Behind the Markets Podcast
298 episodes - English - Latest episode: about 2 years ago - ★★★★ - 84 ratingsHosts Jeremy Schwartz, Director of Research at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz has served as Global Chief Investment Officer for WisdomTree since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future for Investors. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is also a member of the CFA Society of Philadelphia.
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Episodes
Behind The Markets Podcast: Andrew Beer
May 21, 2022 14:12 - 53 minutes - 72.8 MBShow from 5/20/22 This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel talks Walmart/ Target, GDP, money supply, and commodity prices. Then, what are the key issues for hedge funds? How should you manage your investments in this inflated environment? Host Jeremy Schwartz discusses hedging risks, how often to trade managed futures, long short strategies, and more with Founder of Dynamic Beta Andrew Beer. Guest: Andrew Beer – Founder and Managing member at Dynamic Beta I...
Behind The Markets Podcast: Eric Ervin
May 14, 2022 01:14 - 52 minutes - 72.4 MBShow from 5/13/22 Wharton Finance Professor Jeremy Siegel kicks off the show talking real estate, rising gasoline prices, worsening inflation, new normal real interest rate for the 10 year and more. Then, why is the crypto market falling? Host Jeremy Schwartz and Co-Host Benjamin Dean talk to an expert on digital assets about stable coins and crypto ecosystem risks. Guest: Eric Ervin – Co-founder of Onramp Invest, a platform enabling investment advisors to access the crypto asset economy....
Behind The Markets Podcast: Thomas Tzitzouris
May 06, 2022 23:22 - 52 minutes - 72.6 MBShow from 5/6/22 Wharton Finance Professor Jeremy Siegel talks fed policy, inflation, wages, and why he thinks we’re in a bear market. Then, a conversation on fixed income strategy with an expert from Strategas. Host Jeremy Schwartz brings on Thomas Tzitzouris to discuss fed funds rate, mortgage costs, the 10-year real rates, and the increasing value of the Yen. Guest: Thomas Tzitzouris - Managing Director and Head of Fixed Income Research at Strategas For more on Strategas, visit their ...
Behind the Markets Podcast: Scott Crowe
April 29, 2022 21:26 - 52 minutes - 72.8 MBShow from 4/29/22 Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidity growth, and more. Then, how do you identify companies that are benefiting and growing from changing demand patterns in the new economy? Host Jeremy Schwartz and his guest talk about the impact of covid on the markets, working from home, and the declining need for physical retail stores. Guest: Scott Crowe - Chief Investment Officer at Cent...
Behind The Markets Podcast: Jim Rogers on Commodities
April 23, 2022 00:17 - 53 minutes - 73.1 MBShow from 4/22/22 Wharton Finance Professor Jeremy Siegel opens up the show with his market update talking interest rates and fed policy. Then, commodity expert Jim Rogers joins Host Jeremy Schwartz for a discussion that looks at the global outlook on that asset class, what could replace the dollar, gold, and more. Guest: Jim Rogers – Founder of the Rogers International Commodity Index; Author of: Investment Biker, Adventure Capitalist, Hot Commodities, and more Follow Jim on Twitter: @i...
Behind The Markets Podcast: John Davi on Inflation
April 16, 2022 16:57 - 52 minutes - 72.6 MBShow from 4/15/22 Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cr...
Behind The Markets Podcast: Brian Wesbury & Brent Donnelly
April 08, 2022 21:01 - 53 minutes - 72.8 MBShow from 4/8/22 Wharton Finance Professor Jeremy Siegel talks Fed policy during his market update. Then, Host Jeremy Schwartz and Guest Host Kevin Flanagan cover the latest financial conditions. They take a deep dive into interest rates, inflation pressures, US vs Europe and more with experts in the space. Guests: Brian Wesbury - Chief Economist at First Trust Advisors For more on First Trust Advisors, visit their website: https://www.ftportfolios.com/ Check out his blog here: https:...
Behind The Markets Podcast: Samuel Rines
April 01, 2022 22:56 - 53 minutes - 72.8 MBShow from 4/1/22 Wharton Finance Professor Jeremy Siegel kicks off the show with a market update. Professor Siegel gives his take on wage increases, Fed pricing, inflation, and more. Then, from agriculture and oil to commodities and inflation…how should you be forecasting for 2022? Host Jeremy Siegel talks to Samuel Rines of Corbu LLC about global markets, geopolitics, and more. Guest: Samuel Rines – Managing Director at Corbu LLC, a research intelligence advisory platform focusing on th...
