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Podcast: Resolve Riffs Investment Podcast
Episode: ReSolve Riffs with Jeff Weniger on Macro Themes and Surprises in 2022
Description: To kick off the new year, our 2022 inaugural episode welcomed back Jeff Weniger, Head of Equity Strategy at WisdomTree Asset Management. Sharp-witted and pulling no punches, Jeff and the team covered topics that included: The early year equity rotation as the inflation narrative gathers steam The third leg of the portfolio stool that most investors are likely missing Owning commodities vs commodity-linked equities Most investors today have barely had any experience with inflation in markets – remembering the commodity super-cycle of the early 2000s Not all inflation is created equally – how it arises determines what asset-classes and instruments can be u...