Behind The Markets Podcast: Don Kohn & Dave Goodson

Show from 7/29/22 As inflation increases and the Fed continues to raise interest rates, how will this effect the markets in the coming months? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the former fed vice chair about the possibility of a recession, negative growth in the money supply, food and energy prices, labor markets, and much more. Plus, a look at what is going on in fixed income with an expert on mortgage and securitized credit. Guests: Don Kohn – Former Fed Vice Chair, Senior Fellow at the Brookings Institution Follow the Brookings Institution on Twitter: @BrookingsInst For more on Donald Kohn, visit his page on the Brookings Institution website: https://www.brookings.edu/experts/donald-kohn/ Dave Goodson – Head of Securitized Fixed Income and Senior Portfolio Manager at Voya Investment Management For more on Voya Investment Management, visit their website: https://investments.voya.com/ Follow Voya Investment Management on Twitter: @VoyaInvestments Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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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.