Behind The Markets Podcast: Dan Gunsberg & Caitlin Cook
March 26, 2022 00:29 - 52 minutes - 72.6 MBShow from 3/25/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing bonds crashing, the spike in yields, fed policy, bitcoin, and more. Then, how can you effectively trade cryptocurrency? What are the security risks? Host Jeremy Schwartz talks security and decentralization of bitcoin, Solana, Ethereum, and more with two experts in the cryptocurrency space. Guest: Caitlin Cook – Head of community and vice president of operations at Onramp Academy ...
Behind The Markets Podcast: Ruchir Sharma
March 19, 2022 01:02 - 52 minutes - 71.9 MBShow from 3/18/22 Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. Emerging markets have been a difficult place to invest recently. Ruchir discusses the trend towards international investing, short tech vs long commodities, China, and more. Guest: Ruchir Sharma – chairman of international business at Rockefeller Capital A NY Times article about Ruchir: https://www.nytimes.com/2022/02/10/business/ruchir-shar...
Behind The Markets Podcast: Ruchis Sharma
March 19, 2022 01:02 - 52 minutes - 71.9 MBShow from 3/18/22 Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. Emerging markets have been a difficult place to invest recently. Ruchir discusses the trend towards international investing, short tech vs long commodities, China, and more. Guest: Ruchir Sharma – chairman of international business at Rockefeller Capital A NY Times article about Ruchir: https://www.nytimes.com/2022/02/10/business/ruchir-shar...
Behind The Markets Podcast: Jim Bianco & Jeff Weniger
March 12, 2022 15:52 - 52 minutes - 72.2 MBShow from 3/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earnings, and more. Then, what are the biggest market trends? How can we look to the inverted yield curve as a predictor of market health? What is the future of the commodity market considering the Russia - Ukraine War? Jeremy Schwartz talks to an expert on global macro. Guests: Jim Bianco – Bianco Research Follow Bianco Research on Twitter: @bia...
Behind the Markets Podcast: Chrissy Bargeron & Gareth Shepherd
March 05, 2022 15:26 - 52 minutes - 72.4 MBShow from 3/4/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing the impact of the Russian/ Ukraine crisis, commodity and oil prices, the employment report, inflation and more. Then, what are the most powerful machine learning patterns? How can you manage overlapping data when working with competition on modeling? Host Jeremy Schwartz talks to two guests in the machine learning and AI modeling space about how to apply these techniques in quantitativ...
Behind the Markets Podcast Special: St. Louis Fed President Jim Bullard
February 25, 2022 20:21 - 52 minutes - 72.7 MBShow from 2/25/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss high inflation and the Russia/ Ukraine crisis with President of the Federal Reserve Bank of St. Louis James Bullard. They get into Russia’s attack on the Ukraine and the impact this will have on markets, the continued reopening after Omicron, unemployment, housing, and more. James Bullard says he would like to see the Fed policy rate at over 1% and the balance sheet runoff begin in the second quarter ...
Behind The Markets Podcast: Josh Young & Nitesh Shah
February 19, 2022 15:25 - 52 minutes - 72.4 MBShow from 2/18/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexes, import prices, the Russia/ Ukraine situation, and more. Then, what is the current state of the demand and supply of oil? Jeremy Schwartz brings on an expert on oil and energy stocks. They get into the issue of underinvestment in oil and the lack of discovery over the years. Plus, trading through the futures market. What is the impact of back...
Behind The Markets Podcast: Dave Donabedian & Kevin Flannagan
February 12, 2022 01:32 - 52 minutes - 72.3 MBShow from 2/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing worsening inflation, high duration stocks, and more. Then, how should you navigate fixed income strategy in the current market? Host Jeremy Schwartz talks to an expert in the space about managing duration risk and balancing portfolios. Plus, volatility in the Fed cycle, earnings, goods consumption and more with the chief investment officer at CIBC Private Wealth Management. Guests...
Behind The Markets Podcast: J.C. Parets
February 05, 2022 02:19 - 52 minutes - 72.5 MBShow from 2/4/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market updates from the bond market and earnings to inflation. What is the impact of the positive jobs report? Will the Fed raise rates? Professor Siegel answers these questions and more. Then, the commodity supercycle, gold, and interest rates. Host Jeremy Schwartz talks to the founder of All Star Charts, a technical analysis publication, to see how he measures key performance indicators. Guest: J.C. ...
