully Transform Them, by Richard Foster and Sarah Kaplan“Wise Words in Warren’s Recent Letter,” by Jeremy Schwartz, wisdomtree.com, March 8, 2023.“Long-Term Returns on the Original S&P 500 Companies,” by Jeremy Siegel and Jeremy Schwartz, jstor.org, 2006.Market Outlook“The Most Important Charts for 2023,” by Jeremy Schwartz and Brian Manby, caia.org, May 8, 2023.Risk and Return“A Surprise Influence in S&P 500 Earnings? The Dollar,” by Jeremy Schwartz, wisdomtree.com, May 31, 2023.Fama and French Three Factor Model Definition: Formula and Interpretation, by Adam Hayes, www.investopedia.com, May 31, 2022.“A Deep Dive Into Growth & Momentum,” by Jeremy Schwartz, wisdomtree.com, July 12, 2021.“A Surprising Rebalance Season for S&P Style Indexes,” by Jeremy Schwartz, wisdomtree.com, Jan. 5, 2023.WisdomTree Index Performance AttributionInflation and Dividends“A New Regime for Commodities: An Update,” by Jeremy Schwartz, wisdomtree.com, May 31, 2022.“To Reveal Value, Start With Dividends,” Focus Points video series with Jeremy Schwartz, wisdomtree.com, Jan. 11, 2023.“Quality Dividend Growth Performance Viewed Through Venn by Two Sigma,” by Jeremy Schwartz and Christopher Carrano, wisdomtree.com, May 15, 2023.Foreign Stocks“Lowering Your China Risk,” by Jeremy Schwartz and Matt Wagner, wisdomtree.com, May 19, 2023.“Values Strong Run in Emerging Markets,” by Aneeka Gupta and Jeremy Schwartz, wisdomtree.com, May 5, 2023.“Don’t Layer Currency Risk on Top of Equity Exposure,” by Jeremy Schwartz and Christopher Gannatti, wisdomtree.com, 2019.ESG“Revisiting the WisdomTree ESG Model Portfolios,” by Scott Welch, wisdomtree.com, Oct. 14, 2022.“Aswath Damodaran: A Valuation Expert’s Take on Inflation, Stock Buybacks, ESG, and More,” The Long View podcast, Morningstar.com, May 16, 2023.

David Rosenberg, a renowned economist who predicted the looming recession, discusses evident signs of economic contraction and the election's impact. Jeremy Schwartz analyzes China's recent stimulus measures and their effects on U.S. growth while offering a 2025 outlook. Geo Chen brings a wave of optimism, forecasting a significant bull market ahead, despite concerns over China's real estate issues and oil market dynamics. Together, they explore the delicate balance between economic risks and opportunities in today's global landscape.

Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, discusses the enduring appeal of equities as a long-term investment. He explains how stocks can outperform other assets like bonds and gold, especially when holding for 7-10 years. Schwartz also highlights the importance of diversification and dollar-cost averaging to weather market downturns. He further addresses the psychology of investors during sell-offs and the resilience of stocks against inflation, offering insights on navigating volatility for lasting success.

Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, discusses the importance of value investing and long-term performance, Warren Buffett's investment strategy, the challenges and sustainability of growth investments, and the advantages of value investing for long-term returns.

In this insightful discussion, Jim Bianco, a financial markets expert, and Jeremy Schwartz, an investment strategist, tackle key issues affecting today’s economy. They explore the Federal Reserve’s policy and its potential impact on inflation, as well as the concept of a neutral interest rate. The duo delves into the significance of market deficits and political electoral shifts, emphasizing their implications for stock and bond performance. The conversation is packed with analysis on how these factors may shape future investment strategies.

Jeremy Siegel, Dave Goodson, Jeremy Schwartz, and Jack Farley discuss macro view on bonds, stocks, and economy, as well as analysis of securitized products including agency MBS, non-agency MBS, commercial MBS, and CLOs. They cover topics like impact of higher rates, tech company performance, attractiveness of bonds vs stocks, risks and opportunities in non-agency and MBS market, pricing of CLOs, risks in the CMBS market, and asset-backed securities market analysis.

Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer, discusses significant economic shifts as China ramps up stimulus efforts and the Fed implements rate cuts. They delve into whether these actions can stave off recession and analyze stock market valuations. Schwartz expresses skepticism about the effectiveness of China's measures and highlights geopolitical concerns, notably surrounding Taiwan and the Middle East. He recommends commodities like oil as a hedge against these uncertainties while also evaluating the tech sector's evolving landscape.

Jeremy Schwartz, CIO of WisdomTree, discusses the market response to Biden dropping out, $BAC selling, and Apple's price target raise. The podcast also covers topics like the impact of political events on the stock market, Chinese stock performance post rate cut, and navigating market turbulence amidst political upheaval with insights on ETF management and international investment opportunities.

Australia, Europe, US, and China economists review market drivers. Focus on US core PCE inflation data influencing markets. Topics include Fed's rate maintenance, euro area inflation, China PMI, and Asia's economic reports.