Behind the Markets Podcast: Future Proof Festival

Show from 9/22/23 Jeremy Schwartz asks Prof. Siegel his views on the current weekly market activity and his reaction to The Fed. (8:05) Jeremy joins Matt and JC live from the Future Proof Festival to talk about Halo Investing and the markets. JC starts off by explaining how they approach the market and read trends. He talks about the latest presidential climate and how it could affect the market into the future. JC continues with his view on current market dynamics. Matt joins in by highlighting what his clients are experiencing during this market activity at Halo Investing. JC continues with his opinion about the dollar's impact on trends, regional banks and common mistakes investors make. Matt talks more about Halo, its platform and its structured notes. He discusses perception of notes and how he handles the key challenges. Matt continues to discuss the education of notes and how they can help clients make better investments. Jeremy announces the collaboration between Halo and Wisdom Tree. Matt and Jeremy talk about the collaboration, its uses and the excitement they both have for this new project together. Guests: JC Parets is the founder of Allstarcharts.com and is one of the most widely followed Technical Analysts in the world. In 2008, JC earned his Chartered Market Technician designation (CMT). His work has been featured regularly on Bloomberg, CNBC, Fox Business, ABC, CNN, Wall Street Journal and many other financial media outlets around the world. JC specializes in finding the most opportunistic risk vs reward propositions while at the same time bringing a top/down approach to the marketplace whose wide spectrum is rivaled by few. In 2017, JC Launched Technical Analysis Radio, a podcast dedicated to Technical Analysis and the Technicians who practice it. Matt Radgowski has extensive work experience in the financial industry. Matt currently serves as the Chief Operations Officer at Halo Investing, a position they have held since 2022. Prior to this, they worked at Morningstar, where they held various roles including Head of Advisor Solutions from 2020 to 2022 and Chief Operating Officer, Investment Management from 2013 to 2020. Before joining Morningstar, they served as the Managing Director at Horizon Investments from 2012 to 2013. Matt also held the positions of Managing Director at Wilshire Associates from 2006 to 2012, Vice President at Ibbotson Associates from 1999 to 2006, and Regional Vice President at Aegon from 1996 to 1999. Matt attended the University of Illinois Urbana-Champaign from 1992 to 1996, where they earned a Bachelor's Degree in Accounting. Learn more at: https://haloinvesting.com/ https://allstarcharts.com/about/jc-parets/ Follow Matt on LinkedIn: linkedin.com/in/matt-radgowski-8852b2b7 Follow JC on Twitter: @allstarcharts

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.