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: Chris Acito
June 11, 2021 22:25 - 54 minutes - 74.4 MBShow from 6/11/21 Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update discussing inflation numbers, bonds, labor markets, and more. Then Host Jeremy Schwartz talks about the four categories of alternative credit: below investment grade traded credit, structured credit, distressed debt, and private lending with the CEO and Chief Investment Officer at Gapstow Capital Partners Chris Acito. Chris outlines the process of managing risk and diversifying portfolio...
Behind The Markets Podcast: Mike Dickson
June 04, 2021 22:30 - 53 minutes - 73.1 MBShow from 6/4/21 Wharton Finance Professor Jeremy Siegel discusses the jobs report, hourly earnings, bond markets, and inflation. Then, interested in trying new investing models? Host Jeremy Schwartz talks to the Head of Portfolio Management at Horizon Investments Mike Dickson, a company focused on goals based planning. Mike explains how to accumulate assets and avoid losses at the same time. Guest: Mike Dickson - Head of Portfolio Management at Horizon Investments For more on Horizon ...
Behind The Markets Podcast Special on Oil Prices
June 04, 2021 22:09 - 34 minutes - 47.1 MBShow from 6/2/21 In this Behind the Markets Special Jeremy Schwartz brings on an expert in the energy sector in light of the rising oil prices. Wharton Finance Professor Erik Gilje talks declining US oil production, incremental demand, OPEC and more. Guest: Erik Gilje - Assistant Professor of Finance, The Wharton School To view his research visit his faculty page: https://fnce.wharton.upenn.edu/profile/gilje/#research Mobeen Tahir - Associate Director, Research at WisdomTree in Europe...
Behind The Markets Podcast: Bob Blakely, Brian Dunphy, & David Yates
May 28, 2021 21:01 - 52 minutes - 72.7 MBShow from 5/28/21 Wharton Finance Professor Jeremy Siegel starts off the show discussing the trade report deficit, the S&P 500, the upcoming employment report, and much more. Then, in light of the recent Colonial Pipeline hack, Host Jeremy Schwartz brings on a panel of cyber security experts to discuss how businesses can protect themselves against malware. What measures can you put in place to ensure your network is safe? What are steps you can take to minimize risk? All that and more. Gue...
Behind the Markets Podcast: Corey Hoffstein on Model Portfolios
May 21, 2021 19:09 - 53 minutes - 74.1 MBShow from 5/21/21 Wharton Finance Professor Jeremy Siegel opens the show talking about the Fed and inflation, bitcoin, equity markets, and more. Then Host Jeremy Schwartz discusses model portfolios with returning guest Corey Hoffstein of Newfound Research. Corey discusses how it has become harder to achieve a reasonable rate of return from an expectations perspective, risk assets, the global central banks moving into an active player role, a dramatic rise in passive investing vehicles, and ...
Behind The Markets Podcast: Donald Kohn & James Lebenthal
May 14, 2021 20:24 - 53 minutes - 73.6 MBShow from 5/14/21 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk Fed news and inflation with the former federal reserve vice chairman and an expert on equity strategy. Siegel says the inflation forecast is way above expectations and the fed needs to reevaluate the way they measure it. Guests: Donald Kohn - Former Federal Reserve Vice Chairman, Senior Fellow at the Brookings Institute For more on the Brookings Institute visit their website: https://www.brookings....
Behind The Markets Podcast Special: Ethereum, The Triple Halving with Squish Chaos
May 07, 2021 23:02 - 1 hour - 93 MBShow from 5/7/21 In this Behind the Markets Podcast Special Host Jeremy Schwartz and Guest Host Corey Hoffstein talk to the brains behind the Twitter famous account SquishChaos, Nikhil Shamapant. "In the past week, I’ve spent sleepless nights working on what I believe to be an institutional grade research report on Ethereum. In my report, I will explain why I believe a $150,000 price target in the next 18 months is actually achievable. My thesis is entirely based upon the concept of “The ...
