Stocks for the Long Run

Stocks for the Long Run

If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selling book, “Stocks for the Long Run.” Robert Brokamp caught up with Schwartz to discuss: - Why “dying industrial companies” have beaten the broader market - Managing cash in a higher interest rate climate - How often investors should rebalance - The data that the Federal Reserve may be misreading Companies and investments discussed: MSFT, CVS, KO, DTH, AMZN, XOM, CVX, USFR Host: Robert Brokamp Guest: Jeremy Schwartz Producer: Ricky Mulvey Engineers: Annie Franks, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bloom Energy’s “Time-to-Power” Moat

Bloom Energy’s “Time-to-Power” Moat

A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the secon...

7 Syys 28min

Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement

Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement

If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Ca...

6 Syys 24min

How Much Does It Take to Be Happy in Retirement?

How Much Does It Take to Be Happy in Retirement?

If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Ca...

5 Syys 21min

Tesla’s Robotaxi Non-Event & GPT-6 Is Here!

Tesla’s Robotaxi Non-Event & GPT-6 Is Here!

Tesla held a robotaxi event this week but didn’t invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe’...

4 Syys 40min

Is the Data Center Investing Trend in Trouble?

Is the Data Center Investing Trend in Trouble?

Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in c...

3 Syys 25min

Tesla Robotaxi Day & the Competition’s Response

Tesla Robotaxi Day & the Competition’s Response

Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced....

2 Syys 18min

Big Tech Gets the Regulatory Shakedown

Big Tech Gets the Regulatory Shakedown

Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC pro...

1 Syys 19min

A $13 Billion Bet on Robots?

A $13 Billion Bet on Robots?

Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its...

31 Elo 28min

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