Behind The Markets Podcast

Show from 12/4/20Host Jeremy Schwartz discusses ETFs and small caps with an expert in the space. They get into the state of energy, the COVID-19 vaccine, reopening expectations, bitcoin, and other various asset classes.Guest:Dan Russo - Chief market strategist at Chaikin Analytics, a quantitative equity research firm.For more on Chaikin Analytics visit their website: https://www.chaikinanalytics.com/Check out Dan's blog: https://www.chaikinanalytics.com/author/dan-russo/Twitter: @DanRusso_CMTFollow 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 12/4/20Wharton Finance Professor Jeremy Siegel kicks off the show talking about the positive news regarding fiscal stimulus packages, COVID-19 vaccines, and the election of Chris Weller to the Fed. Then Marc Chandler joins Host Jeremy Schwartz to discuss the declining dollar valuation, emerging markets, China, trade, high beta currencies and much more. Find out how to read the current state of national and international markets so that you can properly allocate your portfolio.Guest:Marc Chandler - Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market.Chandler is a frequent guest on CNBC, Bloomberg Television, FOX Business, Business News Network, and Nightly Business Report where he provides his insights on the global capital markets. Chandler has been published in the Financial Times, Foreign Affairs, Barrons, The Nation, Euromoney Institutional Investor, and Corporate Finance. He is regularly published by Seeking Alpha and TheStreet.com.Follow h

Show from 11/27/20Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework.Guests:Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"Thomas Philips - Adjunct professor in the department of finance and risk engineering at NYU's Tandon School of Engineering, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"Read their paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3443289Follow 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 info

Show from 11/27/20Wharton Finance Professor Jeremy Siegel says the dramatic expansion of M1 money supply, the COVID-19 vaccine rollout, and the election results all point to positive market news. Then Host Jeremy Schwartz introduces an expert on politics, Greg Valliere, to talk about the impact of the 2020 election results. Greg discusses about the potential of the next stimulus, the future of small businesses, taxes and much more.GuestGreg Valliere - Chief US Policy Strategist at AGF InvestmentsMore on AGF Investments: https://www.agf.com/us/index.jspFollow AGF Investments on Twitter: @agfFollow 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 11/20/20Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk market news at the top of the show discussing the rise in coronavirus cases, reopening the economy, Judy Shelton, the Fed, and more. Then New York University Stern School of Business Professor Baruch Lev joins the show to explain what he calls the "end of accounting." He says financial reports are largely irrelevant now because of the change from physical assets to intangible assets like R&D or IT. Today, the total corporate investment in intangible assets is $2.5 trillion and physicals assets only equal half of this. Find out how this affects earnings reports.Guests:Baruch Lev - Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business.For more on Baruch's research visit his faculty page: https://www.stern.nyu.edu/faculty/bio/baruch-lev Check out his book "The End of Accounting and the Path Forward for Investors and Managers": https://www.amazon.com/Accounting-Forward-Investors

Show from 11/13/20Hosts Jeremy Schwartz and Liqian Ren talk about the future of US/ China relations with a professor of finance from Shanghai.Guest:Li Nan - Professor of Finance and Economics at Antai College of Economics and Management, Shanghai Jiao Tong UniversityCheck out her research on her website: https://www.nanlifinance.org/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 11/13/20Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest COVID-19 vaccine and the spike in virus cases. Professor Siegel says reopening stocks are doing well and he expects that if the vaccine is successful the economy could open early next year. Then Jeremy Schwartz discusses the current economic climate in the US post election, the future of taxes, asset class returns, and more with a wealth management expert.Guest:Paul Esposito - Senior Portfolio Manager at Prestige Wealth Management Group For more on Prestige Wealth Management visit their website: https://prestigewmg.com/ See acast.com/privacy for privacy and opt-out information.

