Shows
Behind the Markets PodcastA Macro+Charts Special EpisodeShow from 05/09/25
Host Jeremy Schwartz and Professor Siegel focus on Powell’s Fed commentary, discussing the lack of policy surprises, concerns about stagflation, and Siegel's critique of the Fed's rigid rate-setting practices. The professor also warns about supply chain disruptions from China and the risk of economic slowdown if tariffs persist. (34:15) Jeremy is joined by Macro Charts (referred to as MC), who shares his views on global market sentiment, tactical asset shifts, and the potential for a dollar rebound. MC discusses underperformance in international markets, rotation out of growth stocks, and strong momentum in Bitcoin, expressing cautious optimism about US eq...2025-05-091h 26
Basis PointsPositioning Portfolios for a New Trade RegimeGlobal trade is being redefined through structural tariffs and new alliances. This week on Basis Points, Kevin Flanagan is joined by WisdomTree Macro Strategist of Model Portfolios, Sam Rines and Head of Equity Strategy, Jeff Weniger to discuss how investors should position for the next phase of global macro realignment. Basis Points: 1/100th of 1 percent. Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary2025-04-3012 min
Kapitel EinsFolge 158: Auslöschung Als eines der Aushängeschilder der "Weird Fiction", also Fantastik, die sich nicht ganz so einfach in ein Genre einsortieren und nicht unbedingt immer eindeutig ist, gilt Jeff VanderMeer. Seine Southern-Reach-Trilogie besonders. Im ersten Band geht es um eine Gruppe von Wissenschaftlerinnen, die die mysteriöse Area X betreten, aus der seit Jahrzehnten niemand mehr herausgekommen ist, der sie betreten hat. Bis auf eine Person. Carina Zacharias hatte das Buch auf ihrem Stapel ungelesener Bücher, Falko auch (wobei der digitale Stapel weniger Gefahr läuft, einen zu erschlagen), also reden sie darüber.2025-04-1651 min
Money Life with Chuck JaffeWisdomTree's Weniger: One reason to be bullish now is 'you'd be the only bull'Jeff Weniger, head of equity strategy at WisdomTree Asset Management, seems to only be half joking when he says investors might want to be bullish right now just because they would be the last bull standing, but he also notes that long-term investors, in conditions like these, must bite their lip and keep buying equities. That said, he thinks some of those equities should be international, and he particularly likes Japan right now. In an extended Danger Zone segment, David Trainer, founder and president at New Constructs, taslks about how the market's turmoil is putting an end to the...2025-04-141h 00Behind the Markets PodcastReasons For Optimism Amidst Tariff TremorsShow from 04/11/25
Host Jeremy Schwartz and Professor Siegel reviewed a volatile week in the markets, focusing on rising yields and the dollar’s slide. The Professor attributed bond market moves to growing concerns about the U.S. deficit and potential shifts in global reserve currency dynamics. He emphasized the inflation impact of tariffs, potential recessionary risks, and questioned the long-term dominance of the U.S. economy. (47:03) Jeremy continues with Kevin Flanagan, Chris Gannatti, Jeff Weniger, and Sam Rines to unpack market reactions to geopolitical tensions, shifts in monetary policy expectations, and emerging market dynamics. The group discusses bond market mechanics, fo...2025-04-111h 13
Schwab NetworkConsumer Sentiment Continues to Slide, What it Means for Markets AheadThe latest consumer sentiment report dropped again with tariffs being the clear culprit for the downward shift. Jeff Weniger and Byron Anderson talk about whether this is the floor of negative sentiment, or if there's more room to slide.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon...2025-03-1405 minBehind the Markets PodcastOur Take on Trump's Tariffs, Markets, and the White House Digital Asset SummitHost Jeremy Schwartz and Professor Siegel discuss the market reaction to tariffs and their potential impact on inflation and sentiment. The Professor highlights the sharp decline in the University of Michigan sentiment index, the risks of continued tariff escalation, and his expectations for the upcoming FOMC meeting. He warns that a full-scale tariff war could further pressure equities, while a lighter approach might stabilize markets. (11:52) Jeremy is joined by WisdomTree’s macro team—Chris Gannatti, Jeff Weniger, and Sam Rines—to discuss market rotations, the impact of tariffs on different economies, and trends in Japan’s wage growth. They examine the valu...2025-03-1354 min
