Behind The Markets Podcast

Show from 8/7/20 Wharton Finance Professor Jeremy Siegel gives his market update covering the political landscape and the jobs report. Professor Siegel says we need to focus on the future looking at virus trends and stimulus trends. Then hosts Jeremy Schwartz and Liqian Ren continue the conversation with Professor Siegel and bring on Greg Valliere. Greg says that the election will likely tighten between Trump and Biden as we near November. Then Jeremy Schwartz and Liqian bring on Jeff Weniger and discuss China/ US relations.Guests:Greg Valliere - Chief US Policy Strategist at AGF InvestmentsMore on AGF Investments: https://www.agf.com/us/index.jsp Follow AGF Investments on Twitter: @agfJeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree See acast.com/privacy for privacy and opt-out information.

Show from 7/31/20Host Jeremy Schwartz and WisdomTree Guest Hosts Kara Marciscano and Rafi Aviav talk to an expert on platform business models. They discuss the dual nature of these platforms: consumers and producers. The producers contribute the inventory that the the consumers come to the platform for. Think Youtube or Instagram. According to our guest, these platforms have a winner take all scale because it's difficult to overcome network effects. This conversation tries to codify and make sense of these large platform monopolies and provides insights into investing in the space.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/Wisdom Tree Growth Leaders Fund: https://www.wisdomtree.com/etfs/

Show from 7/24/20Host Jeremy Schwartz talks to a portfolio manager at Beaumont Capital Management about sector investing, market timing, equity exposure, and machine learning. Find out how behavioral finance and data collection impact a portfolio.Guests:Brendan Ryan - Assistant Portfolio Manager at Beaumont Capital Management (BCM)To learn more about BCM visit their website: https://investbcm.com/ See acast.com/privacy for privacy and opt-out information.

Show from 7/24/20Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel discuss the big market updates of the last few weeks. Professor Siegel gets into gold prices, the politics behind the stimulus package, and COVID-19 news. Then they bring on a US Equity Strategist from Credit Suisse who discusses the equity bond spread, interest rates, and earnings trends.Guests:Jonathan Golub - Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in New York.To learn more about Credit Suisse visit their website: www.credit-suisse.comFollow Credit Suisse on Twitter: @CreditSuisse See acast.com/privacy for privacy and opt-out information.

Show from 7/17/20Host Jermey Schwartz talks global markets and online business platforms with two experts in the space. Adam Fisher, Managing Partner at Bessemer Venture Partners, discusses global investment opportunities especially in Israel. Then Nir Zohar, COO of Wix, discusses managing a business online, creating online databases for clients, and the importance of a website in today's digital world.Guests:Adam Fisher - 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: @BessemerVPNir Zohar - Chief Operating Officer at WixTo find out more about Wix visit their website: https://www.wix.com/Follow Wix on Twitter: @Wix See acast.com/privacy for privacy and opt-out information.

Show from 7/10/20Hosts Jeremy Schwartz and Liqian Ren talk to Marc Chandler, Managing Director and Chief Market Strategist at Bannockburn Global Forex, about the state of the COVID-19 crisis and the stock market. They also discuss currency markets, stimulus and liquidity relief measures, and international trade especially as it pertains to China.Guest:Marc Chandler - Managing Director and Chief Market Strategist at Bannockburn Global ForexFor more information about Bannockburn Global Forex visit their website: https://www.bannockburnglobal.com/Follow Bannockburn Global Forex on Twitter: @BannockburnFXCheck out his Blog Marc to Market: http://www.marctomarket.com/ See acast.com/privacy for privacy and opt-out information.

Show from 7/10/20Wharton Finance Professor Jeremy Siegel discusses the market news including Remdesivir treatments and the economic consequences of the increased number of COVID-19 cases. Then Host Jeremy Schwartz discusses stock, ETFs, and measuring earnings with the CEO of New Constructs. They also discuss the distortions in earnings reports, write downs in assets, etc.Guest:David Trainer - CEO of New ConstructsFor more information about New Constructs visit their website: https://www.newconstructs.com/ For up to date financial news from New Constructs follow them on Twitter: @NewConstructsKara Marciscano - Senior Analyst at WisdomTree See acast.com/privacy for privacy and opt-out information.

Show from 7/3/20Host Jeremy Schwartz discusses private equity deals, investing in female lead companies, and portfolio management during the COVID-19 pandemic with Lori Wachs, Partner at Springboard Growth Capital. Lori discusses the future of the company in these uncertain times as well as their non-profit Springboard Enterprises which provides female lead companies with growth capital.Guests:Lori Wachs - Partner at Springboard Growth CapitalTo find out more about Springboard Growth Capital visit their website: https://www.springboardgc.com/Follow Springboard Growth Capital on Instagram: @springboardgrowthFollow Springboard Enterprises on Twitter: @SpringboardEnt See acast.com/privacy for privacy and opt-out information.

