Behind The Markets Podcast

Show from 1/7/21Wharton Finance Professor Jeremy Siegel kicks off the new year with his market projections. The professor discusses the 10 year bond breaking through its previous high and hitting 180, WTI touching 80, and the possibility of the fed slowing the inflation rate. Then Hosts Jeremy Schwartz and Jeremy Siegel bring on a Fed expert. They talk about environmental proposals, more funding for universal pre-kindergarten, fiscal stimulus, the COVID response, the regulatory climate, and more.Guest:Greg Valliere – Chief U.S. Policy Strategist at AGF InvestmentsFor more on AGF Investments visit their website: https://www.agf.com/us/index.jsp Follow AGF on Twitter: @agf Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 12/24/21In this Behind the Markets holiday special, Host Jeremy Schwartz talks with cryptocurrency experts about the future of the market in 2022. In 2021 Tesla bought bitcoin and it kickstarted interest in crypto, but how will this asset class look going forward? VP of Research at The Block Larry Cermak says that stable coins are already changing many aspects of how we function today such as funding non-crypto VC deals. They discuss bitcoin mining, Ethereum, NFTs, the metaverse, and more. Guests:Michael Batnick – Director of Research at Ritholtz Wealth ManagementFor more on Ritholtz Wealth Management visit their website: https://ritholtzwealth.com/ Follow Michael on Twitter: @michaelbatnickFollow Ritholtz Wealth Management on Twitter: @RitholtzWealthListen to his podcast “Animal Spirits”: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007 Larry Cermak – VP of Research at The BlockFor more on The Block visit their website: https://www.theblockcrypto.com/Follow Larry on Twitter

Show from 12/17/21Host Jeremy Schwartz talks to Jay Jacobs, an expert on disruptive growth technologies, about his new report Charting Disruption 2022 Thematic Outlook. They get into the fed’s influence on markets, reopening stocks, ecommerce, cloud computing, China, and more. Guest:Jay Jacobs – SVP, Head of Research & Strategy at Global X ETFsRead Jay’s “Charting Disruption 2022 Thematic Outlook: https://www.globenewswire.com/news-release/2021/12/08/2348404/0/en/Global-X-ETFs-Announces-the-Release-of-its-Charting-Disruption-2022-Thematic-Outlook.html Follow Jay on Twitter: @JayJacobsCFAFollow Global X ETFs on Twitter: @GlobalXETFsConnect with Jay on LinkedIn: https://www.linkedin.com/in/jay-jacobs-cfa/ For more on Global X visit their website: https://www.globalxetfs.com/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 12/17/21Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to Former Vice Chair of the Federal Reserve Donald Kohn about inflation, the COVID-19 omicron variant, M2, inversion of the yield curve, and more. Professor Siegel notes the lagging labor force participation and its influence on inflation. Plus Donald gives his take on markets and recent fed decisions.Guest:Donald Kohn - Former Vice Chair of the Federal ReserveFor more information on Donald visit the Brookings Institution website: https://www.brookings.edu/experts/donald-kohn/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 12/10/21Wharton Finance Professor Jeremy Siegel kicks off the show with inflation, interest rates, the fed, and equity markets. Then what is the future of handls? Host Jeremy Schwartz and Guest Host Rick Harper talk to the co-founders of HANDL Indexes, a company trying to respond to the income needs of investors and create a better alternative. They discuss closed-end funds, leverage limitations, ETFs, volatility, and more.Guests:David Cohen – Co-Founder of HANDL IndexesFollow David on LinkedIn: https://www.linkedin.com/in/david-cohen-3810a45/ For more on HANDL Indexes visit their website: https://www.handlsindexes.com/ Matthew Patterson - Co-Founder of HANDL IndexesFollow Matthew on LinkedIn: https://www.linkedin.com/in/pattersonmatthew/Rick Harper – Head of Fixed Income and Currency at WisdomTree Asset ManagementFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 12/3/21Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update noting the strong employment report, the yield curve, the long bond, and more. Then, are you interested in alternative asset classes? In this episode of Behind the Markets Host Jeremy Schwartz and Guest Host Chris Gannatti talk to the author of “The Allocator’s Edge” about the shifting landscape for traditional portfolios, asset classes and strategies for alternative investments, and sharpening client skills to manage expectations. They discuss everything from private equity, hedge funds, catastrophe reinsurance, and real assets to non-traditional credit.Guests:Phil Huber – CIO of Savant Wealth Management and author of “The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification” Click here to purchase Phil’s book: https://www.amazon.com/Phil-Huber/e/B097TRDTD2%3Fref=dbs_a_mng_rwt_scns_shareFollow him on Twitter:  @bpsandpieces For more on Savant Wealth Management v

