In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and peak central bank tightening – or are we? Jeff shares his views through a cross-sectional analysis of housing, labor, production, and valuations and where the risk/reward looks most favorable and unfavorable.
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