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: Marc Chandler on Global Economy, Interest Rates, & the Bond Market
October 25, 2019 22:23 - 28 minutes - 65.5 MBShow from 10/25/19 In this episode hosts Jeremy Schwartz and Jeremy Siegel discuss this weeks financial news including highs in the market and the S&P 500 breakout. Then Jeremy Schwartz and co-host Liqian Ren talk to returning guest Marc Chandler of Bannockburn Global Forex about a wide range of topics such as currency markets, interest rates, the bond market, and the global economy. Guest: Marc Chandler, who is a Chief Market Strategist at Bannockburn Global Forex. He writes a widely fol...
Behind the Markets: Marc Chandler on Global Economy, Interest Rates, & the Bond Market
October 25, 2019 22:23 - 28 minutes - 65.5 MBShow from 10/25/19 In this episode hosts Jeremy Schwartz and Jeremy Siegel discuss this weeks financial news including highs in the market and the S&P 500 breakout. Then Jeremy Schwartz and co-host Liqian Ren talk to returning guest Marc Chandler of Bannockburn Global Forex about a wide range of topics such as currency markets, interest rates, the bond market, and the global economy. Guest: Marc Chandler, who is a Chief Market Strategist at Bannockburn Global Forex. He writes a widely fol...
Behind The Markets Podcast: Jared Kizer
October 22, 2019 14:44 - 28 minutes - 39.3 MBShow from 10/18/19 In this episode of Behind the Markets host Jeremy Schwartz talks to a chief investment officer about how they manage asset allocation, tilts, and long term returns. They get into market cap rates and international investing as well. Plus they get into treasuries and the potential low yields. Guest: Jared Kizer: Chief Investment Officer for Buckingham Strategic Wealth and the BAM ALLIANCE. More Information about Jared and Buckingham Strategic Wealth: https://buckingham...
Behind The Markets: Jared Kizer
October 22, 2019 14:44 - 28 minutes - 39.3 MBShow from 10/18/19 In this episode of Behind the Markets host Jeremy Schwartz talks to a chief investment officer about how they manage asset allocation, tilts, and long term returns. They get into market cap rates and international investing as well. Plus they get into treasuries and the potential low yields. Guest: Jared Kizer: Chief Investment Officer for Buckingham Strategic Wealth and the BAM ALLIANCE. More Information about Jared and Buckingham Strategic Wealth: https://buckingham...
Behind The Markets Podcast: Mike Hurley
October 22, 2019 13:49 - 26 minutes - 37 MBShow from 10/18/19 In this episode of Behind the Markets host Jeremy Siegel gives his weekly market update addressing recent weaknesses and the impact of trade deals. Then host Jeremy Schwartz talks to a technical strategist about internal market behavior as well as across asset classes from stocks to bonds and commodities. Guest: Mike Hurley: Chief Market Strategist for Highland Capital Management and portfolio manager for the Highland Socially Responsible Equity Fund. More Information...
Behind The Markets: Mike Hurley
October 22, 2019 13:49 - 26 minutes - 37 MBShow from 10/18/19 In this episode of Behind the Markets host Jeremy Siegel gives his weekly market update addressing recent weaknesses and the impact of trade deals. Then host Jeremy Schwartz talks to a technical strategist about internal market behavior as well as across asset classes from stocks to bonds and commodities. Guest: Mike Hurley: Chief Market Strategist for Highland Capital Management and portfolio manager for the Highland Socially Responsible Equity Fund. More Information...
Behind the Markets Podcast: Stephen Sexauer, Jose Brito & Jillian Fornito
October 12, 2019 01:11 - 53 minutes - 73.2 MBShow from 10/11/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Stephen Sexauer, Jose Brito & Jillian Fornito about Market Growth and The European Outlook. Guest: Stephen Sexauer oversees SDCERA's investment strategy for the Fund's public and private investments, investment team and investment consultants. In addition to the day-to-day operation of SDCERA's Investment Division, he also assists SDCERA's Board with determining the Fund...