Show from 11/6/20In this special edition of the podcast Hosts Jeremy Siegel and Jeremy Schwartz talk about the 2020 election results from senate to president. They talk to two political experts about the future of poll analytics, the repercussions of the election results for each political party, and much more. Plus they get into the positive employment report, COVID-19, and market news.Guests:Brian Wesbury - Chief Economist at First Trust AdvisorsFollow him on Twitter: @wesburyFor more on First Trust Advisors visit their website: www.ftportfolios.com/John Zogby - Founder and Senior Partner at John Zogby StrategiesFor more on John Zogby Strategies visit their website: https://johnzogbystrategies.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 10/30/20The show kicks off with Wharton Finance Professor Jeremy Siegel's market update focusing specifically on the 2020 election odds. Then Hosts Jeremy Schwartz and Liqian Ren talk to an expert on international relations from the Global Interdependence Center about the future of the US/ China relationship.Guest:William Kennedy - Vice Chair of the Global Interdependence Center (GIC), Co-Founder, CIO, and CEO of Risk Bridge AdvisorsFor more on the GIC visit their website: https://www.interdependence.org/about/directors/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 10/24/20Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest election odds. Jeremy Siegel says the last debate will not likely change anything. They also discuss the good news in earnings, the S&P reported 81% beating. Then they bring on political strategist Greg Valliere to discuss the Biden vs Trump odds further. Plus, the latest news on the antitrust lawsuit against Google. What will be the future of monopolies like Google and what does this mean for financial market? Alex Moazed of Applico joins the show to talk about Google's impact on the election, buying ads, two sided network effects, the future of content platforms, and much more.Guests:Greg Valliere - Chief U.S. Policy Strategist at AGF InvestmentsFor more on AGF Investments visit their website: https://www.agf.com/ca/en/index.jsp Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of ApplicoFor more on Applico visit their website: https://www.applicoinc.com/ Follow Alex on Twitter: @AlexMoazed

Show from 10/16/20Wharton Finance Professor Jeremy Siegel kicks off the show with a political update on the Biden vs Trump election odds. Plus Host Jeremy Schwartz interviews an expert on China strategy, Jonathan Ward. According to Jonathan, China sees themselves as a dominant world power coming back to prominence. He mentions their attention to building a large military, their ideological push to denounce western values as well as their initiative to consolidate and dominate trade.Guests:Jonathan Ward -Founder of Atlas Organization, author of the book "China's Vision of Victory."For More on Atlas visit their website: https://atlasorganization.com/Check out his book: https://www.amazon.com/Chinas-Vision-Victory-Jonathan-Ward/dp/0578438100 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 10/9/20White House Chief Economic Adviser Larry Kudlow announced a deal for the second stimulus package and the Dow Jones is up 21 points, according to Wharton Finance Professor Jeremy Siegel's market update. Siegel said this stimulus deal will be positive for the stock market. Then Host Jeremy Schwartz talks to an expert on ESG investing trends from Morgan Stanley. They discuss politics, sustainability, waste reduction, and asset management strategy in this space.Guest:Audrey Choi - Chief Marketing Officer and Chief Sustainability Officer of Morgan StanleyFor more about Audrey check out her bio: https://www.morganstanley.com/profiles/audrey-choi-morgan-stanley Visit Morgan Stanley's website: https://www.morganstanley.com/Follow Morgan Stanley on Twitter: @MorganStanleyFollow 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

Show from 10/1/20Wharton Finance Professor Siegel kicks off the show talking about the possibility for a physical stimulus bill, Trump going down in betting markets after the debate, and the future of stocks and inflation. Then Host Jeremy Schwartz talks to experts in the commodities space. They discuss prompt vs deferred pricing in commodity baskets, supply changes, high frequency data, valuing gold and much more. Guests:Ed Morse- Managing Director, Global Head of Commodity Research at Citi GroupFollow Citi on Twitter: @CitiVisit Citi's Website: https://www.citigroup.com/citi/Mobeen Tahir - Associate Director of Research at WisdomTree UKFollow 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 9/25/20Wharton Finance Professor Jeremy Siegel's market update includes the death of Ruth Bader Ginsberg, the potential of a stimulus bill before the 2020 presidential election, unemployment insurance running out, and expectations for next weeks employment report. Then host Jeremy Schwartz talks to a managing partner at Salesforce Ventures about platform based business models, AI, ESG funds, emerging technology, and much more.Guest:Matt Garratt - Managing Partner, Salesforce VenturesFollow Matt on Twitter: @mdgarratt For more information on Salesforce, visit their website: https://www.salesforce.com/company/ventures/ 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 9/18/20The show kicks off with Wharton Finance Professor Jeremy Siegel's market update. He discusses the fed and stimulus packages, the IPO price, and inflation. Then Jeremy Schwartz brings on the CEO of WisdomTree Japan to talk about Prime Minister Shinzo Abe's resignation, rebalancing Japan's tax system, monetary policy, trade, corporate governance and much more.Guest:Jesper Koll - Chief Executive Officer of WisdomTree Japan. Over the past two decades Jesper has been consistently ranked as one of the top Japan strategists/economists, working as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government advisory committees and Jesper is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. After arriving in Japan i

