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For episode 767 of the BlockHash Podcast, host Brandon Zemp is joined by Ryan Louvar, Chief Legal Officer of WisdomTree.WisdomTree is a global financial innovator and asset management firm that bridges traditional finance (TradFi) and blockchain technology through a dedicated focus on digital assets and tokenized real-world assets (RWAs).
Jeremy Schwartz, CFA, Global Chief Investment Officer of WisdomTree Investments, joins Michael Gayed on Lead-Lag Live on the eve of WisdomTree's 20-year anniversary to discuss the growth-vs-value cycle, why home bias is quietly costing US investors return, and where the next phase of international diversification is headed. Topics covered: (00:00) Introduction and setting the stage (01:37) WisdomTree's 20-year evolution and $170B global footprint (02:40) Where we are in the growth-vs-value cycle (03:40) Why the US equity risk premium is misunderstood (real vs nominal) (06:15) WTV (US Value) and the Quality Growth Blend (QGRW) rebalance (07:18) WisdomTree's investment process: from pure index to active (08:52) Passive concentration, broadening leadership, and the case against home bias (10:57) Home bias is real - even at $170B AUM, models still tilt heavy US (13:33) Currency hedging: the case Jeremy has made for 15 years (15:41) DXJ, dynamic hedging, and OPPJ's flexible approach (18:50) Why Japan may be structurally overweight worthy (21:26) The case for Europe: contrarian, defense, and shareholder yield (25:00) Emerging markets rotation: from energy to tech (Samsung, TSMC, Hynix) (33:00) Farmland, gold, and multi-asset diversification (38:00) Closing thoughts on the next 20 years for WisdomTree Funds and products referenced: WTV - WisdomTree U.S. Value Fund QGRW - WisdomTree U.S. Quality Growth Fund DXJ - WisdomTree Japan Hedged Equity Fund OPPJ - WisdomTree Japan Opportunities Fund OPPE - WisdomTree European Opportunities Fund GEOA - WisdomTree Geopolitical Alpha Opportunities Fund GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund GDMN - WisdomTree Efficient Gold Plus Gold Miners Strategy Fund About the guest: Jeremy Schwartz, CFA, is the Global Chief Investment Officer of WisdomTree Investments. He has been at WisdomTree since 2005, working alongside Professor Jeremy Siegel of the Wharton School on research covering global equity valuations, dividend strategies, currency hedging, and multi-asset portfolio construction. Jeremy leads the firm's investment function across the US and Europe and has been a leading voice on international diversification, currency hedging, and the case for shareholder-yield strategies for over 15 years. Where to find Jeremy and WisdomTree: Website: wisdomtree.com X: @WisdomTreeFunds Please see the WisdomTree Glossary for additional definitions of terms and/or indexes. The Lead-Lag Report: leadlagreport.com IMPORTANT INFORMATION For fund holdings and standardized performance visit: WisdomTree.com/investments INVESTORS SHOULD CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES OF THE FUNDS BEFORE INVESTING. TO OBTAIN A PROSPECTUS CONTAINING THIS AND OTHER IMPORTANT INFORMATION, PLEASE CALL 866.909.9473, OR VISIT WISDOMTREE.COM/INVESTMENTS TO VIEW OR DOWNLOAD A PROSPECTUS. READ THE PROSPECTUS CAREFULLY BEFORE YOU INVEST. There are risks associated with investing, including potential loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs. Please see prospectus for discussion of risks. Jeremy Schwartz is a registered representative of Foreside Fund Services, LLC. WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
Kevin Flanagan, head of fixed income strategy at WisdomTree, discusses the emerging “Warsh cycle” and what a new approach to Federal Reserve policy could mean for investors. Kevin explains how a more streamlined Fed, with less forward guidance and less emphasis on tools such as the dot plot, could leave markets more dependent on incoming economic data—and more vulnerable to volatility as investors interpret each new signal for themselves. Kevin also makes the case that today's interest-rate environment is less “higher for longer” than a return to historical normalcy. He explores why investors may need to rethink expectations for falling rates, remain cautious about taking on duration risk, and consider strategies designed to generate income while limiting rate sensitivity. The discussion also examines floating-rate Treasuries, interest-rate-hedged bond strategies, and barbell approaches that can help fixed income portfolios remain flexible across changing market conditions. Resources: WisdomTree IMPORTANT INFORMATION Please see the WisdomTree Glossary for definition of terms. Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/us. Read the prospectus or, if available, the summary prospectus carefully before investing. There are risks associated with investing, including possible loss of principal. Please read the Fund's prospectus for specific details regarding the Fund's risk profile. Past performance does not guarantee future results. WisdomTree Floating Rate Treasury Fund (USFR): with floating rates can be less sensitive to interest rate changes than securities with fixed interest rates, but may decline in value. Fixed income securities will normally decline in value as interest rates rise. The value of an investment in the Fund may change quickly and without warning in response to issuer or counterparty defaults and changes in the credit ratings of the Fund's portfolio investments. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit, and the Fund does not attempt to outperform its Index. WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY): Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer's ability to make such payments will cause the price of that bond to decline. Investing in mortgage- and asset-backed securities involves interest rate, credit, valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on. Due to the investment strategy of the Fund, it may make higher capital gain distributions than other ETFs. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit. The Fund does not attempt to outperform its Index. WisdomTree Interest Rate Hedged High Yield Fund (HYZD): High-yield or “junk” bonds have lower credit ratings and involve a greater risk to principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. The Fund seeks to mitigate interest rate risk by taking short positions in U.S. Treasuries (or futures providing exposure to U.S. Treasuries), but there is no guarantee this will be achieved. Derivative investments can be volatile and these investments may be less liquid than other securities, and more sensitive to the effects of varied economic conditions. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer's ability to make such payments will cause the price of that bond to decline. The Fund may engage in “short sale” transactions where losses may be exaggerated, potentially losing more money than the actual cost of the investment and the third party to the short sale may fail to honor its contract terms, causing a loss to the Fund. While the Fund attempts to limit credit and counterparty exposure, the value of an investment in the Fund may change quickly and without warning in response to issuer or counterparty defaults and changes in the credit ratings of the Fund's portfolio investments. Due to the investment strategy of the Fund, it may make higher capital gain distributions than other ETFs. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit and the Fund does not attempt to outperform its Index. Kevin Flanagan is a registered representative of Foreside Fund Services, LLC. WisdomTree Funds are distributed by Foreside Fund Services, LLC. Source
Maredith Hannon breaks down why WisdomTree built its own end-to-end tokenization platform rather than relying on partners, and explains why she believes regulatory clarity from the GENIUS and CLARITY Acts will unleash a "tidal wave" of onchain asset growth. She also makes the case that privacy and identity are the next must-solve primitives for institutional adoption of tokenized assets.Maredith Hannon is the Head of Business Development at WisdomTree Digital Assets, a division of the $170+ billion global ETF and ETP sponsor building tokenized money market funds, stablecoins, and real-world asset products.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro02:37 Building Their Own Tech Stack05:18 Who Wins The Tokenization Wave09:04 Choosing The Right Partners11:31 Why A Tokenized Money Market Fund13:37 Clarity Act Deadline Looms15:39 Genius Act's Tidal Wave Effect19:13 Vaults And Custom Portfolios22:05 Why Privacy Is Non-Negotiable27:37 Why Investors Choose TokenizationGuest Socials:WisdomTree X: https://x.com/WisdomTreePrimeWisdomTree Website: https://www.wisdomtreeprime.com/Partners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_i...---
In this episode of Crypto 101, we sit down with Kean Gilbert, Head of Institutional Relations for Lido's ecosystem foundation, to discuss Ethereum staking, liquid staking, stETH, institutional adoption, staking ETFs and ETPs, smart contract risk, DeFi, and why more investors are looking at ETH as a yield-generating asset.Check Out Scribe: Scribe.how/CRYPTO101Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out NPR: https://npr.orgGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters0:00 Intro: Ethereum, Lido & Liquid Staking2:24 What Lido Is and How stETH Works7:18 Lido Security, Smart Contract Risk & Slashing10:57 Institutional Interest in Ethereum Is Growing16:29 WisdomTree, Staked ETH ETPs & the Future of ETH YieldSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.com* Check out Quince and use my code quince.com/CRYPTO101 for a great deal: https://www.quince.com* Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
