Behind the Markets Podcast artwork

Behind the Markets Podcast

298 episodes - English - Latest episode: about 2 years ago - ★★★★ - 84 ratings

Hosts 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: John Davi & Bruce Lavine

December 08, 2017 00:00 - 54 minutes - 74.5 MB

Guests: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Bruce Lavine - Senior Strategy Advisor at Astoria Portfolio Advisors Hosted on Acast. See acast.com/privacy for more information.

Behind the Markets Podcast: Nick Chamie & Michael Philbrick

December 01, 2017 00:00 - 54 minutes - 74.4 MB

Guests: Jeff Weniger - CFA serves as Asset Allocation Strategist at WisdomTree Nick Chamie, Chief Investment Officer, International Wealth Management at Scotiabank. Previously, he held the position of Global Head of FX Strategy & Emerging Markets Research at a major global investment bank, focused on investment strategy research for 17 years. Michael Philbrick - President and Portfolio Manager at ReSolve Asset Management. Prior to co-founding ReSolve in 2015, Mike was a Portfolio Manag...

Behind the Markets Podcast w/ Wesley Gray: Andrew Weisman, & Rich Wiggins

November 16, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Wesley Gray - CEO of Alpha Architect Andrew Weisman - Managing Partner at Windham Capital Management Rich Wiggins - A strategist at Saudi Aramco Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: James Bullard

November 10, 2017 00:00 - 54 minutes - 74.2 MB

Guest: James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Constance Hunter & Brian Wesbury

November 03, 2017 00:00 - 54 minutes - 74.5 MB

Guests: Constance Hunter - Chief Economist of KPMG LLP Brian Wesbury - Chief Economist at First Trust Advisors Hosted on Acast. See acast.com/privacy for more information.

Behind the Markets Podcast: Andrew Lo

October 27, 2017 00:00 - 53 minutes - 74 MB

Guest: Andrew Lo - the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of the MIT Laboratory for Financial Engineering. He’s going to talk to us about his book Adaptive Markets: Financial Evolution at the Speed of Thought, which has been shortlisted for the 2017 Financial Times and McKinsey Business Book of the Year Award Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Jesper Koll & Brad Bechtel

October 23, 2017 00:00 - 40 minutes - 56.1 MB

Guests: Jesper Koll - CEO of WisdomTree Japan Brad Bechtel - Currency Strategist at Jefferies LLC Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Howard Silverblatt & Danielle DiMartino Booth

October 20, 2017 00:00 - 54 minutes - 74.3 MB

Guests: Howard Silverblatt - Senior Index Analyst at S&P Dow Jones Indices Danielle DiMartino Booth - Founder of MoneyStrong, an economic consultancy, and the author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast w/ Wesley Gray: Dr. Lu Zhang

October 13, 2017 00:00 - 54 minutes - 74.7 MB

Wesley Gray - CEO of Alpha Architect Dr. Lu Zhang - The John W. Galbreath Chair, Professor of Finance, at the Fisher College of Business at The Ohio State University Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Arvind Gupta

October 06, 2017 00:00 - 29 minutes - 40.3 MB

Guest: Arvind Gupta - Head of the Digital India Foundation which works on Digital Inclusion, Internet Government and Smart Cities. He also leads BJP’s information and technology team. BJP is India’s ruling party as well as the world’s biggest party Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Timothy Reynolds

October 06, 2017 00:00 - 25 minutes - 34.9 MB

Guest: Timothy Reynolds, Senior Portfolio Manager for the Employees Retirement System of Texas Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Peter Boockvar & Leland Miller

September 28, 2017 00:00 - 54 minutes - 74.3 MB

Guests: Peter Boockvar - Chief Market Analyst with the Lindsey Group, a macro-economic and market research firm Leland Miller - Chief Executive Officer of China Beige Book International, the world’s leading analytics and economic-forecasting firm focused on China Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Richard Cancro & Joel Bruckenstein

September 22, 2017 00:00 - 54 minutes - 74.3 MB

Guests: Richard Cancro - Co-Founder and Chief Executive Officer for AdvisorEngine Inc. Joel Bruckenstein - President of Technology Tools for Today Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Nick Roussanov & Richard Roll

September 15, 2017 00:00 - 54 minutes - 74.4 MB

Guests: Richard Roll - the Linde Institute Professor of Finance at the California Institute of Technology Nick Roussanov - Associate Professor of Finance at the Wharton School. He also led a panel discussion this morning on a global macroeconomic risk model (title of paper is A Global Macroeconomic Risk Model for Value, Momentum, and Other Asset Classes) Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Dan Sichel & Chris Geczy

September 08, 2017 00:00 - 53 minutes - 74 MB

Guests: Dan Sichel - Professor of Economics at Wellesley College, where he teaches courses in macroeconomics and economic policy Chris Geczy - Adjunct Professor of Finance at Wharton and Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Corey Hoffstein & Steve Blumenthal

August 25, 2017 00:00 - 53 minutes - 73.7 MB

Guests: Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound Research Steve Blumenthal - Executive Chairman and Chief Investment Officer at CMG Capital Management Group Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Jared Dillian & Greg Valliere

