Very cool new look at this … click the link for the blog. Markets are always more complex than they appear seems to be a theme.

Will the Growth of Indexing Lead to Its Downfall?

Fresh study on how recent adds/drops to S&P 500 have performed-- we are working to update our paper and analysis on the Original S&P 500 stocks vs continuously updated S&P 500. Stay tuned but

New blog wisdomtree.com/investments/bl…

Fun seeing Janet in studio today!

👇👇👇

Btw, congrats to Sam on the new gig at WisdomTree. Great hire Jeremy Schwartz

'Inflation [is] running below Fed's 2% target on both core and headline CPI using more real-time shelter! Instead of 5.7% BLS shelter, avg of Apt List/Zillow: 1.1%.'

Jeremy Schwartz

On wages feeding inflation front - it is wage growth vs productivity growth that is key inflationary impulse.

Better productivity trends also very beneficial offset to wage growth after disastrous 2022 for productivity.

CPI too hot to handle? Alt inflation headline reads out:

Inflation running below Fed's 2% target on both core and headline CPI using more real-time shelter!

Instead of 5.7% BLS shelter, avg of Apt List/Zillow: 1.1%

Let's be careful from over emphasizing too hot headlines!

I had the pleasure to speak yesterday with WisdomTree CIO Jeremy Schwartz and Wharton Professor Jeremy Siegel about the outlook for the economy and financial markets. podcasts.apple.com/ca/podcast/beh…

It was a Good Friday holiday weekend but a flub getting our podcast correctly posted. Sorry about that all.

But should see a special episode with Dan Ives out now and getting updated on the apps.

open.spotify.com/episode/6lPfzp…

🎙️ Top Investing Podcasts of the Week 🎙️

Chris Powers w/ Barry Sternlicht on the real estate market thefortpod.com/barry-sternlic…

@jason w/ David Clark on VC power laws thisweekinstartups.com/episodes/Bdc80…

Jeremy Schwartz w/ Art Berman on energy markets soundcloud.com/user-20931378/…

🔥 episode on #BehindtheMarkets this week with Rosy & the Professor going at it. Jeremy Schwartz gave a few giggles listening in. Never did I think GDP would generate Springer type action. lol

overcast.fm/+H2tZoxW8E

We have some news on the wires today!

Congrats Will Peck and team! Very excited for what this brings.