Behind The Markets Podcast

Show from 8/20/21Host Jeremy Schwartz talks to an expert on macro research about COVID forecasting, Chinese markets, developed currencies and more.Guest:Jens Nordvig: Founder & CEO of Exante DataFor more on Extante Data visit their website: https://www.exantedata.com/Follow Extante Data on Twitter: @ExanteDataFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 8/20/21Wharton Finance Professor Jeremy Siegel joins at the start of the show to discuss the latest market news from the pandemics impact on supply chains to Chinese tech stocks. Then Host Jeremy Schwartz talks to the the Chief Investment Officer at Key Bank about identifying high quality companies that generate strong returns, equities, navigating the risk from the Delta variant and more. Guest:George Mateyo - Chief Investment Officer at KeyBankFollow him on LinkedIn: https://www.linkedin.com/in/george-mateyo-63409b13/For more on KeyBank visit their website: https://www.key.com/personal/index.jspFollow KeyBank on Twitter for the latest: @keybankFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Camp Kotok Special from 8/13/21In this Behind the Markets special, we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. Host Jeremy Schwartz and Chief Economist at Avalon Advisors Samual Rines discuss the uncertainty in market forecasting from inflation and employment to the delta variant. How can investors better understand the purpose of the portfolio before making decisions? What are the current transitory trends and how can you position around that? All that and more.Guest:Sam Rines – Chief Economist at Avalon Advisors, LLCFollow Sam on Twitter: @SamuelRinesFor more on Avalon Advisors visit their website: https://avalonadvisors.com/ See acast.com/privacy for privacy and opt-out information.

Show from 8/13/21Wharton Finance Professor Jeremy Siegel kicks off the show with his market update from PPI data to consumer trends. Then how do you balance innovation and growth investing in a portfolio? The founder of Evolutionary Tree Capital Management joins Host Jeremy Schwartz to discuss how to find leading innovators, develop them, and benefiting from that.Guest:Tom Ricketts – Founder and Chief Investment Officer at Evolutionary Tree Capital ManagementFor more on Evolutionary Tree visit their website: https://evolutionarytree.com/ Follow Evolutionary Tree on Twitter: @ETreeCapital See acast.com/privacy for privacy and opt-out information.

Show from 8/5/21Interested in spicing up your 60/40 spread? Host Jeremy Schwartz brings on the Founder and Chief Strategist at Mill Street Research Sam Burns to cover the latest investing trends. Sam discusses the benefit of combining top down and bottom-up inputs to analyze markets as well as how to watch for weakening risk appetite in equities. They also get into Fed policy and the recent decision to support the corporate debt market.Guest:Sam Burns – Founder and Chief Strategist at Mill Street ResearchFollow Mill Street Research on Twitter: @MillStResearchFind out more about Mill Street Research on their website: https://www.millstreetresearch.com/ See acast.com/privacy for privacy and opt-out information.

