Behind the Markets Podcast: Charles-Henry Monchau

Show from 02/23/24 Host Jeremy Schwartz and Professor Siegel jump right in to talk about the blow out week for tech. The Prof touches base on the job markets decrease and the mention of rate cuts by the Fed. Nvidia brought the entire tech stock back up this week with their demand for semiconductors. The Prof does not think that this is a bubble and that the evaluation of Nvidia is correct. (9:35) Jeremy is joined this week by Charles, CIO of Syz Group. The two continue by discussing the rise in tech in comparison to past tech bubbles. Jeremy asks Charles about the ESG mentality and if it needs to change. Charles gives his opinion on the Russia/Ukraine situation and how it may play out over the next few years. Jeremy dives into the sentiment of investing in Chinese stocks. Charles also discusses the state of currency around the world and bitcoin. Guest: Charles-Henry Monchau joined Bank Syz from FlowBank, where he was Chief Investment Officer and Chief Commercial Officer. Prior to this, he had been CIO of Al Mal Capital (Dubai Investments), Head of the Asset Allocation Team for the EMEA region at Deutsche Bank and held various C-level positions in Geneva, Zurich, Dubai, Nassau and Paris. Charles-Henry has an Executive MBA from IE Business School and an MSc in Finance from HEC Geneva. He is also a CFA, CMT, CAIA and CIIA charter-holder. Learn more about Charles at: https://www.syzgroup.com/en/news/bank-syz-appoints-chief-investment-officer Follow Charles on LinkedIn: linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096

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.