August 18, 2017 00:00 - 53 minutes - 73.6 MB

Guests: Greg Valliere - Chief Global Strategist at Horizon Investments Jared Dillian - Investment Strategist at Mauldin Economics and editor of "The Daily Dirt Nap" a market newsletter for market professionals Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Wesley Gray & Nickolai Roussanov

August 11, 2017 00:00 - 54 minutes - 74.1 MB

Guests: Wesley Gray - CEO of Alpha Architect Nickolai Roussanov - the Moise Y. Safra Associate Professor of Finance at the Wharton School Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Martin Barnes & James Bianco

August 03, 2017 00:00 - 53 minutes - 73.9 MB

Guests: Martin Barnes - Chief Economist at BCA Research James Bianco - President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate Hosted on Acast. See acast.com/privacy for more information.

Behind the Markets Podcast: John Davi & Pankaj Patel

July 26, 2017 00:00 - 53 minutes - 123 MB

Guest: John Davi - Founder, CIO at Astoria Portfolio Advisors LLC Pankaj Patel - Head of quantitative research, co-manager of investment advisory business at Cirrus Research Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Bill Stone & Jesper Koll

July 21, 2017 00:00 - 53 minutes - 74 MB

Guests: Bill Stone - Executive Vice President and Global Chief Investment Strategist for PNC Asset Management Group Jesper Koll - the CEO of WisdomTree Japan Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Robert J. Gordon & Joel Mokyr

July 14, 2017 00:00 - 54 minutes - 74.3 MB

Guests: Robert J. Gordon - Stanley G. Harris Professor in the Social Sciences and Professor of Economics at Northwestern University. He is one of the world’s leading experts on inflation, unemployment, and long-term economic growth. Joel Mokyr - Robert H. Strotz Professor of Arts and Sciences and Professor of Economics and History at Northwestern University and Sackler Professor (by special appointment) at the Eitan Berglas School of Economics at the University of Tel Aviv. Hosted on A...

Behind The Markets Podcast: Wesley Gray & Charlie Tian

July 06, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Wesley Gray - CEO of Alpha Architect, an asset-management firm a firm that believes in empowering investors through education Dr. Charlie Tian - the Founder and CEO of Guru Focus-dot-com, a value investing website Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Viral Acharya, Ridham Desai, Guarav Sinha

June 30, 2017 00:00 - 53 minutes - 74 MB

Guests: Viral Acharya - Deputy Governor at the Reserve Bank of India (RBI) in charge of Monetary Policy, Financial Markets Operations and Regulation, and Research and Statistics Ridham Desai - Heads Morgan Stanley’s Indian Equity Research team, which is the top ranked team in the country Guarav Sinha - an Asset Allocation Strategist at WisdomTree who is an expert on India Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Marc Chandler & Jason Pride

June 23, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Marc Chandler - Senior Vice President and Global Head of Markets Strategy at Brown Brothers Harriman in New York Jason Pride - Director of Investment Strategy at Glenmede Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Guy Petcho & Dan Weiskopf

June 16, 2017 00:00 - 53 minutes - 73.9 MB

Guests: Guy Petcho - Global macro portfolio manager for Voya Investment Management Dan Weiskopf - Founder and Managing Partner of Access ETF Solutions Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Michael Churchill & Sal Bruno

June 09, 2017 00:00 - 54 minutes - 74.1 MB

Guests: Michael Churchill - the Founder of Churchill Research Sal Bruno - Chief Investment Officer at IndexIQ Hosted on Acast. See acast.com/privacy for more information.

Behind the Markets Podcast: Martin Fridson, Ben Lavine, & Brad Krom

June 02, 2017 00:00 - 54 minutes - 74.3 MB

Guests: Martin Fridson - Chief Investment Officer at Lehmann Livian Fridson Advisors Ben Lavine - Chief Investment Officer for 3D Asset Management Brad Krom - a fixed income strategist for WisdomTree in New York Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Chris Meyer & Raoul Pal

May 19, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Chris Meyer - Managing Principal at Truepoint Institutional Advisors Raoul Pal - publisher of The Global Macro Investor, a research service for the world’s leading hedge funds, pension funds and sovereign wealth funds Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Ron Albahary & Beeneet Kothari

May 12, 2017 00:00 - 53 minutes - 73.6 MB

Guests: Ron Albahary - Chief Investment Officer, Threshold Group, Wharton Grad 1990 Beeneet Kothari - CEO of Tekne Capital Management Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Brian Wesbury & Brad Krom

May 05, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Brian Wesbury - Chief Economist at First Trust Advisors Brad Krom - a fixed income strategist for WisdomTree in New York Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Brian Reardon & Gordon Gray

April 28, 2017 00:00 - 54 minutes - 74.5 MB

Guests: Brian Reardon - the founder of Reardon Consulting and an Advisor to the American Made Coalition, a group that is pushing for changes to what it calls America’s outdated tax system Gordon Gray - Director of Fiscal Policy at the American Action Forum Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Garth Friesan & Jason Gerlach

