Behind The Markets Podcast: Dave Donabedian & Kevin Flannagan

Show from 2/11/22Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing worsening inflation, high duration stocks, and more. Then, how should you navigate fixed income strategy in the current market? Host Jeremy Schwartz talks to an expert in the space about managing duration risk and balancing portfolios. Plus, volatility in the Fed cycle, earnings, goods consumption and more with the chief investment officer at CIBC Private Wealth Management.Guests:Dave Donabedian – Chief Investment Officer for CIBC Private Wealth ManagementFollow him on Twitter: @ddonabedianFor more on CIBC visit their website: https://private-wealth.us.cibc.com/Kevin Flanagan – Senior Fixed Income Strategist at WisdomTree Asset ManagementFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Om Podcasten

Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.