En Capital Intereconomía, la Tertulia de Mercados reúne a Mathias Blandin, Institutional Sales para España y Portugal de DPAM; Carlos de Andrés, director Iberia Sales de WisdomTree; y Juan Pita da Veiga, Sales Manager de Generali Investments, para analizar el escenario de inversión y las principales tendencias que están marcando los mercados financieros. Durante el debate ponemos el foco en la campaña de resultados empresariales y valoramos si las cuentas que están presentando las compañías respaldan las elevadas valoraciones de las bolsas. También analizamos el papel de la inteligencia artificial como motor de la mejora de los márgenes empresariales y de las ganancias bursátiles, así como el riesgo de que exista un exceso de complacencia entre los inversores tras las fuertes subidas de los mercados. Además, los expertos comparten sus estrategias de inversión para el actual contexto económico, señalando dónde siguen encontrando oportunidades en renta variable y qué segmentos y duraciones consideran más atractivos dentro de la renta fija ante la evolución de la inflación, los tipos de interés y el crecimiento económico. La programación se completa con el análisis de preapertura de las bolsas junto a David Cortina, responsable de Renta Variable de Santander Private Banking, que repasa las principales referencias macroeconómicas y empresariales que marcarán el inicio de la sesión en los mercados europeos.
Las bolsas siguen inmersas en medio de una rotación que ve salir dinero de la tecnología y pendiente de los resultados empresariales en una semana donde las magníficas empiezan a rendir cuentas con Alphabet, como protagonista. Los inversores van a estar muy pendientes de su guía de inversión en IA. También entre los que se confesarán estará Tesla y no se perderá de vista a Intel. Más allá de los resultados, el mercado sigue pendiente de las tensiones geopolíticas, en medio de la escalada de ataques entre EE.UU. e Irán que ha llevado al petróleo Brent de nuevo a los 90$ el barril, por lo que se renuevan las tensiones inflacionarias e impacta en las expectativas de tipos de interés, en una semana donde se reúne el BCE. En la tertulia de mercados de Capital Intereconomía, Pablo San José, Sales Manager de DNB; Mathias Blandin, Institucional Sales para España y Portugal de DPAM; Carlos de Andrés, director Iberia Sales de WisdomTree y Juan Pita da Veiga, Sales Manager de Generali Investments analizan el momento en los distintos mercados mientras se pone la lupa en la búsqueda de valor en la renta variable y se identifican segmentos y duraciones de la renta fija. Todo, mientras el mercado que vive inmerso en el “guidance” de las empresas, las decisiones de política monetaria y pendiente de Oriente Medio.
On episode 249 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guest favorite Brian Belski to discuss: broadening market leadership, the tech stock rotation, small and mid-caps (SMID), more volatility on the horizon, the potential for no SaaSpocalypse, and much more! This episode is sponsored by WisdomTree. Learn more about the WisdomTree Quantum Computing Fund at https://www.wisdomtree.com/us/strategies/quantum-computing Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ WisdomTree Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses along with other information contained in the prospectus available at WisdomTree.com/investments. Read it carefully. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oggi rispondiamo ad una vostra pressante domanda: come si ribilancia? E lungo la strada chiariamo anche perché bisogna ribilanciare e come non stressarsi troppo a riguardo.I consigli di oggi:Nicola: Untold UK: Liverpool's Miracle of IstanbulVittorio: PrisonersAlain: Remi gaillard
Jeremy Siegel, Wharton Emeritus Professor and Senior Economist at WisdomTree, discusses Alan Greenspan's lasting impact on monetary policy, reflects on the lessons of the 2008 financial crisis, analyzes Federal Reserve Chair Kevin Warsh's early leadership, and explains why more forward-looking economic data could shape future interest rate decisions while also revisiting the long-term economic effects of Brexit. Hosted on Acast. See acast.com/privacy for more information.
Jeremy Siegel, Wharton Emeritus Professor and Senior Economist at WisdomTree, discusses Alan Greenspan's lasting impact on monetary policy, reflects on the lessons of the 2008 financial crisis, analyzes Federal Reserve Chair Kevin Warsh's early leadership, and explains why more forward-looking economic data could shape future interest rate decisions while also revisiting the long-term economic effects of Brexit. Hosted on Acast. See acast.com/privacy for more information.
