Behind the Markets Podcast: Chris Whalen

Show from 02/16/24 Host Jeremy Schwartz and Professor Siegel begin this week's episode discussing the big data on inflation. The Prof gets into detail on the reports, giving us an indepth look at the current market. The two also talk about the explosive moves in Small-Caps. (7:47) Jeremy is joined by Chris to talk about banks and the current situation in America. Chris talks about whether he would prefer to be net long or net short. The two discuss their opinions on big banking crisis issues from the past. Chris talks about the politics behind solving the banking problems and its troubled history. Jeremy brings up where Chris would rate banks in America and what issues they currently have today. Chris also deep dives into mortgages, the current home market, as well as the index he’s created and the services he provides. Guest: Richard Christopher Whalen is an investment banker and writer who lives in New York. He is Chairman of Whalen Global Advisors LLC and focuses on the banking, mortgage finance and fintech sectors. Christopher is the author of several books, is contributing editor at National Mortgage News, and edits The Institutional Risk Analyst. He appears in a variety of other publications and media. Chris is a member of the Economic Advisory Committee of FINRA and is a Senior Advisor at J.V.B. Financial Group in New York. Learn more about Chris at: https://www.rcwhalen.com/ Follow Chris on X(Twitter): @rcwhalen

Om Podcasten

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.