Behind The Markets Podcast

Show from 1/10/20This is the first show of 2020 and market news if booming at the start of the year. Jeremy Schwartz kicks off the show discussing the latest headlines from tight labor markets and stock valuation to the future of the oil markets. and Dow crossing $29,000. Then hosts Jeremy Schwartz and Liqian Ren interview an expert on predicting the future. He is the author of a new slideshow called "De-Global: 10 Trends Defining the World," which elaborates on the effects of hyper-globalization and international trends such as US-China relations and populism. Guest:Bruce Mehlman - He is the founder of Mehlman Castagnetti Rosen & Thomas which helps Fortune 500 companies and startups anticipate and navigate the ever-evolving policy environment and trends likely to impact the global marketplace.Check out his website: https://mehlmancastagnetti.com/bipartisan-team/bruce-p-mehlman/Follow him on Twitter: @bpmehlman Check out his slideshow "De-Global: 10 Trends Defining the World": https://mehlmancastagnetti.c

Show from 12/20/19In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing trade deals in 2020, 3rd quarter GDP, Jobs Report and more. Then hosts Liqian Ren and Jeremy Schwartz talk to market experts about the outlook for 2020. They get into gold commercial hedgers, international asset markets, emerging markets and more. This is the final show of 2019. Happy New Year, see you in 2020!Guests:JC Parets: Founder of All Star Charts, a technical analysis blog about markets.More about All Star Charts: https://get.allstarcharts.com/Follow All Star Charts on Twitter: @allstarchartsTim Hussar: Chief Investment Officer at Wharton Hill AdvisorsMore about Wharton Hill Advisors: https://www.whartonhillia.com/ See acast.com/privacy for privacy and opt-out information.

Show from 12/13/19In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel interview their guest about the state of global markets and interest rates. They discuss the impact of the recent British elections, trade talks with China, and their time in the Fed. What will the effects of the coming trade shock be? What should the Fed's role be in policy decisions? They will answer these questions and more.Guest:Charles Plosser -  Former president of the Federal Reserve Bank of Philadelphia, currently serves as a Public Governor for FINRA, the Financial Industry Regulatory Authority, where he serves on the Investment Committee and the Finance, Operations and Technology CommitteeDennis Lockhart - Former president of the Federal Reserve Bank of Atlanta, currently a Senior Fellow in the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy SchoolFind out more about them here: https://www.finra.org/about/governance/finra-board-governors/charles-plosser, https://premierespeakers

Show from 12/6/19In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel interview their guest about the state of global markets and interest rates. They discuss the impact of economic divergences, trade wars, Brexit, and ECB negative rates on markets. Why is the interest rate equilibrium lower than it used to be? How can a country spur long term economic growth via interest rates? They will answer these questions and more.Guest:Mohamed El-Erian - Chief Economic Advisor at Allianz, Senior Global Fellow at the Joseph A Lauder Institute at the Wharton School, and a part time professor at the University of PennsylvaniaFind out more about him here: https://www.mohamedel-erian.com/Twitter: @elerianmFor more information on Allianz visit their website: https://www.allianz.com/en.html See acast.com/privacy for privacy and opt-out information.

Show from 11/22/19In this special edition of the Behind the Markets Podcast Professor Jeremy Siegel and Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of Philadelphia. They kick off the show discussing job markets, labor force participation, interest rates, and monetary policy. Then they get into the likelihood of a recession and the intricacies of lending practices. Plus they touch upon the fears that tech will replace jobs and the impact that transition could have on the economy.Guest:Pat Harker: The 11th president and chief executive officer of the Federal Reserve Bank of Philadelphia. In this role, Harker participates on the Federal Open Market Committee, which formulates the nation’s monetary policy.For more information on him visit this site: https://www.philadelphiafed.org/about-the-fed/senior-executives/harker See acast.com/privacy for privacy and opt-out information.

Show from 11/15/19Markets are green at the market and host Jeremy Siegel tells us why. He talks about the impact of earnings, trade deals, etc. Then Nir Kaissar of Unison Advisors gives his personal take on asset allocation and portfolio management. Hosts Jeremy Schwartz and Liqian Ren talk to Nir about global market returns in terms of China trade deals, WeWork, and tech, among other factors. Plus they get into dollar vs euro valuation. Guest:Nir Kaissar - Founder of Unison Advisors and writer for Bloomberg Opinion.Find out more about Unison Advisors: https://unisonadvisors.com/ Find out more about Nir's experience: https: //www.financial-planning.com/author/nir-kaissar See acast.com/privacy for privacy and opt-out information.