Behind The Markets Podcast: Wes Gray & Harris Kupperman
January 29, 2022 18:13 - 52 minutes - 71.4 MBShow from 1/28/22 Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflation, stock rotation, supply shortages, and more. Then Host Jeremy Schwartz talks value rotation and 2022 market outlook with two experts in the space. Founder and CIO of Praetorian Capital Harris Kupperman and Founder, CEO, and Chief Investment Officer of Alpha Architect Wes Gray get into what is driving oil prices, the value of gold, real est...
Behind The Markets Podcast: David George
January 22, 2022 01:35 - 52 minutes - 72.2 MBShow from 1/21/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. According to the professor, the 10-year treasury yield is down due to volatility, value stocks are doing well, and there is increased hawkishness due to inflationary pressure. Then, how will banks and financials do in 2022 with the threat of rising rates? Host Jeremy Schwartz talks to Managing Director and Senior Bank Analyst at Robert W. Baird & Co. who covers US banks about macro...
Behind The Markets Podcast: Harindra De Silva
January 15, 2022 03:06 - 52 minutes - 72.6 MBShow from 1/14/22 How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra (Harin) de Silva of Analytic Investors about rotating factor investing, shorting, and the influence of the pandemic on investing. Harin says we should think of the world through factors, “you have to consider where we are in the cycle, which factors should be important, and what we are seeing in returns.” He also mentions machine learning and says investors can use thi...
Behind The Markets Podcast: Tim Duy
January 07, 2022 20:33 - 20 minutes - 28.2 MBShow from 1/7/21 Host Jeremy Schwartz talks to a well-known Fed watcher about rate hikes, pressure on wages, job growth, the 10 year and the shape of the yield curve. They discuss the long-term outlook and the possibility of a positive yield environment. Guest: Tim Duy – Professor of Economics at the University of Oregon and Chief US Economist for SGH Macro Advisors Follow Tim on Twitter: @TimDuy For more on SGH Macro Advisors visit their website: https://www.sghmacro.com/ Follow W...
Behind The Markets Podcast: Greg Valliere
January 07, 2022 20:30 - 33 minutes - 46.2 MBShow from 1/7/21 Wharton Finance Professor Jeremy Siegel kicks off the new year with his market projections. The professor discusses the 10 year bond breaking through its previous high and hitting 180, WTI touching 80, and the possibility of the fed slowing the inflation rate. Then Hosts Jeremy Schwartz and Jeremy Siegel bring on a Fed expert. They talk about environmental proposals, more funding for universal pre-kindergarten, fiscal stimulus, the COVID response, the regulatory climate, an...
Behind the Markets Podcast: Michael Batnick & Larry Cermak
December 24, 2021 18:44 - 53 minutes - 73.3 MBShow from 12/24/21 In this Behind the Markets holiday special, Host Jeremy Schwartz talks with cryptocurrency experts about the future of the market in 2022. In 2021 Tesla bought bitcoin and it kickstarted interest in crypto, but how will this asset class look going forward? VP of Research at The Block Larry Cermak says that stable coins are already changing many aspects of how we function today such as funding non-crypto VC deals. They discuss bitcoin mining, Ethereum, NFTs, the metaverse,...
Behind The Markets Podcast: Jay Jacobs
December 18, 2021 01:27 - 22 minutes - 31.3 MBShow from 12/17/21 Host Jeremy Schwartz talks to Jay Jacobs, an expert on disruptive growth technologies, about his new report Charting Disruption 2022 Thematic Outlook. They get into the fed’s influence on markets, reopening stocks, ecommerce, cloud computing, China, and more. Guest: Jay Jacobs – SVP, Head of Research & Strategy at Global X ETFs Read Jay’s “Charting Disruption 2022 Thematic Outlook: https://www.globenewswire.com/news-release/2021/12/08/2348404/0/en/Global-X-ETFs-Announ...
Behind the Markets Podcast: Former VC of the Federal Reserve Donald Kohn
December 18, 2021 01:24 - 31 minutes - 43.1 MBShow from 12/17/21 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to Former Vice Chair of the Federal Reserve Donald Kohn about inflation, the COVID-19 omicron variant, M2, inversion of the yield curve, and more. Professor Siegel notes the lagging labor force participation and its influence on inflation. Plus Donald gives his take on markets and recent fed decisions. Guest: Donald Kohn - Former Vice Chair of the Federal Reserve For more information on Donald visit ...