Behind the Markets Podcast: Anne Marie Knott & Chris Jones
October 05, 2019 01:09 - 29 minutes - 39.9 MBShow from 10/04/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Anne Marie Knott & Chris Jones about investment management and they break down the term research quotient. Guest: Anne Marie Knott, the Robert and Barbara Frick Professor in Business at Olin Business School at Washington University in St Louis. Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School. Check out more information here:http...
Behind the Markets Podcast: Charles Evans
October 05, 2019 00:36 - 26 minutes - 36.7 MBShow from 10/04/19 In this episode of Behind the Markets hosts Jeremy Schwartz talk with guest Charles Evans about the financial innovation and size premium. Guest: Charles L. Evans has served as president and chief executive officer of the Federal Reserve Bank of Chicago since September 2007. In that capacity, he serves on the Federal Open Market Committee (FOMC), the Federal Reserve System's monetary policymaking body. Check out more information here: https://www.chicagofed.org/people/...
Behind the Markets Podcast: Ray Ball
September 27, 2019 20:35 - 22 minutes - 30.4 MBShow from 9/27/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guest Ray Ball about the financial innovation and size premium. Guest: Ray Ball, the Sidney Davidson Distinguished Service Professor of Accounting at the University of Chicago’s Booth School of Business. Ray and his colleague Philip Brown are being honored at the conference with the 2019 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation. Check out more information here: ht...
Behind the Markets Podcast: Matthew Ringgenberg & Mihail Velikov
September 27, 2019 20:19 - 33 minutes - 46 MBShow from 9/27/19 In this episode of Behind the Markets hosts Jeremy Schawrtz and Liquan Ren talk with guests Matthew Ringgenberg and Mihail Velikov about the studies of anomalies and universal accounting standards. Guest: Matthew Ringgenberg, Associate Professor of Finance at the University of Utah. Matt presented a paper this morning called “Anomaly Time” Check out more information here: https://eccles.utah.edu/team/matthew-ringgenberg/ Guest: Mihail Velikov, an assistant professor o...
Behind the Markets Podcast: James Bullard
September 20, 2019 18:32 - 53 minutes - 73.5 MBShow from 9/20/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Professor Sigel talks with guest James Bullard about the FOMC Meeting and monetary policy.. Guest: James Bullard is is the president and CEO of the Federal Reserve Bank of St. Louis. In that role, He is a participant on the Federal Reserve’s Federal Open Market Committee (FOMC), which meets regularly to set the direction of U.S. monetary policy. He also oversees the Federal Reserve’s Eighth District, includi...
Behind the Markets Podcast: Byron Deeter & Dan Springer
September 13, 2019 20:38 - 24 minutes - 33.4 MBShow from 9/13/19 In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talks with guests Byron Deeter & Dan Springer about investing in cloud companies. Guest: Byron Deeter is a leading investor in SaaS and Cloud. He’s authored iconic laws on the state of cloud computing, and works closely with many of the best founders in the cloud and mobile worlds. To date, fourteen of Byron’s investments are valued above one $1 billion, including eight IPOs and counting. Follow ...
Behind the Markets Podcast: Nicholas Johnson
September 13, 2019 20:26 - 33 minutes - 45.3 MBShow from 9/13/19 In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talks with guest Nicholas Johnson about global markets and platform businesses. Guest: Nicholas Johnson, Principal at Applico, where he works directly with Fortune 500 C-Suites and Boards to help them build and buy their own platform businesses. He is the co-author of Applico’s Amazon-best seller Modern Monopolies Follow him on Twitter: @NLJ_1 Check out his website here: https://www.applicoinc.c...
