Behind The Markets Podcast

Show from 9/13/19In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talks with guest Nicholas Johnson about global markets and platform businesses.Guest:Nicholas Johnson, Principal at Applico, where he works directly with Fortune 500 C-Suites and Boards to help them build and buy their own platform businesses. He is the co-author of Applico’s Amazon-best seller Modern MonopoliesFollow him on Twitter: @NLJ_1Check out his website here: https://www.applicoinc.com/ See acast.com/privacy for privacy and opt-out information.

Show from 9/6/19In this episode of Behind the Markets hosts Jeremy Schawrtz talks with guests Peter Boockvar & Jim Bianco about global monetary policy, investment strategy, and the stock outlook.Guest:Peter Boockvar, is the Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a $4.5b wealth management firm. He is also the Editor of The Boock Report, a macro economic and market newsletter, as well as a CNBC contributor. Follow him on Twitter: @pboockvarCheck out his website here: https://boockreport.comGuest:Jim Bianco, President and CEO of Bianco Research. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.Follow him on Twitter: @biancoresearchCheck out his website here: https://www.biancoresearch.com/free-trial/?source=TWTR See acast.com/privacy for privacy and opt-out information.

Show from 8/23/19In this episode of Behind the Markets host Jeremy Schawrtz talks with guest Kevin Muir about bond market strategy and government spending.Guest:Kevin Muir who is market strategist at East West Investment Management. He’s also the author of the MacroTourist newsletter and he hosts his own podcast called The Market Huddle. Follow him on Twitter: @kevinmuirCheck out his podcast here: https://www.youtube.com/watch?v=_AI_WvHrGV4 See acast.com/privacy for privacy and opt-out information.

Show from 8/23/19In this episode of Behind the Markets host Jeremy Schawrtz talks with guest Dave Donabedian about fed policy and the global market outlook .Guest:Dave Donabedian is the chief investment officer of CIBC Private Wealth Management, whose responsibilities include chairing the Asset Allocation Committee, as well as providing oversight of internal investment strategies and the external manager selection platform. He’s also a proud Wharton alum with a Bachelor of Science in economics and a Bachelor of Arts with honors--1984 Undergrad.Follow him on Twitter: @ddonabedianCheck out his company CIBC here: https://private-wealth.us.cibc.com/ See acast.com/privacy for privacy and opt-out information.

Show from 8/16/19In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talk with guests Samuel Rines and Danielle DiMartino Booth about monetary policy and the fears of a recession.Guest:Samuel E. Rines is Chief Economist at Avalon Advisors. Prior to joining Avalon, Samuel was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along with other media outlets. He was a Student Fellow at the American Institute for Economic Research where he received the Roy Anderson Faulke Award. While working on his degree, Samuel spent two trimesters at Oxford University studying Development Economics. His book, "After Normal: Making Sense of the Global Economy", is available at Amazon.com.Follow him on Twitter: @SamuelRinesCheck out his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198Guest:Danielle DiMartino Booth is CEO and Chie

Show from 8/9/19In this episode of Behind the Markets host Liqian Ren talks to Professor Wu Alfred Muluan. They discuss everything from the Hong Kong protest to the economic decline in Hong Kong.Guest:Wu Alfred Muluan is a Assistant Dean and Associate Professor in Lee Kuan Yew School of Public Policy at National University of Singapore. He earned his PhD from City University of Hong Kong, where he was the recipient of the German Academic Exchange Service (DAAD) scholarship and the Outstanding Academic Performance Awards for Research Degree Students. He previously served as an associate professor in the Department of Asian and Policy Studies at The Education University of Hong Kong, a senior research associate in the Department of Public and Social Administration at City University of Hong Kong, and from 2000-2007 a senior journalist in Mainland China, where he received over a dozen awards and honours for outstanding journalism both from Chinese and overseas organizations. Follow him on Twitter: 

Show from 8/9/19In this episode of Behind the Markets host Liqian Ren starts the show off with a market update and the US China trade war with Professor Jeremy Siegel. Liqian Ren discusses everything from US China trade war to the Federal Reserve.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: http://www.marctomarket.com/2019/07/intervention-huff-puff-and-bluff.html See acast.com/privacy for privacy and opt-out information.