Show from 11/8/19In this special edition of the Behind the Markets Podcast hosts Jeremy Schwartz and Jeremy Siegel speak to one of America's top economists, Bob Shiller. They kick off the show discussing politics and how the election will influence markets. Then they get into Shiller's newest book "Narrative Economics: How Stories Go Viral and Drive Major Economic Events." Shiller argues that studying popular stories that affect individual and collective economic behavior, what he calls "narrative economics" has the potential to vastly improve our ability to predict, prepare for, and lessen the damage of financial crises.Guest:Robert Shiller - He is an american economist, academic, and best-selling author. As of 2018, 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. Eugene Fama, Lars Peter Hansen and Shiller jointly received the 2013 Nobel Memorial Prize in Economic Sciences, "for their empirical analysi

Show from 11/1/19In this episode of Behind the Markets Jeremy Schwartz and Liqian Ren discuss asset management with an expert from Goldman Sachs, Caesar Maasry. They start out discussing the importance of US asset markets and then move to discuss international markets such as China, the largest economy in the EM world for equities.Guest:Caesar Maasry - He leads the emerging markets cross asset strategy team at Goldman SachsMore information on Goldman Sachs: https://www.goldmansachs.com/Follow them on Twitter: @GoldmanSachs See acast.com/privacy for privacy and opt-out information.

Show from 11/1/19In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing positive market news and what he calls a Goldilocks jobs report. He gets into a variety of topics including the latest news about labor markets and how they went up 1/10 which means we're supplying enough workers and wages are not inflationary. Then Jeremy schwartz and Liqian Ren talk with political expert Greg Valliere about what is going on in Washington.Guest:Greg Valliere - Chief US Policy Strategist at AGF InvestmentsMore on AGF Investments: https://www.agf.com/us/index.jspFollow AGF Investments on Twitter: @agf See acast.com/privacy for privacy and opt-out information.

Show from 10/25/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to a returning guest from Astoria Portfolio Advisors about topics such as low volatility, sector constraints, ETFs, emerging markets, and more.Guest:John Davi - Founder and Chief Investment Officer at Astoria Portfolio AdvisorsFollow him on Twitter: @AstoriaAdvisorsFind out more about Astoria Portfolio Advisors: https://www.astoriaadvisors.com/ See acast.com/privacy for privacy and opt-out information.

Show from 10/25/19In this episode hosts Jeremy Schwartz and Jeremy Siegel discuss this weeks financial news including highs in the market and the S&P 500 breakout. Then Jeremy Schwartz and co-host Liqian Ren talk to returning guest Marc Chandler of Bannockburn Global Forex about a wide range of topics such as currency markets, interest rates, the bond market, and the global economy.Guest:Marc Chandler, who is a 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 him on Twitter: @marcmakingsenseCheck out his Marc Chandler's articles here: www.marctomarket.c

Show from 10/18/19 In this episode of Behind the Markets host Jeremy Schwartz talks to a chief investment officer about how they manage asset allocation, tilts, and long term returns. They get into market cap rates and international investing as well. Plus they get into treasuries and the potential low yields.Guest:Jared Kizer: Chief Investment Officer for Buckingham Strategic Wealth and the BAM ALLIANCE.More Information about Jared and Buckingham Strategic Wealth: https://buckinghamadvisor.com/people/jared-kizer-cfa/ See acast.com/privacy for privacy and opt-out information.

Show from 10/18/19 In this episode of Behind the Markets host Jeremy Siegel gives his weekly market update addressing recent weaknesses and the impact of trade deals. Then host Jeremy Schwartz talks to a technical strategist about internal market behavior as well as across asset classes from stocks to bonds and commodities.Guest:Mike Hurley: Chief Market Strategist for Highland Capital Management and portfolio manager for the Highland Socially Responsible Equity Fund.More Information on Highland Capital Management: https://www.highlandcapital.com/Check out his work on the Highland Socially Responsible Equity Fund: https://www.highlandfunds.com/socially-responsible-equity-fund/ See acast.com/privacy for privacy and opt-out information.

