May 8, 2021
On Behind the Markets, a podcast brought to you by Jeremy Schwartz, WisdomTree Global Head of Research, we talk to market strategists, business executives and financial advisors about important trends underpinning the financial markets.
In this episode, Jeremy talks to Sailesh Radha, co-founder and chief investment strategist of Borealis Global Advisory, and Drew Edwards, head of GMO’s Usonian Japan Equity team.
In the first half of the podcast, we spoke with Sailesh Radha. We covered the following range of topics:
Radha’s use of a “Smart CAPE” (cyclically adjusted price-to-earnings ratio) and real exchange rate model to rank and rotate equity investments among the most attractive countries.