Power Your AdviceEpisode 252 – Navigating Market Volatility: Market Insights and Portfolio Strategies with Jeff WenigerJeff Weniger is the Head of Equity Strategy at WisdomTree. WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. Today, Doug and Jeff discuss how WisdomTree’s investment strategies can help investors navigate market volatility in 2025. He highlights … Continue reading Episode 252 – Navigating Market Volatility: Market Insights and Portfolio Strategies with Jeff Weniger →2025-02-2520 min
今日美股WisdomTree策略师称中国“十大科技股”能与美股“七巨头”比肩大家好，欢迎收听今天的节目。今天我们要聊的是一个关于全球科技竞争的新话题，那就是中国的“十大科技股”正在崛起，并逐渐与美国的“科技七巨头”展开激烈的竞争。这个话题来自于WisdomTree Investments的证券策略主管Jeff Weniger，他在社交媒体上提出了“Terrific 10”这一概念，指的是中国的十大科技公司，其中包括阿里巴巴、腾讯、美团、小米、比亚迪、京东、网易、百度、吉利和中芯国际。Weniger认为，这些公司正在与美国的“科技七巨头”形成强有力的对抗。说到“科技七巨头”，大家应该很熟悉，这七家公司分别是苹果、微软、Alphabet、特斯拉、Meta、英伟达和亚马逊。而中国的这些公司，也正是通过创新、强大的市场布局和技术突破，不断在全球范围内抢占一席之地。2025-02-2102 minBehind the Markets PodcastTech Bros and Buffett - Why They Could Both Be RightShow from 02/21/25
Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on tariff uncertainties, economic data, and market resilience. Professor Siegel highlights the market’s response to geopolitical developments, earnings expectations, and the potential impact of rising bond yields. He also weighs in on Nvidia, Tesla, and the broader AI landscape, emphasizing the importance of earnings in market performance. (11:41) Jeremy is joined by Chris Gannatti, Sam Rines, and Jeff Weniger to delve into the evolving tech landscape, including Nvidia’s role, Microsoft’s AI push, and the future of quantum computing. They also discuss Apple’s challenges, Tesla’s...2025-02-2059 minBehind the Markets PodcastFly Tariffs Fly: On the Road to Victory?Show from 02/14/25
Host Jeremy Schwartz and Professor Siegel reflect on the Eagles' Super Bowl victory and discuss key economic data, including CPI and PPI surprises, the market's reaction to inflation expectations, and the impact of potential tariff negotiations. Siegel notes that while inflation data was hotter than expected, markets found relief in the lower-than-expected PCE components. He also discusses retail sales disappointments, GDP outlook adjustments, and global economic trends. (13:19) Jeremy continues with Sam Rines, Jeff Weniger, and Christopher Gannatti from WisdomTree to break down geopolitical and market trends. The group covers Modi's U.S. visit and tariff negotiations, India's potential...2025-02-1448 minBehind the Markets PodcastSuper Bowl for Markets: Jobs, Earnings, and Portfolio DiversifiersShow from 02/07/25
Host Jeremy Schwartz opens the show, discussing market trends and economic indicators. Jeremy is then joined by Sonu Varghese from the Carson Group, along with Jeff Weniger, Sam Rines, and Chris Gannatti, for a deep dive into market trends, asset allocation, and economic outlooks. Sonu discusses his positive outlook on the U.S. economy, citing strong labor market fundamentals and productivity growth. The conversation covers key sectors of interest, potential risks from tariffs, and expectations for interest rates. The guests also touch on AI’s impact on productivity and broader market trends shaping investment strategies.
Guest: Sonu has ov...2025-02-0758 minBehind the Markets PodcastAI, Tariffs, and the Fed: Market Shifts and Risks AheadShow from 01/31/25
Host Jeremy Schwartz and Professor Siegel discuss key market developments this week, covering the Fed meeting, the impact of DeepSeek on AI and chipmakers, and the potential consequences of new tariffs. The Prof notes that while the Fed’s latest move wasn’t highly consequential, the removal of certain inflation-related language raised some market expectations. He also highlights how DeepSeek’s AI advancements could challenge high-end chipmakers like NVIDIA while benefiting AI users and the broader economy. (15:13) Jeremy continues with Jeff Winnegar and Sam Rines, diving into the evolving AI landscape, China’s latest moves in AI with Alibaba’...2025-01-3155 minBehind the Markets PodcastThe Professor’s Take on Trump 2.0Show from 01/24/25
Chris Gannati and Jeff Weniger host this week’s Behind the Markets, sharing insights on the latest market trends. They discuss inflation metrics like CPI and PPI, noting stable progress in controlling inflation, and emphasizing confidence in Federal Reserve policy adjustments. (15:33) Chris and Jeff delve into European markets' performance and shifting investor sentiment, particularly towards Germany and France, driven by improving economic data and valuation opportunities. They also explore currency trends, global investor flows, and the implications of U.S. equity valuations compared to other regions.