Behind The Markets Podcast: Michael Heller
May 07, 2021 20:47 - 52 minutes - 72.3 MBShow from 5/7/21 Curious about how property and ownership guides our lives? Host Jeremy Schwartz and Guest Host Matthew Kress find out how businesses control the narrative to steer customers to do what they want with a Columbia Law School professor. From digital privacy to climate change and wealth inequality, our guest discusses the complex nature of engineering the feeling of ownership. Guests: Michael Heller - Lawrence A. Wien Professor of Real Estate Law at the Columbia Law School an...
Behind The Markets Podcast: Sailesh Radha & Drew Edwards
April 30, 2021 21:32 - 53 minutes - 73.4 MBShow from 4/30/21 Wharton Finance Professor Jeremy Siegel kicks off the show with the latest finance news from the GDP report to tax policy. Then, how do you manage yield forecasts? Host Jeremy Schwartz talks to the founder of Borealis Global Advisory LLC about how they developed their own version of the CAPE ratio to capture the investment attributes of emerging countries. Plus a close look at the Japanese market and small-cap stocks with the Head of Japan Value Equities at GMO. Guests: ...
Behind The Markets Podcast: Ed Chin & Thejas Nalval
April 23, 2021 22:01 - 53 minutes - 73.3 MBShow from 4/23/21 We kick off this show with Wharton Finance Professor Jeremy Siegel discussing the latest market news from the capital gains tax and COVID-19 vaccinations to cryptocurrency risks. The Host Jeremy Schwartz and his Guest Co-Host Will Peck talk to experts in the digital asset space. Want to understand how Bitcoin performs globally? What trading strategies are more popular in cryptocurrency vs traditional markets? Our guests will help you be more tactical if you're interested i...
Behind The Markets Podcast: Mary D'Onofrio
April 17, 2021 00:12 - 22 minutes - 31.1 MBShow from 4/16/21 Are you thinking about investing in cloud companies? Host Jeremy Schwartz welcomes returning guest Mary D'Onofrio to the show to discuss the state of the cloud market. They get into pandemic driven cloud business, the M&A pipeline, IPOs, cloud software growth rates, and more. Guest: Mary D'Onofrio - Bessemer Venture Partners To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/ For the latest news follow BVP on Twitter: @BessemerVP ...
Behind The Markets Podcast: Jamie McLaughlin
April 16, 2021 23:58 - 31 minutes - 43.8 MBShow from 4/16/21 Working in the wealth management space? Wondering where clients can get good advice? Host Jeremy Schwartz talks to an expert on wealth management consulting. They discuss ultra high net worth investing, firm economics, calculated risks, service pricing, and much more. Guest: Jamie McLaughlin - Founder and CEO of J. H. McLaughlin & Co. For more on J.H. McLaughlin & Co visit their website: https://jhmclaughlin.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow J...
Behind The Markets Podcast: Kai Wu & Alex Moazed
April 09, 2021 20:10 - 52 minutes - 71.9 MBShow from 4/19/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update predicting a rise in inflation this year and a positive outlook for stocks. He also discusses COVID-19 vaccines. reopening the economy, and government debt. Then, what are the new technology trends and how can you best position yourself in this market? Host Jeremy Schwartz brings on two experts in the platform economy space. They get into research models, measuring platform success over time,...
Behind The Markets Podcast: Nir Kassar & Wes Gray
March 26, 2021 19:24 - 53 minutes - 72.8 MBShow from 3/26/21 Yields have calmed down, personal consumption increased, and there was a 20% jump in money supply. Wharton Finance Professor Jeremy Siegel explains what this means for the economic recovery. Then two experts on ETF factor investing join Host Jeremy Schwartz to discuss low cost portfolio models. Guests: Nir Kassar - Founding Managing Member of Unison Advisors and Bloomberg columnist Read his stories here: Nir Kassar Bloomberg Columns For more on Unison Advisors visit th...
