Show from 11/07/25
Host Jeremy Schwartz and Professor Siegel discuss conflicting jobs data amid the government shutdown, political fallout from the recent elections, and the implications of potential Supreme Court rulings on tariffs. The Professor warns about the possible economic drag from the shutdown during the holiday season and offers his market perspective, noting AI investment strength and skepticism around market bubble fears. (15:00) Jeremy continues with guests Jeff Weniger, Chris Gannatti, and Sam Rines to unpack the Supreme Court's tariff case, recent AI market volatility, and the implications of energy constraints on future data center development. They explore earnings season surprises, Japan's market volatility tied to SoftBank, and Warren Buffett's continued investment activity. The conversation closes with in-depth views on India's economic trajectory, gambling markets' impact on traditional betting operators, and the risks and hype cycles in crypto and equity speculation.
WisdomTree: https://www.wisdomtree.com/investments
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Show from 11/07/25
Host Jeremy Schwartz and Professor Siegel discuss conflicting jobs data amid the government shutdown, political fallout from the recent elections, and the implications of potential Supreme Court rulings on tariffs. The Professor warns about the possible economic drag from the shutdown during the holiday season and offers his market perspective, noting AI investment strength and skepticism around market bubble fears. (15:00) Jeremy continues with guests Jeff Weniger, Chris Gannatti, and Sam Rines to unpack the Supreme Court's tariff case, recent AI market volatility, and the implications of energy constraints on future data center development. They explore earnings season surprises, Japan's market volatility tied to SoftBank, and Warren Buffett's continued investment activity. The conversation closes with in-depth views on India's economic trajectory, gambling markets' impact on traditional betting operators, and the risks and hype cycles in crypto and equity speculation.
WisdomTree: https://www.wisdomtree.com/investments
Harvesting Alpha from Dirt: From Cornfields to Data Centers
Behind the Markets Podcast
47 minutes 9 seconds
2 months ago
Harvesting Alpha from Dirt: From Cornfields to Data Centers
Show from 01/09/25
Host Jeremy Schwartz travels across Indiana with Brandon Zick, CIO of Ceres Partners, as they explore farmland investments following WisdomTree’s acquisition announcement of Ceres. Brandon and Jeremy dive into the fundamentals of farmland investing, including its inflation-hedging characteristics, active property sourcing strategies, and the portfolio's strong historical returns. They also discuss the optionality in farmland from uses like solar, wind, and data centers, the role of dairy and biodiesel, and the impact of tariffs, labor dynamics, and energy policies on farm operations and profitability.
Guest: Brandon Zick is responsible for managing all investments at Ceres Partners, including Ceres Farms flagship farmland fund and Ceres Food & Agriculture private equity strategies. In this role he supervises valuation analysis, acquisition/investment due diligence, portfolio and tenant management, and acquisition negotiations and execution. Prior to joining Ceres in 2010, Mr. Zick served as Vice President of Strategic Acquisitions at Morgan Stanley Investment Management where he performed due diligence, valuation analysis, deal negotiation and execution of strategic business transactions. Previously, he worked as a senior associate of investor relations at Morgan Stanley, and Brandon began his career as a finance associate at Lehman Brothers.Brandon currently serves on the Federal Reserve Bank of Chicago Advisory Council and the Small Business, Agriculture & Labor sub-council. Mr. Zick is a graduate of the University of Notre Dame with a B.B.A. in finance and a Japanese concentration and is a Chartered Alternative Investment Analyst. Mr. Zick grew up on a family dairy and crop farm in Northeastern Pennsylvania.
Brandon Zick: https://www.linkedin.com/in/brandon-zick-394a5310
WisdomTree: https://www.wisdomtree.com/investments
Behind the Markets Podcast
Show from 11/07/25
Host Jeremy Schwartz and Professor Siegel discuss conflicting jobs data amid the government shutdown, political fallout from the recent elections, and the implications of potential Supreme Court rulings on tariffs. The Professor warns about the possible economic drag from the shutdown during the holiday season and offers his market perspective, noting AI investment strength and skepticism around market bubble fears. (15:00) Jeremy continues with guests Jeff Weniger, Chris Gannatti, and Sam Rines to unpack the Supreme Court's tariff case, recent AI market volatility, and the implications of energy constraints on future data center development. They explore earnings season surprises, Japan's market volatility tied to SoftBank, and Warren Buffett's continued investment activity. The conversation closes with in-depth views on India's economic trajectory, gambling markets' impact on traditional betting operators, and the risks and hype cycles in crypto and equity speculation.
WisdomTree: https://www.wisdomtree.com/investments
