The Plot Twist on Bearish Vibes
The WisdomTree group highlights bullish sentiment on non-U.S. markets, especially Japan, Mexico, and India, and debates long-term investment themes, including […]
The WisdomTree group highlights bullish sentiment on non-U.S. markets, especially Japan, Mexico, and India, and debates long-term investment themes, including […]
At 11:17, Art Berman joins Jeremy Schwartz to discuss everything oil and energy. He talks about energy blindness, the excess
Richard Bernstein & Professor Jeremy Siegel discuss the factors effecting markets today, including stocks vs. bonds, small caps, bond portfolio
Draho is the Head of Asset Allocation Americas for UBS. He discusses the overall macro environment, the effects of stagflation, and
Miller is an economic historian and author of the new book, Chip War: The Fight for the World’s Most Critical Technology. He
Jim Rogers is a long-time commodity investor and creator of the Rogers International Commodities Index (interview begins at 7:00). He
James Bullard discusses interest rate hikes, monetary policy strategy, and his outlook on the labor market and broader economy.
Brandon Zick discusses investing in farmland, portfolio management in the agricultural sector, and how tariffs are impacting farm markets.
Robert Shiller and Robin Greenwood discuss market outlooks, technological disruption including robotics, and structural shifts in sectors like healthcare.
Leonard Nakamura discusses excess production, the economics of education and healthcare, and how human capital shapes long-term economic growth.