Behind the Markets Podcast: Peter Berezin

Show from 04/05/24 Host Jeremy Schwartz and Professor Siegel report on another positive week in the market. The Prof notes the payroll report was strong. He was happy to see average hourly work increase. The Prof mentions to watch for CPI, PPI and commodity pricing in the coming weeks. Peter joins in quickly to state he isn’t as concerned as Professor Siegel about the commodity prices. He is worried about the labor market however. (16:26) Peter and Jeremy continue on to discuss Peter's notes on the odds of a global recession. Jeremy asks about the growth of M2 and if it ties into banking dynamics. Peter covers sectors he favors at this time given the state of the economy and his early prediction of a recession. Peter explains what a Macro Quant model is and how his team uses it. The two discuss where rates could potentially go moving forward given the strong restrictions at the time. Guest: Peter is currently BCA Research’s Chief Global Strategist and Research Director. Since joining BCA Research in 2010, he has served as Managing Editor of The Bank Credit Analyst as well as helping to develop and launch BCA Research’s Equity Analyzer Service. Peter focuses on analyzing global economic and financial market trends. Prior to BCA Research, Peter worked as a Senior Global Economist with Goldman Sachs. Peter has also spent time in the research department of the International Monetary Fund. Peter has a Bachelor of Arts in Economics from McMaster University, a Master of Science from the London School of Economics, and a PhD in Economics from the University of Toronto. Learn more about Peter at: https://www.bcaresearch.com/about-us/our-strategists/peter-berezin-gis Follow Peter on X(Twitter): @PeterBerezinBCA

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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.