Behind the Markets Podcast: Eric Biegeleisen

Show from 12/15/23 Hosts Jeremy Schwartz and Professor Siegel talk about the Fed this week. The Prof is surprised by how flexible the Fed has been. He states that this flexibility has shown promise for the markets future of a soft landing due to the previous rate hikes. The Prof gives his opinion on bond duration rates. If there is a recession, he says that bond rates will go down. (10:44) Eric joins Jeremy, beginning with his agreement to what the Prof has stated. Eric talks about what 3EDGE models their assets on and how they determine risk in their client portfolios. The two converse on how high US margins are compared to history and the rest of the world. Eric discusses how 3EDGE researches and builds formulas to predict future growth in the market. He talks about standout areas highlighted by the company's models and where they keep eyes on for future growth. They talk about gold and its importance in the market. The two cover a wide range of market assets and what 3EDGE views as important areas to track and who would benefit from their services. Guest: Eric Biegeleisen serves as Partner, Deputy Chief Investment Officer & Investment Committee Member at 3EDGE Asset Management. Eric is responsible for the research operations at 3EDGE. His research focuses on discovering and exploring the interconnectedness of global capital markets through quantitative and qualitative analyses. Learn more about Eric: https://3edgeam.com/team/ Follow Eric on Twitter: @EBiegs_3EDGE

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.