Behind The Markets Podcast

Show from 5/31/19Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the founder of Creative Planning, named the #1 Independent Wealth Management Firm in America by Barron’s. What is his strategy in this volatile market? Tune in and find outCreative Planning Legal Disclosures: https://creativeplanning.com/important-disclosure-information/Guest:Peter Mallouk - Founder and President of Creative PlanningFollow Peter on Twitter: @PeterMalloukCheck out their website: creativeplanning.com/ See acast.com/privacy for privacy and opt-out information.

Show from 5/31/19India’s Prime Minister was re-elected in a landslide. Hosts Jeremy Schwartz and Associate Director of Asset Allocation and Modern Alpha at WisdomTree Guarav Sinha talk about what his plans might be for spurring economic growth in the country and what opportunities there might be for investors in that region. Then Wharton Finance Professor Jeremy Siegel joins the show and they talk to the founder of Creative Planning, named the #1 Independent Wealth Management Firm in America by Barron’s. What is his strategy in this volatile market? Tune in and find outGuests:Srinivas Thiruvadanthai - Director of Research for the Jerome Levy Forecasting CenterFollow Sri on Twitter: @teasriGuarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTreePeter Mallouk - Founder and President of Creative PlanningFollow Peter on Twitter: @PeterMalloukCheck out their website: creativeplanning.com/ See acast.com/privacy for privacy and opt-out information.

Show from 5/24/19 In this episode of the Behind the Markets podcast host Jeremy Schwartz talks to the Founder and CEO of Applico, a company that helps new and existing businesses build their own platforms. He’ll explain that while a traditional business model creates value through linear supply chain production, a platform business is non-linear and can connect interdependent groups of consumers and producers. Companies like Amazon, Walmart and Microsoft have made the switch—so is this the business model you should consider for your company? GuestsAlex Moazed, Founder of Applico. He founded Applico in 2009 when he was 20 years old and funded the company with his own credit cards. Alex co-authored the best-selling book, Modern Monopolies, which defines the platform business model dominating the 21st century economy. In his role as CEO, he works directly with Fortune 500 C-suites and boards to help them build or buy their own platform businesses. Alex is a graduate of Babson College, Choate Rosemary H

Show from 5/17/19 Tune in for this special Reunion Radio edition of Behind the Markets featuring two experts on China! JeremySchwartz and Liqian Ren get into China/ US trade, the Asia Credit Bond Index, and more.Guests:Chad Liu - Founder and Chairman of Prudence Investment ManagementMore about them here: http://www.prudenceinv.com/Dali Yang - The William Claude Reavis Professor of Political Science at the University of Chicago.Check out his work here: https://political-science.uchicago.edu/directory/dali-yang See acast.com/privacy for privacy and opt-out information.

Show from 5/10/19Investors are nervous about trade talks between China and the U.S. and stocks have been off their highs as a result. In this episode of Behind the Markets, Jeremy Schwartz talks to his guests about the outlook for a new agreement without President Trump imposing tariffs. Jeremy also discusses a report from the Philadelphia Federal Reserve Bank that has advice for job seekers without a college degree—stay out of big cities! Tune inGuests:David Lai - A Partner and Co-Chief Investment Officer of Premia PartnersMore info here: https://www.premia-partners.com/Keith Wardrip - Who is Community Development Research Manager at the Philadelphia Federal Reserve Bank. He’s one of the authors of a report on what are known as “opportunity occupations”Read the report here: https://www.philadelphiafed.org/-/media/community-development/publications/special-reports/identifying_opportunity_occupations/opportunity_occupations_revisited.pdf?la=en See acast.com/privacy for privacy and opt-out information.