Behind The Markets Podcast: Warren Pies
March 20, 2021 02:43 - 53 minutes - 72.9 MBShow from 3/19/21 This week's market update has Wharton Finance Professor Jeremy Siegel discussing the potential of reopening, inflation, and the state of the Federal Reserve. According to Professor Siegel, the current Fed projections seem inconsistent. Then we turn our attention to momentum funds, cyclical stocks, and more. Host Jeremy Schwartz interviews an expert conducting research on major asset classes using quantitative modeling. Guest: Warren Pies - Founder and Strategist at 3Four...
Behind The Markets Podcast: Amanda Agati
March 13, 2021 00:37 - 53 minutes - 73.5 MBShow from 3/12/21 Wharton Finance Professor Jeremy Siegel talks market trends from the negative influence of yields on the tech sector to the impact of inflation on potential foreign buyers. Then, how will inflation impact the economy? In what ways will the switch to digital work transform the way we do business? Host Jeremy Schwartz talks to the managing director and chief investment strategist for PNC Financial Services Group about consumer behavior during a pandemic, harvesting the power...
Behind the Markets Podcast: St. Louis Fed President Jim Bullard
March 06, 2021 00:05 - 53 minutes - 73.1 MBShow from 3/5/21 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of St. Louis James Bullard about the state of the economy in 2021. They discuss the positive jobs report, vaccinations, the stimulus bill, and more. Curious about the pressures of inflation? Professor Siegel raises concern about the money surge and gets Bullard's take on interest rates and debt. Guest: James Bullard - Chief executive officer and 12th president of t...
Behind The Markets Podcast: Alex Pickard
February 26, 2021 23:59 - 52 minutes - 72.3 MBShow from 2/26/21 Host Jeremy Schwartz and Guest Co-Host Jason Guthrie, Head of Capital Markets in Europe at WisdomTree, take a deep dive into bitcoin and cryptocurrency. They talk about the history of mining bitcoin and the future of cryptomining with an expert in the space. Guest: Alex Pickard - Research Affiliates Check out his Bitcoin thought piece: https://www.researchaffiliates.com/en_us/publications/articles/820-bitcoin-magic-internet-money.html Twitter: @AlexPickard Visit Resea...
Behind The Markets Podcast: David Carter
February 19, 2021 22:59 - 53 minutes - 73 MBShow from 2/19/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market highlights getting into producer prices in retail, jobless claims, stimulus checks, and inflation. Then, Host Jeremy Schwartz discusses investing in the face of uncertainty with David Carter of Lenox Wealth Advisors. They get into fixed income portfolios, preferreds, Asian markets, bitcoin and more. Guests: David Carter - Chief Investment Officer for Lenox Wealth Advisors Check out Lenox Wealth ...
Behind The Markets Podcast: Ari Paul
February 12, 2021 22:51 - 53 minutes - 73.4 MBShow from 2/12/21 Wharton Finance Professor Jeremy Siegel delivers his market update discussing the lingering threat of inflation and bitcoin. Then Host Jeremy Schwartz and Guest Host Will Peck, Head of Strategy and Emerging Technology at WisdomTree, talk cryptoassets with an expert in the space. Find out how to navigate the bitcoin bull market, invest in cryptocurrency, and measure the value of emerging technology. Guests: Ari Paul - Co-Founder and Chief Investment Officer at BlockTower ...
Behind The Markets Podcast: Sinan Aral
February 05, 2021 20:25 - 25 minutes - 35.6 MBShow on 2/5/21 Curious about the digital economy and how social media is driving the markets? Hosts Jeremy Schwartz and Jeremy Siegel get into the latest news about GameStop and the influence of Reddit on stocks with a professor of management, IT, marketing, and data science. They get into the influence of social media and misinformation on the future of markets. Guests: Sinan Aral - David Austin Professor of Management, IT, Marketing and Data Science at MIT, Director of the MIT Initiativ...
