Jeremy Schwartz
The Guardian
What holds, and what fails, under pressure, standards and accountability.
Jeremy Schwartz reads as The Guardian because he wields Siegel's long-run data as a stabilizing instrument rather than a sales tool. As WisdomTree's Global Chief Investment Officer, his repeated anchoring to six-to-seven percent real equity returns across decades is a protective narrative, built to insulate clients from the behavioral damage of short-term noise.
“It's the traditional investment grade ag universe, but just rebucketing it. Have constraints so you don't increase duration too much, you don't tilt the credit too much, but it really tilts to credit and away from treasuries in a constrained fashion. So we have a short-term version. The ETF is Shag S-H-A-G.”
“Dividend investing, when we looked at history going back 50, 60 years, I mean, dividends did very well during most down markets. The 08, 09 down market financials paid a lot of dividends, so it was not your typical down market in terms of how much down market protection you got.”
“That's some title. Which I picked up from Kyle Baths on one of the other podcasts I just listened to. And so it talks about it's a Graham Allison, I think, is the author. And it talks about... Really, the US versus China.”
“Yeah, I love that conversation. And I see more and more of what we're trying to do at Wisdom Tree is we started off 10 years ago trying to provide low tracking indexes, so get you very broad exposure, our broad divin-weighted portfolios have 1,500 stocks, our broad earnings-weighted portfolios have 2,000 stocks.”
Masters in Business: “At the Money: This Is Why Stocks Perform Best”
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