Behind The Markets Podcast

Show from 5/8/20Wharton Finance Professor Jeremy Siegel kicks off the show with his COVID-19 market updates. According to Professor Siegel, things are looking up, global markets have been cautiously opening, the NASDAQ has gone into positive territory, and large caps are doing well. Then hosts Jeremy Schwartz, Liqian Ren, and Guest Host Ryan Krystopowicz bring on FinTech expert David Lyon. They discuss lowering the cost of FinTech investing, providing new world class services for advisors, and the positive impact of mergers on innovation in that space.Guests:David Lyon - CEO of the FinTech platform OranjFor more on Oranj visit their website: https://runoranj.com/Ryan Krystopowicz - Product Specialist at WisdomTree Asset Management See acast.com/privacy for privacy and opt-out information.

Show from 5/1/2020Wharton Finance Professor Jeremy Siegel kicks off the show talking about the ISM economic news, positive antivirus news, market liquidity, and more. Then Hosts Jeremy Schwartz, Liqian Ren and Kevin Flanagan interview two expert guests on the possibility of opening the economy, volatility in the oil space (especially with midstream energy companies), and the international response to COVID-19.Guests:Edward Stringham - Professor at Trinity College and President of the American Institute for Economic ResearchFollow Ed on Twitter: @edstringhamFor more information on the American Institute of Economic Research visit their website: https://www.aier.org/Brian Kessens - Portfolio Manager at Tortoise AdvisorsFollow Tortoise Advisors on Twitter: @tortoise_investFor more information on Tortoise Advisors visit their website: https://tortoiseadvisors.com/ See acast.com/privacy for privacy and opt-out information.

Show from 4/24/20Hosts Jeremy Schwartz and Liqian Ren talk about macro impacts of COVID-19 with an expert at Pincone Macro Research. They discuss energy markets, low oil prices, commodity exposure, ETFs and more.Guest:Chase Taylor - Macro Strategist at Pinecone Macro ResearchFor more information on Pinecone Macro Research visit their website: https://www.pineconemacro.com/Follow Pinecone Macro on Twitter: @pineconemacro See acast.com/privacy for privacy and opt-out information.

Show from 4/24/20Wharton Finance Professor Jeremy Siegel starts off the show with a market update discussing recent oil prices and anti-viral medication news. Then Hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren interview Dr. Kevin Volpp from the Perelman School of Medicine to discuss the medical research being done to combat COVID-19. According to Dr. Volpp, there need to be more careful clinical studies conducted with real control groups to ensure potential treatments do not harm patients. He also notes that Penn Medicine is working on clinical trials, vaccine development, and a Google based chat bot that can be placed on health portals to help with predictive modeling.Guest:Dr. Kevin Volpp - Founders President’s Distinguished Professor of Medicine and Medical Ethics and Policy at the Perelman School of Medicine and Health Care Management at the Wharton School. He is also the founding Director of the Center for Health Incentives and Behavioral Economics (CHIBE), Vice Chairman for Health Policy for the D

Show from 4/17/20Hosts Jeremy Schwartz and Liqian Ren discuss the long term economic impacts of the COVID-19 pandemic with an expert market strategist from LPL Financial. They discuss topics such as the lows and highs in the stock market in response to volatility and uncertainty. Plus they get into market history and talk about the best ways to work with clients during this crisis.Guest:Ryan Detrick - Senior Market Strategist at LPL FinancialFor more on LPL Financial: https://www.lpl.com/Follow him on Twitter: @RyanDetrick See acast.com/privacy for privacy and opt-out information.

Show from 4/17/20Wharton Finance Professor Jeremy Siegel kicks off the show with a market update and discusses the news about Remdesivir, an antiviral medicine made by Gilead Sciences. Professor Siegel says a therapeutic is most important at this time so that the economy can start up again. Then, Penn Medicine's Dr. Ronald Barg joins the show to explain the impact of COVID-19 on hospitals and the research being done to contain the virus. Dr. Barg said there is still very little known, they don't understand why people who seem to be doing well become worse. Guest:Ronald Barg, MD - Physician Executive, Penn Primary Care at Penn Medicine For more on him visit his physician page: https://www.pennmedicine.org/providers/profile/ronald-barg See acast.com/privacy for privacy and opt-out information.

Show from 4/10/20Hosts Jeremy Schwartz and Liqian Ren talking to small business owners about their experience with lending programs during the COVID19 pandemic. They discuss the impact of Coronavirus, layoffs, and best practices for small businesses to move forward in this time of crisis.Guests:Neal Patel - Founder and Chief Appraiser at Reliant Business ValuationFor more information on Reliant Business Valuation visit their website: https://reliantvalue.com/Enrique Mendoza - CEO of Bowstring StudiosFor more information on Bowstring Studios visit their website: https://bowstring.tv/ See acast.com/privacy for privacy and opt-out information.

