Show from 1/28/22 Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflation, stock rotation, supply shortages, and more. Then Host Jeremy Schwartz talks value rotation and 2022 market outlook with two experts in the space. Founder and CIO of Praetorian Capital Harris Kupperman and Founder, CEO, and Chief Investment Officer of Alpha Architect Wes Gray get into what is driving oil prices, the value of gold, real estate markets, overvalued stocks, and more. Guest: Harris Kupperman – Founder and CIO of Praetorian Capital. He is also Chairman and CEO of Mongolia Growth Group. Check out his blog “Adventures in Capitalism”: https://adventuresincapitalism.com/ For more on Praetorian Capital check out their website: https://www.praetorianvc.com/praetoriancapital/ For more on Mongolia Growth Group visit their website: http://mongoliagrowthgroup.com/ Wes Gray - Founder, CEO, and Chief Investment Officer of Alpha Architect For more on Alpha Architect visit their website: https://alphaarchitect.com/ Follow Alpha Architect on Twitter: @alphaarchitect Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask this episode

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

Transcript

Related