Thomas Skrobe of WisdomTree discusses the firm's evolution over 20 years, from factor-based ETFs to thematic strategies. He highlights growing demand for targeted exposure to areas like defense, AI, and quantum computing, including funds like the WisdomTree Europe Defense Fund (WDEF). Skrobe says the focus remains on delivering portfolio solutions for advisors as the firm scales its offerings.======== 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.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
On episode 469 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the desire to call an AI top, the SpaceX IPO frenzy, taking profits, why value is beating growth, why EM is beating the US, the markets were right about the war, agentic trading, 3% mortgages vs. 4% inflation, the politics of AI, the Rule of 55, a Knicks title for Michael and more. This episode is sponsored by WisdomTree and YCharts. Learn more about the WisdomTree Quantum Computing Fund at https://www.wisdomtree.com/us/strategies/quantum-computing Visit https://go.ycharts.com/animal-spirits to learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only). Compound Merch: https://idontshop.com/ Follow us on Instagram: https://www.instagram.com/animalspiritspod/ Follow us on Twitter: https://x.com/TheCompoundNews Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ WisdomTree Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses along with other information contained in the prospectus available at WisdomTree.com/investments. Read it carefully. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe examine one of the most extreme stretches of tech outperformance in recent market history and discuss what it could mean for investors going forward. They break down the growing gap between Semiconductors and Software, the role of rising interest rates, and whether leadership is becoming too concentrated. They also take a closer look at SpaceX and why its highly anticipated IPO could be one of the most important market events in years. The crew also revisits the lessons of the dot-com boom, exploring what really happened in 1999, how investors knew the market had gone too far, and what today's environment can teach us about spotting excess before the tide turns. This episode is sponsored by WisdomTree. To learn more about learn more about OPPJ and the broader suite of geopolitical opportunity ETFs WisdomTree offers, visit: https://www.wisdomtree.com/us/strategies/geopolitical-opportunities Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Jeremy Siegel, Wharton Emeritus Professor of Finance and Chief Economist at WisdomTree, examines the market rally fueled by AI stocks, the economic impact of rising oil prices and tensions with Iran, the outlook for Federal Reserve policy under Kevin Warsh, and the mixed legacy of Fed Chair Jerome Powell. Hosted on Acast. See acast.com/privacy for more information.
En Capital Intereconomía, la Tertulia de Mercados analiza las claves macroeconómicas y bursátiles de la semana con Carlos de Andrés de WisdomTree , Rafael Ximénez de Embún de Muzinich & Co , Gonzalo Rengifo de Pictet Asset Management y Juan Pita da Veiga de Generali Investments . El debate pone el foco en el último dato de empleo en Estados Unidos y en la inflación, gran referencia para los mercados esta semana. También se analiza la llegada de Kevin Warsh a la Reserva Federal y qué puede suponer su nuevo enfoque en política monetaria para los tipos de interés y los mercados globales. Sobre la mesa, además, el balance de la temporada de resultados empresariales, la incertidumbre política en Reino Unido tras el debilitamiento de Keir Starmer y las oportunidades de inversión en renta variable, sectores y estrategias de rotación de carteras en un entorno de volatilidad y cambio de ciclo monetario. Terminamos la hora con el análisis de preapertura de las bolsas europeas junto a Patricia García, socia fundadora de MacroYield y directora del máster en finanzas de ESIC Business & Marketing School.
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Mag 7 earnings, stretched semis, Spotify crashing, a historic earnings boom and more! This episode is sponsored by WisdomTree and Janus Henderson Investors. To learn more about WisdomTree, visit https://www.wisdomtree.com/geopolitical-opportunities Find out more about Janus Henderson Investors at https://www.janushenderson.com/securitizedmarkets/ Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Janus Henderson Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, explains how Iran-related tensions, Federal Reserve uncertainty, and continued AI sector expansion are influencing market resilience, investor sentiment, and the outlook for interest rates and equities. Hosted on Acast. See acast.com/privacy for more information.
