The Meb Faber Show: “Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low”
Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low
Today’s guest is Jeff Weniger, the Head of Equity Strategy at WisdomTree.
In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff first tweeted about rising food prices over a year ago. Then we get into the market and discuss the relationship between interest rates and different sectors, the recent outperformance of consumer staples vs. consumer discretionary, and why Jeff is bullish on companies returning cash to shareholders.
As we wind down, Jeff shares some signs he’s looking out for that may signal this bear market has bottomed.
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