On the tenth episode of The Finimize Podcast, Eddie Donmez chats with WisdomTree’s chief investment officer, Jeremy Schwartz.
They discuss WisdomTree’s big-picture macro outlook, the current financial sector turmoil, why big banks’ earnings might soon come under pressure, and what the Fed should do. They also chat about what assets you might want to avoid if the economy slows further, plus opportunities and asset allocations for this year, and the potential vulnerabilities in the economy.
Partner with us: https://business.finimize.com/
Subscribe To Finimize Newsletter: https://finimize.com/
Intro: (00:00 - 3:30)
Are there more vulnerabilities to be exposed? (3:31 - 09:00)
Are big banks vulnerable to deposit flight? (09:01 - 14:00)
Fixed income outlook (17:53 - 21:17)
What to avoid if the economy slows? (11:50 - 14:00)
Could we experience a second wave of inflation? (14:01 - 18:40)
Asset allocation in 2023 (18:41 - 22:44)
Are tech stocks defensive in this environment (22:45 - 28:24)
On the tenth episode of The Finimize Podcast, Eddie Donmez chats with WisdomTree’s chief investment officer, Jeremy Schwartz.
They discuss WisdomTree’s big-picture macro outlook, the current financial sector turmoil, why big banks’ earnings might soon come under pressure, and what the Fed should do. They also chat about what assets you might want to avoid if the economy slows further, plus opportunities and asset allocations for this year, and the potential vulnerabilities in the economy.
Partner with us: https://business.finimize.com/
Subscribe To Finimize Newsletter: https://finimize.com/
Intro: (00:00 - 3:30)
Are there more vulnerabilities to be exposed? (3:31 - 09:00)
Are big banks vulnerable to deposit flight? (09:01 - 14:00)
Fixed income outlook (17:53 - 21:17)
What to avoid if the economy slows? (11:50 - 14:00)
Could we experience a second wave of inflation? (14:01 - 18:40)
Asset allocation in 2023 (18:41 - 22:44)
Are tech stocks defensive in this environment (22:45 - 28:24)