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Behind the Markets with Jeremy Schwartz

This past December, I was visiting NYC and WisdomTree’s Jeremy Schwartz was kind enough to have me as a guest on his great podcast, Behind the Markets, on Wharton Business Radio.

Our recording took place from the Major League Baseball “High Heat” studio at the SiriusXM offices in Manhattan. While we didn’t talk a lot of baseball, we did cover a lot of ground related to all things investing. Some highlights of our discussion include:

The genesis and evolution of Huber Financial Advisors
Our firm’s culture as a “family serving families”
The amazing experience that was March for the Fallen
How I got into blogging and why Twitter is such an indispensable resource in our industry
The long-term prospects and short-term headwinds of Emerging Markets
The “80/20 Rule” with Alternatives
Active vs. Passive in Fixed Income (see also my recent comments on the subject in the New York Times)
The challenging year that was 2018
Below is a link to the full episode on Soundcloud:

Behind The Markets Podcast: Phil Huber

You can also find the podcast on iTunes and Google Play. Enjoy!

About the author

Phil Huber, CFA, CFP®

Phil is the Head of Portfolio Solutions for Cliffwater, a leading alternative investment adviser and fund manager. Prior to joining Cliffwater in 2024, Phil was the Chief Investment Officer for Savant Wealth Management, a multi-billion dollar wealth management firm. Phil has been involved in the financial services industry since 2007. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a member of the CFA Society of Chicago. More about me here. Twitter: @bpsandpieces

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