Behind The Markets Podcast: Eric Felder & James Palmisciano
February 05, 2021 20:07 - 30 minutes - 42.6 MBShow on 2/5/21 How should you evaluate the preferred market? Interested in learning more about hybrid securities? Host Jeremy Schwartz talks to experts in the fixed income space about contingent convertibles in Europe, high yield strategy, and more. Guests: Eric Felder- CEO of Moelis Asset Management, previously co-head of Global Fixed income at Lehman Brothers Visit Moelis Asset Management's Website: https://moelisassetmanagement.com/ James Palmisciano - Managing Partner at Gracie Ass...
Behind the Markets Podcast: Liran Grinberg
January 29, 2021 22:46 - 57 minutes - 79.1 MBShow from 1/29/21 Host Jeremy Schwartz interviews a cybersecurity expert who got his start in the Israeli military. Co-founder of Team8 discusses the cybersecurity industry, cryptocurrency, the makeup of his team, which includes Former NSA director Admiral Mike Rodgers, and the importance of supporting innovation. Guest: Liran Grinberg - Co-founder of Team8 and Managing Partner of Team8 Capital, the venture capital arm of the Team8 Group, investing in enterprise technology, data, AI and c...
Behind The Markets Podcast: Grant Wilson
January 22, 2021 20:26 - 53 minutes - 73.2 MBShow from 1/22/21 Wharton Finance Professor Jeremy Siegel covers the latest economic news from monetary stimulus and jobless claims to the potential increase in the minimum wage. Plus a look at digital currency markets and the changing consumer market during the pandemic. Guest: Grant Wilson - Head of Asia Pacific at Exante Data Follow Exante on Twitter: @ExanteData Check out Exante's website: https://www.exantedata.com Keep up with the latest news by subscribing to their blog: https:/...
Behind the Markets Podcast: CEO of New Constructs David Trainer
January 15, 2021 23:24 - 28 minutes - 39.2 MBShow from 1/15/21 Host Jeremy Schwartz and Guest Co-Host Kara Marsascano talk to CEO of New Constructs David Trainer about how to measure core earnings in the face of uncertainty. He talks about evaluating data such as past credit ratings and debt inequity rates to accurately assess the value of assets. Guest: David Trainer - Founder and CEO of New Constructs Follow New Constructs on Twitter for the latest data: @NewConstructs Check out New Constructs' website: https://www.newconstructs...
Behind The Markets Podcast: Applico CEO Alex Moazed
January 15, 2021 23:00 - 26 minutes - 37 MBShow from 1/15/21 The show kicks off with Wharton Finance Professor Jeremy Siegel's latest takes on 2021 earnings, Biden regulations, jobless claims, COVID-19 vaccine distribution and more. Then Jeremy Schwartz discusses platform companies with an expert in the space. How are tech and content platform companies performing? What is the impact of Trumps ban on Chinese tech monopolies? Guest: Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies,...
Behind The Markets Podcast: John Davi
January 08, 2021 23:32 - 53 minutes - 73.1 MBShow from 1/8/20 Happy New Year from all of us at Behind the Markets! This is our first show of the new year and we're starting it off right. Wharton Finance Professor Jeremy Siegel discusses the democratic control of the Senate, federal spending, tax increases, emerging markets and more. Then Host Jeremy Schwartz brings on returning guest from Astoria Advisors, John Davi to talk about Tesla, inflation, a steepening yield curve, and the COVID-19 vaccine stocks. Here's to a year full of fina...
Behind the Markets Podcast: Robert Shiller & Meb Faber
December 19, 2020 00:50 - 53 minutes - 73.7 MBShow from 12/18/20 This is the last episode of 2020 and Wharton Finance Professor Jeremy Siegel wraps up the year with his market outlook . He gets into the SolarWinds and FireEye software breeches, the stimulus bill, vaccines, and more. Then Jeremy Schwartz and Jeremy Siegel talk to a Nobel Prize winning economist about his updated market views and valuation models. Plus a discussion on the recent CAPE ratio research. Guests: Robert Shiller - American economist, 2013 Nobel Laureate, aca...
