Investment Insights from WisdomTree's Jeremy Schwartz & Jeff Weniger
Release Date: 11/21/2023
How CRM3 Turns Transparency into Your Biggest Competitive Advantage
Insight is Capital™ Podcast
What if CRM3 turns out to be the most powerful growth tool you've ever been handed?
info_outline
Daily Premiums, Smarter Income: The Case for ODTE Covered Calls in a Modern Portfolio with Nicolas Piquard
Insight is Capital™ Podcast
What if you could collect covered call option premium hundreds of times a year instead of once a month — without giving up the upside on your core equity holdings?
info_outline
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
Insight is Capital™ Podcast
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
info_outline
Alfonso Peccatiello: You're not diversified. You just think you are.
Insight is Capital™ Podcast
The bond market — not equities — is the most fragile and most misunderstood foundation of your entire portfolio, and most investors have no idea what's coming.
info_outline
Cole Smead: Manias, Margins, and the Case for Canadian Oil
Insight is Capital™ Podcast
Is U.S. market dominance about to break? In this episode of Insight is Capital, Pierre Daillie sits down with Cole Smead (CEO & Portfolio Manager, Smead Capital Management) to unpack why today’s market may be less about valuations—and more about a powerful capital cycle that could reshape global investing.
info_outline
Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap with Jeremy Schwartz and Jeff Weniger
Insight is Capital™ Podcast
While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and Jeff Weniger quietly explain why the most important market story of 2026 has nothing to do with the SaaS selloff — and everything to do with where capital is actually moving.
info_outline
Dan White-From AI Hype to Reality—Investing in the Great Acceleration
Insight is Capital™ Podcast
Is the biggest risk in your portfolio the one you're not seeing?
info_outline
Private Markets Are Reshaping Wealth-Are Canadian Portfolios Ready with Clay Khan
Insight is Capital™ Podcast
If institutional investors have already shifted toward global diversification and private markets, why are most retail portfolios still stuck in the past?
info_outline
AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska
Insight is Capital™ Podcast
AI isn’t just about Nvidia anymore — it’s quietly rewiring the entire industrial economy, and most investors don’t even realize where the real money will be made.
info_outline
Dennis Mitchell When Diversification Matters - The Case for Global Real Estate
Insight is Capital™ Podcast
For years, global real estate has been overlooked while mega-cap tech and passive flows dominated investor attention. But with equity markets increasingly concentrated and trading at elevated multiples, Dennis Mitchell, CEO & Chief Investment Officer at Starlight Capital, argues the real risk may be not diversifying. In this episode, we unpack why supply-demand fundamentals, demographic tailwinds, and valuation gaps could make global real estate one of the most compelling opportunities hiding in plain sight
info_outlineWe'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:
Timestamped Highlights
[00:00] Fed Rate Hikes and Economic Impact - We begin with Jeremy Schwartz and Jeff Weniger's analysis of Powell's speeches, highlighting inconsistencies and effects on housing.
[04:55] Inflation and Monetary Policy Concerns over housing data, skewed rental data, and Powell's neutral stance.
[08:33] Central Bank Policies and Banking Industry Challenges - Powell's inflation goals, bravery of central banks, and future risks in banking.
[15:58] Banking Industry Changes and Consumer Behavior - Funding challenges for banks, high net worth individuals holding cash, and consumer spending patterns.
[20:14] Housing Market Dynamics and Potential Correction - Correction trends in housing market, millennial supply issues, and recession implications.
[26:31] Housing Market Trends: Homeowners and Renters - Low home sales volume impact, focus on home prices vs. activity, and new construction's effect on home improvement.
[33:13] Housing Market Trends and Employment Resilience - Demand for new homes and companies’ resilience to rate hikes.
[36:49] Economic Trends, Monetary Policy, Investment Opportunities - Impact of interest rates on tech companies, Dallas Fed report, and investment insights.
[41:48] Labor Market Changes and Economic Uncertainty - Frustration with employment dynamics, real estate professionals’ struggles, and COVID-19's impact.
[47:05] Economic Impact of Demographic Shifts and Monetary Policy - Low interest rates influencing retirement, generational conflict, and political impacts.
[53:12] Economic Stimulus, Budget Deficits, Stock Valuations - Discussion on potential stimulus, budget deficits, and high-valuation companies like Nvidia.
[58:35] Nvidia's Potential as a Prime AI Stock - Cisco's market position contrasted with Nvidia, and the parallel potential of a Japanese stock market resurgence.
[1:01:31] Investing in Japanese Equities] Warren Buffett's Japanese investments, hedging currency risk, and equity investment psychology.
[1:07:28] Japanese Economy: Labor Costs and Profit Margins - Cultural shifts in Japan, labor arbitrage, and wage gap comparisons.
[1:11:50] India's Role in Global Politics and Economy - India's demographic advantages, investment valuation importance, and geopolitical role.
[1:17:58] Cultural Exports and Media Representation - Global cultural exports' impact, Hollywood and Bollywood influence, and increased American interest in foreign cultures.
Copyright © AdvisorAnalyst.com