Behind The Markets Podcast: Damon Ficklin

Show from 11/19/21Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally.Guest:Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen CapitalFor more on Polen Capital visit their website: https://www.polencapital.com/people/damon-ficklin For the latest, follow Polen Capital on Twitter: @PolenCapital                                                                            Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.