Behind The Markets Podcast: Kevin Flanagan & Karthik Sankaran
December 12, 2020 03:20 - 53 minutes - 73.5 MBShow from 12/11/20 Wharton Finance Professor Jeremy Siegel gives his end of year market forecast discussing COVID-19 vaccine approval and the latest on the stimulus bill. Then, how should you strategize and invest in foreign markets? Host Jeremy Schwartz talks to an emerging markets expert about US vs foreign investing, Brexit's effect on the Eurozone, European bonds, and much more. Guests: Karthik Sankaran - Portfolio manager and strategist. Most recently director of global strategy for ...
Behind The Markets Podcast: Dan Russo
December 05, 2020 01:28 - 24 minutes - 33.7 MBShow from 12/4/20 Host Jeremy Schwartz discusses ETFs and small caps with an expert in the space. They get into the state of energy, the COVID-19 vaccine, reopening expectations, bitcoin, and other various asset classes. Guest: Dan Russo - Chief market strategist at Chaikin Analytics, a quantitative equity research firm. For more on Chaikin Analytics visit their website: https://www.chaikinanalytics.com/ Check out Dan's blog: https://www.chaikinanalytics.com/author/dan-russo/ Twitter: ...
Behind The Markets Podcast: Marc Chandler
December 05, 2020 01:15 - 29 minutes - 40.3 MBShow from 12/4/20 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the positive news regarding fiscal stimulus packages, COVID-19 vaccines, and the election of Chris Weller to the Fed. Then Marc Chandler joins Host Jeremy Schwartz to discuss the declining dollar valuation, emerging markets, China, trade, high beta currencies and much more. Find out how to read the current state of national and international markets so that you can properly allocate your portfolio. G...
Behind The Markets Podcast: Adam Kobor & Thomas Philips
November 28, 2020 02:10 - 35 minutes - 48.7 MBShow from 11/27/20 Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework. Guests: Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten" Thomas Philips - Adjunct professor in the de...
Behind The Markets Podcast: Greg Valliere
November 28, 2020 01:53 - 18 minutes - 26 MBShow from 11/27/20 Wharton Finance Professor Jeremy Siegel says the dramatic expansion of M1 money supply, the COVID-19 vaccine rollout, and the election results all point to positive market news. Then Host Jeremy Schwartz introduces an expert on politics, Greg Valliere, to talk about the impact of the 2020 election results. Greg discusses about the potential of the next stimulus, the future of small businesses, taxes and much more. Guest Greg Valliere - Chief US Policy Strategist at AGF ...
Behind The Markets Podcast: Baruch Lev
November 20, 2020 22:52 - 53 minutes - 73.5 MBShow from 11/20/20 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk market news at the top of the show discussing the rise in coronavirus cases, reopening the economy, Judy Shelton, the Fed, and more. Then New York University Stern School of Business Professor Baruch Lev joins the show to explain what he calls the "end of accounting." He says financial reports are largely irrelevant now because of the change from physical assets to intangible assets like R&D or IT. Tod...
Behind The Markets Podcast: Li Nan
November 14, 2020 00:41 - 29 minutes - 41 MBShow from 11/13/20 Hosts Jeremy Schwartz and Liqian Ren talk about the future of US/ China relations with a professor of finance from Shanghai. Guest: Li Nan - Professor of Finance and Economics at Antai College of Economics and Management, Shanghai Jiao Tong University Check out her research on her website: https://www.nanlifinance.org/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question...
Behind the Markets Podcast: Paul Esposito
November 14, 2020 00:14 - 25 minutes - 35.1 MBShow from 11/13/20 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest COVID-19 vaccine and the spike in virus cases. Professor Siegel says reopening stocks are doing well and he expects that if the vaccine is successful the economy could open early next year. Then Jeremy Schwartz discusses the current economic climate in the US post election, the future of taxes, asset class returns, and more with a wealth management expert. Guest: Paul Esposito - Senior ...