Show from 7/31/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the recent Fed meeting, Powell's stance on high inflation, the employment report, and the impact of the covid delta variant. Then, what's the best way to take advantage of minor fluctuations in stocks? Are we leaning towards a bear market? CEO and Chief investment Officer at MB Advisors Milton Berg gets into his firm's research methods and how to optimize your portfolio.Guest:Milton Berg - CEO and Chief Investment Officer at MB Advisors, LLCFor more on MB Advisors visit their website: http://miltonberg.com/Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 7/23/21Wharton Finance Professor Jeremy Siegel kicks off the show covering market news from vaccination rates and reopening the US economy to the inflation rate, and more. Then, how do you evaluate small-cap stocks? What is the best quantitative strategy and how do you measure ESG growth? Host Jeremy Schwartz discusses these topics and more with an expert in US equity strategy.Guest:Savita Subramanian - Head of U.S. equity strategy and quantitative strategy at BofA Securities.For more on BofA Securities: https://www.bofaml.com/en-us/content/about-us.htmlFollow her on LinkedIn: https://www.linkedin.com/in/savita-subramanian-4021571a/Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 7/16/21Wharton Finance Professor Jeremy Siegel kicks off the show discussing the future of inflation, the 10 year under 1%, housing not being in the CPI, money supply and more. Then, Host Jeremy Schwartz and Guest Host Will Peck get into emerging technologies and digital assets with an expert in the space.Guests:Dan Doney - CEO of Securrency, IncFollow him on LinkedIn: https://www.linkedin.com/in/ddoney/For more on Securrency visit their website: https://securrency.com/Follow Securrency on Twitter: @SecurrencyFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 7/2/21What are the implications of populism on markets? What does this mean for the US? Curious about the race to zero? Host Jeremy Schwartz discusses macro trends with Partner and Chief Strategist at Clocktower Group Marko Papic. Marko explains how the pandemic changed fiscal expectations and what the future looks like for global markets.Guest:Marko Papic - Partner and Chief Strategist at Clocktower GroupFollow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopoliticsFor more on Clocktower Group visit their website: https://www.clocktowergroup.com/Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 6/25/21Curious about the new inflation data? Need to know the stock/ bond outlook and what the 10-year yield looks like? Wharton Finance Professor Jeremy Siegel kicks off the show covering all that and more with his market update. Then, Host Jeremy Schwartz talks with the Chief Investment Officer for O'Neil Global Advisors about growth and momentum investing.Guest:Randy Watts - Chief Investment Officer for O'Neil Global AdvisorsFollow Randy on Twitter: Chief Investment Officer for O'Neil Global AdvisorsFor more on O'Neil Global Advisors visit their website: https://www.oneilglobaladvisors.com/Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 6/18/21From reopening trades and commodity stocks to inflation and low yields, Wharton Finance Professor Jeremy Siegel takes a look at the latest market news. Then, what is the state of geopolitics? Interested in the new biorevolution, innovations transforming economies, societies, and our lives? Host Jeremy Schwartz talks to an expert on geopolitics about advancing genetics technology, the future of food production, the healthcare industry, and more.Guests:Jamie Metzl -  leading technology and healthcare futurist, geopolitical expert, novelist, entrepreneur, and media commentator, founder of the global social movement OneShared.World, and an Atlantic Council Senior Fellow and Singularity University faculty member.Follow Jamie on Twitter: @JamieMetzlFor more on Jamie's research visit his website: https://jamiemetzl.com/Purchase his newest book "Hacking Darwin: Genetic Engineering and the Future of Humanity": https://www.amazon.com/Hacking-Darwin-Genetic-Engineering-Humanity/dp/1728214130 K

Show from 6/11/21 Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update discussing inflation numbers, bonds, labor markets, and more. Then Host Jeremy Schwartz talks about the four categories of alternative credit: below investment grade traded credit, structured credit, distressed debt, and private lending with the CEO and Chief Investment Officer at Gapstow Capital Partners Chris Acito. Chris outlines the process of managing risk and diversifying portfolios using alternative credit.Guest:Chris Acito - CEO & Chief Investment Officer at Gapstow Capital PartnersFind out more about Gapstow by visiting their website: https://gapstow.com/Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 6/4/21 Wharton Finance Professor Jeremy Siegel discusses the jobs report, hourly earnings, bond markets, and inflation. Then, interested in trying new investing models? Host Jeremy Schwartz talks to the Head of Portfolio Management at Horizon Investments Mike Dickson, a company focused on goals based planning. Mike explains how to accumulate assets and avoid losses at the same time.Guest:Mike Dickson - Head of Portfolio Management at Horizon InvestmentsFor more on Horizon Investments visit their website: https://www.horizoninvestments.com/Follow Horizon Investments on Twitter: @HorizonInvestFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 6/2/21In this Behind the Markets Special Jeremy Schwartz brings on an expert in the energy sector in light of the rising oil prices. Wharton Finance Professor Erik Gilje talks declining US oil production, incremental demand, OPEC and more.Guest:Erik Gilje - Assistant Professor of Finance, The Wharton SchoolTo view his research visit his faculty page: https://fnce.wharton.upenn.edu/profile/gilje/#research Mobeen Tahir - Associate Director, Research at WisdomTree in Europe See acast.com/privacy for privacy and opt-out information.

