Behind the Markets Podcast


Behind The Markets Podcast: Damon Ficklin

Ep. 268

Show from 11/19/21

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.


Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen Capital

For more on Polen Capital visit their website:

For the latest, follow Polen Capital on Twitter: @PolenCapital                                                                            

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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