Behind the Markets Podcast SpecialHost Jeremy Schwartz and Guest Co-Host Kara Marciscano bring on two investing experts to discuss a topic that is increasingly important in our new online world, cloud computing. They discuss the Forbes Cloud 100, a list of the best private cloud companies in the world, and the tremendous growth the cloud computing space has seen over the last few years. They also discuss security concerns, data collection, and global cloud use.Guests: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: @BessemerVPCheck out an article Mary wrote on the State of the Cloud in 2020: https://www.bvp.com/atlas/state-of-the-cloud-2020Frederic Kerrest- Executive Vice Chairman, Chief Operating Officer, and Co-Founder of Okta, Inc.To Find out more about Okta visit their website: https://www.okta.com/For the latest news follow Okta on Twitter: @oktaKara Marciscano - Senior Analys

Show from 6/29/20Hosts Jeremy Schwartz and Liqian Ren talk to the author of the book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance." The book talks about reinforcing faith in our future in the face of stagnant economic growth, climatic deterioration, dwindling natural resources, and an unsustainable level of population growth. Laurence discusses changing workplaces, new labor needs, upward mobility, and global supply chains.Guest:Laurence Siegel - Gary P. Brinson director of research at the CFA Institute Research Foundation as well as an independent writer, speaker and consultant focusing on investment management. He is the author of the recently release book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance." Check out the book here: https://www.amazon.com/Fewer-Richer-Greener-Prospects-Abundance/dp/1119526892Follow Laurence on Twitter: @LaurenceBSiegel See acast.com/privacy for privacy and opt-out information.

Show from 6/26/20Wharton Finance Professor Jeremy Siegel starts off the show talking about Coronavirus spikes in areas not following social distancing guidelines and the market's reaction to the current circumstances. Then host Jeremy Schwartz talks to Mike Brusko and Jordan Hicks of Top Tier Wealth Management about financial planning and investing in a time of crisis. Jordan is also an NFL Linebacker for the Arizona Cardinals and previously played on the Philadelphia Eagles' Super Bowl LII team. He talks about NFL training camp during COVID-19 and the future of sports during the virus.Guests:Mike Brusko - Partner at Top Tier Wealth ManagementJordan Hicks - Partner at Top Tier Wealth Management and Middle Linebacker for the Arizona CardinalsTo find out more about Top Tier Wealth Management visit their website: https://toptierwealthmanagement.com/For more on Jordan Hick's NFL career visit his page: https://www.nfl.com/players/jordan-hicks/Follow Jordan on Twitter: @JordanHicksFollow Top Tier Wealth Management

Show from 6/19/20Wharton Finance Professor Jeremy Siegel, along with co-host Liqian Ren, kicks off the show with his weekly market update. He says we're headed for a modest, range bound market. He also mentions uncertainty regarding a second outbreak but for now explains that liquidity is still flowing into the markets. Then hosts Jeremy Schwartz and Kevin Flanigan talk to the Chief U.S. Economist at Morgan Stanley, Ellen Zenter, about their midyear outlook. According to Ellen, pent up demand will stimulate the economy as it reopens. She also compares the 2008 crisis to the COVID-19 epidemic saying that they are two very different situations and she expects a quicker recovery in today's economy.Guests:Ellen Zentner - Chief U.S. Economist for Morgan StanleyFollow Morgan Stanley on Twitter: @MorganStanleyFor more information on the Morgan Stanley's Midyear Outlook visit their website: https://www.morganstanley.com/To find out more about Ellen visit her profile page: https://www.morganstanley.com/profiles/ellen

Show from 6/12/20Wharton Finance Professor Jeremy Siegel starts off the show discussing market news. He says that the momentum we were seeing in the markets the past few weeks is being broken by investors jumping off the 'trend train.' He also thinks the Fed will ride low rates for a while until their hand is forced. Then hosts Jeremy Schwartz and Professor Siegel bring on the President and CEO of Creative Planning Peter Mallouk to discuss investing during the crisis. They talk about marketing to young people, ensuring clients don't lose money, bear markets, and financial education. Peter says that these low market events are cyclical.Guest:Peter Mallouk - President and CEO of Creative PlanningFor more information on Creative Planning visit their website: https://creativeplanning.com/Follow Creative Planning on Twitter: @CPIWealth See acast.com/privacy for privacy and opt-out information.

