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China Stimulus & Fed Cuts: Will It Be Enough? | Jeremy Schwartz

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Content provided by Wealthion. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wealthion 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.

China’s stimulus and the Fed’s rate cut aim to boost their economies—will it be enough? Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer, joins James Connor to discuss their impact on markets, the global economy, and where the risks and opportunities lie. They explore whether these moves can prevent a recession, stock market valuations, US elections, and how investors should position themselves. Jeremy also weighs in on geopolitical risks, including conflict escalation in the Middle East and tensions involving Taiwan, and explains why he likes commodities like oil to hedge them.

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com/free

This interview is sponsored by BetterHelp. Give online therapy a try and get on your way to being your best self at https://www.betterhelp.com/Wealthion

Chapters:

1:17 - China Stimulus & Market Reaction

4:31 - Why Jeremy’s Team At WisdomTree Are Skeptical About China’s Stimulus

5:24 - China’s $113 Billion Equity Support & Geopolitical Concerns

8:33 - US Economic Growth & Fed Rate Cuts

10:39 - Money Supply, Inflation, and the Fed’s Policy Challenges

14:22 - Is the US Headed for a Recession?

15:39 - Global Impact of US and China Economic Policies

18:32 - Market Outlook: S&P 500, Valuations & Small Caps

21:29 - Tech Sector Valuations: Is This Another Bubble?

26:03 - Small Caps vs. Large Caps

27:41 - Corporate Earnings & Consumer Weakness

30:15 - Interest Rates & Yield Curve Discussion

32:50 - Commodities as Portfolio Hedges

35:25 - Economic Outlook for 2025 & Geopolitical Risks

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Economy #Finance #Investing #Markets #Geopolitics #EconomicOutlook #Fed #China #USA #InterestRates #FinancialMarkets #InvestmentTips #WealthManagement #Wealthion #Wealth #Oil #SP500

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

868 episodes

Artwork
iconShare
 
Manage episode 443003901 series 2964597
Content provided by Wealthion. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wealthion 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.

China’s stimulus and the Fed’s rate cut aim to boost their economies—will it be enough? Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer, joins James Connor to discuss their impact on markets, the global economy, and where the risks and opportunities lie. They explore whether these moves can prevent a recession, stock market valuations, US elections, and how investors should position themselves. Jeremy also weighs in on geopolitical risks, including conflict escalation in the Middle East and tensions involving Taiwan, and explains why he likes commodities like oil to hedge them.

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com/free

This interview is sponsored by BetterHelp. Give online therapy a try and get on your way to being your best self at https://www.betterhelp.com/Wealthion

Chapters:

1:17 - China Stimulus & Market Reaction

4:31 - Why Jeremy’s Team At WisdomTree Are Skeptical About China’s Stimulus

5:24 - China’s $113 Billion Equity Support & Geopolitical Concerns

8:33 - US Economic Growth & Fed Rate Cuts

10:39 - Money Supply, Inflation, and the Fed’s Policy Challenges

14:22 - Is the US Headed for a Recession?

15:39 - Global Impact of US and China Economic Policies

18:32 - Market Outlook: S&P 500, Valuations & Small Caps

21:29 - Tech Sector Valuations: Is This Another Bubble?

26:03 - Small Caps vs. Large Caps

27:41 - Corporate Earnings & Consumer Weakness

30:15 - Interest Rates & Yield Curve Discussion

32:50 - Commodities as Portfolio Hedges

35:25 - Economic Outlook for 2025 & Geopolitical Risks

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Economy #Finance #Investing #Markets #Geopolitics #EconomicOutlook #Fed #China #USA #InterestRates #FinancialMarkets #InvestmentTips #WealthManagement #Wealthion #Wealth #Oil #SP500

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

868 episodes

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