Is It Time to Back Away from Big Tech?

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About This Episode

The economy, inflation, interest rates and market valuations drive the key questions facing advisors. Does the tech stock landscape mirror the boom of 1996 or the bust of 2000? What will be the impact of Meta's inaugural dividend payment? Is now the time to increase allocations to international Markets? What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash? Finally, we will address the complexities advisors face in investment management, client growth, and retention.

About Our Guest

Jeremy Schwartz has served as Wisdom Tree’s global chief investment officer since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios.

Jeremy joined WisdomTree in May 2005 as a senior analyst, adding deputy director of research to his responsibilities in February 2007. He served as director of research from October 2008 to October 2018 and as global head of research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also 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. Jeremy is a member of the CFA Society of Philadelphia.

Show Notes

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