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: Greg Valliere & Jeff Weniger
August 07, 2020 23:47 - 53 minutes - 73.5 MBShow from 8/7/20 Wharton Finance Professor Jeremy Siegel gives his market update covering the political landscape and the jobs report. Professor Siegel says we need to focus on the future looking at virus trends and stimulus trends. Then hosts Jeremy Schwartz and Liqian Ren continue the conversation with Professor Siegel and bring on Greg Valliere. Greg says that the election will likely tighten between Trump and Biden as we near November. Then Jeremy Schwartz and Liqian bring on Jeff Weni...
Behind The Markets Podcast: Alex Moazed
July 31, 2020 22:33 - 1 hour - 89.4 MBShow from 7/31/20 Host Jeremy Schwartz and WisdomTree Guest Hosts Kara Marciscano and Rafi Aviav talk to an expert on platform business models. They discuss the dual nature of these platforms: consumers and producers. The producers contribute the inventory that the the consumers come to the platform for. Think Youtube or Instagram. According to our guest, these platforms have a winner take all scale because it's difficult to overcome network effects. This conversation tries to codify and ma...
Behind the Markets Podcast: Brendan Ryan
July 24, 2020 20:36 - 23 minutes - 32.3 MBShow from 7/24/20 Host Jeremy Schwartz talks to a portfolio manager at Beaumont Capital Management about sector investing, market timing, equity exposure, and machine learning. Find out how behavioral finance and data collection impact a portfolio. Guests: Brendan Ryan - Assistant Portfolio Manager at Beaumont Capital Management (BCM) To learn more about BCM visit their website: https://investbcm.com/ Hosted on Acast. See acast.com/privacy for more information.
Behind The Markets Podcast: Jonathan Golub
July 24, 2020 20:18 - 31 minutes - 43.5 MBShow from 7/24/20 Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel discuss the big market updates of the last few weeks. Professor Siegel gets into gold prices, the politics behind the stimulus package, and COVID-19 news. Then they bring on a US Equity Strategist from Credit Suisse who discusses the equity bond spread, interest rates, and earnings trends. Guests: Jonathan Golub - Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in N...
Behind the Markets Podcast: Adam Fisher and Nir Zohar
July 17, 2020 19:48 - 57 minutes - 79.5 MBShow from 7/17/20 Host Jermey Schwartz talks global markets and online business platforms with two experts in the space. Adam Fisher, Managing Partner at Bessemer Venture Partners, discusses global investment opportunities especially in Israel. Then Nir Zohar, COO of Wix, discusses managing a business online, creating online databases for clients, and the importance of a website in today's digital world. Guests: Adam Fisher - Managing Partner at Bessemer Venture Partners To find out more...
Behind the Markets Podcast: Marc Chandler
July 10, 2020 21:05 - 22 minutes - 30.8 MBShow from 7/10/20 Hosts Jeremy Schwartz and Liqian Ren talk to Marc Chandler, Managing Director and Chief Market Strategist at Bannockburn Global Forex, about the state of the COVID-19 crisis and the stock market. They also discuss currency markets, stimulus and liquidity relief measures, and international trade especially as it pertains to China. Guest: Marc Chandler - Managing Director and Chief Market Strategist at Bannockburn Global Forex For more information about Bannockburn Global...
Behind the Marekets: David Trainer
July 10, 2020 20:49 - 32 minutes - 44.5 MBShow from 7/10/20 Wharton Finance Professor Jeremy Siegel discusses the market news including Remdesivir treatments and the economic consequences of the increased number of COVID-19 cases. Then Host Jeremy Schwartz discusses stock, ETFs, and measuring earnings with the CEO of New Constructs. They also discuss the distortions in earnings reports, write downs in assets, etc. Guest: David Trainer - CEO of New Constructs For more information about New Constructs visit their website: https:/...