Behind The Markets Podcast: David Cohen & Matthew Patterson
December 10, 2021 23:26 - 52 minutes - 71.9 MBShow from 12/10/21 Wharton Finance Professor Jeremy Siegel kicks off the show with inflation, interest rates, the fed, and equity markets. Then what is the future of handls? Host Jeremy Schwartz and Guest Host Rick Harper talk to the co-founders of HANDL Indexes, a company trying to respond to the income needs of investors and create a better alternative. They discuss closed-end funds, leverage limitations, ETFs, volatility, and more. Guests: David Cohen – Co-Founder of HANDL Indexes Fol...
Behind The Markets Podcast: Phil Huber
December 03, 2021 23:49 - 50 minutes - 69.9 MBShow from 12/3/21 Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update noting the strong employment report, the yield curve, the long bond, and more. Then, are you interested in alternative asset classes? In this episode of Behind the Markets Host Jeremy Schwartz and Guest Host Chris Gannatti talk to the author of “The Allocator’s Edge” about the shifting landscape for traditional portfolios, asset classes and strategies for alternative investments, and shar...
Behind The Markets Podcast: Damon Ficklin
November 19, 2021 23:50 - 52 minutes - 72.3 MBShow 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. Guest: Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen Capital For more o...
Behind The Markets Podcast: Aaron Klein
November 12, 2021 22:12 - 52 minutes - 71.9 MBShow from 11/12/21 Wharton Finance Professor Jeremy Siegel starts the show with his market update covering the latest inflation news, oil prices, wages, supply constraints and more. Then, how can you use data to make informed risk related decisions in the Fintech market? Host Jeremy Schwartz and Guest Host Ryan Krystopowicz discuss data analytics, risk management, and the macro view on model portfolios with an expert in the Fintech space. Guest: Aaron Klein – Founder and CEO of Riskalyze ...
Behind the Markets Podcast: Michael McClary
November 11, 2021 00:35 - 52 minutes - 97.3 MBShow from 10/29/21 Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update. He discusses the 1.3% increase in the Employment Cost Index, inflation, labor costs, fed pricing and more. Then Host Jeremy Schwartz brings on an ETF expert from Valmark Advisers, Inc. They get into common mistakes made when building portfolios such as active management and decisions based on one variable. Plus a look at Valmark Advisers, LLC’s new index focused on equities. Gues...
Behind The Markets Podcast: Larry Adam
October 23, 2021 03:47 - 48 minutes - 66.5 MBShow from 10/22/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market outlook. What are possible supply side disruptions? What are the current inflation expectations? Then Host Jeremy Schwartz brings on the Chief Investment Officer at Raymond James to discuss market strategy and portfolio management. They cover everything from earnings growth and inflation pressures to energy prices. Guest: Larry Adam – Chief Investment Officer at Raymond James Follow him on T...
Behind The Markets Podcast: Corey Hoffstein & Rodrigo Gordillo
October 13, 2021 20:48 - 53 minutes - 72.8 MBShow from 10/8/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the employment report, fed posture, volatility in overseas commodities, and more. Then, are you interested in using an adaptive approach to investing? Host Jeremy Schwartz brings on the authors of a new paper titled “Return Stacking” about how to leverage to boost returns. Learn how to create an inflation sensitive basket of commodities, emerging market currencies, and more. Gues...
Behind The Markets Podcast: Mary D'Onofrio, Kara Marciscano, & Liqian Ren
October 01, 2021 22:08 - 52 minutes - 71.3 MBShow from 10/1/21 Wharton Finance Professor Jeremy Siegel shares his market updates to start the show discussing everything from volatility and inflation to CPI projections. Then Host Jeremy Schwartz brings an expert in the cloud computing space who talks about growth and efficiency scores. Fintech, security, and data infrastructure are leading in the cloud industry. Plus Director of Modern Alpha at WisdomTree Liqian Ren gives her take on China, education regulation, the Evergrande debt cri...
Behind the Markets Podcast: Brent Donnelly
September 24, 2021 22:08 - 52 minutes - 72.3 MBShow from 9/24/21 Wharton Finance Professor Jeremy Siegel talks about the Fed meeting, inflation, tapering, bonds vs equities and more. Then Host Jeremy Schwartz brings on the author of a new book "Alpha Trader" to discuss specific strategies, tactics, and habits that lead to professional trading success. Guest: Brent Donnelly - President of Spectra Markets and author of Alpha Trader. You can purchase his book on Amazon: Alpha Trader: The Mindset, Methodology and Mathematics of Professi...
