Behind The Markets Podcast

Show from 4/23/21We kick off this show with Wharton Finance Professor Jeremy Siegel discussing the latest market news from the capital gains tax and COVID-19 vaccinations to cryptocurrency risks. The Host Jeremy Schwartz and his Guest Co-Host Will Peck talk to experts in the digital asset space. Want to understand how Bitcoin performs globally? What trading strategies are more popular in cryptocurrency vs traditional markets? Our guests will help you be more tactical if you're interested in investing in this space.Guests:Ed Chin - Co-Founder and CEO of Parataxis CapitalThejas Nalval - Co-founder and CIO of Parataxis CapitalFollow Parataxis Capital on Twitter: @parataxis_capFor more on Parataxis Capital visit their website: https://www.parataxis.io/Will Peck - Head of Strategy Emerging Technologies 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 Se

Show from 4/16/21Are you thinking about investing in cloud companies? Host Jeremy Schwartz welcomes returning guest Mary D'Onofrio to the show to discuss the state of the cloud market. They get into pandemic driven cloud business, the M&A pipeline, IPOs, cloud software growth rates, and more.Guest:Mary D'Onofrio - Bessemer Venture PartnersTo find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/For the latest news follow BVP on Twitter: @BessemerVPFollow 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/privacy for privacy and opt-out information.

Show from 4/16/21Working in the wealth management space? Wondering where clients can get good advice? Host Jeremy Schwartz talks to an expert on wealth management consulting. They discuss ultra high net worth investing, firm economics, calculated risks, service pricing, and much more.Guest:Jamie McGlaughlin - Founder and CEO of J. H. McLaughlin & Co. For more on J.H. McLaughlin & Co visit their website: https://jhmclaughlin.com/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/privacy for privacy and opt-out information.

Show from 4/19/21Wharton Finance Professor Jeremy Siegel kicks off the show with his market update predicting a rise in inflation this year and a positive outlook for stocks. He also discusses COVID-19 vaccines. reopening the economy, and government debt. Then, what are the new technology trends and how can you best position yourself in this market? Host Jeremy Schwartz brings on two experts in the platform economy space. They get into research models, measuring platform success over time, and more.Guests:Kai Wu – Founder and CIO at Sparkline Capital an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets.For more on Sparkline Capital visit their website: https://www.sparklinecapital.com/ Follow Kai on Twitter: @ckaiwu Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of Applico a business consultancy that provides services for traditional enterprises adapting to a platform business model.For more on Applico visit thei

Show from 3/26/21Yields have calmed down, personal consumption increased, and there was a 20% jump in money supply. Wharton Finance Professor Jeremy Siegel explains what this means for the economic recovery. Then two experts on ETF factor investing join Host Jeremy Schwartz to discuss low cost portfolio models.Guests:Nir Kassar - Founding Managing Member of Unison Advisors and Bloomberg columnistRead his stories here: Nir Kassar Bloomberg ColumnsFor more on Unison Advisors visit their website: https://unisonadvisors.com/Wes Gray - CEO of Alpha ArchitectFollow him on Twitter: @alphaarchitectFor more on Alpha Architect visit their website: https://alphaarchitect.com/Follow 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/privacy for privacy and opt-out information.

Show from 3/19/21This week's market update has Wharton Finance Professor Jeremy Siegel discussing the potential of reopening, inflation, and the state of the Federal Reserve. According to Professor Siegel, the current Fed projections seem inconsistent. Then we turn our attention to momentum funds, cyclical stocks, and more. Host Jeremy Schwartz interviews an expert conducting research on major asset classes using quantitative modeling.Guest:Warren Pies - Founder and Strategist at 3Fourteen ResearchFollow Warren on Twitter: @WarrenPiesFollow 3Fourteen Research on Twitter: @3F_ResearchFor more on 3Fourteen Research visit their website: https://3fourteenresearch.com/Follow 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/privacy for privacy and opt-out information.

Show from 3/12/21Wharton Finance Professor Jeremy Siegel talks market trends from the negative influence of yields on the tech sector to the impact of inflation on potential foreign buyers. Then, how will inflation impact the economy? In what ways will the switch to digital work transform the way we do business? Host Jeremy Schwartz talks to the managing director and chief investment strategist for PNC Financial Services Group about consumer behavior during a pandemic, harvesting the power of blockchain, and much more.Guest:Amanda Agati - Managing Director and Chief Investment Strategist for the PNC Financial Services GroupFollow Amanda on Twitter: @AmandaAgatiPNC For more on PNC visit their website: https://www.pnc.com/en/personal-banking.html Follow 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/privacy for privacy and opt-out information.

