Behind The Markets Podcast: Josh Young & Nitesh Shah

Show from 2/18/22Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexes, import prices, the Russia/ Ukraine situation, and more. Then, what is the current state of the demand and supply of oil? Jeremy Schwartz brings on an expert on oil and energy stocks. They get into the issue of underinvestment in oil and the lack of discovery over the years. Plus, trading through the futures market. What is the impact of backwardation in the oil and energy sector?Guests:Josh Young – Founder and Chief Investment Officer at Bison InterestsFor more on Bison Interests, visit their website: https://bisoninterests.com/ Follow Bison Interests on Twitter: @BisonInterestsFollow Josh on Twitter: @Josh_Young_1Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree EuropeFollow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

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.