Show from 6/5/20Host Jeremy Schwartz brings on an expert on factor investing to discuss current events, COVID-19, cloud computing, and other hot topics in the space. They get into earnings growth and value investing, among other topics.Guest:Chris Meredith - Director of Research, Co-Chief Investment Officer, and Portfolio Manager at O'Shaughnessy Asset ManagementTo find out more about O'Shaughnessy Asset Management visit their website: https://osam.com/Follow them on Twitter: @OSAMResearch See acast.com/privacy for privacy and opt-out information.

Show from 6/5/20Wharton Finance Professor Jeremy Siegel starts off the show discussing the shocking jobs report. He said as a result of the economy opening there is a huge shift towards value stocks and away from tech stocks. Then Hosts Jeremy Schwartz and Professor Siegel bring on two China experts to talk manufacturing, consumer spending, and demand.Guests:Maria Bartiromo - Host of "Mornings with Maria" on Fox BusinessFind out more about her show here: https://www.foxbusiness.com/shows/mornings-with-mariaFollow her on Twitter: @MariaBartiromoLeeland Miller - Chief Executive Officer of China Beige Book InternationalTo find out more about China Beige Book visit their website: https://www.chinabeigebook.com/Follow them on Twitter: @ChinaBeigeBook See acast.com/privacy for privacy and opt-out information.

Show from 5/29/20Wharton Finance Professor Jeremy Siegel opens the show saying people shouldn't be surprised by the current bull market because the money from the Fed was bound to find its way into equity markets. Professor Siegel also discusses uncertainty regarding international trade and developments on the virus front with Liqian Ren. Then host Jeremy Schwartz talks with a Wharton Professor focused on management technology to discuss opening the economy and trends in tech. Plus he talks to two experts in the cloud computing space.Guests:Gad Allon - Professor of Operations, Information and DecisionsDirector of the Jerome Fisher Program in Management & TechnologyFind out more about Professor Allon here: https://oid.wharton.upenn.edu/profile/gadallon/ Follow Professor Allon on Twitter: @g_allonRowan Trollope- CEO of Five9To find out more about Five9 visit their website: https://www.five9.com/Follow Five9 on Twitter: @Five9 Ethan Kurzweil -Bessemer Venture PartnersTo find out more about Bessemer Venture P

Show from 5/22/20Host Jeremy Schwartz talks to an expert in high yield credit markets, Randy Parrish. They get into to pace of reopening the economy, the re-engagement of consumers, and liquidity vs solvency issues. Plus, according to Parrish, there has already been a lot damage to corporate debt markets with default rates ticking up. Guest:Randy Parrish - Managing director, head of credit and a senior high yield portfolio manager at Voya Investment ManagementFor more information about Voya visit their website: https://investments.voya.com/Follow Voya on Twitter: @VoyaInvestments See acast.com/privacy for privacy and opt-out information.

Show from 5/22/20Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel bring on a special guest, the President and CEO of the Bank of Richmond Tom Barkin. They start off the show discussing the potential outcomes of reopening the economy with no vaccine or treatment available. Then they discuss the importance of liquidity and the risk of inflation. Plus Barkin offers insight on normalizing interest rates, re-skilling employees, workforce participation, and the future of flexible work.Guest:Thomas Barkin - President of the Federal Reserve Bank of RichmondFor more information on Tom's work visit the Federal Reserve Bank of Richmon'd website: https://www.richmondfed.org/  See acast.com/privacy for privacy and opt-out information.

Show from 5/21/20Jeremy Schwartz talks to his WisdomTree colleagues about the international response to COVID-19. They start the show discussing Japan's low numbers of Coronavirus cases and their economy's excess demand for labor. CEO of WisdomTree Japan Jesper Koll explains that COVID-19 is actually changing cultural behavior in Japanese corporations which is something Abe couldn't even do. He also adds that Japan's largest trading partner, China, is engaging in a V shaped recovery and that provides enormous support. Plus they discuss allocation to private equity companies in Japan.Guests:Jesper Koll-CEO of WisdomTree JapanJeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree See acast.com/privacy for privacy and opt-out information.

Show from 5/15/20Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel start off the show with market news discussing everything from the fear of more trade wars with China and stimulus packages to drops in tax revenue. Then Jeremy Schwartz talks to experts in the bitcoin cryptocurrency space. They discuss the wealth management market and the benefit of offering bitcoin SMAs.Guests: Florian Ginez - Associate Director of Quantitative Reseach for WisdomTree Europe LimitedChris King - Founder and CEO of Eaglebrook AdvisorsFor more on Eaglebrook Advisors visit their website: https://eaglebrookadvisors.com/Follow Eaglebrook Advisors on Twitter: @eaglebrookTyrone Ross - The Head of Advisory at Eaglebrook Advisors See acast.com/privacy for privacy and opt-out information.