Jeff Weniger on the Housing Recession, Perky Consumers, and Where to Invest Now

Sep 20, 2022

Our friend Jeff Weniger, Head of Equity Strategy at Wisdom Tree, returned as this week’s guest. Our wide-ranging conversation covered topics including:

• How sticky has inflation really become
• Many ways to measure inflation
• Leading and lagging indicators
• The recent drop in US home prices and the health of the real-estate market
• How the recent rise in interest rates affects mortgages and affordability
• US money supply and the reversal of the TINA trade
• Japan – demographics, debt burden and a collapsing Yen
• Reverse currency wars
• What makes a country (and its currency) a safe haven
• The apparent disconnect between financial markets and the economy
• How investors should prepare and protect their portfolios for the next few years
• And much more

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.

 

*ReSolve Global Inc. refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global Inc. is a registered person with the Cayman Islands Monetary Authority.