Show from 3/5/21Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of St. Louis James Bullard about the state of the economy in 2021. They discuss the positive jobs report, vaccinations, the stimulus bill, and more. Curious about the pressures of inflation? Professor Siegel raises concern about the money surge and gets Bullard's take on interest rates and debt.Guest:James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. LouisFollow the St. Louis Fed on Twitter: @stlouisfedFor more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president Follow 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/privacy for privacy and opt-out information.

Show from 2/26/21Host Jeremy Schwartz and Guest Co-Host Jason Guthrie, Head of Capital Markets in Europe at WisdomTree, take a deep dive into bitcoin and cryptocurrency. They talk about the history of mining bitcoin and the future of cryptomining with an expert in the space.Guest:Alex Pickard - Research AffiliatesCheck out his Bitcoin thought piece: https://www.researchaffiliates.com/en_us/publications/articles/820-bitcoin-magic-internet-money.htmlTwitter: @AlexPickardVisit Research Affiliates' website: https://www.researchaffiliates.com/en_us/home.htmlFollow 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/privacy for privacy and opt-out information.

Show from 2/19/21Wharton Finance Professor Jeremy Siegel kicks off the show with his market highlights getting into producer prices in retail, jobless claims, stimulus checks, and inflation. Then, Host Jeremy Schwartz discusses investing in the face of uncertainty with David Carter of Lenox Wealth Advisors. They get into fixed income portfolios, preferreds, Asian markets, bitcoin and more.Guests:David Carter - Chief Investment Officer for Lenox Wealth Advisors Check out Lenox Wealth Advisors' Website: https://lenox-wealth.com/Follow 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/privacy for privacy and opt-out information.

Show from 2/12/21Wharton Finance Professor Jeremy Siegel delivers his market update discussing the lingering threat of inflation and bitcoin. Then Host Jeremy Schwartz and Guest Host Will Peck, Head of Strategy and Emerging Technology at WisdomTree, talk cryptoassets with an expert in the space. Find out how to navigate the bitcoin bull market, invest in cryptocurrency, and measure the value of emerging technology.Guests:Ari Paul - Co-Founder and Chief Investment Officer at BlockTower CapitalFollow BlockTower Capital on Twitter: @BlockTowerCheck out BlockTower Capital's website: https://www.blocktower.com/ Follow 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/privacy for privacy and opt-out information.

Show on 2/5/21Curious about the digital economy and how social media is driving the markets? Hosts Jeremy Schwartz and Jeremy Siegel get into the latest news about GameStop and the influence of Reddit on stocks with a professor of management, IT, marketing, and data science. They get into the influence of social media and misinformation on the future of markets.Guests:Sinan Aral - David Austin Professor of Management, IT, Marketing and Data Science at MIT, Director of the MIT Initiative on the Digital Economy (IDE) and a founding partner at Manifest Capital. Follow Sinan on Twitter: @sinanaralCheck out his book "The Hype Machine": https://www.sinanaral.io/books Follow 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/privacy for privacy and opt-out information.

Show on 2/5/21How should you evaluate the preferred market? Interested in learning more about hybrid securities? Host Jeremy Schwartz talks to experts in the fixed income space about contingent convertibles in Europe, high yield strategy, and more.Guests:Eric Felder- CEO of Moelis Asset Management, previously co-head of Global Fixed income at Lehman BrothersVisit Moelis Asset Management's Website: https://moelisassetmanagement.com/ James Palmisciano - Managing Partner at Gracie Asset ManagementVisit Gracie Asset Management's Website: https://moelisassetmanagement.com/gracie-asset-management/ Follow 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/privacy for privacy and opt-out information.

Show from 1/29/21Host Jeremy Schwartz interviews a cybersecurity expert who got his start in the Israeli military. Co-founder of Team8 discusses the cybersecurity industry, cryptocurrency, the makeup of his team, which includes Former NSA director Admiral Mike Rodgers, and the importance of supporting innovation.Guest:Liran Grinberg - Co-founder of Team8 and Managing Partner of Team8 Capital, the venture capital arm of the Team8 Group, investing in enterprise technology, data, AI and cybersecurity companies.Check out Team8's website: https://team8.vc/ Follow Team8 on Twitter: @team8group See acast.com/privacy for privacy and opt-out information.