Show from 8/2/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren bring in an expert on China's economy. They discuss everything from US foreign trade, to the housing market in China and health care reform.Guest:Hanming Fang is Class of 1965 Term Professor of Economics and Professor of Health Care Management at the University of Pennsylvania. He is also the International Dean of the School of Entrepreneurship and Management at ShanghaiTech University in China. Professor Fang is one of the founders of a company called VoxChina, which is described on its website as a “bridge on economic issues between China and the World”. Follow his work with Vox China on Twitter: @VoxChina2017Check out his economic research here: https://economics.sas.upenn.edu/people/hanming-fang See acast.com/privacy for privacy and opt-out information.

Show from 8/2/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren kick off the show getting a market update and talking fed policy with Professor Jeremy Siegel. Then they bring on an economist at First Trust Advisors to talk about trade, China, and the fed. Will job growth increase? What is the outlook for US equity markets? And what will be the effects of President Trump's trade decisions? Our guest will discuss all that and more.Guest:Brian Wesbury is Chief Economist at First Trust Advisors L.P., a financial services firm based in Wheaton, Illinois. Mr. Wesbury was a member of the Academic Advisory Council of the Federal Reserve Bank of Chicago from 1999-2007 and has been a regular attendee of the Economist Roundtable Luncheon at the Chicago Fed since 2007. In 2012, he was named a Fellow of the George W. Bush Presidential Center in Dallas, TX where he worked closely with its 4%-Growth Project. His writing appears in various magazines, newspapers and blogs, and he appears regula

Show from 7/26/19Jeff Weniger, Director of Asset Allocation at WisdomTree, steps in to host this special edition of Behind the Markets with Jeremy Schwartz and Jeremy Siegel! They talk to David Rosenberg about the European Central Bank, interest rates and the fed. They also review the flood of corporate earnings out this week and what they say about the U.S. economy. Plus a look at global markets from Japan to Switzerland.Guest:David Rosenberg, Chief Economist and Strategist at Gluskin Sheff, a Canadian-based wealth management firm. Dave was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. He also writes a very popular daily newsletter called Breakfast with Dave. Breakfast with Dave: For a three month trial email drosenberg@gluskinsheff.com Check out his site: https://www.gluskinsheff.com/Thinking/ResearchFollow him on Twitter: @EconguyRosie See acast.com/privacy for privacy a

Show from 7/19/19 In this episode of Behind the Markets Host Liqian Ren flies solo and talks to a doctor who works in the Center for Health Policy at Duke University about the future of health care. He says that people should watch the opinions of presidential candidates on health care after the primaries and that the 2020 elections will be key to industry reforms. They also get into the question of how China will improve its health care system using the private sector.Guest:Dr. Mark McClellan - The Robert J. Margolis Professor of Business, Medicine, and Policy, and Director of the Duke-Margolis Center for Health Policy at Duke University. Dr. McClellan is a former administrator of the Centers for Medicare & Medicaid Services (CMS) and former commissioner of the U.S. Food and Drug Administration (FDA), where he developed and implemented major reforms in health policy.Follow the Duke-Margolis Center on Twitter: @dukemargolisFollow his research here: https://healthpolicy.duke.edu/mark-mcclellan-md-phd See a

Show from 7/19/19Host Liqian Ren flies solo in this episode of Behind the Markets all about health care and economic growth. She talks with a health policy adviser to the World Bank Group about how China is developing it's health care system, even implementing some of the systems used in the US. They get into topics such as NHSA, China's national health insurance, and applying Medicare and Medicaid. Tune in to figure out the future of these markets.Guest:Dr. Zhou Yang - Health policy advisor to the World Bank Group, and the founder and CEO of Yang and Partners LLC.Follow her on Twitter: @zyanguncCheck out her research here: https://www.sph.emory.edu/faculty/profile/#!ZYANG26 See acast.com/privacy for privacy and opt-out information.