Show from 5/28/21Wharton Finance Professor Jeremy Siegel starts off the show discussing the trade report deficit, the S&P 500, the upcoming employment report, and much more. Then, in light of the recent Colonial Pipeline hack, Host Jeremy Schwartz brings on a panel of cyber security experts to discuss how businesses can protect themselves against malware. What measures can you put in place to ensure your network is safe? What are steps you can take to minimize risk? All that and more.Guests:Bob Blakely - Operating Partner at Team8For more on Team8 visit their website: https://team8.vc/Brian Dunphy - Vice President Of Product Management at ClarotyFor more on Claroty visit their website: https://www.claroty.com/David Yates - Chief Information Officer at WisdomTreeFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 5/21/21Wharton Finance Professor Jeremy Siegel opens the show talking about the Fed and inflation, bitcoin, equity markets, and more. Then Host Jeremy Schwartz discusses model portfolios with returning guest Corey Hoffstein of Newfound Research. Corey discusses how it has become harder to achieve a reasonable rate of return from an expectations perspective, risk assets, the global central banks moving into an active player role, a dramatic rise in passive investing vehicles, and a large rise in volatility contingent investors. Guest:Corey Hoffstein - Chief Investment Officer of Newfound ResearchFor 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/Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 5/14/21 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk Fed news and inflation with the former federal reserve vice chairman and an expert on equity strategy. Siegel says the inflation forecast is way above expectations and the fed needs to reevaluate the way they measure it. Guests:Donald Kohn - Former Federal Reserve Vice Chairman, Senior Fellow at the Brookings InstituteFor more on the Brookings Institute visit their website: https://www.brookings.edu/Follow Brookings Institute on Twitter: @BrookingsInstJames Lebenthal - Equity Strategist at Cerity PartnersFor more on Cerity Partners visit their website: https://ceritypartners.com/Follow James on Twitter: @jlebenthalFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 5/7/21In this Behind the Markets Podcast Special Host Jeremy Schwartz and Guest Host Corey Hoffstein talk to the brains behind the Twitter famous account SquishChaos, Nikhil Shamapant. "In the past week, I’ve spent sleepless nights working on what I believe to be an institutional grade research report on Ethereum. In my report, I will explain why I believe a $150,000 price target in the next 18 months is actually achievable. My thesis is entirely based upon the concept of “The Triple Halving,” where I show that Ethereum will have a sell pressure reduction equivalent to undergoing all three of Bitcoin’s halving events consecutively." - Squish ChaosGuests:Nikhil Shamapant - From the Twitter famous account Squish ChaosFollow Nikil on Twitter: @SquishChaosFor more information on his paper please visit: https://squish.substack.com/p/ethereum-the-triple-halving Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound ResearchFollow Corey on Twitter: @choffsteinFor more on Newfound Resear

Show from 5/7/21Curious about how property and ownership guides our lives? Host Jeremy Schwartz and Guest Host Matthew Kress find out how businesses control the narrative to steer customers to do what they want with a Columbia Law School professor. From digital privacy to climate change and wealth inequality, our guest discusses the complex nature of engineering the feeling of ownership. Guests:Michael Heller - Lawrence A. Wien Professor of Real Estate Law at the Columbia Law School and Author of the new book "Mine! How the Hidden Rules of Ownership Control Our Lives"Visit his webpage: https://www.law.columbia.edu/faculty/michael-hellerPurchase his book "Mine! How the Hidden Rules of Ownership Control Our Lives": https://www.minethebook.com/ Matthew Kress - Director of Advisor Innovation at WisdomTreeFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartzAsk Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com See acast.co

Show from 4/30/21Wharton Finance Professor Jeremy Siegel kicks off the show with the latest finance news from the GDP report to tax policy. Then, how do you manage yield forecasts? Host Jeremy Schwartz talks to the founder of Borealis Global Advisory LLC about how they developed their own version of the CAPE ratio to capture the investment attributes of emerging countries. Plus a close look at the Japanese market and small-cap stocks with the Head of Japan Value Equities at GMO.Guests:Sailesh Radha - Founder & Chief Investment Officer - Borealis Global Advisory LLC For more on Borealis Global Advisory LLC visit their website: https://borealisga.com/Drew Edwards - Head of Japan Value Equities | Portfolio Manager at GMOFor more on GMO visit their website: https://www.gmo.com/americas/Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartzAsk Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com See acast.com/pri