Show from 10/11/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Stephen Sexauer, Jose Brito & Jillian Fornito about Market Growth and The European Outlook.Guest:Stephen Sexauer oversees SDCERA's investment strategy for the Fund's public and private investments, investment team and investmentconsultants. In addition to the day-to-day operation of SDCERA's Investment Division, he also assists SDCERA's Board with determining the Fund's investment policies, strategy and asset allocation.Check out more information here https://www.conference-board.org/bio/index.cfm?bioid=1036Guest:José Brito, Ph.D, has previously worked as an economist at the Monetary Authority of Macau and the Bank of Portugal. Currently he works at Millenniumbcp, the biggest Portuguese private banking group, as the institution’s chief economist after having held the position of head of financial markets research. He has published several papers in international refereed academic j

Show from 10/04/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Anne Marie Knott & Chris Jones about investment management and they break down the term research quotient. Guest:Anne Marie Knott, the Robert and Barbara Frick Professor in Business at Olin Business School at Washington University in St Louis. Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School.Check out more information here:https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott Guest:Chris Jones, Chief Investment Officer and Executive Vice President of Investment Management at an advisory firm called Financial Engines.Check out more information here: https://www.institutionalinvestor.com/article/b14z9xvj12xyf7/financial-engines-cio-chris-jones-champions-conflict-free-advice See acast.com/privacy for privacy and opt-out information.

Show from 10/04/19In this episode of Behind the Markets hosts Jeremy Schwartz talk with guest Charles Evans about the financial innovation and size premium.Guest:Charles L. Evans has served as president and chief executive officer of the Federal Reserve Bank of Chicago since September 2007. In that capacity, he serves on the Federal Open Market Committee (FOMC), the Federal Reserve System's monetary policymaking body.Check out more information here: https://www.chicagofed.org/people/e/evans-charles See acast.com/privacy for privacy and opt-out information.

Show from 9/27/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guest Ray Ball about the financial innovation and size premium.Guest:Ray Ball, the Sidney Davidson Distinguished Service Professor of Accounting at the University of Chicago’s Booth School of Business. Ray and his colleague Philip Brown are being honored at the conference with the 2019 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation.Check out more information here: https://www.analysisgroup.com/experts-and-consultants/affiliated-experts/ray-ball/ See acast.com/privacy for privacy and opt-out information.

Show from 9/27/19In this episode of Behind the Markets hosts Jeremy Schawrtz and Liquan Ren talk with guests Matthew Ringgenberg and Mihail Velikov about the studies of anomalies and universal accounting standards.Guest:Matthew Ringgenberg, Associate Professor of Finance at the University of Utah. Matt presented a paper this morning called “Anomaly Time”Check out more information here: https://eccles.utah.edu/team/matthew-ringgenberg/Guest:Mihail Velikov, an assistant professor of finance at the Smeal College of Business at Penn State University. Prior to Penn State, he spent four years at the Federal Reserve Bank of Richmond. He was part of a panel that gave a trading cost perspective on the Anomaly paper.Check out more information here: https://www.nber.org/people/mihail_velikov See acast.com/privacy for privacy and opt-out information.

Show from 9/20/19In this episode of Behind the Markets hosts Jeremy Schwartz and Professor Sigel talks with guest James Bullard about the FOMC Meeting and monetary policy..Guest:James Bullard is is the president and CEO of the Federal Reserve Bank of St. Louis. In that role, He is a participant on the Federal Reserve’s Federal Open Market Committee (FOMC), which meets regularly to set the direction of U.S. monetary policy. He also oversees the Federal Reserve’s Eighth District, including activities at the St. Louis headquarters and its branches in Little Rock, Arkansas, Louisville, Kentucky., and Memphis, Tennessee.Check out more information here: https://www.stlouisfed.org/about-us/leadership-governance/bank-officers/executive-bios/james-bullard See acast.com/privacy for privacy and opt-out information.

Show from 9/13/19In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talks with guests Byron Deeter & Dan Springer about investing in cloud companies.Guest:Byron Deeter is a leading investor in SaaS and Cloud. He’s authored iconic laws on the state of cloud computing, and works closely with many of the best founders in the cloud and mobile worlds. To date, fourteen of Byron’s investments are valued above one $1 billion, including eight IPOs and counting.Follow him on Twitter: @bdeeterCheck out his website here: https://www.bvp.com/Guest:Dan Springer is the CEO of DocuSign, Dan leads employees to empower organizations of every size and industry to achieve their digital transformations by helping them make every agreement 100% digital.Follow him on Twitter: @DanDSpringerCheck out his website here: https://www.docusign.com/ See acast.com/privacy for privacy and opt-out information.