Artwork

Content provided by Behind the Markets on Wharton Business Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind the Markets on Wharton Business Radio 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.
Player FM - Podcast App
Go offline with the Player FM app!

Behind The Markets Podcast: Damon Ficklin

52:43
 
Share
 

Archived series ("Inactive feed" status)

When? This feed was archived on October 13, 2022 23:15 (1+ y ago). Last successful fetch was on August 27, 2022 03:00 (1+ y ago)

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
Content provided by Behind the Markets on Wharton Business Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind the Markets on Wharton Business Radio 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.

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.

  continue reading

296 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on October 13, 2022 23:15 (1+ y ago). Last successful fetch was on August 27, 2022 03:00 (1+ y ago)

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
Content provided by Behind the Markets on Wharton Business Radio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind the Markets on Wharton Business Radio 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.

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.

  continue reading

296 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide