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

Show from 02/08/25 Host Jeremy Schwartz and Professor Siegel discuss the latest market developments, focusing on the PCE report, GDP revisions, and the impact of tariffs on economic growth. The professor highlights the unexpected trade balance shift, predicting a significant slowdown in Q1 GDP but dismissing recession concerns. He also comments on recent market volatility, particularly in tech stocks like NVIDIA, and notes increased bearish sentiment among investors. (13:03) Jeremy continues the conversation from Europe, joined by Sam Rines, Pierre Debreu, Aneeka Gupta, and Dovile Silenskyte. The group delves into European market dynamics, geopolitical risks, and the impact of tariffs on global trade. They also discuss trends in AI and semiconductors, the evolving role of cryptocurrencies in institutional portfolios, and the rising influence of gold as a hedge against economic uncertainty. Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product. Dovile Silenskyte, Director, Digital Assets Research Dovile is a director of digital assets research at WisdomTree. Prior to joining WisdomTree in May 2024, Dovile worked as an index equity product strategist at BlackRock. In her current role she is responsible for conducting analysis for in-house digital assets publications and assisting the sales team with client queries around products and markets. Dovile holds a MSc in Finance from Texas A&M University – Commerce. She is also a chartered financial analyst (CFA). Aneeka Gupta is a director of research at WisdomTree. Prior to the acquisition of Exchange Traded Fund (ETF) Securities in April 2018, Aneeka worked as an equity & commodities strategist at the company. Aneeka has 17 years of experience working as a research analyst across a wide range of asset classes. In her current role she is responsible for conducting analysis for all in-house equity, commodity and macro publications and assisting the sales team with client queries around products and markets. Aneeka holds a MSc in Mathematics from Oxford University and a BSc in Mathematics from the University of Delhi, India. She is also a chartered financial analyst (CFA). Traders' Insight Follow Sam Rines on X: https://x.com/SamuelRines Follow Aneeka Gupta on LinkedIn: https://uk.linkedin.com/in/aneekaperis Wisdom Tree: https://www.wisdomtree.com/investments

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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.