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What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management

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Manage episode 356300247 series 2325901
Content provided by Freedom Investment Management, Inc. and Freedom Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Freedom Investment Management, Inc. and Freedom Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening - or are we? Jeff shares his views through a cross-sectional analysis of housing, labor, production, and valuations and where the risk/reward looks most favorable and unfavorable.

  continue reading

86 episodes

Artwork
iconShare
 
Manage episode 356300247 series 2325901
Content provided by Freedom Investment Management, Inc. and Freedom Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Freedom Investment Management, Inc. and Freedom Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening - or are we? Jeff shares his views through a cross-sectional analysis of housing, labor, production, and valuations and where the risk/reward looks most favorable and unfavorable.

  continue reading

86 episodes

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