Behind the Markets Podcast: Peter Boockvar & Jim Bianco
September 06, 2019 18:50 - 53 minutes - 74.1 MBShow from 9/6/19 In this episode of Behind the Markets hosts Jeremy Schawrtz talks with guests Peter Boockvar & Jim Bianco about global monetary policy, investment strategy, and the stock outlook. Guest: Peter Boockvar, is the Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a $4.5b wealth management firm. He is also the Editor of The Boock Report, a macro economic and market newsletter, as well as a CNBC contributor. Follow him on Twitter: @pboockvar Check o...
Behind the Markets Podcast: Kevin Muir
August 23, 2019 20:12 - 24 minutes - 34.3 MBShow from 8/23/19 In this episode of Behind the Markets host Jeremy Schawrtz talks with guest Kevin Muir about bond market strategy and government spending. Guest: Kevin Muir who is market strategist at East West Investment Management. He’s also the author of the MacroTourist newsletter and he hosts his own podcast called The Market Huddle. Follow him on Twitter: @kevinmuir Check out his podcast here: https://www.youtube.com/watch?v=_AI_WvHrGV4 Hosted on Acast. See acast.com/privacy ...
Behind the Markets Podcast: Dave Donabedian
August 23, 2019 19:57 - 30 minutes - 41.6 MBShow from 8/23/19 In this episode of Behind the Markets host Jeremy Schawrtz talks with guest Dave Donabedian about fed policy and the global market outlook . Guest: Dave Donabedian is the chief investment officer of CIBC Private Wealth Management, whose responsibilities include chairing the Asset Allocation Committee, as well as providing oversight of internal investment strategies and the external manager selection platform. He’s also a proud Wharton alum with a Bachelor of Science in e...
Behind the Markets: Samuel Rines & Danielle Booth
August 16, 2019 23:21 - 53 minutes - 73.6 MBShow from 8/16/19 In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talk with guests Samuel Rines and Danielle DiMartino Booth about monetary policy and the fears of a recession. Guest: Samuel E. Rines is Chief Economist at Avalon Advisors. Prior to joining Avalon, Samuel was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along...
Behind the Markets Podcast: Professor Wu Alfred Muluan
August 10, 2019 00:51 - 26 minutes - 36.4 MBShow from 8/9/19 In this episode of Behind the Markets host Liqian Ren talks to Professor Wu Alfred Muluan. They discuss everything from the Hong Kong protest to the economic decline in Hong Kong. Guest: Wu Alfred Muluan is a Assistant Dean and Associate Professor in Lee Kuan Yew School of Public Policy at National University of Singapore. He earned his PhD from City University of Hong Kong, where he was the recipient of the German Academic Exchange Service (DAAD) scholarship and the Outs...
Behind the Markets Podcast: Professor Hanming Fang
August 02, 2019 19:32 - 23 minutes - 31.7 MBShow from 8/2/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren bring in an expert on China's economy. They discuss everything from US foreign trade, to the housing market in China and health care reform. Guest: Hanming Fang is Class of 1965 Term Professor of Economics and Professor of Health Care Management at the University of Pennsylvania. He is also the International Dean of the School of Entrepreneurship and Management at ShanghaiTech University in China. ...
Behind the Markets: Brian Wesbury
August 02, 2019 19:15 - 32 minutes - 45.1 MBShow from 8/2/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren kick off the show getting a market update and talking fed policy with Professor Jeremy Siegel. Then they bring on an economist at First Trust Advisors to talk about trade, China, and the fed. Will job growth increase? What is the outlook for US equity markets? And what will be the effects of President Trump's trade decisions? Our guest will discuss all that and more. Guest: Brian Wesbury is Chief E...
Behind the Markets Podcast: David Rosenberg
July 26, 2019 20:27 - 53 minutes - 73.1 MBShow from 7/26/19 Jeff Weniger, Director of Asset Allocation at WisdomTree, steps in to host this special edition of Behind the Markets with Jeremy Schwartz and Jeremy Siegel! They talk to David Rosenberg about the European Central Bank, interest rates and the fed. They also review the flood of corporate earnings out this week and what they say about the U.S. economy. Plus a look at global markets from Japan to Switzerland. Guest: David Rosenberg, Chief Economist and Strategist at Gluskin...
