Behind The Markets Podcast

Show from 11/27/20Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework.Guests:Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"Thomas Philips - Adjunct professor in the department of finance and risk engineering at NYU's Tandon School of Engineering, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"Read their paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3443289Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartzAsk Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com See acast.com/privacy for privacy and opt-out info