Show from 9/11/20The show starts with our usual market update. Wharton Finance Professor Jeremy Siegel talks about the start of the NFL season, Coronavirus cases, and election stats. Then Hosts Jeremy Schwartz and Liqian Ren bring on a US/China relations expert. They discuss US/ China trade disputes, China's handling of the Coronavirus, growth in China's private market in areas such as internet, and much more.Guest:Tao Wang - Chief China Economist/Head:Asia Economic Research, UBS AGFor more on UBS visit their website: https://www.ubs.com/us/en.htmlFollow UBS on Twitter: @UBS See acast.com/privacy for privacy and opt-out information.

Show from 9/4/20Wharton Finance Professor Jeremy Siegel kicks off the show talking about the unemployment rate and the potential of reopening the economy. Then Host Jeremy Schwartz and Guest Co-Host Jeff Weniger bring on two political forecasting experts to discuss potential 2020 election outcomes and what it will mean for your financial portfolios.Guests:Helmut Norpoth - Professor of Political Science at Stony Brook UniversityVisit his Faculty Page: https://www.stonybrook.edu/commcms/polisci/people/_faculty/Norpoth_Helmut.phpCheck out recent articles and interviews with Professor Norpoth: stonybrook.edu/experts/profile/helmut-norpothEd Clissold - Chief US Strategist for Ned Davis ResearchFollow him on Twitter: @edclissoldNed Davis Research Website: https://www.ndr.com/Jeff Weniger - Director of Asset Allocation at WisdomTreeFollow Jeremy Schwartz on Twitter: @JeremyDSchwartzAsk Siegel (NEW!)If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com See acast.com/privacy for p

Show from 8/28/20Wharton Finance Professor Jeremy Siegel talks about the Fed inflation rates and the political state in America. Then the head of the research investment committee at Bank of America joins the show to talk about the end of the 60/40 stocks/bonds spread, current market trends, and secular stagnation.Guest:Jared Woodward - Head of the Research Investment Committee at Bank of America.Visit Bank of America's website: https://www.bankofamerica.com/ Ask Siegel (NEW!)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 8/21/20Wharton Finance Professor Jeremy Siegel kicks off the show with his markets update discussing the impact of the upcoming election and political atmosphere in the US. Then, one of the hot topics in the finance is ESG investing. Host Jeremy Schwartz talks to a data analytics expert focusing on making the world a better place. CEO of Owl Analytics, Ben Webster, studies the sales and operations of businesses to ensure the companies you're investing in have ethical values.Guest:Ben Webster - CEO and Co-Founder of OWL AnalyticsFind out more by visiting their website: http://owlanalytics.net/-You can sign up for their newsletter! See acast.com/privacy for privacy and opt-out information.

Show from 8/14/20Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of politics, the November election, and COVID-19 on markets. Then Host Jeremy Schwartz talks to three experts on cloud based software. They get into growth rates, investments, and earnings as it applies to wealth management during these high risk times.Guests:Jamin Ball - VP of Redpoint VenturesFollow him on Twitter: @jaminballFollow Redpoint on Twitter: @redpointvcSteve Zahm - Chief Culture Officer at Procore TechnologiesFor more on Procore visit their website: https://www.procore.com/Brian Feinstein - Managing Partner at Bessemer Venture PartnersTo find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/Follow Bessemer Venture Partners on Twitter: @BessemerVP See acast.com/privacy for privacy and opt-out information.