Show from 11/19/21Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally.Guest:Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen CapitalFor more on Polen Capital visit their website: https://www.polencapital.com/people/damon-ficklin For the latest, follow Polen Capital on Twitter: @PolenCapital                                                                

Show from 11/12/21Wharton Finance Professor Jeremy Siegel starts the show with his market update covering the latest inflation news, oil prices, wages, supply constraints and more. Then, how can you use data to make informed risk related decisions in the Fintech market? Host Jeremy Schwartz and Guest Host Ryan Krystopowicz discuss data analytics, risk management, and the macro view on model portfolios with an expert in the Fintech space.Guest:Aaron Klein – Founder and CEO of RiskalyzeFollow Aaron on Twitter: @AaronKleinFollow Riskalyze on Twitter: @RiskalyzeFor more on Riskalyze visit their website: https://www.riskalyze.com/ Ryan S. Krystopowicz – Associate Director, Product Solutions Strategist-Model Portfolios at WisdomTreeFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 10/29/21 Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update. He discusses the 1.3% increase in the Employment Cost Index, inflation, labor costs, fed pricing and more. Then Host Jeremy Schwartz brings on an ETF expert from Valmark Advisers, Inc. They get into common mistakes made when building portfolios such as active management and decisions based on one variable. Plus a look at Valmark Advisers, LLC’s new index focused on equities. Guest: Michael McClary – Chief Investment Officer at ValMark Advisers, IncFor more on ValMark Advisors visit their website: https://www.valmarkfg.com/site/ Follow ValMark on Twitter: @ValmarkFGDefinitions:Put option: an option to sell assets at an agreed price on or before a particular date.Call options: Financial contracts that give the option buyer the right, but not the obligation, to buy a stock, bond, commodity or other asset or instrument at a specified price within a specific time period.Long/short: An investing strat

Show from 11/5/21Wharton Finance Professor Jeremy Siegel delivers a positive market update this week. He says Powell is not worried about inflation or rate increases, employment numbers are above expectations, and reopening trades are doing well. Then, how should you think about quantitative models and research? Host Jeremy Schwartz talks to the founder of 3Fourteen Research where they run regression trend lines through every market to ensure accuracy of data. All that and more.Guest:Warren Pies – Founder and Strategist at 3Fourteen ResearchFollow Warren on Twitter: @WarrenPiesFor more on 3Fourteen Research visit their website: https://www.3fourteenresearch.com/Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 10/22/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market outlook. What are possible supply side disruptions? What are the current inflation expectations? Then Host Jeremy Schwartz brings on the Chief Investment Officer at Raymond James to discuss market strategy and portfolio management. They cover everything from earnings growth and inflation pressures to energy prices. Guest:Larry Adam – Chief Investment Officer at Raymond JamesFollow him on Twitter: @LarryAdamRJFor more on Raymond James visit their website: https://www.raymondjames.com/palmerplanellswealth/larry-adam.htm#:~:text=Larry%20Adam%20joined%20Raymond%20James,Deutsche%20Bank%20Private%20Wealth%20Management. Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 10/15/21Wharton Finance Professor Jeremy Siegel kicks off the show with the topic on everyone’s mind, inflation. He discusses the impact on housing and gasoline and says his biggest fear is an accelerated tightening. According to Professor Siegel, bitcoin is the new hedge against inflation instead of gold. Then, Host Jeremy Schwartz brings on Marc Chandler of Bannockburn Global Forex to discuss global currencies, the dollar, China, emerging markets, and much more. Guest:Marc Chandler – Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market.Follow him on Twitter: @marcmakingsenseCheck out his Marc Chandler's articles here: http://www.marctomarket.com/2019/07/intervention-huff-puff-and-bluff.html See acast.com/privacy for privacy and opt-out information.

