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Behind The Markets Podcast: Damon Ficklin
Archived series ("Inactive feed" status)
When? This feed was archived on October 13, 2022 23:15 (). Last successful fetch was on August 27, 2022 03:00 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 307588568 series 2416089
Show from 11/19/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally.
Guest:
Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen Capital
For more on Polen Capital visit their website: https://www.polencapital.com/people/damon-ficklin
For the latest, follow Polen Capital on Twitter: @PolenCapital
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
296 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on October 13, 2022 23:15 (). Last successful fetch was on August 27, 2022 03:00 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 307588568 series 2416089
Show from 11/19/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally.
Guest:
Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen Capital
For more on Polen Capital visit their website: https://www.polencapital.com/people/damon-ficklin
For the latest, follow Polen Capital on Twitter: @PolenCapital
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
296 episodes
All episodes
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