Behind the Markets Podcast: Dr. Mark McClellan
July 19, 2019 20:32 - 24 minutes - 33.7 MBShow from 7/19/19 In this episode of Behind the Markets Host Liqian Ren flies solo and talks to a doctor who works in the Center for Health Policy at Duke University about the future of health care. He says that people should watch the opinions of presidential candidates on health care after the primaries and that the 2020 elections will be key to industry reforms. They also get into the question of how China will improve its health care system using the private sector. Guest: Dr. Mark M...
Behind the Markets Podcast: Dr. Zhou Yang
July 19, 2019 20:17 - 30 minutes - 42.2 MBShow from 7/19/19 Host Liqian Ren flies solo in this episode of Behind the Markets all about health care and economic growth. She talks with a health policy adviser to the World Bank Group about how China is developing it's health care system, even implementing some of the systems used in the US. They get into topics such as NHSA, China's national health insurance, and applying Medicare and Medicaid. Tune in to figure out the future of these markets. Guest: Dr. Zhou Yang - Health policy a...
Behind the Markets: Jesper Koll
July 12, 2019 22:39 - 31 minutes - 43.7 MBShow from 7/12/19 In this episode of Behind the Markets Jeremy Schwartz talks with an expert on Japan. Investors are closely watching Japan, especially after the country's recent trend of capital return to shareholders. From the success of small to medium domestic companies to the effects of activist investors, you'll learn everything you need to know about investing in Japan. Guest Jesper Koll was appointed Chief Executive Officer of WisdomTree Japan on July 1, 2015. Over the past two ...
Behind the Markets: Tom Barkin
July 12, 2019 22:34 - 29 minutes - 41.2 MBShow from 7/12/19 In this episode of Behind the Markets, Jeremy Schwartz talks to the President of the Richmond Fed about of the Richmond Fed.about US economic outlook, interest rates, and fed policy. Guest Tom Barkin - President and Chief Executive Officer of the Richmond Fed. He joined the Richmond Fed in January 2018. In this role, he is responsible for the Bank’s monetary policy, bank supervision and regulation, and payment services as well as oversight of the Federal Reserve System’...
Behind the Markets Podcast: Perth Tolle & Wes Gray
June 28, 2019 18:00 - 52 minutes - 71.7 MBShow from 6/28/19 More and more investors want to use their money to support companies that they can feel good about. In this episode of Behind the Markets, host Jeremy Schwartz talks to the founder of the Life and Liberty Freedom 100 Emerging Markets Index—which takes your money and invests it in developing markets that protect and promote human and economic freedoms. Find out how you can do more socially responsible investing! Guests: Perth Tolle: Perth Tolle is the founder of Life + Li...
Behind the Markets Podcast Special with the Former Bank of India Governor
June 21, 2019 19:47 - 53 minutes - 74.1 MBShow from 6/21/19 In this special edition of Behind the Markets Hosts Jeremy Schwartz, Jeremy Siegel, Liqian Ren, and Gaurav Sinha talk to the former Governor of the Bank of India, who is now at the University of Chicago. They get insight into monetary policy at its highest levels. Plus an in depth look at European and Asian economies. Find out why he thinks the world cannot continue to rely on cheap money and his opinion on what the slowing growth of the labor force means for global market...
Behind the Markets Podcast: Ruchir Sharma
June 14, 2019 19:41 - 25 minutes - 34.9 MBShow from 6/14/19 In this episode Jeremy Schwartz and Guarav Sinha talk to head of emerging markets and chief global strategist at Morgan Stanley Investment Management about India. They talk about the likelihood of a reform process to reverse in India, the centralization of power in the country, and much more. Guest: Ruchir Sharma - Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management. He’s also a successful author and has a new book called Democra...