April 21, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Garth Friesen - a principal at III Capital Management, a hedge fund with approximately $4 billion assets under management Jason Gerlach - CEO and Managing Partner of Sunrise Capital Partners Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Alex Gurevich & John Martin

April 14, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Alex Gurevich - the Founder and Chief Investment Officer of HonTe Investments John Martin - Chief Executive Officer at Martin Advisory & Consulting Services Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Nir Kaissar & Ben Carlson

April 07, 2017 00:00 - 53 minutes - 74 MB

Guests: Ben Carlson - Director of Institutional Asset Management at Ritholtz Wealth Management who writes a blog called “A Wealth of Common Sense” Nir Kaissar - Founder and Portfolio Manager for Unison Advisors. Nir is also a columnist for Bloomberg Gadfly Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: James Osborne

April 07, 2017 00:00 - 23 minutes - 32.8 MB

Guests: James Osborne - Certified Financial Planner at Bason Asset Management. He has spent his career in the investment management industry, helping clients manage their portfolios and plan for retirement, legacy and lifetime goals. Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Jason Barg & Donald Calcagni

March 24, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Jason Barg - a Principal at Lovell Minnick Partners LLC Donald Calcagni - who is Chief Investment Officer at Mercer Advisors Hosted on Acast. See acast.com/privacy for more information.

Behind the Markets Podcast: Viktor Nossek, Mustafa Chowdhury, & Brad Krom

March 16, 2017 00:00 - 54 minutes - 74.3 MB

Guests: Mustafa Chowdhury - Head of rates for Voya Investment Management Brad Krom - Fixed income strategist for WisdomTree Viktor Nossek - Director of Research at WisdomTree Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Jared Dillian & Marc Chandler

March 10, 2017 00:00 - 53 minutes - 73.8 MB

Guests: Jared Dillian - the editor of Daily Dirtnap Marc Chandler - Senior Vice President and Global Head of Markets Strategy at Brown Brothers Harriman in NYC Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Fed Update, IPO Market, & Trump Effect

March 03, 2017 00:00 - 54 minutes - 74.5 MB

Guests: Dr. Vinay Nair - the Co-Founder and Co-Chairman of 55 Capital Partners, an asset manager that specializes in providing portfolio solutions using ETFs Mark Lehmann - President of JMP Securities and based in San Francisco. He is also a member of the executive committee of JMP Group and serves on its board of directors Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Global Trade

February 24, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Brad Setser - a senior fellow and acting director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations Jeff Weniger - Asset Allocation Strategist at Wisdomtree Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: The BAT & Global Ideas

February 17, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Alan Auerbach - Robert D. Burch Professor of Economics and Law as well as the Director of the Robert D. Burch Center for Tax Policy and Public Finance at the University of California, Berkeley Jay Pelosky - Founder & Principal of Pelosky Global Strategies, a global investment advisory boutique based in New York City Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Japanese Market Outlook & Building Portfolios

February 10, 2017 00:00 - 54 minutes - 74.2 MB

Guests: Jessamyn Norton - Chief Investment Officer, Senior Vice President and Principal at Spinnaker Trust Jesper Koll - CEO of WisdomTree Japan Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Market Outlook, Trump Policies, & Tax Reform

February 03, 2017 00:00 - 54 minutes - 74.1 MB

Guests: Mark Yusko - the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management Bill Sweet - Investment Advisor at Ritholtz Wealth Management Hosted on Acast. See acast.com/privacy for more information.

Behind The Markets Podcast: Dow 20,000, Market Outlook, & Venture Capital Strategy

January 27, 2017 00:00 - 53 minutes - 74 MB

Guests: Tobias Levkovich - the Chief US Equity Strategist for Citi Research, who is also a member of the firm's Investment Strategy Committee Brian Neider - a Partner at Lead Edge Capital, a growth equity fund with nearly $1 billion in assets under management. Brian focuses on software and internet investments globally Hosted on Acast. See acast.com/privacy for more information.

Behind The Market's Podcast: Trump Inauguration & Market Outlook

January 19, 2017 00:00 - 53 minutes - 73 MB

Guests: Matthew McAleer - Managing Director and Portfolio Manager at Cumberland Advisors Greg Valliere - the Chief Global Strategist at Horizon Investments Hosted on Acast. See acast.com/privacy for more information.

Behind The Market's Podcast: Market Trends, Fixed Income, & Trade Policy

January 12, 2017 00:00 - 54 minutes - 74.5 MB

Guests: Peter Tchir - Managing Director, Macro Income Strategy, at Brean Capital James McGrath - Partner and Director of Research at LGL Partners Hosted on Acast. See acast.com/privacy for more information.

Behind The Market's Podcast: Pat Harker & The Federal Reserve

January 05, 2017 00:00 - 54 minutes - 74.2 MB

Guest: Pat Harker - President of the Federal Reserve Bank of Philadelphia and voting member of the Fed Hosted on Acast. See acast.com/privacy for more information.

Guests

Annie Duke
1 Episode

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