Behind The Markets Podcast: Peter Mallouk
September 17, 2021 19:30 - 52 minutes - 72.3 MBShow from 9/17/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the CPI and volatility in the markets.. Then, Hosts Jeremy Schwartz and Jeremy Siegel talk to an expert in the management of high net worth individuals. They get into 60/40 allocation alternatives, weighing stocks in a portfolio, risk management, and much more. Guest: Peter Mallouk - CEO of Creative Planning For more on Creative Planning visit their website: https://creativeplanning.com/ For the lat...
Behind The Markets Podcast: Benjamin Dean
September 11, 2021 00:07 - 23 minutes - 32 MBShow from 9/10/21 What are the risks and opportunities created by technological change? How does it work on an economic, social, and financial level? Host Jeremy Schwartz talks to an expert on emerging technologies about the development of cryptocurrency and the future of the market. Guest: Benjamin Dean – Director of Digital Assets at WisdomTree in Europe Follow Benjamin on LinkedIn: https://www.linkedin.com/in/benjamin-c-dean-2018/ Follow WisdomTree on Twitter: @WisdomTreeETFs Fol...
Behind the Markets Podcast: Heather Callender-Potters
September 11, 2021 00:06 - 30 minutes - 41.5 MBShow from 9/10/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the Covid Delta Variant’s impact on the fed, inflation risk, and the vaccine recovery plan. Then, with Covid numbers back on the rise, how can we increase vaccination rates? Host Jeremy Schwartz brings on an innovator in the health care space who talks about a needleless vaccine, compliance, and how pharma companies can advance immunization efforts. Guest: Heather Callender-Potters – Chief Advocate an...
Behind The Markets Podcast: Claudia Franco
August 27, 2021 20:58 - 26 minutes - 36.1 MBShow from 8/27/21 Curious about how countries around the world manage market risk and bonds? Host Jeremy Schwartz brings on a bond market expert who works for the Inter-American Development Bank in Latin America. They get into global debt, emerging markets, volatility, and more. Guest: Claudia Franco - Head of Treasury Client Solutions at the Inter-American Development Bank For more on the IDB visit their website: https://www.iadb.org/en/about-us/overview Follow WisdomTree on Twitte...
Behind The Markets Podcast: Joe Gyourko
August 27, 2021 20:52 - 27 minutes - 38.2 MBShow from 8/27/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. This week he discusses the Fed, inflation, raising rates, the gold rally, and more. Then Host Jeremy Schwartz brings on Wharton Real Estate Professor Joe Gyourko to get into real estate markets. Professor Gyourko said in the last month commercial real estate from industrial to malls are at almost pre-COVID levels. He explains how COVID accelerated trends that were happening pre-COVID and pr...
Behind The Markets Podcast: Jens Nordvig
August 20, 2021 22:07 - 24 minutes - 33.6 MBShow from 8/20/21 Host Jeremy Schwartz talks to an expert on macro research about COVID forecasting, Chinese markets, developed currencies and more. Guest: Jens Nordvig: Founder & CEO of Exante Data For more on Extante Data visit their website: https://www.exantedata.com/ Follow Extante Data on Twitter: @ExanteData Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Hosted on Acast. See acast.com/privacy for more information.
Behind the Markets Podcast: George Mateyo
August 20, 2021 21:52 - 29 minutes - 40.3 MBShow from 8/20/21 Wharton Finance Professor Jeremy Siegel joins at the start of the show to discuss the latest market news from the pandemics impact on supply chains to Chinese tech stocks. Then Host Jeremy Schwartz talks to the the Chief Investment Officer at Key Bank about identifying high quality companies that generate strong returns, equities, navigating the risk from the Delta variant and more. Guest: George Mateyo - Chief Investment Officer at KeyBank Follow him on LinkedIn: http...
Behind The Markets Podcast Special: Sam Rines
August 16, 2021 00:53 - 12 minutes - 16.7 MBCamp Kotok Special from 8/13/21 In this Behind the Markets special, we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. Host Jeremy Schwartz and Chief Economist at Avalon Advisors Samual Rines discuss the uncertainty in market forecasting from inflation and employment to the delta variant. How can investors better understand the purpose of the portfolio before making decisions? What are t...