Guest: Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, wo...2025-01-2353 minBehind the Markets PodcastA cautious take for 2025's market expectationsShow from 01/03/25
Host Jeremy Schwartz and Professor Siegel began the first episode of 2025 by reflecting on the market's robust end to 2024 and the economic outlook for the new year. Professor Siegel emphasized the strong but balanced economic data, predicting no changes in Federal Reserve policy for 2025 and cautioning about potential corrections in the market. He discussed key risks, such as narrow market leadership driven by big tech and lingering bond market pressures, while emphasizing the complexities surrounding tariffs and fiscal policy under the new administration. (16:00) Jeremy was then joined by WisdomTree colleagues Sam Rines and Jeff Weniger for an in-depth...2025-01-031h 00Behind the Markets Podcast2025 Top Ideas and Outlook with Deep Rooted Macro TeamShow from 12/20/24
Host Jeremy Schwartz and Professor Siegel recap the Fed’s recent rate cuts and their implications for 2024. Professor Siegel discusses the market's reaction to the Fed’s decisions, inflation indicators, and the evolving economic outlook, emphasizing potential rotation within the market’s major sectors. (13:13) Jeremy continues with WisdomTree’s macro team—Sam Rines, Christopher Gannatti, and Jeff Weniger—covering key global developments. They explore the U.S. government’s fiscal negotiations, Google’s efficiency push in AI, and Japan's investment landscape. The team also discusses market prospects for China, India, and emerging technologies like quantum computing, offering a comprehensive ye...2024-12-2052 minBehind the Markets PodcastDeep Rooted Macro from Tokyo to DC: Insights on Inflation, Tech and TariffsHost Jeremy Schwartz and Professor Siegel discuss the tech sector's recent surge, focusing on portfolio rebalancing, the inflation outlook, and upcoming Fed decisions. The professor highlights the resilience of tech stocks, potential market corrections, and expectations for future interest rate cuts. (13:00) Jeremy leads a roundtable with Sam Rines, Jeff Weniger, and Christopher Gannatti covering global markets. They explore economic and geopolitical developments, including Japan's market strength, Korean political risks, and Europe's energy challenges. The team also examines China's volatile market environment, quantum computing advances, and the potential resurgence of Argentina's economy. Looking ahead, they discuss investment themes like AI, IPO...2024-12-1358 minBehind the Markets PodcastDeep Rooted Realities: The Election and MarketsShow from 11/08/24
Host Jeremy Schwartz and Professor Siegel reflect on the intense week in the markets, touching on the Federal Reserve’s latest rate decision, upcoming economic data, and the potential impacts of political changes following the U.S. election. Professor Siegel also notes the significant market reaction to the election results, particularly regarding fiscal policies, tariffs, and tax concerns. (13:10) Jeremy turns to his panel, with guests Sam Rines, Jeff Weniger, and Christopher Gannatti, to delve into global shifts in trade, the nearshoring trend, and China’s economic outlook. They discuss the impacts of geopolitical events on market stability, as well...2024-11-0852 minBehind the Markets PodcastDeep Rooted Macro: Jobs, Rates and the ElectionShow from 11/01/24
Host Jeremy Schwartz and Professor Siegel discuss the recent jobs report, with Professor Siegel noting that while the labor market shows signs of slowing, it remains strong enough to avoid immediate recession concerns. They also talk about potential Fed rate cuts and Siegel’s view that bond market conditions may reflect defensiveness around political uncertainties ahead of the election. (16:00) Jeremy is joined by WisdomTree colleagues Sam Rines, Chris Gannatti, and Jeff Weniger to discuss upcoming election implications for markets, insights from recent earnings, and the outlook for China. They cover sector-specific earnings impacts, especially within tech, automotive, and re...2024-11-0153 minMoney Life with Chuck JaffeWisdomTree's Weniger: Fed chair Powell needs to be careful nowJeff Weniger, head of equity strategy at WisdomTree Asset Management, says that while rate cuts tend to be good for the market, there is an unusual circumstance now where the cuts upend the Japanese yen carry trade. That created the market's short-lived August drawdown, but that circumstance could resurface; while the market has moved past that problem, Weniger notes that the Fed's expected actions in cutting rates are happening during a bull market run, which tends to be unusual, but which has to be taken as a bullish sign this time. Weniger notes that he particularly likes small caps a...2024-08-271h 00
Bahnhofskino - Der Filmpodcast von A bis SleazeBEE: Mystor - Todesjäger II (1987) & Pumpkinhead II: Blood Wings (1993) mit Udo FischerZwei Sequels zu Bahnhofskino-Lieblingsfilmen, die es in sich haben ... mal etwas mehr und mal etwas MYS-- äh, weniger.