Behind the Markets Podcast: Lori Wachs
July 03, 2020 17:00 - 28 minutes - 38.7 MBShow from 7/3/20 Host Jeremy Schwartz discusses private equity deals, investing in female lead companies, and portfolio management during the COVID-19 pandemic with Lori Wachs, Partner at Springboard Growth Capital. Lori discusses the future of the company in these uncertain times as well as their non-profit Springboard Enterprises which provides female lead companies with growth capital. Guests: Lori Wachs - Partner at Springboard Growth Capital To find out more about Springboard Growth...
Behind the Markets Podcast: Cloud Computing Special
July 03, 2020 17:00 - 56 minutes - 77.5 MBBehind the Markets Podcast Special Host Jeremy Schwartz and Guest Co-Host Kara Marciscano bring on two investing experts to discuss a topic that is increasingly important in our new online world, cloud computing. They discuss the Forbes Cloud 100, a list of the best private cloud companies in the world, and the tremendous growth the cloud computing space has seen over the last few years. They also discuss security concerns, data collection, and global cloud use. Guests: Mary D'Onofrio - B...
Behind the Markets Podcast: Laurence Siegel
June 29, 2020 15:12 - 26 minutes - 36.7 MBShow from 6/29/20 Hosts Jeremy Schwartz and Liqian Ren talk to the author of the book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance." The book talks about reinforcing faith in our future in the face of stagnant economic growth, climatic deterioration, dwindling natural resources, and an unsustainable level of population growth. Laurence discusses changing workplaces, new labor needs, upward mobility, and global supply chains. Guest: Laurence Siegel - Gary P. Brin...
Behind the Markets Podcast: Mike Brusko & Jordan Hicks
June 29, 2020 14:50 - 28 minutes - 39.3 MBShow from 6/26/20 Wharton Finance Professor Jeremy Siegel starts off the show talking about Coronavirus spikes in areas not following social distancing guidelines and the market's reaction to the current circumstances. Then host Jeremy Schwartz talks to Mike Brusko and Jordan Hicks of Top Tier Wealth Management about financial planning and investing in a time of crisis. Jordan is also an NFL Linebacker for the Arizona Cardinals and previously played on the Philadelphia Eagles' Super Bowl LI...
Behind the Markets Podcast: Ellen Zentner
June 20, 2020 01:21 - 53 minutes - 73 MBShow from 6/19/20 Wharton Finance Professor Jeremy Siegel, along with co-host Liqian Ren, kicks off the show with his weekly market update. He says we're headed for a modest, range bound market. He also mentions uncertainty regarding a second outbreak but for now explains that liquidity is still flowing into the markets. Then hosts Jeremy Schwartz and Kevin Flanigan talk to the Chief U.S. Economist at Morgan Stanley, Ellen Zenter, about their midyear outlook. According to Ellen, pent up dem...
Behind the Markets Podcast: Chris Meredith
June 05, 2020 22:15 - 22 minutes - 30.7 MBShow from 6/5/20 Host Jeremy Schwartz brings on an expert on factor investing to discuss current events, COVID-19, cloud computing, and other hot topics in the space. They get into earnings growth and value investing, among other topics. Guest: Chris Meredith - Director of Research, Co-Chief Investment Officer, and Portfolio Manager at O'Shaughnessy Asset Management To find out more about O'Shaughnessy Asset Management visit their website: https://osam.com/ Follow them on Twitter: @OSA...
Behind the Markets Podcast: Maria Bartiromo & Leeland Miller
June 05, 2020 22:04 - 32 minutes - 44.3 MBShow from 6/5/20 Wharton Finance Professor Jeremy Siegel starts off the show discussing the shocking jobs report. He said as a result of the economy opening there is a huge shift towards value stocks and away from tech stocks. Then Hosts Jeremy Schwartz and Professor Siegel bring on two China experts to talk manufacturing, consumer spending, and demand. Guests: Maria Bartiromo - Host of "Mornings with Maria" on Fox Business Find out more about her show here: https://www.foxbusiness.com/s...