Behind the Markets Podcast: Andy Rothman
June 14, 2019 19:32 - 30 minutes - 41.9 MBShow from 6/14/19 In this episode Jeremy Schwartz and Guarav Sinha get into US trade with China and how that will impact markets with an expert on the subject. They talk about opportunities for small entrepreneurial ventures in China, stock picking at the micro level, and much more. Guest: Andy Rothman - Investment Strategist for Matthews Asia. Andy writes a blog called Sinology that is closely followed by investors. Follow him on Twitter: @RothmanAndy Check out his blog here: https://...
Behind the Markets Podcast: James Wood-Collins
June 07, 2019 18:00 - 33 minutes - 45.5 MBShow from 6/7/19 Jeremy Schwartz brings on the CEO of London-based currency management firm Record PLC to talk global currencies. They get into European markets, hedging, bonds, equities and much more. Tune in Guest: James Wood-Collins - CEO of Record PLC Find out more about Record PLC here: https://www.recordcm.com/ You can also follow Record PLC on Twitter: @RecordCurrency Hosted on Acast. See acast.com/privacy for more information.
Behind the Markets Podcast: Frederik Ducrozet
June 07, 2019 18:00 - 22 minutes - 31 MBShow from 6/7/19 Jeremy Schwartz and Jeremy Siegel kick off the show discussing the latest market news from the May jobs report to the Mexico/ China tariffs. Then they talk to a Geneva-based strategist who follows central banks and what the markets are saying about a possible interest rate cut from the Fed. They get into negative interest rates, the tech sector, innovation, ECB habits and more. Tune in Guest: Frederik Ducrozet - Senior Economist and Global Macro Strategist at the Pictet ...
Behind the Markets Podcast: Peter Mallouk
June 03, 2019 14:56 - 28 minutes - 38.5 MBShow from 5/31/19 Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the founder of Creative Planning, named the #1 Independent Wealth Management Firm in America by Barron’s. What is his strategy in this volatile market? Tune in and find out Creative Planning Legal Disclosures: https://creativeplanning.com/important-disclosure-information/ Guest: Peter Mallouk - Founder and President of Creative Planning Follow Peter on Twitter: @PeterMallouk Check out their website: c...
Behind The Markets Podcast: Srinivas Thiruvadanthai, Guarav Sinha, & Peter Mallouk
May 31, 2019 18:00 - 54 minutes - 74.8 MBShow from 5/31/19 India’s Prime Minister was re-elected in a landslide. Hosts Jeremy Schwartz and Associate Director of Asset Allocation and Modern Alpha at WisdomTree Guarav Sinha talk about what his plans might be for spurring economic growth in the country and what opportunities there might be for investors in that region. Then Wharton Finance Professor Jeremy Siegel joins the show and they talk to the founder of Creative Planning, named the #1 Independent Wealth Management Firm in Ameri...
Behind the Markets Podcast: Alex Moazed & Rafi Aviav
May 24, 2019 20:13 - 54 minutes - 74.4 MBShow from 5/24/19 In this episode of the Behind the Markets podcast host Jeremy Schwartz talks to the Founder and CEO of Applico, a company that helps new and existing businesses build their own platforms. He’ll explain that while a traditional business model creates value through linear supply chain production, a platform business is non-linear and can connect interdependent groups of consumers and producers. Companies like Amazon, Walmart and Microsoft have made the switch—so is this the...
Behind the Markets Podcast: Reunion Radio Special
May 17, 2019 21:42 - 53 minutes - 74 MBShow from 5/17/19 Tune in for this special Reunion Radio edition of Behind the Markets featuring two experts on China! JeremySchwartz and Liqian Ren get into China/ US trade, the Asia Credit Bond Index, and more. Guests: Chad Liu - Founder and Chairman of Prudence Investment Management More about them here: http://www.prudenceinv.com/ Dali Yang - The William Claude Reavis Professor of Political Science at the University of Chicago. Check out his work here: https://political-science.uc...
