#421 – Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low

<p>Today’s guest is <a href= "https://twitter.com/JeffWeniger"><strong>Jeff Weniger</strong></a>, the Head of Equity Strategy at WisdomTree. </p> <p>In today’s episode, we’re talking about everything going on in the market and economy. We touch on inflation and why Jeff first tweeted about rising food prices over a year ago. Then we get into the market and discuss the relationship between interest rates and different sectors, the recent outperformance of consumer staples vs. consumer discretionary, and why Jeff is bullish on companies returning cash to shareholders.</p> <p>As we wind down, Jeff shares some signs he’s looking out for that may signal this bear market has bottomed.</p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber"><strong>Twitter</strong></a><strong>, <a href= "https://www.linkedin.com/in/mebanefaber/">LinkedIn</a></strong> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1"> <strong>YouTube</strong></a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2022/06/08/e421-jeff-weniger/"><strong>here</strong></a></p> <p>To learn more about our funds and follow us, subscribe to our <strong><a href= "https://us1.list-manage.com/subscribe?u=6750faf5c6091bc898da154ff&id=7249739cdb">mailing list</a> </strong>or visit us at <a href= "http://www.cambriainvestments.com/"><strong>cambriainvestments.com</strong></a></p> <p>-----</p> <p>Today’s episode is sponsored by <a href= "https://theideafarm.com/"><strong>The Idea Farm</strong></a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free <a href= "http://eepurl.com/XkyPv"><strong>here</strong></a>.</p> <p>-----</p> <p>Interested in <strong>sponsoring</strong> the show? Email us at <a href= "mailto:Feedback@TheMebFaberShow.com">Feedback@TheMebFaberShow.c