Behind the Markets Podcast: Gad Allon, Rowan Trollope, & Ethan Kurzweil
May 29, 2020 22:22 - 53 minutes - 73.3 MBShow from 5/29/20 Wharton Finance Professor Jeremy Siegel opens the show saying people shouldn't be surprised by the current bull market because the money from the Fed was bound to find its way into equity markets. Professor Siegel also discusses uncertainty regarding international trade and developments on the virus front with Liqian Ren. Then host Jeremy Schwartz talks with a Wharton Professor focused on management technology to discuss opening the economy and trends in tech. Plus he talk...
Behind the Markets Podcast: Randy Parrish
May 22, 2020 22:32 - 25 minutes - 34.8 MBShow from 5/22/20 Host Jeremy Schwartz talks to an expert in high yield credit markets, Randy Parrish. They get into to pace of reopening the economy, the re-engagement of consumers, and liquidity vs solvency issues. Plus, according to Parrish, there has already been a lot damage to corporate debt markets with default rates ticking up. Guest: Randy Parrish - Managing director, head of credit and a senior high yield portfolio manager at Voya Investment Management For more information abo...
Behind the Markets Podcast: President & CEO of the Bank of Richmond Tom Barkin
May 22, 2020 22:12 - 29 minutes - 41 MBShow from 5/22/20 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel bring on a special guest, the President and CEO of the Bank of Richmond Tom Barkin. They start off the show discussing the potential outcomes of reopening the economy with no vaccine or treatment available. Then they discuss the importance of liquidity and the risk of inflation. Plus Barkin offers insight on normalizing interest rates, re-skilling employees, workforce participation, and the future of flexibl...
Behind The Markets Podcast Special: Jesper Koll & Jeffrey Weniger
May 22, 2020 00:01 - 36 minutes - 50.5 MBShow from 5/21/20 Jeremy Schwartz talks to his WisdomTree colleagues about the international response to COVID-19. They start the show discussing Japan's low numbers of Coronavirus cases and their economy's excess demand for labor. CEO of WisdomTree Japan Jesper Koll explains that COVID-19 is actually changing cultural behavior in Japanese corporations which is something Abe couldn't even do. He also adds that Japan's largest trading partner, China, is engaging in a V shaped recovery and th...
Behind the Markets Podcast: Florian Ginez, Chris King, & Tyrone Ross
May 16, 2020 02:25 - 51 minutes - 70.3 MBShow from 5/15/20 Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel start off the show with market news discussing everything from the fear of more trade wars with China and stimulus packages to drops in tax revenue. Then Jeremy Schwartz talks to experts in the bitcoin cryptocurrency space. They discuss the wealth management market and the benefit of offering bitcoin SMAs. Guests: Florian Ginez - Associate Director of Quantitative Reseach for WisdomTree Eur...
Behind the Markets Podcast: David Lyon
May 08, 2020 20:32 - 52 minutes - 72.5 MBShow from 5/8/20 Wharton Finance Professor Jeremy Siegel kicks off the show with his COVID-19 market updates. According to Professor Siegel, things are looking up, global markets have been cautiously opening, the NASDAQ has gone into positive territory, and large caps are doing well. Then hosts Jeremy Schwartz, Liqian Ren, and Guest Host Ryan Krystopowicz bring on FinTech expert David Lyon. They discuss lowering the cost of FinTech investing, providing new world class services for advisors,...
Behind The Markets Podcast: Ed Stringham & Brian Kessens
May 01, 2020 23:49 - 53 minutes - 73 MBShow from 5/1/2020 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the ISM economic news, positive antivirus news, market liquidity, and more. Then Hosts Jeremy Schwartz, Liqian Ren and Kevin Flanagan interview two expert guests on the possibility of opening the economy, volatility in the oil space (especially with midstream energy companies), and the international response to COVID-19. Guests: Edward Stringham - Professor at Trinity College and President of the A...