Show from 4/10/20Hosts Jeremy Schwartz, Liqian Ren, and Professor Jeremy Siegel kick off the show discussing the current state of market during the COVID19 pandemic. According to Professor Siegel we are plateauing in places where social distancing is taking place and things seem positive right now. They discuss the Fed increasing lending with bond ETFs and high yield bonds as well as the government increasing liquidity. Then the Chief Economist at Avalon Advisors joins the show to discuss the aggressive fed stimulus and monetary theory. Plus he gives advice on talking to clients during this trying time.Guest:Sam Rines - Chief Economist at Avalon AdvisorsFor more on Avalon Advisors visit their website: https://avalonadvisors.com/ See acast.com/privacy for privacy and opt-out information.

Show from 4/3/20First, Wharton Finance Professor Jeremy Siegel kicks off the show with his updated take on the economy during the COVID19 pandemic. Professor Siegel says the US government and the Fed have reacted properly by providing income support, calming capital markets, and working through trade issues. He says the most important thing the Fed needs to do right now is flatten the yield curve. Then, Hosts Jeremy Schwartz and Liqian Ren spend the first half of the show discussing the international healthcare response to Coronavirus with an expert in the Asian market to get a handle on best practices and takeaways for the US. Plus, oil executives are at the White House for OPEC meetings. Our hosts discuss the COVID19 crisis and the effects it will have on the oil industry with one of the best commentators on the topic.Guests:Dr. Ruby Huang - Professor, School of Medicine, College of Medicine, National Taiwan University, Taiwan.Arthur Berman - is a petroleum geologist with 36 years of oil and gas indust

Show from 3/27/20Hosts Jeremy Schwartz and Professor Jeremy Siegel bring on James Bullard, CEO and president of the Federal Reserve Bank of St. Louis, to get the latest on the Coronavirus pandemic and Fed decisions. Bullard says he is pleased with the policy response of Congress and the Fed. Throughout the show they discuss backup tools the Fed could use to stimulate the economy in the event of an emergency, the potential of panicked equity markets, global markets/ trade, and unemployment insurance programs.Stay safe everyone!Guest:James Bullard - CEO and president of the Federal Reserve Bank of St. LouisFor more information visit: https://www.stlouisfed.org See acast.com/privacy for privacy and opt-out information.

In today's Behind the Markets special Jeremy Schwartz, Professor Jeremy Siegel and Liqian Ren host a round table with members of the WisdomTree staff to look at the economic effects of the COVID-19 pandemic. They talk about the intersection of solvency, massive increases in risk premiums, retail, and the impact on financial institutions, among other topics. According to Professor Siegel the question to ask is "When we look forward to 2021 can we see normal resumption of activities? Because if we get back to last years earnings then we're selling at a good multiple." Tune in for the latest financial briefing. See acast.com/privacy for privacy and opt-out information.

Show from 3/13/2020As the COVID-19 effects take a toll on the economy, Behind the Markets Podcast is here to give you the latest outlook. Hosts Jeremy Schwartz and Jeremy Siegel discuss the immediate threat of Coronavirus for the economy. This is "the biggest retreat from record highs to a bear market in history," according to Professor Siegel. Then they bring on market research expert James Bianco who says Coronavirus cases are doubling every 3 days and the US is on track to have 10's of 1000's in the next few weeks. James says we need to ensure proper measures are taken so the US can rebound to pre-virus levels.Guest:James Bianco - Head of Bianco ResearchCheck out Bianco Research here: https://www.biancoresearch.com/visitor-home/ See acast.com/privacy for privacy and opt-out information.

Show from 3/6/20This episode of Behind the Markets starts off with the usual Jeremy Siegel market update. He discusses the jobs report and looking ahead to an economic downturn. Then Jeremy Schwartz and Liqian Ren bring on an expert on monetary policy, Manish Singh. He gets into Coronavirus, safe haven assets, and the promise of fiscal coming from Europe. Plus in the second half of the show the CIO of CIBC Private Wealth Management comes on to talk more about the effects of the Coronavirus, drops in treasury yields, energy markets, and portfolio strategy going forward in the wake of volatility.Guests:Manish Singh - Chief Investment Officer at Crossbridge Capital, discusses U.S. monetary policy and financial markets.For more on Crossbridge Capital visit their website: https://www.crossbridgecapital.com/Dave Donabedian - Dave Donabedian - Chief Investment Officer of CIBC Private Wealth ManagementCIBC Private Wealth website: wealth.us.cibc.com See acast.com/privacy for privacy and opt-out information.

Show from 2/28/20Professor Jeremy Siegel kicks off the show discussing market disruption due to the spread of the Coronavirus. He covers the impact of low earnings rates, the future of stocks and bonds, and the potential of a fed basis rate decline. Then hosts Liqian Ren and Jeremy Schwartz talk to two guests about the impacts of coronavirus globally on markets. Their first guest, Maura Pape, is a data analyst who gathers high frequency data to evaluate bounce back in China. She says two indicators in China have been bouncing back, industrial and people movement. Plus they bring on China expert Brendan Ahern to look at different ways of accessing the Chinese market.GuestsMaura Pape - Strategist Director of Business Development for DeepMacroDeepMacro Website: https://beta.deepmacro.com/Brendan Ahern - The CIO of KraneSharesKraneShares Website: https://kraneshares.com/ See acast.com/privacy for privacy and opt-out information.

