Stocks for the Long Run

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 4 February 2023

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Now he's saying they should be cutting because inflation is no longer an issue.
0:05.4	Money supply was contracting, it hasn't contracted since the Great Depression.
0:09.5	That is not a positive sign for the economy.
0:11.3	The record yield curve inversion is not a good sign for the economy.
0:14.4	They're looking at wrong data.
0:15.9	They should have been looking at what's happening in the housing market and said we had
0:18.4	double-digit inflation in 2021.
0:20.1	When they were saying inflation was transitory, now it's going down.
0:24.4	Not just declining as a rate.
0:26.7	Global prices declining.
0:31.9	I'm Chris Hill and that's Jeremy Schwartz.
0:34.6	He's the global chief investment officer at Wisdom Tree and co-host of the Behind the
0:39.2	Markets podcast.
0:40.2	On top of that, he's the co-author with Jeremy Siegel of the latest edition of the best-selling
0:45.5	book Stocks for the Long Run, which just happens to be Robert Brokamp's favorite book
0:50.8	on investing.
0:52.0	So Brokamp with Jeremy Schwartz to talk about how market data for more than 100 years
0:57.3	ago has insights for investors today, the case for international stocks, and handling cash
1:03.9	as interest rates rise.
1:05.8	One quick note, this conversation was recorded before the Federal Reserve's meeting on Wednesday.
1:12.3	Let's start with just the fundamental premise of the book.
1:17.9	The reason I love the book so much is the breadth freely of the topics, right?
	...

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