Episode #421: Jeff Weniger, WisdomTree – Market Replace: Inflation, FAANG 2.0 & Indicators of A Bear Market Low

 

Visitor: Jeff Weniger, CFA serves as Head of Fairness Technique at WisdomTree.

Date Recorded: 6/1/2022     |     Run-Time: 1:25:12


Abstract: In at present’s episode, we’re speaking about all the pieces happening out there and economic system. We contact on inflation and why Jeff first tweeted about rising meals costs over a 12 months in the past. Then we get into the market and focus on the connection between rates of interest and totally different sectors, the latest outperformance of shopper staples vs. shopper discretionary, and why Jeff is bullish on firms returning money to shareholders.

As we wind down, Jeff shares some indicators he’s searching for which will sign this bear market has bottomed.


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Hyperlinks from the Episode:

  • 1:11 – Intro
  • 1:50 – Welcome to our visitor, Jeff Weniger
  • 2:43 – Jeff’s ideas on inflation and a 2022 recession
  • 5:01 – Episode #419: Peter Zeihan
  • 15:29 – Trying to the market itself for cues for worth versus progress
  • 18:52 – FAANG vs FAANG
  • 22:55 – Is at present’s market much like the dot-com increase?
  • 39:00 – Rising market shares, the bull case of Japanese equities, and the all-time low on the dividend yield
  • 48:29 – Bryce Harper saying meme incorrectly (hyperlink)
  • 50:34 – His ideas on equities as he appears to be like to the horizon
  • 54:00 – Conservative Investing (Robeco)
  • 1:03:02 – Indicators of a bear market backside
  • 1:16:10 – Why Jeff thinks the US start price could shock on the upside
  • 1:20:03 – Jeff’s most memorable funding
  • 1:21:30 – Study extra about Jeff; wisdomtree.com; Twitter; LinkedIn

 

Transcript of Episode 421:

Coming quickly.

 






Earlier articleEpisode #420: Dan Cooper, ROC Investments – ROC: Return on Character






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