VettaFi's Head of Research Todd Rosenbluth discussed the WisdomTree Japan Opportunities Fund (OPPJ) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
On episode 459 of Animal Spirits, Michael Batnick and Ben Carlson discuss: he psychology of stock market losses, the Mag 7 impact on returns this year, value is beating growth, the upper middle class is growing, why rich people don't feel rich, the impact of higher gas prices, houses in America are getting older, Airbnb's economic impact and more. This episode is sponsored by WisdomTree and ClearBridge Investments. To learn more, visit https://www.wisdomtree.com/geopolitical-opportunities Companies with physical assets, predictable cash flows and durable moats are well-positioned in a volatile, high‑valuation market. Learn more at https://www.clearbridge.com/ Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of Live From The Compound, Josh Brown is joined by Nick Nemeth, writer of Mispriced Assets to discuss the issues with private credit and why they could potentially cause a financial crisis in involving life insurance companies. This episode is sponsored by WisdomTree. To learn more, visit https://www.wisdomtree.com/geopolitical-opportunities Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
This week, it's an interview only episode as Patrick is travelling. Pay attention to your feed cause my intrepid partner is trying to do a live Sunday show from the home of a well-known huddle alum. Stay tuned. In the meantime, sit back, relax and enjoy my interview with Wisdom Tree's MacroStrategist, Sam Rines. We have a fascinating discussion about the Iran war, why he thinks it might be closer to over than the market realizes, how to play that outcome, and then, from there, we cover a wide array of topics ranging from Japan to the new reality for defence stocks. Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/jpX05srf Subscribe To Patrick's YouTube Chanell: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/
On episode 235 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jonathan Boyar to discuss: finding value in a volatile market, Mag 7 valuations, the only publicly traded basketball team, how Uber could win big on autonomous, and much more! This episode is sponsored by WisdomTree and Janus Henderson Investors. Learn more about OPPJ and the broader suite of geopolitical opportunity ETFs at https://www.wisdomtree.com/geopolitical-opportunities Learn more about Janus Henderson Investors at https://www.janushenderson.com/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Jeremy Siegel, Emeritus Professor of Finance at the Wharton School and Senior Economist at WisdomTree, discusses how the Iran conflict, Federal Reserve decisions, and artificial intelligence are shaping market performance and long-term economic expectations. Hosted on Acast. See acast.com/privacy for more information.
Jonathan Steinberg, founder and CEO of Wisdom Tree, sat down for an interview with Barron's editor at large Andy Serwer. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jeremy Siegel, Professor Emeritus of Finance at the Wharton School and Senior Economist at Wisdom Tree, analyzes the Supreme Court's ruling on tariffs, the market's resilience amid policy uncertainty, the potential impact of Kevin Warsh as Fed chair, and how geopolitical tensions with Iran could influence interest rates and economic growth. Hosted on Acast. See acast.com/privacy for more information.
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Jeff Weniger, head of equity strategy at WisdomTree Asset Management, worries that there may be "an upside CPI surprise" coming in the second half of the year, but he also says there is "the risk of upside economic surprises" now, evidenced in the market action, where he sees basic materials, energy and "things that come out of the ground" like commodities and oil leading the way. Those are assets that normally lead late in the economic cycle, and he expects them to stay strong through 2026. Weniger also discusses why President Trump's recent nomination of Kevin Warsh as the next Federal Reserve chairman has Wall Street scrambling with changing expectations and outlooks. Chuck goes off the news with Bob Powell, retirement columnist at TheStreet.com, to discuss his recent piece on why "focusing on the break-even point" leads many Americans to make the wrong Social Security decision. Powell notes that break-even analysis is mostly used to formulate a bet on longevity, rather than focusing on the income and inflation-protection elements that Social Security is built to provide. In the Book Interview, Becky Robison, author of "My Parents Are Dead: What Now? A Panic-Free Guide to the Practicalities of Death," discusses the challenges facing most people as they face, unprepared, the mortality of their parents. Robison discusses her own experience after the death of her parents which, she notes, was way different than what she was prepared for by years of watching tv and movies that had her expecting a neat, tidy and orderly process.
Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, analyzes the Federal Reserve's decision to hold rates, the significance of dissenting votes, the outlook for future cuts, shifting market leadership, and how AI-driven productivity may shape the economy and labor markets heading into 2026. Hosted on Acast. See acast.com/privacy for more information.
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Bitcoin ist längst mehr als „Krypto-Hype“ – aber was ist der nüchterne Investment-Kern dahinter? In dieser Folge ordnet Tobias Lazar von WisdomTree mit echtgeld.tv-Host Tobias Kramer digitale Assets als Portfoliobaustein ein: von den Grundlagen der Blockchain bis zur Frage, warum Bitcoin auch als „digitales Gold“ gesehen wird – und wo die Grenzen liegen. Wir starten mit dem Markt- und Strategierahmen: Warum das Thema Vertrauen, Knappheit (21 Mio. Bitcoin) und die Rolle als Wertaufbewahrungsmittel im Vordergrund stehen – und weshalb Bitcoin nicht zwingend als tägliches Zahlungsmittel funktionieren muss, um als Asset relevant zu sein. Dann wird's praktisch: Wie groß ist Bitcoin im „marktneutralen“ Portfolio überhaupt? Wir diskutieren die Idee einer kleinen Beimischung (Größenordnung 1–2%) und warum Diversifikation und Korrelationen hier wichtiger sind als Glaubensfragen. Auch die Gegenüberstellung zu Gold (inkl. Volatilität und Phasen, in denen mal Gold, mal Bitcoin vorn liegt) kommt nicht zu kurz. Zum Schluss gehen wir in die Umsetzung über regulierte Produkte: Was bedeutet „physisch besichert“ bei einem Bitcoin-ETP, wie funktioniert die Abwicklung über Authorized Participants – und warum spielen Cold Storage, Multi-Signature und Prozesse eine zentrale Rolle für Sicherheit und Alltagstauglichkeit im Depot. Außerdem sprechen wir über Kosten, Spreads und warum dieser Markt in den letzten Jahren deutlich „professioneller“ geworden ist. Wenn Dich im Follow-up eher Ethereum, Solana & Co. (oder Krypto-Körbe) interessieren: Schreib's in die Kommentare – wir nehmen die Wünsche auf.
In this episode, we are please to be joined by Sam Rines, Macro Strategist at WisdomTree. Sam shares his career journey from working at several hedge funds to joining WisdomTree as their macro strategist. We discuss how geopolitical and fiscal policies intersect to influence investment strategies, covering various geopolitical topics including Europe's industrial landscape, energy reliance, and defense capabilities, as well as the impact of tariffs on businesses and the outlook for the Asian defense industry. We conclude our discussion with insights on artificial intelligence applications in business, the current state of the business cycle, and what could surprise investors in the coming year.
Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, shares his perspective on the state of the U.S. economy, analyzing recent rate cuts, inflation progress, employment data, tariff uncertainty, and what they could mean for markets and growth in 2026. Hosted on Acast. See acast.com/privacy for more information.
Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, shares his perspective on the state of the U.S. economy, analyzing recent rate cuts, inflation progress, employment data, tariff uncertainty, and what they could mean for markets and growth in 2026. Hosted on Acast. See acast.com/privacy for more information.
Crypto News: Big week ahead for markets with Fed Rate Cut decision. French banking giant BPCE to launch in-app crypto trading.Brought to you by
Join us for a deep dive into the benefits and risks of constructing a portfolio with crypto assets. WisdomTree in Europe's Director of Digital Assets Research Dovile Silenskyte discusses the case for digital asset diversification, convincing crypto skeptics, as well as differentiates between different blockchains, unravels the recent crypto flash crash, and more!
Prysm fixes a client issue following Fusaka. Etherealize releases a report on L2s for institutions. WisdomTree launches an stETH ETP. And ZKsync Interop can tap into L1 DeFi liquidity. Read more: https://ethdaily.io/836 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
Jeremy Siegel, Professor Emeritus of Finance at the Wharton School and Senior Economist at WisdomTree, offers his perspective on Fed decision-making amid data gaps, evolving consumer trends, AI-driven market competition, and the broader economic implications of shifting U.S.–China relations. Hosted on Acast. See acast.com/privacy for more information.
