I was down Philly last week chatting with Wharton Professor Jeremy Siegel, WisdomTree’s Jeremy Schwartz and Tim Hussar of WhartonHill. This was a lot of fun and I thought we had a great discussion about what to expect for stocks and bonds in 2020. PHD Liqian Ren was also there and asked some great questions about rotation into emerging markets and how we try to incorporate alternative data into our analysis.
This was my first time visiting the Wharton School and it did not disappoint.
Hopefully I wasn’t too hard on Professor Siegel and Tim Hussar and they invite me back on sometime!
This episode was live on SiriusXM and will be replayed several times over the holidays, but here is the podcast version of it so you can give it a listen at your convenience: [Read more…]