Irgendwas hat mein Gast Udo Fischer (Die Nostromo-Gespräche) da falsch verstanden als er glaubte, er könne mit einem Filmgespräch über MYSTOR - DER TODESJÄGER 2 (1987) mein Herz gewinnen. Denn nein, der Babarenschlock kann bei mir so gar keinen Stich machen. Ganz anders als bei Udo, der sich hoffnungslos in die Albernheiten des späten Corman-Sequels verguckt hat. Immerhin schlagen unsere Herzen für PUMPKINHEAD II: BLOOD WINGS (1994) des wunderbaren Jeff Burr (1963-2023) im Einkl...2024-08-231h 51
Insight is Capital™ PodcastWisdomTree: Navigating These Unusual Market and Economic SignalsIn this conversation Jeff Weniger, Head of Equity Strategy and Samuel Rines, Macro Strategists, Model Portfolios at WisdomTree Asset Management, join us to discuss various topics including the performance of the equity and bond markets, inflation, the labor market, and the real estate market. We explore the potential impact of rising yields on equities, the relationship between bonds and stocks, and the role of the US dollar as a hedge. We get into the challenges of navigating the current economic landscape and the reluctance of individuals and businesses to make changes in their financial strategies. Jeff and Sam unpack t...2024-05-281h 13
Resolve Riffs Investment PodcastJeff Weniger-Pension Wars: Why Everything is About to Change and How to ProfitIntroductionIn this episode, we are thrilled to have Jeff Weniger, the Chief U.S. Strategist for WisdomTree ETFs, back on the show. Jeff shares his insights on a range of topics, including the 'pension wars' concept, the potential for a domino effect in global equity markets, and the role of financial engineering in shaping investment strategies.Topics Discussed• Discussion on the 'pension wars' concept and its potential impact on asset flows over the next several years• Exploration of the potential domino effect in global equity markets and the implications for inve...2024-04-121h 10Money Life with Chuck JaffeWisdomTree's Weniger: Lean in, because it's a bull marketJeff Weniger, head of equity strategy at WisdomTree Asset Management, says that the "rip-roaring rally" that started in late October on account of declining interest rates, and it slowed in January but now "Boom, suddenly you're back off to the races" with the stock market at new highs and the Standard & Poor's 500 now eyeing 5000. Weniger notes that there are plenty of concerns for the rally, and he notes that a downturn could test the classic 60-40 portfolio, where he thinks investors may be disappointed with how fixed income does its job of providing portfolio protection. Talking technicals, Lawrence McMillan...2024-01-2358 minBehind the Markets PodcastBehind the Markets Podcast: Liqian & JeffShow from 01/19/24
Host Jeremy Schwartz and Professor Siegel begin this week's episode discussing how the market is hitting an all time high. They comment on the current labor market and upcoming layoffs. Jeff asks the professor about the current state of the Chinese Market. (06:03) Liqian and Jeff join to discuss in depth what is happening geopolitically across the world. Liqian covers the Taiwan election and how that will affect the world markets. Jeff asks her about the potential for stimulation in China and if it is necessary. Weniger joins in to comment on China’s current market state and how Ta...2024-01-1953 min
Insight is Capital™ PodcastInvestment Insights from WisdomTree's Jeremy Schwartz & Jeff WenigerWe're excited to share our conversation with two distinguished guests from WisdomTree, Jeremy Schwartz and Jeff Weniger. Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree, shares his views on the market and economy from his vantage point of overseeing all of WisdomTree's investment activity. Jeff Weniger, CFA, Head of Equity Strategy at WisdomTree, shares current insights from his team's analysis of stock market trends and macroeconomic developments. Where to find our guests:Jeremy Schwartz Jeff WenigerTimestamped Highlights[00:00] Fed Rate Hikes and Economic Impact - We begin with...2023-11-211h 23
Aus dem Maschinenraum für Strategie | Marketing | VertriebWeniger Meetings, mehr Wirkung (#243)
Meetings sind ein fester Bestandteil des Alltags für viele von uns. Sie nehmen nicht nur viel Zeit in Anspruch, sondern liefern oft auch nicht die erwarteten Ergebnisse. In dieser Episode bespricht Michael Stiller das Dilemma: Wann sind Meetings notwendig und wann ist asynchrone Kommunikation die bessere Option? Er geht auch auf die Praxis von Jeff Bezos ein, der vor jedem Meeting eine 30-minütige Lesezeit einplant. Warum macht er das und was können wir davon lernen? Hört rein und findet es heraus.
