Behind the Markets Podcast: Juan Salerno

Show from 01/26/24 Host Jeremy Schwartz and Professor Siegelbegin this week with the Prof describing the market as Goldilocks. Inventory build up may weigh on the first quarter says the Prof. The Fed will not be raising rates next week, but will also not be decreasing them. He also gives us his view on the political race, how it could affect the market and insights into what's going on in Argentina. (10:26) Juan Salerno joins Jeremy to discuss what truly is happening in Argentina right now with new leadership. Juan explains that the country will go into a recession due to policy reforms, but will come out hopefully stronger. Jeremy asks Juan about the strength of the economy and what they are focused on during the new regime. Jeremy shifts the conversation to energy and Argentina's future ventures in that sector. Juan talks about his position at Compass, what their client base is like, what they prefer to invest in and much more. Guests: Juan is a Partner of Compass, Chief Investment Officer and Director of Compass Argentina. He is the Portfolio Manager of fixed income funds domiciled in Argentina. Previously he was a Senior Equity and Fixed Income Analyst. Prior to joining the firm, he was Portfolio Manager at Grupo Galicia Seguros. He has also been involved in analyzing, pricing, and trading private debt and structured securities. Juan is a certified Public Accountant with a Bachelor of Science in Business Administration from Universidad Católica de La Plata and an MSF from Universidad Torcuato Di Tella. Learn more about Luan at: https://cgcompass.com/en/team/ Follow Luan on LinkedIn: http://linkedin.com/in/juan-miguel-salerno-8555705

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.