Episode 292 – Navigating Global Change: Strategy, Infrastructure, and Opportunity with Jeremy Schwartz and Sam Rines

Jeremy Schwartz, Global CIO, and Sam Rines, Macro Strategist for Modern Portfolios at WisdomTree, join us to explore how today’s shifting geopolitical landscape is shaping new global investment strategies. Sam explains how Europe’s renewed focus on defense and infrastructure—driven by NATO spending commitments—is creating long-term momentum across industries. He highlights companies like Saab, Leonardo, and Rheinmetall, where sustained demand and innovation in areas like drone tech and anti-drone systems are already translating into earnings growth.

Jeremy shares how these developments could mark the beginning of a new era for European technology and industrial leadership. Together, they walk through WisdomTree’s Geo Alpha strategy (GEOA), designed to help investors navigate uncertainty and align portfolios with major global shifts. With themes spanning policy, innovation, and evolving supply chains, GEOA offers a forward-looking framework for those seeking broader diversification and resilience across changing markets.

Click here to view the current holdings in GEOA.

Definitions:

• European Defence Industrial Strategy (EDIS): plan developed by the EU to strengthen the EU’s defense industry and collaborative procurement
• LNG stands for liquified natural gas
• MSCI ACWI: A free-float adjusted market capitalization-weighted index that is designed to measure the equity market performance of developed and emerging markets.

Resources: WisdomTree ETFs (Exchange Traded Funds) & Investments

Investors should carefully consider the investment objectives, risks, charges, and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/Investments. Read the prospectus or, if available, the summary prospectus carefully before investing.

WisdomTree GeoAlpha Opportunities Fund (GEOA) Risk Information: There are risks associated with investing, including possible loss of principal. Some countries and regions in which the Fund invests may have and may continue to experience security concerns, war, aggression and/or conflict, economic uncertainty, sanctions or the threat of sanctions, natural and environmental disasters, and widespread disease or other public health issues. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. Investments in non-U.S. securities involve political, regulatory, and economic risks that may not be present in investments in U.S. securities. To the extent the Fund invests a significant portion of its assets in a single country or region, it is more likely to be impacted by events affecting that country or region. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed by Foreside Fund Services, LLC.

Jeremy Schwartz is a registered representative of Foreside Fund Services, LLC

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