Show from 10/8/21Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the employment report, fed posture, volatility in overseas commodities, and more. Then, are you interested in using an adaptive approach to investing? Host Jeremy Schwartz brings on the authors of a new paper titled “Return Stacking” about how to leverage to boost returns. Learn how to create an inflation sensitive basket of commodities, emerging market currencies, and more. Guest:Corey Hoffstein – Co-Founder and Chief Investment Officer of Newfound Research. Co-author of a new paper called “Return Stacking.”For more on Newfound Research visit their website: https://www.thinknewfound.com/Follow him on Twitter: @choffsteinListen to his podcast here: https://blog.thinknewfound.com/podcast/Rodrigo Gordillo – President and Portfolio Manager at Resolve Asset Management. Co-author of the book “Adaptive: Asset Allocation, Dynamic Global Portfolios Profits in Good Times and Bad.” Co-author

Show from 10/1/21Wharton Finance Professor Jeremy Siegel shares his market updates to start the show discussing everything from volatility and inflation to CPI projections. Then Host Jeremy Schwartz brings an expert in the cloud computing space who talks about growth and efficiency scores. Fintech, security, and data infrastructure are leading in the cloud industry. Plus Director of Modern Alpha at WisdomTree Liqian Ren gives her take on China, education regulation, the Evergrande debt crisis, and more.Guests:Mary D’Onofio – partner and co-founder of the growth investment practice at Bessemer Venture PartnersTo find out more about Bessemer Venture Partners visit their website: www.bvp.com/For the latest news follow BVP on Twitter: @BessemerVPKara Marciscano- Research Analyst at WisdomtreeLiqian Ren - Director of Modern Alpha at WisdomTreeFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 9/24/21 Wharton Finance Professor Jeremy Siegel talks about the Fed meeting, inflation, tapering, bonds vs equities and more. Then Host Jeremy Schwartz brings on the author of a new book "Alpha Trader" to discuss specific strategies, tactics, and habits that lead to professional trading success.Guest:Brent Donnelly - President of Spectra Markets and author of Alpha Trader.You can purchase his book on Amazon: Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading For more on Spectra Markets visit their website: https://www.spectramarkets.com/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 9/17/21Wharton Finance Professor Jeremy Siegel kicks off the show discussing the CPI and volatility in the markets.. Then, Hosts Jeremy Schwartz and Jeremy Siegel talk to an expert in the management of high net worth individuals. They get into 60/40 allocation alternatives, weighing stocks in a portfolio, risk management, and much more.Guest: Peter Mallouk - CEO of Creative PlanningFor more on Creative Planning visit their website: https://creativeplanning.com/For the latest follow Creative Planning on Twitter: @CPIWealth See acast.com/privacy for privacy and opt-out information.

Show from 9/10/21What are the risks and opportunities created by technological change? How does it work on an economic, social, and financial level? Host Jeremy Schwartz talks to an expert on emerging technologies about the development of  cryptocurrency and the future of the market.Guest: Benjamin Dean – Director of Digital Assets at WisdomTree in EuropeFollow Benjamin on LinkedIn: https://www.linkedin.com/in/benjamin-c-dean-2018/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 9/10/21Wharton Finance Professor Jeremy Siegel kicks off the show discussing the Covid Delta Variant’s impact on the fed, inflation risk, and the vaccine recovery plan. Then, with Covid numbers back on the rise, how can we increase vaccination rates? Host Jeremy Schwartz brings on an innovator in the health care space who talks about a needleless vaccine, compliance, and how pharma companies can advance immunization efforts. Guest:Heather Callender-Potters – Chief Advocate and Shareholder Relations OfficerFor more information visit PharmaJet’s website: https://pharmajet.com/Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 8/27/21 Curious about how countries around the world manage market risk and bonds? Host Jeremy Schwartz brings on a bond market expert who works for the Inter-American Development Bank in Latin America. They get into global debt, emerging markets, volatility, and more.Guest:Claudia Franco - Head of Treasury Client Solutions at the Inter-American Development Bank For more on the IDB visit their website: https://www.iadb.org/en/about-us/overviewFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 8/27/21Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. This week he discusses the Fed, inflation, raising rates, the gold rally, and more. Then Host Jeremy Schwartz brings on Wharton Real Estate Professor  Joe Gyourko to get into real estate markets. Professor Gyourko said in the last month commercial real estate from industrial to malls are at almost pre-COVID levels. He explains how COVID accelerated trends that were happening pre-COVID and predicts for future events. Guest:Joe Gyourko - Professor of Real Estate at the Wharton SchoolVisit his faculty page to check out his research: https://real-estate.wharton.upenn.edu/profile/gyourko/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.