Show from 5/3/19In this episode of Behind the Markets our hosts Jeremy Schwartz and Liqian Ren talk about innovation in finance. First they bring on Wharton Professor Jeremy Siegel for his weekly update, this week he discussed stagnant Fed rates and the slowdown in business investment and household spending. Then they bring on the CIO and Executive Vice President of Investment Management at Financial Engines to talk about retirement planning and robo-investors. Then we bring on the author of the book "How Innovation Really Works." She gets into RQ having the same predictive factor as momentum and multinational companies vs non-multinationals in regards to innovation. Tune in!Guests:Chris Jones - Chief Investment Officer and Executive Vice President of Investment Management at Financial Engines.More about Financial Engines here: https://financialengines.com/Anne Marie Knott - Robert and Barbara Frick Professor in Business at Olin Business School at Washington University and author of “How Innovation Reall

Show from 4/26/19In this episode our hosts Jeremy Schwartz and Liqian Ren start off the show talking to the Executive Vice President and Director of Equity Strategies at Cumberland Advisors about European markets, sector investing, South Africa, market momentum, and much more. Then they bring on economist and author of the new book "An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk." She gets into retirement, managing risk, and trading bonds.Guests:Matt McAleer- Executive Vice President and Director of Equity Strategies at Cumberland Advisors.Follow Cumberland Advisors on Twitter: @CumberlandADVAllison Schrager - An economist who is co-founder of the risk advisory firm LifeCycle Finance Partners, LLC and a journalist at Quartz. She’s also the author of a great new book called AN ECONOMIST WALKS INTO A BROTHEL: And Other Unexpected Places to Understand Risk.Follow Allison on Twitter: @AllisonSchragerMore on Allison & her book here: https://www.allisonschrager.com/ See acast

In this special edition of Behind the Markets Jeremy Schwartz and Gaurav Sinha of WisdomTree talk to Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center, about economic trends in India. They discuss what sectors to pay attention to in India, consumption trends in the country, the benefits of an export driven economy, and more.Guests:Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting CenterFollow Sri on Twitter: @teasriFore More on the Jerome Levy Forcasting Center: www.levyforecast.com/Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTreeYou can also follow our host on twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 4/12/19How much money will you really need to retire? In this episode of Behind the Markets hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren talk to the CEO of the Cordasco Financial Network, named one of the top financial advisers in the Philadelphia Area by Smart Asset. They also focus on investment opportunities in Japan, China and India. Tune inGuests:Steve Cordasco, Founder and CEO of the Cordasco Financial NetworkFollow CFN on Twitter: @CFNPlanFor more info on CFN visit their website: https://cfnplan.com/Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting CenterFollow Sri on Twitter: @teasriFore More on the Jerome Levy Forcasting Center: https://www.levyforecast.com/Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTreeYou can also follow our hosts on twitter: @JeremyDSchwartz and @RLiqian See acast.com/privacy for privacy and opt-out information.

Show from 4/5/19Today’s show is all about Federal Reserve policy! Hosts Jeremy Schwartz and Liqian Ren talk to a Fed watcher who thinks fears about a recession can’t be dismissed. They get into inverted yield curves, interest rates, wage growth, and much more. Then they get into robo-trading platforms and investment strategy. Tune in!Guests:Tim Duy - A professor of practice in the Economics Department at the University of Oregon. He’s also the Senior Director of the Oregon Economic Forum, and writes a regular blog called “Tim Duy’s Fed Watch”.Read the blog: https://blogs.uoregon.edu/timduyfedwatch/Follow him on Twitter: @TimDuyJosh Brown - The CEO of RItholtz Wealth Management, a New York City-based investment advisory firm. Josh has been named by The Wall Street Journal, Barron's and TIME Magazine as the most important financial follow on Twitter, and his blog, The Reformed Broker, is read by millions of investors, traders and advisors around the world. He is also a CNBC Contributor.Follow him on Twitter: @R

Show from 3/29/19We go global when host Jeremy Schwartz talks to an economist from the European Central Bank. What impact are the Brexit negotiations having on the global economy, and why is the ECB’s President worried about negative interest rates? We also talk about whether the Fed’s hints that it’s done raising interest rates will affect the markets and Italy's impact on the ECB. Tune inGuests:Dr. Diego Rodriguez Palenzuela - Head of the Business Analysis Division, DG-Economics, at the European Central Bank. He’s been with the ECB since 1999 and has a PhD in economics from MIT.More about Diego on the ECB's website: https://www.ecb.europa.eu/pub/research/authors/profiles/diego-rodriguez-palenzuela.en.htmlJillian Fornito - Executive Director of the Global Interdependence Center, a nonprofit organization established in 1976 and headquartered inside the Federal Reserve Bank of Philadelphia. GIC’s mission is to facilitate an international dialogue on economics and Diego came to us through her.More on the Global