Behind The Markets Podcast: Jeremy Siegal, Brian Wesbury, & John Zogby
November 06, 2020 23:58 - 53 minutes - 73.2 MBShow from 11/6/20 In this special edition of the podcast Hosts Jeremy Siegel and Jeremy Schwartz talk about the 2020 election results from senate to president. They talk to two political experts about the future of poll analytics, the repercussions of the election results for each political party, and much more. Plus they get into the positive employment report, COVID-19, and market news. Guests: Brian Wesbury - Chief Economist at First Trust Advisors Follow him on Twitter: @wesbury For...
Behind the Markets Podcast: William Kennedy
October 30, 2020 21:29 - 53 minutes - 73.4 MBShow from 10/30/20 The show kicks off with Wharton Finance Professor Jeremy Siegel's market update focusing specifically on the 2020 election odds. Then Hosts Jeremy Schwartz and Liqian Ren talk to an expert on international relations from the Global Interdependence Center about the future of the US/ China relationship. Guest: William Kennedy - Vice Chair of the Global Interdependence Center (GIC), Co-Founder, CIO, and CEO of Risk Bridge Advisors For more on the GIC visit their website...
Behind The Markets Podcast: Greg Valliere & Alex Moazed
October 24, 2020 15:55 - 52 minutes - 72.4 MBShow from 10/24/20 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest election odds. Jeremy Siegel says the last debate will not likely change anything. They also discuss the good news in earnings, the S&P reported 81% beating. Then they bring on political strategist Greg Valliere to discuss the Biden vs Trump odds further. Plus, the latest news on the antitrust lawsuit against Google. What will be the future of monopolies like Google and what does this mea...
Behind The Markets Podcast: Jonathan Ward
October 16, 2020 23:34 - 35 minutes - 48.9 MBShow from 10/16/20 Wharton Finance Professor Jeremy Siegel kicks off the show with a political update on the Biden vs Trump election odds. Plus Host Jeremy Schwartz interviews an expert on China strategy, Jonathan Ward. According to Jonathan, China sees themselves as a dominant world power coming back to prominence. He mentions their attention to building a large military, their ideological push to denounce western values as well as their initiative to consolidate and dominate trade. Guest...
Behind The Markets Podcast: Audrey Choi
October 10, 2020 05:10 - 53 minutes - 73.3 MBShow from 10/9/20 White House Chief Economic Adviser Larry Kudlow announced a deal for the second stimulus package and the Dow Jones is up 21 points, according to Wharton Finance Professor Jeremy Siegel's market update. Siegel said this stimulus deal will be positive for the stock market. Then Host Jeremy Schwartz talks to an expert on ESG investing trends from Morgan Stanley. They discuss politics, sustainability, waste reduction, and asset management strategy in this space. Guest: Audre...
Behind The Markets Podcast: Ed Morse & Mobeen Tahir
October 03, 2020 00:01 - 53 minutes - 72.9 MBShow from 10/1/20 Wharton Finance Professor Siegel kicks off the show talking about the possibility for a physical stimulus bill, Trump going down in betting markets after the debate, and the future of stocks and inflation. Then Host Jeremy Schwartz talks to experts in the commodities space. They discuss prompt vs deferred pricing in commodity baskets, supply changes, high frequency data, valuing gold and much more. Guests: Ed Morse- Managing Director, Global Head of Commodity Research a...
Behind The Markets Podcast: Matt Garratt
September 25, 2020 21:26 - 53 minutes - 73.3 MBShow from 9/25/20 Wharton Finance Professor Jeremy Siegel's market update includes the death of Ruth Bader Ginsberg, the potential of a stimulus bill before the 2020 presidential election, unemployment insurance running out, and expectations for next weeks employment report. Then host Jeremy Schwartz talks to a managing partner at Salesforce Ventures about platform based business models, AI, ESG funds, emerging technology, and much more. Guest: Matt Garratt - Managing Partner, Salesforce ...
