businessJan 28, 202252:05pending
Behind The Markets Podcast: Wes Gray & Harris Kupperman
About this episode
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
Get every episode summarized
Each time Behind the Markets Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Behind the Markets Podcast
AI CapEx, Fed Dissent, and the Bull Market That Won’t Quit
Behind the Markets Podcast
May 1, 202653:15pending
Waiting for Signal
Behind the Markets Podcast
Apr 24, 202636:06pending
New Highs and Low-lights
Behind the Markets Podcast
Apr 17, 202638:57pending
Behind the Charts
Behind the Markets Podcast
Apr 10, 202659:12pending