448 Episodes

  1. Tariff Truths? Bull, Bears, and Bets on a Truce

    Published: 5/23/2025

  2. A More Positive Outlook for Markets

    Published: 5/16/2025

  3. A Macro+Charts Special Episode

    Published: 5/9/2025

  4. From Panic to Pop: Are Investors Still Too Bearish

    Published: 5/2/2025

  5. Outlook for the Fed, the Flu, and Markets

    Published: 4/25/2025

  6. The Plot Twist on Bearish Vibes

    Published: 4/18/2025

  7. Reasons For Optimism Amidst Tariff Tremors

    Published: 4/11/2025

  8. Time to Buy the Dip?

    Published: 4/3/2025

  9. Trump's Tariff Turmoil Brings Global Portfolio Rotation

    Published: 3/27/2025

  10. Market Seeks Clarity Amid Policy Jitters

    Published: 3/20/2025

  11. Our Take on Trump's Tariffs, Markets, and the White House Digital Asset Summit

    Published: 3/13/2025

  12. Peak monopoly and themes for 2030

    Published: 3/6/2025

  13. Across the Atlantic - Taking a Break Isn't Always Bad?

    Published: 2/27/2025

  14. Tech Bros and Buffett - Why They Could Both Be Right

    Published: 2/20/2025

  15. Fly Tariffs Fly: On the Road to Victory?

    Published: 2/14/2025

  16. Super Bowl for Markets: Jobs, Earnings, and Portfolio Diversifiers

    Published: 2/7/2025

  17. AI, Tariffs, and the Fed: Market Shifts and Risks Ahead

    Published: 1/31/2025

  18. The Professor’s Take on Trump 2.0

    Published: 1/23/2025

  19. Bitcoin, Inflation and the Fed: Bianco's Bets for 2025

    Published: 1/17/2025

  20. Hot Data, Cold Markets: Navigating the Fed, Economy, and Technology Trends

    Published: 1/10/2025

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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.