Show from 03/22/24

Host Jeremy Schwartz and Professor Siegel discuss this week's market and Powels dovish announcement. The Prof states that the Fed believes trends are decreasing however he feels the economy is still moving along nicely. He notes that deflationary forces have begun to ease up. David joins to give his market opinion alongside the Prof as the two discuss their opposing views. (23:42) David continues with Jeremy to talk about how he forecasts the market with his business. Jeremy asks David about consumer sales and how it’s affecting some of the luxury brands. David touches on topics like the employment report, and recent comments from Bullard. He gives his case on why he loves the Japanese Market. David also talks about India as another alternative market to China. 

Guest: David is the Founder and President of Rosenberg Research. Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York. During this time, he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row. Mr. Rosenberg is a frequent contributor to major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Master of Arts degree in Economics from the University of Toronto.

Learn more about David at: https://www.rosenbergresearch.com/

Follow David on X(Twitter): @EconguyRosie

Behind the Markets Podcast: David Rosenburg

Behind the Markets Podcast: David Rosenberg

Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio.

 

Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.

Behind the Markets Podcast: David Rosenberg

Behind the Markets on Wharton Business Radio