Behind The Markets Podcast: Chase Taylor
April 24, 2020 22:26 - 25 minutes - 34.4 MBShow from 4/24/20 Hosts Jeremy Schwartz and Liqian Ren talk about macro impacts of COVID-19 with an expert at Pincone Macro Research. They discuss energy markets, low oil prices, commodity exposure, ETFs and more. Guest: Chase Taylor - Macro Strategist at Pinecone Macro Research For more information on Pinecone Macro Research visit their website: https://www.pineconemacro.com/ Follow Pinecone Macro on Twitter: @pineconemacro Hosted on Acast. See acast.com/privacy for more information.
Behind the Markets Podcast: Kevin Volpp
April 24, 2020 22:01 - 29 minutes - 40.2 MBShow from 4/24/20 Wharton Finance Professor Jeremy Siegel starts off the show with a market update discussing recent oil prices and anti-viral medication news. Then Hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren interview Dr. Kevin Volpp from the Perelman School of Medicine to discuss the medical research being done to combat COVID-19. According to Dr. Volpp, there need to be more careful clinical studies conducted with real control groups to ensure potential treatments do not harm pat...
Behind The Markets Podcast: Ryan Detrick
April 17, 2020 20:54 - 26 minutes - 37 MBShow from 4/17/20 Hosts Jeremy Schwartz and Liqian Ren discuss the long term economic impacts of the COVID-19 pandemic with an expert market strategist from LPL Financial. They discuss topics such as the lows and highs in the stock market in response to volatility and uncertainty. Plus they get into market history and talk about the best ways to work with clients during this crisis. Guest: Ryan Detrick - Senior Market Strategist at LPL Financial For more on LPL Financial: https://www.lpl...
Behind The Markets Podcast: Ronald Barg
April 17, 2020 20:42 - 28 minutes - 38.5 MBShow from 4/17/20 Wharton Finance Professor Jeremy Siegel kicks off the show with a market update and discusses the news about Remdesivir, an antiviral medicine made by Gilead Sciences. Professor Siegel says a therapeutic is most important at this time so that the economy can start up again. Then, Penn Medicine's Dr. Ronald Barg joins the show to explain the impact of COVID-19 on hospitals and the research being done to contain the virus. Dr. Barg said there is still very little known, they...
Behind the Markets Podcast: Neal Patel & Enrique Mendoza
April 10, 2020 22:55 - 21 minutes - 30.1 MBShow from 4/10/20 Hosts Jeremy Schwartz and Liqian Ren talking to small business owners about their experience with lending programs during the COVID19 pandemic. They discuss the impact of Coronavirus, layoffs, and best practices for small businesses to move forward in this time of crisis. Guests: Neal Patel - Founder and Chief Appraiser at Reliant Business Valuation For more information on Reliant Business Valuation visit their website: https://reliantvalue.com/ Enrique Mendoza - CEO o...
Behind the Markets: Sam Rines
April 10, 2020 22:46 - 32 minutes - 44.6 MBShow from 4/10/20 Hosts Jeremy Schwartz, Liqian Ren, and Professor Jeremy Siegel kick off the show discussing the current state of market during the COVID19 pandemic. According to Professor Siegel we are plateauing in places where social distancing is taking place and things seem positive right now. They discuss the Fed increasing lending with bond ETFs and high yield bonds as well as the government increasing liquidity. Then the Chief Economist at Avalon Advisors joins the show to discuss ...
Behind The Markets Podcast: Ruby Huang & Art Berman
April 03, 2020 23:42 - 52 minutes - 72.5 MBShow from 4/3/20 First, Wharton Finance Professor Jeremy Siegel kicks off the show with his updated take on the economy during the COVID19 pandemic. Professor Siegel says the US government and the Fed have reacted properly by providing income support, calming capital markets, and working through trade issues. He says the most important thing the Fed needs to do right now is flatten the yield curve. Then, Hosts Jeremy Schwartz and Liqian Ren spend the first half of the show discussing the in...