Show from 1/22/21Wharton Finance Professor Jeremy Siegel covers the latest economic news from monetary stimulus and jobless claims to the potential increase in the minimum wage. Plus a look at digital currency markets and the changing consumer market during the pandemic.Guest:Grant Wilson - Head of Asia Pacific at Exante DataFollow Exante on Twitter: @ExanteDataCheck out Exante's website: https://www.exantedata.comKeep up with the latest news by subscribing to their blog: https://moneyinsideout.exantedata.com/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/privacy for privacy and opt-out information.

Show from 1/15/21Host Jeremy Schwartz and Guest Co-Host Kara Marsascano talk to CEO of New Constructs David Trainer about how to measure core earnings in the face of uncertainty. He talks about evaluating data such as past credit ratings and debt inequity rates to accurately assess the value of assets.Guest:David Trainer - Founder and CEO of New ConstructsFollow New Constructs on Twitter for the latest data: @NewConstructsCheck out New Constructs' website: https://www.newconstructs.com/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/privacy for privacy and opt-out information.

Show from 1/15/21The show kicks off with Wharton Finance Professor Jeremy Siegel's latest takes on 2021 earnings, Biden regulations, jobless claims, COVID-19 vaccine distribution and more. Then Jeremy Schwartz discusses platform companies with an expert in the space. How are tech and content platform companies performing? What is the impact of Trumps ban on Chinese tech monopolies? Guest:Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model.Follow Alex on Twitter: @AlexMoazedCheck out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896Visit the Applico Website: https://www.applicoinc.com/author/amoazed/Follow 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/privacy for privacy and opt-out information.

Show from 1/8/20Happy New Year from all of us at Behind the Markets! This is our first show of the new year and we're starting it off right. Wharton Finance Professor Jeremy Siegel discusses the democratic control of the Senate, federal spending, tax increases, emerging markets and more. Then Host Jeremy Schwartz brings on returning guest from Astoria Advisors, John Davi to talk about Tesla, inflation, a steepening yield curve, and the COVID-19 vaccine stocks. Here's to a year full of financial education and portfolio management!Guest: John Davi - Founder, CIO at Astoria Portfolio Advisors LLCCheck out Astoria Advisors' website: https://www.astoriaadvisors.com/Follow Astoria Advisors on Twitter: @AstoriaAdvisorsFollow 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/privacy for privacy and opt-out information.

Show from 12/18/20This is the last episode of 2020 and Wharton Finance Professor Jeremy Siegel wraps up the year with his market outlook . He gets into the SolarWinds and FireEye software breeches, the stimulus bill, vaccines, and more. Then Jeremy Schwartz and Jeremy Siegel talk to a Nobel Prize winning economist about his updated market views and valuation models. Plus a discussion on the recent CAPE ratio research.Guests:Robert Shiller - American economist, 2013 Nobel Laureate, academic, and best-selling author. As of 2019, he serves as a Sterling Professor of Economics at Yale University and is a fellow at the Yale School of Management's International Center for Finance.Follow him on Twitter: @RobertJShillerRead one of his many books: http://www.econ.yale.edu/~shiller/books.htmMeb Faber - Founder and Chief Investment Officer at Cambria Investment ManagementCheck out his Podcast "The Meb Faber Show:" https://mebfaber.com/podcast/ Read his book "Global Asset Allocation: A Survey of the World's Top Investme

Show from 12/11/20Wharton Finance Professor Jeremy Siegel gives his end of year market forecast discussing COVID-19 vaccine approval and the latest on the stimulus bill. Then, how should you strategize and invest in foreign markets? Host Jeremy Schwartz talks to an emerging markets expert about US vs foreign investing, Brexit's effect on the Eurozone, European bonds, and much more.Guests:Karthik Sankaran - Portfolio manager and strategist. Most recently director of global strategy for Eurasia Group. Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset ManagementMore on his work here: https://www.wisdomtree.com/blog/author/kevin%20flanagan 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/privacy for privacy and opt-out information.