How can behavioral finance improve your investment strategies?

Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor Content, for a conversation about behavioral finance in investment strategies.

Jeremy reflects on his path to becoming a CIO, influenced by his father and a natural affinity for finance. Together they discuss Jeremy’s research collaborations, such as with Dr. Siegel on “Future for Investors,” and the potential of AI in investing. Jeremy also shares information on investment philosophy, including Warren Buffett’s 20-punch card rule, and recommends useful behavioral finance readings. Their conversation further examines market dynamics, the equity risk premium, and the historical inflation protection provided by stocks, contrasting their performance with bond yields.

Jeremy discusses:

  • His journey to becoming the Global Chief Investment Officer at WisdomTree Asset Management
  • Importance of behavioral finance in investment strategies
  • The value of academic research and expert insights in crafting robust portfolios and advising clients
  • AI’s impact on the investment industry
  • Significance of Warren Buffett’s investment philosophy and the 20 punch card rule
  • Some recommended readings for behavioral finance
  • And more

 

Resources:

Connect with Ana Trujillo Limón: 

Connect with Jeremy Schwartz:

About our Guest: 

Jeremy Schwartz has been the Global Chief Investment Officer at WisdomTree Asset Management since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indices, quantitative active strategies, and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

 

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Samatha Allen: How AI is Transforming Digital Marketing

By: Ana Trujillo Limon
How can financial advisors best leverage AI to revolutionize their digital marketing efforts? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice …
Blog

Samantha Allen: How AI is Transforming Digital Marketing

By: Ana Trujillo Limon
How can financial advisors best leverage AI to revolutionize their digital marketing efforts? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice …
Blog

Being Prepared for the Unexpected: What to Consider in Building a Key Person Continuity Plan

By: Jessica Colston
I once knew an advisor who went out of state on vacation. She had an accident so severe it required several rounds of surgery. She was unable to come …
Blog

A Different Kind of Growth: How Carson Helped One Partner Go from Advisor to CEO

By: Cory Gilinsky
Joel Worsfold partnered with Carson because he was looking for a more streamlined client experience, a better tech stack than his broker-dealer offered, practice management tools for dealing with …
1 2 3 148