Michael Stiller hat an der RWTH Aachen am Lehrstuhl für Unternehmenspolitik und M...2023-11-0612 minBehind the Markets PodcastBehind the Markets Podcast: Jeff & LiqianShow from 9/8/23
Prof. Siegel joins Jeremy Schwartz and their colleagues Jeff and Liqian with his reaction to the softer tones of the market this week. He feels that China’s threat to remove Apple is a bit out of proportion which has affected the market. Although the market is not doing strong, he feels we aren’t anywhere near a recession. He doesn’t think the Fed should increase rates in September, nor does he think they will. He also explains how rising bond correlations affect the market. (12:42) Jeff begins by describing his take on the current job market and great...2023-09-0852 min
Resolve Riffs Investment PodcastEric Basmajian: Cyclical Drivers and Trends of the US EconomyThe ReSolve Team welcomes Eric Basmajian, founder of EPB Research, and Jeff Weniger, a renowned financial analyst. We delve into the current state of the economy, the potential for a recession, and the role of the banking sector in these dynamics. We also discuss the influence of leading, coincidental and lagging indicators in economic cycles.• Introduction to Eric Basmajian and Jeff Weniger, discussing their backgrounds and influences• Discussion on the potential disparity between equity markets and recession indicators• Exploration of Eric's economic framework and its ap...2023-08-011h 15
The Pomp Podcast#1223 Jeff Weniger On State Of The 2023 Macro EconomyJeff Weniger is the Head of Equity Strategy at WisdomTree Asset Management. In this conversation, we talk about the federal reserve, inflation, bitcoin, housing market, bank crisis, and the insanity that has ensued since 2020. Jeff helps break down all the chaos in the markets.
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Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ 2023-07-121h 05
The Pomp LetterThe Fed Is Playing Chicken With A RecessionRead the end of today’s letter for information on Sidebar:To investors,There are a few graphics and visuals that I came across over the weekend that tell a scary story for the US economy. First, we know that the Federal Reserve has been hiking interest rates aggressively. Most people have heard the Fed’s increase from 0% to 5%+ is the fastest in history, but it seems even crazier when you see the comparison visually. The United States has never seen anything like this before — the Fed has raised rates faster and further than a...2023-07-1004 min
Was geht - was bleibt? Zeitgeist. Debatten. Kultur.Dragqueens erobern die Popkultur: Mehr Mainstream, weniger Hass?
Erst haben sich Dragqueens über ihr Make-Up amüsiert, dann hat die Schauspielerin Melissa McCarthy doch noch weltweit die Fans von sich überzeugt: als Meereshexe Ursula im Kinofilm „Arielle, die Meerjungfrau”. Ihre Figur soll von der Dragqueen-Ikone Divine inspiriert sein. Aber wie so oft bei Disney: Die queeren Rollen sind Bösewichte.
Was immer noch besser sei als gar keine queeren Menschen in der Popkultur zu haben, meint der Soziologe Jeff Manners. Dass die Dragkultur längst auch positiv den Mainstream prägt, betont die Dragqueen Betty BBQ aus Freiburg. Ihr Markenzeichen ist der Schwarzwald-Bollenhut. „Angekommen sind wir definitiv“, sagt sie. Was nicht...2023-06-0231 min
The Acquirers PodcastValue After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market CrashesValue: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/
We are live every Tuesday at 1.30pm E / 10.30am P.
Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends.