Behind the Markets: David Lai & Keith Wardrip
May 17, 2019 15:38 - 54 minutes - 74.8 MBShow from 5/10/19 Investors are nervous about trade talks between China and the U.S. and stocks have been off their highs as a result. In this episode of Behind the Markets, Jeremy Schwartz talks to his guests about the outlook for a new agreement without President Trump imposing tariffs. Jeremy also discusses a report from the Philadelphia Federal Reserve Bank that has advice for job seekers without a college degree—stay out of big cities! Tune in Guests: David Lai - A Partner and Co-Chi...
Behind the Markets Podcast: Chris Jones & Anne Marie Knott
May 03, 2019 21:26 - 54 minutes - 74.8 MBShow from 5/3/19 In this episode of Behind the Markets our hosts Jeremy Schwartz and Liqian Ren talk about innovation in finance. First they bring on Wharton Professor Jeremy Siegel for his weekly update, this week he discussed stagnant Fed rates and the slowdown in business investment and household spending. Then they bring on the CIO and Executive Vice President of Investment Management at Financial Engines to talk about retirement planning and robo-investors. Then we bring on the author ...
Behind The Markets Podcast: Matt McAleer & Allison Schrager
April 26, 2019 20:30 - 54 minutes - 75 MBShow from 4/26/19 In this episode our hosts Jeremy Schwartz and Liqian Ren start off the show talking to the Executive Vice President and Director of Equity Strategies at Cumberland Advisors about European markets, sector investing, South Africa, market momentum, and much more. Then they bring on economist and author of the new book "An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk." She gets into retirement, managing risk, and trading bonds. Guests: Matt ...
Behind the Markets Podcast Special: Market Outlook in India
April 17, 2019 18:00 - 30 minutes - 41.9 MBIn this special edition of Behind the Markets Jeremy Schwartz and Gaurav Sinha of WisdomTree talk to Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center, about economic trends in India. They discuss what sectors to pay attention to in India, consumption trends in the country, the benefits of an export driven economy, and more. Guests: Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center Follow Sri on Twitter: @teasri Fore M...
Behind the Markets Podcast: Steve Cordasco, Srinivas Thiruvadanthai, & Gaurav Sinha
April 12, 2019 20:30 - 50 minutes - 69.6 MBShow from 4/12/19 How much money will you really need to retire? In this episode of Behind the Markets hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren talk to the CEO of the Cordasco Financial Network, named one of the top financial advisers in the Philadelphia Area by Smart Asset. They also focus on investment opportunities in Japan, China and India. Tune in Guests: Steve Cordasco, Founder and CEO of the Cordasco Financial Network Follow CFN on Twitter: @CFNPlan For more info on CF...
Behind the Markets Podcast: Tim Duy & Josh Brown
April 05, 2019 20:19 - 54 minutes - 74.6 MBShow from 4/5/19 Today’s show is all about Federal Reserve policy! Hosts Jeremy Schwartz and Liqian Ren talk to a Fed watcher who thinks fears about a recession can’t be dismissed. They get into inverted yield curves, interest rates, wage growth, and much more. Then they get into robo-trading platforms and investment strategy. Tune in! Guests: Tim Duy - A professor of practice in the Economics Department at the University of Oregon. He’s also the Senior Director of the Oregon Economic For...
Behind the Markets Podcast: Dr. Diego Rodriguez Palenzuela, Kevin Flanagan, & Jillian Fornito
March 29, 2019 19:19 - 53 minutes - 74 MBShow from 3/29/19 We go global when host Jeremy Schwartz talks to an economist from the European Central Bank. What impact are the Brexit negotiations having on the global economy, and why is the ECB’s President worried about negative interest rates? We also talk about whether the Fed’s hints that it’s done raising interest rates will affect the markets and Italy's impact on the ECB. Tune in Guests: Dr. Diego Rodriguez Palenzuela - Head of the Business Analysis Division, DG-Economics, at ...