Behind The Markets Podcast: Jesper Koll
September 20, 2020 16:04 - 53 minutes - 73.3 MBShow from 9/18/20 The show kicks off with Wharton Finance Professor Jeremy Siegel's market update. He discusses the fed and stimulus packages, the IPO price, and inflation. Then Jeremy Schwartz brings on the CEO of WisdomTree Japan to talk about Prime Minister Shinzo Abe's resignation, rebalancing Japan's tax system, monetary policy, trade, corporate governance and much more. Guest: Jesper Koll - Chief Executive Officer of WisdomTree Japan. Over the past two decades Jesper has been consi...
Behind the Markets Podcast: Tao Wang
September 11, 2020 22:45 - 53 minutes - 73.3 MBShow from 9/11/20 The show starts with our usual market update. Wharton Finance Professor Jeremy Siegel talks about the start of the NFL season, Coronavirus cases, and election stats. Then Hosts Jeremy Schwartz and Liqian Ren bring on a US/China relations expert. They discuss US/ China trade disputes, China's handling of the Coronavirus, growth in China's private market in areas such as internet, and much more. Guest: Tao Wang - Chief China Economist/Head:Asia Economic Research, UBS AG F...
Behind The Markets Podcast: Helmut Norpoth, Ed Clissord, & Jeff Weniger
September 04, 2020 22:15 - 53 minutes - 73.6 MBShow from 9/4/20 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the unemployment rate and the potential of reopening the economy. Then Host Jeremy Schwartz and Guest Co-Host Jeff Weniger bring on two political forecasting experts to discuss potential 2020 election outcomes and what it will mean for your financial portfolios. Guests: Helmut Norpoth - Professor of Political Science at Stony Brook University Visit his Faculty Page: https://www.stonybrook.edu/commc...
Behind The Markets Podcast: Helmut Norpoth, Ed Clissold, & Jeff Weniger
September 04, 2020 22:15 - 53 minutes - 73.6 MBShow from 9/4/20 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the unemployment rate and the potential of reopening the economy. Then Host Jeremy Schwartz and Guest Co-Host Jeff Weniger bring on two political forecasting experts to discuss potential 2020 election outcomes and what it will mean for your financial portfolios. Guests: Helmut Norpoth - Professor of Political Science at Stony Brook University Visit his Faculty Page: https://www.stonybrook.edu/commcm...
Behind the Markets Podcast: Jared Woodard
August 28, 2020 22:24 - 53 minutes - 73.7 MBShow from 8/28/20 Wharton Finance Professor Jeremy Siegel talks about the Fed inflation rates and the political state in America. Then the head of the research investment committee at Bank of America joins the show to talk about the end of the 60/40 stocks/bonds spread, current market trends, and secular stagnation. Guest: Jared Woodward - Head of the Research Investment Committee at Bank of America. Visit Bank of America's website: https://www.bankofamerica.com/ Ask Siegel (NEW!) If ...
Behind the Markets Podcast: Ben Webster
August 24, 2020 23:52 - 53 minutes - 73.6 MBShow from 8/21/20 Wharton Finance Professor Jeremy Siegel kicks off the show with his markets update discussing the impact of the upcoming election and political atmosphere in the US. Then, one of the hot topics in the finance is ESG investing. Host Jeremy Schwartz talks to a data analytics expert focusing on making the world a better place. CEO of Owl Analytics, Ben Webster, studies the sales and operations of businesses to ensure the companies you're investing in have ethical values. Gue...
Behind The Markets Podcast: Jamin Ball, Steve Zahm, & Brian Feinstein
August 15, 2020 02:46 - 53 minutes - 73.4 MBShow from 8/14/20 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of politics, the November election, and COVID-19 on markets. Then Host Jeremy Schwartz talks to three experts on cloud based software. They get into growth rates, investments, and earnings as it applies to wealth management during these high risk times. Guests: Jamin Ball - VP of Redpoint Ventures Follow him on Twitter: @jaminball Follow Redpoint on Twitter: @redpointvc Steve Zahm - Chief...