Twitter: https://twitter.com/JeffWeniger
About Jake: Journalytic
Jake is a partner at Farnam Street: http://farnam-street.com/vah
J...2023-05-291h 00
The Dividend Mailbox®Downfalls of a Lottery Ticket Mindset with Jeff Weniger — Head of Equity Strategy at WisdomTreeMore on dividend growth investing -> Join our market newsletter!In this month’s episode, Greg sits down with Jeff Weniger, Head of Equity Strategy at WisdomTree. For the unfamiliar, WisdomTree is a fund and ETF manager with roughly $90 billion in assets under management. What makes WisdomTree’s funds special is that most of them focus on dividend and dividend growth strategies. One of their largest funds is the US Quality Dividend Growth Fund ($DGRW), which incidentally is our largest core position and is one we have mentioned over past episodes. Among their other funds, $DGRW is excep...2023-04-241h 00The Dividend Mailbox®Downfalls of a Lottery Ticket Mindset with Jeff Weniger — Head of Equity Strategy at WisdomTreeIn this month’s episode, Greg sits down with Jeff Weniger, Head of Equity Strategy at WisdomTree. For the unfamiliar, WisdomTree is a fund and ETF manager with roughly $90 billion in assets under management. What makes WisdomTree’s funds special is that most of them focus on dividend and dividend growth strategies. One of their largest funds is the US Quality Dividend Growth Fund ($DGRW), which incidentally is our largest core position and is one we have mentioned over past episodes. Among their other funds, $DGRW is exceptional for gaining exposure to quality dividend growth. Jeff has spent...2023-04-221h 00Money Life with Chuck JaffeDeCarley's Garner sees stock and bond gains ahead as investors' FOMO kicks inCarley Garner, senior commodity strategist at DeCarley Trading, says that 'people are way underallocated,' nervously sitting in cash and Treasuries while waiting for market troubles to play out, but when those investors get FOMO -- a fear of missing out -- and the money starts flowing back into investments, it will lift both the stock and bond markets. DeGarner expects a big comeback in 60-40 portfolios this year and says that several commodities markets are now trading at levels that present a good opportunity for investors to get back in, in turn spurring the FOMO of investors to hel...2023-03-311h 01
Die Woche – der Pfefferminzia Podcast für VersicherungsheldenDie Woche #127 – Der Pfefferminzia Podcast für VersicherungsheldenWillkommen zu Folge 127 unseres Podcasts!
Moin aus Hamburg und herzlich Willkommen zu Folge 127 unseres Podcasts. Heute ist Freitag, der 17. März 2023. Und heute machen wir die Dinge mal etwas anders als sonst. Meine üblichen Co-Gastgeber Lorenz und Andreas sind in dieser Woche nämlich nicht verfügbar. Und alleine wollte ich den Podcast auch nicht einsprechen, also habe ich mir einen Gast-Host eingeladen. Und zwar, Trommelwirbel bitte: Philip Wenzel. Moin Philip!
Dass du heute hier bist, passt nämlich auch super zu unserem Schwerpunktthema, das wir in diesem Monat haben – Arbeitskraftabsicherung. Und du bist da ja nun ein ausgewiesener Spezi...2023-03-1751 min
NachtprogrammA Face To Forget But A Kick To Remember - Das Jeff Wincott Double Feature: Mission Of Justice & Last Man StandingDie Hauptrolle in einer populären TV-Serie hatte er nie, auch prominente Rollen in Hollywood-Blockbustern blieben ihm verwehrt: Jeff Wincott kennen nur hartgesottene Actionfreunde, die sich beim Stöbern durch die Videothekenregale nicht vom Mangel an Hollywood-Glamour abschrecken ließen und auch weniger bekannten Namen eine Chance einräumten. Das führte zu mancher Enttäuschung beim Klopperfilmabend, gelegentlich aber auch zu freudigen Überraschungen. Erfahrene Videotheken-Stöberer wie Martin und unser B-Action-Stammgast Markus Köhler vom Erstkontakt-Podcast wissen natürlich, in welche Kategorie die beiden heute besprochenen Wincott-Filme fallen, Sergej hingegen betritt mal wieder Neuland. Hoffentlich heißt es ihn willkom...2023-03-092h 05
Advisor Success SeriesWhat Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset ManagementIn this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening - or are we? Jeff shares his views through a cross-sectional analysis of housing, labor, production, and valuations and where the risk/reward looks most favorable and unfavorable.2023-02-2448 min
Die BörsenminuteBezos und Musks Geldsorgen möchte ich nicht habenWomöglich werft ihr auch gerade noch einen letzten Blick in diesem Jahr auf Euer Portfolio und seit etwas unglücklich, dass es heuer nicht ganz so gut gelaufen ist, wie ihr es Euch das vorgestellt habt. Vielleicht tröstet Euch, dass es Jeff Bezos bis Elon Musk 2022 nicht anders geht. Genaugenommen geht es ihnen noch deutlich schlechter. Wer mehr Vermögen hat, hat eben auch mehr zu verlieren. Laut Bloomberg-Milliardärs-Index hat Elon Musk seit Jahresbeginn sein Vermögen auf 132 Milliarden US-Dollar mehr als halbiert. Nicht zuletzt, weil er mit seiner Twitter-Aktion auch die Marke von Tesla beschädigt hat...2022-12-2903 min
China of TomorrowInterview with Head of Equity Strategy Jeff Weniger, WisdomTreeOn this week’s episode of China of Tomorrow, Liqian Ren is joined by WisdomTree’s Head of Equity Strategy, Jeff Weniger to discuss the unique considerations for investments in China and broader emerging markets, including: housing markets, growth vs. value investing and more.2022-11-1735 minMoney Life with Chuck JaffeWisdomTree's Weniger: Strong dollar creates a headwind for American businessesJeff Weniger, head of equity strategy at WisdomTree Asset Management, says that the strong dollar is dramatically changing business conditions for U.S. companies, even as they deal with recessionary conditions. The dollar has gotten so strong, Weniger says, that it's an expensive country for companies and consumers, all of whom will have to deal with the headwinds created by the dollar. Weniger says that he expects the next six months to be characterized by significant volatility, which will give technology stocks a tough ride, which has him turning to utilities and consumer staples while waiting to see how t...2022-10-031h 00Basis PointsNavigating the Uncharted Waters Between Growth and InflationThis week on the Basis Points podcast, Kevin Flanagan is joined by WisdomTree thought leaders Jeff Weniger, Nitesh Shah and Aneeka Gupta to cover a compelling blend of global research and analysis regarding the recent dramatic shift in monetary policy by just about every central bank in the developed world, including:
The latest economic and investing developments in emerging and developed markets.