Show from 7/12/19 In this episode of Behind the Markets Jeremy Schwartz talks with an expert on Japan. Investors are closely watching Japan, especially after the country's recent trend of capital return to shareholders. From the success of small to medium domestic companies to the effects of activist investors, you'll learn everything you need to know about investing in Japan. GuestJesper Koll was appointed Chief Executive Officer of WisdomTree Japan on July 1, 2015. 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 De

Show from 7/12/19In this episode of Behind the Markets, Jeremy Schwartz talks to the President of the Richmond Fed about of the Richmond Fed.about US economic outlook, interest rates, and fed policy.GuestTom Barkin - President and Chief Executive Officer of the Richmond Fed. He joined the Richmond Fed in January 2018.In this role, he is responsible for the Bank’s monetary policy, bank supervision and regulation, and payment services as well as oversight of the Federal Reserve System’s information technology organization. Barkin served as a voting member in 2018 on the Federal Reserve’s chief monetary policy body, the Federal Open Market Committee.Prior to joining the Richmond Fed, Barkin was a senior partner and chief financial officer at McKinsey & Company, a worldwide management consulting firm. Barkin oversaw McKinsey’s offices in the southern United States and provided strategic counsel to a diverse portfolio of clients. Barkin also served on the board of directors for the Federal Reserve Bank of Atla

Show from 6/28/19More and more investors want to use their money to support companies that they can feel good about. In this episode of Behind the Markets, host Jeremy Schwartz talks to the founder of the Life and Liberty Freedom 100 Emerging Markets Index—which takes your money and invests it in developing markets that protect and promote human and economic freedoms. Find out how you can do more socially responsible investing!Guests:Perth Tolle: Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation. Perth is a frequent speaker at investment industry events

Show from 6/21/19In this special edition of Behind the Markets Hosts Jeremy Schwartz, Jeremy Siegel, Liqian Ren, and Gaurav Sinha talk to the former Governor of the Bank of India, who is now at the University of Chicago. They get insight into monetary policy at its highest levels. Plus an in depth look at European and Asian economies. Find out why he thinks the world cannot continue to rely on cheap money and his opinion on what the slowing growth of the labor force means for global markets.Guest:Professor Raghuram Rajan - Katherine Dusak Miller Distinguished Service Professor of Finance at the University of Chicago’s Booth School of Business. He was the 23rd Governor of the Reserve Bank of India between September 2013 and September 2016. Between 2003 and 2006, Dr. Rajan was the Chief Economist and Director of Research at the International Monetary Fund. He’s just published a new book called The Third Pillar: How the State and Markets are leaving Communities Behind.His Booth Faculty Page: https://www.chi

Show from 6/14/19In this episode Jeremy Schwartz and Guarav Sinha talk to head of emerging markets and chief global strategist at Morgan Stanley Investment Management about India. They talk about the likelihood of a reform process to reverse in India, the centralization of power in the country, and much more.Guest: Ruchir Sharma - Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management. He’s also a successful author and has a new book called Democracy on the Road: A 25-Year Journey through India. He typically spends one week every month in a different country where he meets leading politicians, top CEOs and other local characters.Follow his work here: https://www.morganstanley.com/im/en-us/institutional-investor/about-us/investment-professionals/sharma-ruchir.html See acast.com/privacy for privacy and opt-out information.

Show from 6/14/19In this episode Jeremy Schwartz and Guarav Sinha get into US trade with China and how that will impact markets with an expert on the subject. They talk about opportunities for small entrepreneurial ventures in China, stock picking at the micro level, and much more.Guest:Andy Rothman - Investment Strategist for Matthews Asia. Andy writes a blog called Sinology that is closely followed by investors.Follow him on Twitter: @RothmanAndyCheck out his blog here: https://matthewsasia.com/perspectives-on-asia/sinology/default.fs See acast.com/privacy for privacy and opt-out information.

Show from 6/7/19Jeremy Schwartz brings on the CEO of London-based currency management firm Record PLC to talk global currencies. They get into European markets, hedging, bonds, equities and much more. Tune inGuest:James Wood-Collins - CEO of Record PLCFind out more about Record PLC here: https://www.recordcm.com/You can also follow Record PLC on Twitter: @RecordCurrency See acast.com/privacy for privacy and opt-out information.

Show from 6/7/19 Jeremy Schwartz and Jeremy Siegel kick off the show discussing the latest market news from the May jobs report to the Mexico/ China tariffs. Then they talk to a Geneva-based strategist who follows central banks and what the markets are saying about a possible interest rate cut from the Fed. They get into negative interest rates, the tech sector, innovation, ECB habits and more. Tune inGuest:Frederik Ducrozet - Senior Economist and Global Macro Strategist at the Pictet Group, based in Geneva Switzerland.For more on Pictet Group visit their website: https://www.group.pictet/Follow him on Twiiter: @fwred See acast.com/privacy for privacy and opt-out information.