Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low | #421

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 8 June 2022

⏱️ 83 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Jeff Weniger, the Head of Equity Strategy at WisdomTree. In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff first tweeted about rising food prices over a year ago. Then we get into the market and discuss the relationship between interest rates and different sectors, the recent outperformance of consumer staples vs. consumer discretionary, and why Jeff is bullish on companies returning cash to shareholders. As we wind down, Jeff shares some signs he’s looking out for that may signal this bear market has bottomed. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Mebb Faver Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.4	Meeth Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will not discuss any of Cambra's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	What's up my friends?
0:40.4	Got a really fun show for you today.
0:42.0	Our guest is Jeff Winneger, the head of equity strategy at Wisdom Tree. In today's episode, we're talking about everything going on on the market and economy in the world today. We touch on inflation and why Jeff first tweeted about rising food prices over a year ago.
0:55.0	Then we get into the market and discuss the relationship between interest rates and different sectors,
0:59.0	the recent outperformance of consumer staples versus consumer discretionary, and why Jeff is bullish on companies returning. of Consumer Stapels versus Consumer Discretionary,
1:02.8	and why Jeff is bullish on companies returning cash to shareholders.
1:06.2	As we wind down, Jeff shares some signs he's looking out for
1:09.2	that may signal this bare market is bottomed.
1:11.5	This episode is brought to you by Ten East.
1:15.0	Long time listeners know I've invested in private markets quite a bit myself,
1:19.0	but with access to these markets broadening,
1:21.0	it can be hard to know where to find vetted high quality
1:23.4	offerings. That's where Ten East comes in. Ten East is a platform where qualified
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Idea Farm, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Idea Farm and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.