Behind the Markets Podcast: Dan Ives

Show from 03/29/24 Host Jeremy Schwartz and Professor Siegel begin this holiday weekend with positive reflections on the market. Inflation numbers came out as expected. The Prof notes a surprise rise in personal spending and a decline in the housing prices. (7:20) Dan joins Jeremy and Chris Gannatti to discuss where we are in the current tech cycle. The group talks about the Metaverse, AI development and collaborations between Google and Apple. Jeremy asks if they think there will be competition in the infrastructure as time goes on. The three discuss the potential benefits companies get by investing in Nvidia. Dan and Chris also comment on overseas risks involved with tech and lack of demand from Asia. Guest: Daniel Ives is a Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities since 2018. Dan has been a tech analyst on Wall Street for over two decades covering the software and the broader technology sector. He spent the first few years of his career as a financial analyst at HBO and then received his MBA in Finance before becoming a globally known technology equity research analyst and Managing Director with FBR Capital Markets for 16 years, focusing on the enterprise software/hardware sectors including cyber security, cloud computing, big data technology, and the mobile landscape. A major area of his research focus is electric vehicles and disruptive technology over the next decade. Learn more about Dan at: https://www.wedbush.com/analysts/daniel-ives/ Follow Dan on LinkedIn: linkedin.com/in/daniel-ives-542321a8 Chris Gannatti is Head of Research at WisdomTree Europe Follow him on x(Twitter): @CGannatti

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.