Behind the Markets Podcast: COVID-19 Update w/ James Bullard
March 27, 2020 20:40 - 53 minutes - 73.3 MBShow from 3/27/20 Hosts Jeremy Schwartz and Professor Jeremy Siegel bring on James Bullard, CEO and president of the Federal Reserve Bank of St. Louis, to get the latest on the Coronavirus pandemic and Fed decisions. Bullard says he is pleased with the policy response of Congress and the Fed. Throughout the show they discuss backup tools the Fed could use to stimulate the economy in the event of an emergency, the potential of panicked equity markets, global markets/ trade, and unemployment ...
Behind the Markets Podcast Special : COVID-19 Market Update w/ Experts from WisdomTree
March 21, 2020 03:04 - 48 minutes - 66.1 MBIn today's Behind the Markets special Jeremy Schwartz, Professor Jeremy Siegel and Liqian Ren host a round table with members of the WisdomTree staff to look at the economic effects of the COVID-19 pandemic. They talk about the intersection of solvency, massive increases in risk premiums, retail, and the impact on financial institutions, among other topics. According to Professor Siegel the question to ask is "When we look forward to 2021 can we see normal resumption of activities? Because ...
Behind The Markets: COVID-19 & Market Outloook w/ Guest James Bianco
March 13, 2020 23:22 - 53 minutes - 73.1 MBShow from 3/13/2020 As the COVID-19 effects take a toll on the economy, Behind the Markets Podcast is here to give you the latest outlook. Hosts Jeremy Schwartz and Jeremy Siegel discuss the immediate threat of Coronavirus for the economy. This is "the biggest retreat from record highs to a bear market in history," according to Professor Siegel. Then they bring on market research expert James Bianco who says Coronavirus cases are doubling every 3 days and the US is on track to have 10's of ...
Behind The Markets Podcast: Manish Singh & Dave Donabedian
March 06, 2020 22:39 - 52 minutes - 72.7 MBShow from 3/6/20 This episode of Behind the Markets starts off with the usual Jeremy Siegel market update. He discusses the jobs report and looking ahead to an economic downturn. Then Jeremy Schwartz and Liqian Ren bring on an expert on monetary policy, Manish Singh. He gets into Coronavirus, safe haven assets, and the promise of fiscal coming from Europe. Plus in the second half of the show the CIO of CIBC Private Wealth Management comes on to talk more about the effects of the Coronavirus...
Behind the Markets: Maura Pape & Brendan Ahern
February 28, 2020 20:18 - 53 minutes - 73.2 MBShow from 2/28/20 Professor Jeremy Siegel kicks off the show discussing market disruption due to the spread of the Coronavirus. He covers the impact of low earnings rates, the future of stocks and bonds, and the potential of a fed basis rate decline. Then hosts Liqian Ren and Jeremy Schwartz talk to two guests about the impacts of coronavirus globally on markets. Their first guest, Maura Pape, is a data analyst who gathers high frequency data to evaluate bounce back in China. She says two i...
Behind The Markets: Tim Reynolds
February 22, 2020 00:01 - 24 minutes - 33.1 MBShow from 2/21/20 Jeremy Schwartz and Liqian Ren discuss international equities with Tim Reynolds. Tim talks about the Employees Retirement of Texas' (ERS) bottom up stocks method and valuing growth. He said the ERS weighs more heavily on emerging markets and developing markets such as Europe and Japan. Guest: Tim Reynolds: Senior Portfolio Manager and Head of International Equities for the Employees Retirement System of Texas (ERS) ERS Website: https://ers.texas.gov/Active-Employees/Ret...
Behind The Markets Podcast: Andy Rothman
February 21, 2020 23:49 - 30 minutes - 41.9 MBShow from 2/21/20 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing the most recent impact of the Coronavirus, low earnings, and fed rates. Then hosts Jeremy Schwartz and Liqian Ren take a deeper dive into the effects of the Coronavirus on markets. They talk to an expert on US/ China relations, Andy Rothman, who discusses the future of trade and technology transfer with China. Guest: Andy Rothman: Investment Strategist for Matthews Asia Sinology Blog: http...