William Peck, Head of Digital Assets at WisdomTree, sat down with me at Chainlink SmartCon to discuss WisdomTree's different Crypto ETFs and Tokenization initiatives.Brought to you ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/
This week we are joined by Fundie Fridays to talk about Christian Video Game maker, Wisdom Tree.
Jeremy Siegel, Emeritus Professor of Finance at the Wharton School and Senior Economist at WisdomTree, analyzes the Federal Reserve's latest rate decisions, the evolving U.S. labor market amid AI-driven changes, and the global economic implications of renewed U.S.-China trade negotiations. Hosted on Acast. See acast.com/privacy for more information.
Crypto News: Ripple vets and crypto heavyweights back $1 billion Evernorth to build largest public XRP treasury. 21Shares, Bitwise and WisdomTree open UK retail access to Bitcoin and Ethereum ETPs following FCA approval.Brought to you by
Jeremy Schwartz, global chief investment officer at WisdomTree, says he "would like the Fed to be lower," and says that rate cuts from the central bank will help to spur small-cap stocks starting to participate more in the rally. Schwartz likes the looks of international stocks, but particularly Japan, which has reached record highs and finally recaptured peaks first experienced decades ago, but which Shcwartz says is valued in a way that supports significant future growth. Schwartz, co-author of "Stocks for the Long Run," says that while short-term turmoil could send the market for a loop, it is positioned well to keep delivering decent long-term returns. Toni Turner, president of TrendStar Group, says it would "be normal and natural right now for this market to move down a little bit," because the market has reached and held highs, but she says that the technicals "are all beautiful right now," even if she is holding her breath a bit right now. Turner says that as along as the Standard & Poor's Index remains among its 20- and 50-day moving averages, "she's breathing fine," but she is prepared to "get wise" and do some profit-taking when the trend starts to weaken. David Goodsell, executive director of the Natixis Investment Managers' Center for Investor Insight, discusses the firm's 2025 Global Retirement Index, which assesses retirement security in 44 developed countries to see how well those nations are positioned to support aging populations. The index found again this year that Norway is the best-prepared country, with the United States finishing in the middle of the pack both among all countries and among the biggest nations; only one of the biggest nations even makes the top 10 in this annual study, which Goodsell notes may be due to the increased challenges that come with having so many more people reaching retirement age.
Crypto News: Tether Unveils USA₮, its Planned U.S.-Regulated Dollar-Backed Stablecoin. Gemini stock soars in Nasdaq debut amid crypto IPO boom. Polymarket turns to Chainlink oracles for resolution of price-focused bets.Show Sponsor -
In the latest episode of Facts vs Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Strider Elass of First Trust and Samuel Rines of WisdomTree for a timely discussion on the labor market, inflation trends, tariffs, and what investors should watch heading into late 2025. The conversation covers job growth concentration in a few sectors, revisions in employment data, underlying inflation measures, and how tariffs may reshape growth, manufacturing, and markets.Key TakeawaysAfter the latest jobs report, unemployment sits at 4.3%, with weakness concentrated outside health, education, and government.Real-time shelter metrics suggest underlying inflation is lower than official reports.Effective tariff rates could rise further, pressuring companies and growth.Growth could see a potential reacceleration in late 2025, but risk remains of structural slowdown.Health care services have been driving job creation, while manufacturing faces losses.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseConnect with Strider Elass:• LinkedIn: Strider Elass• X: @StriderElassConnect with Samuel Rines:• LinkedIn: Samuel Rines• X: @SamuelRinesQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.comStrider Elass and Samuel Rines are not affiliated with CWM, LLC. Opinions expressed by our guests may not be representative of CWM, LLC.#FactsVsFeelings #CarsonGroup #MarketOutlook #JobsReport #Inflation #Tariffs #Economy2025 #InvestingPodcast
On episode 207 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures to discuss: the evolution of private markets, evergreen funds, the T. Rowe Price/Goldman deal, and much more! This episode is sponsored by WisdomTree and Apex Fintech Solutions For Portfolio Consultations by WisdomTree visit https://www.wisdomtree.com/portfolioconsultations Find out more about Wavvest's planning engine powered by advanced AI and built on Apex's AscendOS at https://www.wavvest.com/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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