Show from 11/27/20 Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework. Guests: Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten" Thomas Philips - Adjunct professor in the department of finance and risk engineering at NYU's Tandon School of Engineering, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten" Read their paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3443289 Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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