Behind the Markets Podcast: Tom Ricketts
August 16, 2021 00:47 - 53 minutes - 72.7 MBShow from 8/13/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update from PPI data to consumer trends. Then how do you balance innovation and growth investing in a portfolio? The founder of Evolutionary Tree Capital Management joins Host Jeremy Schwartz to discuss how to find leading innovators, develop them, and benefiting from that. Guest: Tom Ricketts – Founder and Chief Investment Officer at Evolutionary Tree Capital Management For more on Evolutionary ...
Behind The Markets Podcast: Sam Burns
August 07, 2021 03:19 - 56 minutes - 77.9 MBShow from 8/5/21 Interested in spicing up your 60/40 spread? Host Jeremy Schwartz brings on the Founder and Chief Strategist at Mill Street Research Sam Burns to cover the latest investing trends. Sam discusses the benefit of combining top down and bottom-up inputs to analyze markets as well as how to watch for weakening risk appetite in equities. They also get into Fed policy and the recent decision to support the corporate debt market. Guest: Sam Burns – Founder and Chief Strategist at ...
Behind The Markets Podcast: Milton Berg
July 31, 2021 18:01 - 52 minutes - 72.7 MBShow from 7/31/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the recent Fed meeting, Powell's stance on high inflation, the employment report, and the impact of the covid delta variant. Then, what's the best way to take advantage of minor fluctuations in stocks? Are we leaning towards a bear market? CEO and Chief investment Officer at MB Advisors Milton Berg gets into his firm's research methods and how to optimize your portfolio. Guest: Milton Berg - CEO and C...
Behind the Markets Podcast: Savita Subramanian
July 25, 2021 01:08 - 52 minutes - 72.1 MBShow from 7/23/21 Wharton Finance Professor Jeremy Siegel kicks off the show covering market news from vaccination rates and reopening the US economy to the inflation rate, and more. Then, how do you evaluate small-cap stocks? What is the best quantitative strategy and how do you measure ESG growth? Host Jeremy Schwartz discusses these topics and more with an expert in US equity strategy. Guest: Savita Subramanian - Head of U.S. equity strategy and quantitative strategy at BofA Securities...
Behind the Markets Podcast: Dan Doney
July 16, 2021 21:06 - 52 minutes - 72.1 MBShow from 7/16/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the future of inflation, the 10 year under 1%, housing not being in the CPI, money supply and more. Then, Host Jeremy Schwartz and Guest Host Will Peck get into emerging technologies and digital assets with an expert in the space. Guests: Dan Doney - CEO of Securrency, Inc Follow him on LinkedIn: https://www.linkedin.com/in/ddoney/ For more on Securrency visit their website: https://securrency.com/ ...
Behind the Markets Podcast: Marko Papic
July 02, 2021 20:51 - 52 minutes - 71.8 MBShow from 7/2/21 What are the implications of populism on markets? What does this mean for the US? Curious about the race to zero? Host Jeremy Schwartz discusses macro trends with Partner and Chief Strategist at Clocktower Group Marko Papic. Marko explains how the pandemic changed fiscal expectations and what the future looks like for global markets. Guest: Marko Papic - Partner and Chief Strategist at Clocktower Group Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geo...
Behind The Markets Podcast: Randy Watts
June 25, 2021 22:38 - 54 minutes - 74.6 MBShow from 6/25/21 Curious about the new inflation data? Need to know the stock/ bond outlook and what the 10-year yield looks like? Wharton Finance Professor Jeremy Siegel kicks off the show covering all that and more with his market update. Then, Host Jeremy Schwartz talks with the Chief Investment Officer for O'Neil Global Advisors about growth and momentum investing. Guest: Randy Watts - Chief Investment Officer for O'Neil Global Advisors Follow Randy on Twitter: Chief Investment Offi...
Behind The Markets Podcast: Jamie Metzl
June 18, 2021 18:46 - 54 minutes - 74.3 MBShow from 6/18/21 From reopening trades and commodity stocks to inflation and low yields, Wharton Finance Professor Jeremy Siegel takes a look at the latest market news. Then, what is the state of geopolitics? Interested in the new biorevolution, innovations transforming economies, societies, and our lives? Host Jeremy Schwartz talks to an expert on geopolitics about advancing genetics technology, the future of food production, the healthcare industry, and more. Guests: Jamie Metzl - lea...