Behind the Markets Podcast: Ken-Ho Lyn
February 07, 2020 22:29 - 23 minutes - 32.4 MBShow from 2/7/20 Hosts Jeremy Schwartz and Liqian Ren interview the author of the recently released book "Divested: Inequality in the Age of Finance." The book discusses why widening inequality cannot be understood without examining the rise of big finance. Ken-Hou will explain how the growth of the financial sector has dramatically transformed the American economy by redistributing resources from workers and families into the hands of owners, executives, and financial professionals. Guest...
Behind the Markets Podcast: Yanzhong Huang
February 07, 2020 22:13 - 31 minutes - 42.8 MBShow from 2/7/20 Professor Jeremy Siegel kicks off the show with his usual market report. He notes a strong jobs report characterized by an increase in job growth, low jobless reports, and a participation rate that hit a new 9 year high. Plus he gives his take on the upcoming US election and how that will potentially affect markets. Then hosts Jeremy Schwartz and Liqian Ren take over for an interview with an expert on foreign relations to discuss the impact of the Wuhan Coronavirus on inter...
Behind the Markets Podcast: David Trainer & Kara Marciscano
January 24, 2020 21:07 - 52 minutes - 72.8 MBShow from 1/24/20 Professor Siegel gives his take on markets. He talks about Trump's tweets and the Wuhan coronavirus in China causing volatility in global markets. He also discusses the future of value investing and momentum players. Then hosts Jeremy Schwartz and Liqian Ren talk to experts in the area of finance research about machine learning algorithms and building out cleaner earnings metrics. Guests: David Trainer- Founder and CEO of New Constructs. New Constructs provides insights...
Behind the Markets Podcast: Don Doney & Will Peck
January 17, 2020 20:38 - 53 minutes - 73.2 MBShow Originally Aired 1/17/20 Professor Jeremy Siegel kicks off the show with a market update discussing the stock highs and his skepticism with the amount of market increases. He also talks about positive housing news, the long term value of equities, calm money markets, and following trends. Then Jeremy Schwartz brings in two experts on blockchain and fintech to discuss the future of the industry. The guests talk about the disruption of black markets using blockchain and the importance of...
Behind the Markets: Bruce Mehlman
January 10, 2020 23:56 - 53 minutes - 73.1 MBShow from 1/10/20 This is the first show of 2020 and market news if booming at the start of the year. Jeremy Schwartz kicks off the show discussing the latest headlines from tight labor markets and stock valuation to the future of the oil markets. and Dow crossing $29,000. Then hosts Jeremy Schwartz and Liqian Ren interview an expert on predicting the future. He is the author of a new slideshow called "De-Global: 10 Trends Defining the World," which elaborates on the effects of hyper-global...
Behind the Markets Podcast: JC Parets & Tim Hussar
December 21, 2019 21:58 - 52 minutes - 121 MBShow from 12/20/19 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing trade deals in 2020, 3rd quarter GDP, Jobs Report and more. Then hosts Liqian Ren and Jeremy Schwartz talk to market experts about the outlook for 2020. They get into gold commercial hedgers, international asset markets, emerging markets and more. This is the final show of 2019. Happy New Year, see you in 2020! Guests: JC Parets: Founder of All Star Charts, a technical analysis blog about ...
Behind the Markets Podcast: Charles Plosser & Dennis Lockhart
December 14, 2019 01:49 - 52 minutes - 121 MBShow from 12/13/19 In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel interview their guest about the state of global markets and interest rates. They discuss the impact of the recent British elections, trade talks with China, and their time in the Fed. What will the effects of the coming trade shock be? What should the Fed's role be in policy decisions? They will answer these questions and more. Guest: Charles Plosser - Former president of the Federal Reserve Bank o...