A macroeconomic outlook.
Market preparedness and engagement.
Basis Point: 1/100th of 1 percent.2022-09-2810 min
Resolve Riffs Investment PodcastReSolve Riffs with Jeff Weniger on the Housing Recession, Perky Consumers, and Where to Invest NowOur friend Jeff Weniger, Head of Equity Strategy at Wisdom Tree, returned as this week’s guest. Our wide-ranging conversation covered topics including: How sticky has inflation really become Many ways to measure inflation Leading and lagging indicators The recent drop in US home prices and the health of the real-estate market How the recent rise in interest rates affects mortgages and affordability US money supply and the reversal of the TINA trade Japan – demographics, debt burden and a collapsing Yen Reverse currency wars What makes a country (and its currency) a safe haven The apparent disconnect between fina...2022-09-211h 51Behind the Markets PodcastBehind The Markets Podcast: Chris Gannatti, Blake Heimann, & Jeff WenigerShow from 8/12/22
Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing import prices, commodities, deterioration of the real economy, and more. Plus Guest Hosts Chris Gannatti, Blake Heimann, and Jeff Weniger discuss inflation, the corporate tax code, fed policy, and value vs growth stocks.
Guest:
Chris Gannatti – Head of Global Research at WisdomTree
Blake Heimann - Research Analyst at WisdomTree Asset Management
Jeff Weniger - CFA serves as Head of Equity Strategy at WisdomTree
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Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz2022-08-1252 minBehind the Markets PodcastBehind The Markets Podcast: Tobias Harris & Jeff WenigerShow from 7/22/22
How are the markets responding to the upcoming Fed meeting? Will there be more interest rate hikes? Host Jeremy Schwartz and Co-Host Jeff Weniger discuss that and more during the market update. Then, they bring on a Japan expert to discuss the state of the country after the death of Shinzo Abe.
Guest:
Tobias Harris – Author of the book “The Iconoclast: Shinzo Abe and the New Japan” and the Senior Fellow at the Asia at the Center for American Progress
Purchase his book here: https://www.amazon.com/Iconoclast-Shinzo-Abe-New-Japan/dp/1787383105
For more information on the Center for American Progre...2022-07-2253 min
The Independent AdvisorsThe Independent Advisors Episode 155: Bad News is Good NewsShownotes:Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1537552028674801665Tweet from Jeff Weniger - https://twitter.com/JeffWeniger/status/1536477021840236547Tweet by Jeff Weniger - https://twitter.com/JeffWeniger/status/1537046366685478912Tweet by WallStJesus - https://twitter.com/wallstjesus/status/1538333027490836480?s=11&t=UHGbVyuwxvkyAhWoCEnbQQTweet by Ryan Detrick - https://twitter.com/ryandetrick/status/1537139588577255425?s=11&t=8W-7RVaCvkJy9koRyCU4jwTweet by Steve Liesman - https://twitter.com/steveliesman/status/1536833321480728577?s=11&t=5Vs9...2022-06-2346 min
The Meb Faber Show - Better InvestingJeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low | #421Today’s guest is Jeff Weniger, the Head of Equity Strategy at WisdomTree. In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff first tweeted about rising food prices over a year ago. Then we get into the market and discuss the relationship between interest rates and different sectors, the recent outperformance of consumer staples vs. consumer discretionary, and why Jeff is bullish on companies returning cash to shareholders.As we wind down, Jeff shares some signs he’s looking out for that may...2022-06-081h 25
Casa Casi – Die Tech-WGGefährliche Milliardäre (Teil 2)Heute sprechen wir noch einmal über gefährliche Milliardäre. Aber mal weniger über Elon Musk – und dafür mehr über Amazon-Mastermind Jeff Bezos. Generell wird er als deutlich weniger gefährlich wahrgenommen als seine Milliardärskollegen Zuckeberg und Musk. Wir versuchen aber aufzubröseln, wieso es auch in seinem Fall eine gefährliche Konzentration von Macht und Daten gibt. ... und ja, nebenher reden wir auch ein wenig übers Putzen beim Podcast-Hören und über die Wahl in Frankreich. Wir wollen Euer Feedback! Ihr könnt Euch auf WhatsApp, Signal und Threema mit Sprachnachrichten (und natürlich auch Tex...2022-04-3047 min
