Behind The Markets Podcast: Sailesh Radha & Drew Edwards

Show from 4/30/21

Wharton Finance Professor Jeremy Siegel kicks off the show with the latest finance news from the GDP report to tax policy. Then, how do you manage yield forecasts? Host Jeremy Schwartz talks to the founder of Borealis Global Advisory LLC about how they developed their own version of the CAPE ratio to capture the investment attributes of emerging countries. Plus a close look at the Japanese market and small-cap stocks with the Head of Japan Value Equities at GMO.

Guests:

Sailesh Radha - Founder & Chief Investment Officer - Borealis Global Advisory LLC 

For more on Borealis Global Advisory LLC visit their website: https://borealisga.com/

Drew Edwards - Head of Japan Value Equities | Portfolio Manager at GMO

For more on GMO visit their website: https://www.gmo.com/americas/

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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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