Behind the Markets Podcast: Mohamed El-Erian
December 06, 2019 23:28 - 53 minutes - 122 MBShow from 12/6/19 In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel interview their guest about the state of global markets and interest rates. They discuss the impact of economic divergences, trade wars, Brexit, and ECB negative rates on markets. Why is the interest rate equilibrium lower than it used to be? How can a country spur long term economic growth via interest rates? They will answer these questions and more. Guest: Mohamed El-Erian - Chief Economic Advisor...
Behind The Markets Podcast: Pat Harker on Monetary Policy, Jobs, & Interest Rates
November 23, 2019 03:11 - 53 minutes - 73.6 MBShow from 11/22/19 In this special edition of the Behind the Markets Podcast Professor Jeremy Siegel and Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of Philadelphia. They kick off the show discussing job markets, labor force participation, interest rates, and monetary policy. Then they get into the likelihood of a recession and the intricacies of lending practices. Plus they touch upon the fears that tech will replace jobs and the impact that transition could have on the eco...
Behind the Markets Podcast: Nir Kaissar
November 15, 2019 20:30 - 52 minutes - 71.8 MBShow from 11/15/19 Markets are green at the market and host Jeremy Siegel tells us why. He talks about the impact of earnings, trade deals, etc. Then Nir Kaissar of Unison Advisors gives his personal take on asset allocation and portfolio management. Hosts Jeremy Schwartz and Liqian Ren talk to Nir about global market returns in terms of China trade deals, WeWork, and tech, among other factors. Plus they get into dollar vs euro valuation. Guest: Nir Kaissar - Founder of Unison Advisors a...
Behind The Markets Podcast: Robert Shiller
November 10, 2019 19:48 - 53 minutes - 72.9 MBShow from 11/8/19 In this special edition of the Behind the Markets Podcast hosts Jeremy Schwartz and Jeremy Siegel speak to one of America's top economists, Bob Shiller. They kick off the show discussing politics and how the election will influence markets. Then they get into Shiller's newest book "Narrative Economics: How Stories Go Viral and Drive Major Economic Events." Shiller argues that studying popular stories that affect individual and collective economic behavior, what he calls "n...
Behind the Markets Podcast: Caesar Maasry
November 03, 2019 17:45 - 29 minutes - 39.9 MBShow from 11/1/19 In this episode of Behind the Markets Jeremy Schwartz and Liqian Ren discuss asset management with an expert from Goldman Sachs, Caesar Maasry. They start out discussing the importance of US asset markets and then move to discuss international markets such as China, the largest economy in the EM world for equities. Guest: Caesar Maasry - He leads the emerging markets cross asset strategy team at Goldman Sachs More information on Goldman Sachs: https://www.goldmansachs.c...
Behind the Markets Podcast: Greg Valliere
November 03, 2019 17:34 - 25 minutes - 35.6 MBShow from 11/1/19 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing positive market news and what he calls a Goldilocks jobs report. He gets into a variety of topics including the latest news about labor markets and how they went up 1/10 which means we're supplying enough workers and wages are not inflationary. Then Jeremy schwartz and Liqian Ren talk with political expert Greg Valliere about what is going on in Washington. Guest: Greg Valliere - Chief US P...
Behind the Markets Podcast: John Davi
October 25, 2019 22:48 - 27 minutes - 61.8 MBShow from 10/25/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to a returning guest from Astoria Portfolio Advisors about topics such as low volatility, sector constraints, ETFs, emerging markets, and more. Guest: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Follow him on Twitter: @AstoriaAdvisors Find out more about Astoria Portfolio Advisors: https://www.astoriaadvisors.com/ Hosted on Acast. See acast.com/privacy ...
Behind the Markets: John Davi
October 25, 2019 22:48 - 27 minutes - 61.8 MBShow from 10/25/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to a returning guest from Astoria Portfolio Advisors about topics such as low volatility, sector constraints, ETFs, emerging markets, and more. Guest: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Follow him on Twitter: @AstoriaAdvisors Find out more about Astoria Portfolio Advisors: https://www.astoriaadvisors.com/