China of TomorrowInterview with Jeff Weniger and Jeff CollettOn this week’s episode of China of Tomorrow, Liqian Ren is joined by WisdomTree’s Head of Equity Strategy Jeff Weniger and Jeff Collett, Partner at Yuki Co LLC, a firm that advises on Japanese and global equity strategies, to discuss the rules of the road in Japanese equity and currency markets including the Yen, regulatory challenges and recent developments and more.2022-04-2840 min
Behind the Markets PodcastBehind The Markets Podcast: John Davi on InflationShow from 4/15/22Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more.Guests:John Davi - Founder, CIO at Astoria Portfolio Advisors LLCCheck out Astoria...2022-04-1652 minBehind the Markets PodcastBehind The Markets Podcast: John Davi on InflationShow from 4/15/22
Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more.
Guests:
John Davi - Founder, CIO at Astoria Portfolio Advisors LLC
Check out Astoria Advisors' website: https://www.astoriaadvisors.com/
Follow Astoria Advisors on Twitter...2022-04-1552 min
Der mussmansehen Podcast - FilmbesprechungenEpisode 66: Das Fenster zum Hof - Alfred Hitchcock und der Voyeurismus
Mit gebrochenem Bein muss der Fotograf Jeff in seinem Hinterhofappartment der Langeweile trotzen und einen Weg finden sich zu beschäftigen, während er sehnsüchtig den Tag erwartet, an dem sein Gips abgenommen werden soll. Eine Woche noch. Dann ist es geschafft.Aber was macht man mit so einer Woche?
Jeff beschließt seine Nachbarn zu bespitzeln, die wegen einer Hitzewelle alle Fenster weit offen stehen lassen. Und damit Einblicke geben in ihr mehr oder weniger spannendes Leben.Besonders bei einem Nachbarn wird Jeff im Zuge seiner Beobachtungen misstrauisch. Hat der Typ etwa seine Frau...2022-04-061h 36Behind the Markets PodcastBehind The Markets Podcast: Jim Bianco & Jeff WenigerShow from 3/11/22Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earnings, and more. Then, what are the biggest market trends? How can we look to the inverted yield curve as a predictor of market health? What is the future of the commodity market considering the Russia - Ukraine War? Jeremy Schwartz talks to an expert on global macro.Guests:Jim Bianco – Bianco ResearchFollow Bianco Research on Twitter: @biancoresearchFor more on Bianco Research visit their we...2022-03-1252 minBehind the Markets PodcastBehind The Markets Podcast: Jim Bianco & Jeff WenigerShow from 3/11/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earnings, and more. Then, what are the biggest market trends? How can we look to the inverted yield curve as a predictor of market health? What is the future of the commodity market considering the Russia - Ukraine War? Jeremy Schwartz talks to an expert on global macro.
Guests:
Jim Bianco – Bianco Research
Follow Bianco Research on Twitter: @biancoresearch
For more on Bianco Research visit their website: https://www.biancoresearch.com/visitor-home/
Jeff Weniger – Head of Equity Strategy at Wisd...2022-03-1152 min
Wealth Builders - A StatonWalsh PodcastWar, Oil & Inflation with WisdomTree Head of Equity Strategy Jeff WenigerIn this special episode we are joined by Head of Equity Strategy at WisdomTree, Jeff Weniger and Director for the Mid-Atlantic region, Brandon Liebman. During our conversation we discuss the war in Ukraine, inflation in the United States, the outlook on the Federal Reserve, the effects oil prices will have on the markets moving forward and what investors can expect through the end of 2022 and beyond in their investment portfolios.Meet with us This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note...2022-03-0940 min