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Animal Spirits Podcast

Talk Your Book: Jeremy Schwartz of WisdomTree

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.72.1K Ratings

🗓️ 20 May 2019

⏱️ 32 minutes

🧾️ Download transcript

Summary

On today's Talk Your Book we had Jeremy Schwartz of WisdomTree on the show to discuss the firm's dividend strategies, the rise of tax-deferred accounts, currency hedging, improving the 60/40 portfolio, investing overseas, and much more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Today's Animal Spirits Talk Your Book is brought to you by Wisdom Tree.

0:03.0

Welcome to Animal Spirits, the podcast that takes a completely different look at markets and investing.

0:09.0

Hosted by Michael Bannick and Ben Carlson, two guys who study the markets as a passion and

0:14.8

invest for all the right reasons.

0:17.8

Michael Batnik and Ben Carlson work for Ritholz's wealth management.

0:21.2

All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions

0:25.5

and do not reflect the opinion of Ritt Holt's wealth management.

0:28.5

This podcast is for informational purposes only and should not be relied upon for investment decisions.

0:33.6

Clients of Ritholz wealth management may maintain positions in the securities discussed in this

0:37.3

podcast.

0:39.2

So on today's Talk Your Book, we sat down with our friend Jeremy Schwartz of Wisdom Tree to talk about a whole bunch of different strategies.

0:48.0

Like what, Ben?

0:50.0

Well, I'll tell you, Michael. We've talked to Jeremy for a while we've known him for

0:53.7

a while and leaned on him for research for some of our stuff and so we talked

0:58.2

about dividend some of their dividend funds currency hedging taxable accounts accounts, their new 60-90 fund, and some of the tools

1:06.7

that they have.

1:07.7

So this was a...

1:08.7

I have to, I have to correct you.

1:10.8

It's a 90 60.

1:11.8

What did I say, 6090? You did. Ah, okay, you're right. 90 60. So we'll explain some of that in the interview with Jeremy. But one of the things we started out with was our friend Meep Faber has written pieces in the past and talked about on this podcast how dividend stocks are the worst

1:29.6

He has and he he said he summarized it with three bullet points the third and I think probably

1:36.2

most important one is that he said maybe not most important but this is one that I want to highlight

...

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