{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5b6afaddb794d5666cd13431/61983842eee90800135c1724?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Behind The Markets Podcast: Damon Ficklin","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/5b6afaddb794d5666cd13431/1545422945852-7d40aa9a9606114bea48810b4ad0c7ca.jpeg?height=200","description":"<p><strong>Show from 11/19/21</strong></p><p><br></p><p>Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally.</p><p><br></p><p><strong>Guest:</strong></p><p>Damon Ficklin – Head of Team, Portfolio Manager &amp; Analyst at Polen Capital</p><p>For more on Polen Capital visit their website: <a href=\"https://www.polencapital.com/people/damon-ficklin\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.polencapital.com/people/damon-ficklin</a> </p><p>For the latest, follow Polen Capital on Twitter: @PolenCapital&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</p><p><br></p><p>Follow WisdomTree on Twitter: @<a href=\"https://soundcloud.com/WisdomTreeETFs\" rel=\"noopener noreferrer\" target=\"_blank\">WisdomTreeETFs</a></p><p>Follow Jeremy Schwartz on Twitter: @<a href=\"https://soundcloud.com/JeremyDSchwartz\" rel=\"noopener noreferrer\" target=\"_blank\">JeremyDSchwartz</a></p>","author_name":"Behind the Markets on Wharton Business Radio"}