Show from 12/23/22
Wharton Finance Professor Jeremy Siegel starts the final episode of 2022 talking about favorable inflation data, fed year end projections, earnings growth, labor, wages, and more. The Jeremy Schwartz brings on an expert on systematic equity strategies from Bloomberg. They talk about the structural drivers of inflation, the cheapening energy sector, shifting S&P indexes, pricing power, and suggested commodities.
Happy Holidays from everyone on The Behind the Markets production team! See you in 2023
Guests:
Steven Hou - Quantitative Researcher at Bloomberg LP
Follow Steve on Twitter: @stevehouf
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz