Behind The Markets Podcast: David George

Show from 1/21/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. According to the professor, the 10-year treasury yield is down due to volatility, value stocks are doing well, and there is increased hawkishness due to inflationary pressure. Then, how will banks and financials do in 2022 with the threat of rising rates? Host Jeremy Schwartz talks to Managing Director and Senior Bank Analyst at Robert W. Baird & Co. who covers US banks about macro vs micro, loan to deposit ratios and liquidity, loan demand, and more. Guest:David George – Managing Director and Senior Bank Analyst at Robert W. Baird & Co. Follow David on LinkedIn: https://www.linkedin.com/in/david-george-cfa-0a11506/ Follow Baird on Twitter: @rwbaird Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz A current listing of all companies covered by Baird U.S. Equity Research and applicable research disclosures can be accessed at http://www.rwbaird.com/research-insights/research/coverage/third-party-research-disclosures.aspxRobert W. Baird & Co. Incorporated and/or its affiliates have been compensated by these companies for non-investment banking-securities related services in the past 12 months.ASB, BAC, TFC, JPM, RF,FITB,SFNC, WFC, KEY See acast.com/privacy for privacy and opt-out information.

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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.