Behind the Markets Podcast: Gene Goldman
March 22, 2019 18:00 - 54 minutes - 74.9 MBShow from 3/22/19 In this episode host Jeremy Schwartz welcomes Gene Goldman to the show to talk about Europe, Japan, and other emerging markets. They also discuss economic data that their watching such as fed rate hikes and oil prices to see if the U.S. is heading towards a recession. Guest: Gene Goldman - Director of Research and Chief Investment Officer at Cetera Investment Management. He provides day-to-day oversight, with a focus on providing unbiased research about the economy and ...
Behind the Markets Podcast: Guarav Sinha, Jay Hatfield, & Wes Gray
March 15, 2019 21:39 - 52 minutes - 72.1 MBShow from 3/15/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to Wes Gray of AlphaArchitect about the Democratize Quant Conference. Then Guarav Sinha joins the show to discuss tech advances in India and their growing economy. Plus the founder and CEO InfraCap talks about investing in energy and infrastructure and why he's bullish on oil. All that and more Guests: Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree Wes G...
Behind the Markets Podcast: Danielle DiMartino & David Keller
March 08, 2019 22:26 - 54 minutes - 74.4 MBShow from 3/8/19 In this episode of Behind the Markets host Liqian Ren and Jeremy Schwartz talk to Danielle DiMartino of Quill Intelligence. She offers up a sobering, unique opinion on the February Jobs Report. Plus they discuss fed policy, interest rates, and European markets. Then they discuss behavioral finance and investment strategy with the president and chief strategist at Sierra Alpha Research LLC. Tune in! Guests: Danielle DiMartino - Booth is CEO and Director of Intelligence for...
Behind the Markets Podcast: Kelvin Zhang & Peter Bookckvar
March 01, 2019 21:30 - 54 minutes - 74.8 MBShow from 3/1/19 On today's show hosts Jeremy Schwartz and Liqian Ren discuss sector based research, the oil industry, and foreign exchange currencies with the CIO and portfolio manager for Bleakley Advisory Group. Then they talk US Dollar, Retail, Global Economies, & China trade with Peter Boockvar, a bearish CIO and portfolio manager for Bleakley Advisory Group. He will explain why he's holding a lot of cash and favors cheap international markets over the US. All that and more! Guests: ...
Behind the Markets Podcast: Bill Stone & Martin Fridson
February 22, 2019 20:47 - 54 minutes - 74.5 MBShow from 2/22/19 In this episode of Behind the Markets Jeremy Siegel joins at the top for his market outlook. He discusses the Fed, the deal with China, and emerging markets.Then hosts Jeremy Schwartz and Liqian Ren bring on Bill Stone of Avalon Advisors and discuss global markets, job growth, the housing sector and much more. Plus in the second half of the show Marty Fridson of Lehmann Livian Fridson Advisors joins the hosts to discuss high yield investing. Guests: Bill Stone, Chief In...
Behind the Markets Podcast w/ Liqian Ren: Greg Valliere & Simon White
February 15, 2019 21:07 - 53 minutes - 73.7 MBShow from 2/15/19 In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz and Liqian Ren get into politics with Greg Valliere of AGF Investments. They talk about the Fed's reaction to Trump politics, the Russia investigation, the likelihood that Trump will be impeached, and much more. Then they bring on Simon White of Varient Perception to discuss fed rate hikes and global economies. Tune in! Guests: Greg Valliere - Chief U.S. Policy Strategist at AGF Investments Simon Wh...
Behind the Markets Podcast w/ Liqian Ren: John Davi
February 01, 2019 20:26 - 53 minutes - 72.9 MBShow from 2/1/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to John Davi about market outlook, china, interest rates and much more. They get into everything from liquid asset classes, emerging market debt and equities to large cap growth stocks. Tune in and learn how to manage your portfolio! Guest: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Follow him on Twitter @AstoriaAdvisors For more information visit this lin...