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Podcast: Money Life with Chuck Jaffe
Episode: WisdomTree's Weniger on the potential for 'upside economic surprise'
Description: Jeff Weniger, head of equity strategy at WisdomTree Asset Management, worries that there may be "an upside CPI surprise" coming in the second half of the year, but he also says there is "the risk of upside economic surprises" now, evidenced in the market action, where he sees basic materials, energy and "things that come out of the ground" like commodities and oil leading the way. Those are assets that normally lead late in the economic cycle, and he expects them to stay strong through 2026. Weniger also discusses why President Trump's recent nomination of Kevin Warsh as the next F...