ReSolve Riffs with Jeremy Schwartz on Inflation, Fed Policy & Factor Positioning for the Current Environment

Our guest this week was Jeremy Schwartz, Global CIO of WisdomTree ETFs, a global ETF manager with over $70 billion in AUM. Our conversation covered: Why it is important to consider refinancing your house at a lower interest rate and to move your excess cash to higher-yielding accounts How managing your savings has become more crucial in the current low interest rate environment Why your checking account is costing you money and what you can do to avoid it How the recent surge in money supply and inflationary pressures may impact the economy and investments Why there is still a structural shift in the labor market and how it could affect real wages How the divergence between equities and rates markets may impact investors and the Fed's policies Why it is important to diversify your equity portfolio with lower duration, higher quality and lower valuation companies How alternatives and inflation hedges can play a significant role in asset allocation and provide return stacking opportunities Why commodities can be a useful diversifier to stocks and bonds, particularly in an inflationary environment How passive commodity exposure can act as a direct hedge against inflationary environments and provide balance to a portfolio Why investors should consider a stock-bond capital efficient portfolio, and how does it work? Why is a leveraged 60-40 portfolio a good combination for taxable investors, and why did WisdomTree choose equity underlying and futures on top of it for a leveraged 60-40 position  How investors can outperform cash with a third of the portfolio that is available for investment in diversifiers, and what are some examples of diversifiers  How adding managed futures to a stock-bond portfolio provides diversification and protection during inflationary shocks  What companies are under the hood of an AI portfolio, and how are they selected   And much more. This is “ReSolve’s Riffs” – live 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 Inc. *ReSolve Global Inc. 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 Inc. is a registered person with the Cayman Islands Monetary Authority.