Show from 2/21/20Jeremy Schwartz and Liqian Ren discuss international equities with Tim Reynolds. Tim talks about the Employees Retirement of Texas' (ERS) bottom up stocks method and valuing growth. He said the ERS weighs more heavily on emerging markets and developing markets such as Europe and Japan.Guest:Tim Reynolds: Senior Portfolio Manager and Head of International Equities for the Employees Retirement System of Texas (ERS)ERS Website: https://ers.texas.gov/Active-Employees/Retirement/State-of-Texas-Retirement See acast.com/privacy for privacy and opt-out information.

Show from 2/21/20In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing the most recent impact of the Coronavirus, low earnings, and fed rates. Then hosts Jeremy Schwartz and Liqian Ren take a deeper dive into the effects of the Coronavirus on markets. They talk to an expert on US/ China relations, Andy Rothman, who discusses the future of trade and technology transfer with China.Guest:Andy Rothman: Investment Strategist for Matthews AsiaSinology Blog: https://us.matthewsasia.com/perspectives-on-asia/sinology/default.fsMatthews Asia Website: https://us.matthewsasia.com/default.fs?set=true&gclid=Cj0KCQiAnL7yBRD3ARIsAJp_oLayWiYE4hnI9RTLuTPTAJX7Twedon5jPmre0k4OhOGZLObJBBOv6hgaAqFUEALw_wcB See acast.com/privacy for privacy and opt-out information.

Show from 2/7/20Hosts Jeremy Schwartz and Liqian Ren interview the author of the recently released book "Divested: Inequality in the Age of Finance." The book discusses why widening inequality cannot be understood without examining the rise of big finance. Ken-Hou will explain how the growth of the financial sector has dramatically transformed the American economy by redistributing resources from workers and families into the hands of owners, executives, and financial professionals.Guest:Ken-Hou Lin - Associate Professor of Sociology at the University of Texas at Austin. He studies the intersection of inequality, finance, organization, and race. Co-author of "Divested: Inequality in the Age of Finance."Find out more about Ken-Hou here: https://liberalarts.utexas.edu/sociology/faculty/kl26483You can purchase the book here: https://www.amazon.com/Divested-Inequality-Finance-Ken-Hou-Lin/dp/0190638311 See acast.com/privacy for privacy and opt-out information.

Show from 2/7/20Professor Jeremy Siegel kicks off the show with his usual market report. He notes a strong jobs report characterized by an increase in job growth, low jobless reports, and a participation rate that hit a new 9 year high. Plus he gives his take on the upcoming US election and how that will potentially affect markets. Then hosts Jeremy Schwartz and Liqian Ren take over for an interview with an expert on foreign relations to discuss the impact of the Wuhan Coronavirus on international trade.Guests:Yanzhong Huang - Associate Professor at the John C. Whitehead School of Diplomacy and International Relations, Seton Hall University, and a Senior Fellow for Global Health at the Council on Foreign Relations.Council on Foreign Relations: https://www.cfr.org/expert/yanzhong-huangCheck out his research here: https://www.shu.edu/profiles/yanzhonghuang.cfm See acast.com/privacy for privacy and opt-out information.

Show from 1/24/20Professor Siegel gives his take on markets. He talks about Trump's tweets and the Wuhan coronavirus in China causing volatility in global markets. He also discusses the future of value investing and momentum players. Then hosts Jeremy Schwartz and Liqian Ren talk to experts in the area of finance research about machine learning algorithms and building out cleaner earnings metrics. Guests:David Trainer- Founder and CEO of New Constructs. New Constructs provides insights into the fundamentals and valuation of private & public businesses.For more information visit New Constructs website: https://www.newconstructs.com/about-us/Follow New Constructs on Twitter: @NewConstructs Kara Marciscano- Research Analyst at WisdomtreeFor more finance news check out WisdomTree's blog: https://www.wisdomtree.com/blog See acast.com/privacy for privacy and opt-out information.

Show Originally Aired 1/17/20Professor Jeremy Siegel kicks off the show with a market update discussing the stock highs and his skepticism with the amount of market increases. He also talks about positive housing news, the long term value of equities, calm money markets, and following trends. Then Jeremy Schwartz brings in two experts on blockchain and fintech to discuss the future of the industry. The guests talk about the disruption of black markets using blockchain and the importance of recent changes to make the ledgers transparent. Guests:Dan Doney- CEO of Securrency, Inc, a financial services company that combines world class security, advantages of distributed ledgers, and a global compliance frameworkFollow Securrency on Twitter: @Securrency Find out more about Securrency here: https://securrency.com/William Peck - Director of Corporate Strategy at WisdomTree See acast.com/privacy for privacy and opt-out information.