Show from 3/22/19 In this episode host Jeremy Schwartz welcomes Gene Goldman to the show to talk about Europe, Japan, and other emerging markets. They also discuss economic data that their watching such as fed rate hikes and oil prices to see if the U.S. is heading towards a recession.Guest:Gene Goldman - Director of Research and Chief Investment Officer at Cetera Investment Management. He provides day-to-day oversight, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics.More about Cetera here: https://www.cetera.com/cetera_investment_managementFollow him on Twitter: @GeneGoldman1 See acast.com/privacy for privacy and opt-out information.

Show from 3/15/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to Wes Gray of AlphaArchitect about the Democratize Quant Conference. Then Guarav Sinha joins the show to discuss tech advances in India and their growing economy. Plus the founder and CEO InfraCap talks about investing in energy and infrastructure and why he's bullish on oil. All that and moreGuests:Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTreeWes Gray - CEO of Alpha ArchitectFollow him on Twitter: @alphaarchitectJay Hatfield - the Founder and CEO of a firm called InfraCapFor more on InfraCap visit: https://www.infracapfunds.com/ See acast.com/privacy for privacy and opt-out information.

Show from 3/8/19In this episode of Behind the Markets host Liqian Ren and Jeremy Schwartz talk to Danielle DiMartino of Quill Intelligence. She offers up a sobering, unique opinion on the February Jobs Report. Plus they discuss fed policy, interest rates, and European markets. Then they discuss behavioral finance and investment strategy with the president and chief strategist at Sierra Alpha Research LLC. Tune in!Guests:Danielle DiMartino - Booth is CEO and Director of Intelligence for Quill Intelligence, a new research and analytics firm. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for AmericaFollow her on Twitter: @DiMartinoBoothHer book: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Visit her website: https://dimartinobooth.com/bio/David Keller - President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness.Follow him on Twitter: @DKellerCMTCompany website: ht

Show from 3/1/19 On today's show hosts Jeremy Schwartz and Liqian Ren discuss sector based research, the oil industry, and foreign exchange currencies with the CIO and portfolio manager for Bleakley Advisory Group. Then they talk US Dollar, Retail, Global Economies, & China trade with Peter Boockvar, a bearish CIO and portfolio manager for Bleakley Advisory Group. He will explain why he's holding a lot of cash and favors cheap international markets over the US. All that and more!Guests:Kelvin Zhang - He is a Partner at AlphaLetters LLC, a quantitative research company serving fund investors worldwide. Kelvin joined AlphaLetters in 2014 and leads its research, and product development—and has an MBA from the Wharton School, class of 2003.For more info visit: http://www.alphaletters.com/Peter Boockvar - Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a 4-point 5 billion dollar wealth management firm. Peter is also the Editor of The Boock Report, a macro economic and market ne

Show from 2/22/19In this episode of Behind the Markets Jeremy Siegel joins at the top for his market outlook. He discusses the Fed, the deal with China, and emerging markets.Then hosts Jeremy Schwartz and Liqian Ren bring on Bill Stone of Avalon Advisors and discuss global markets, job growth, the housing sector and much more. Plus in the second half of the show Marty Fridson of Lehmann Livian Fridson Advisors joins the hosts to discuss high yield investing. Guests:Bill Stone, Chief Investment Officer at Avalon AdvisorsFollow him on Twitter @ewstoneFor more info visit: http://avalonadvisors.com/ Martin Fridson, Chief Investment Officer at Lehmann Livian Fridson AdvisorsFollow him on Twitter @MartinFridsonFor more information on Martin visit: http://www.martinfridson.com/ For more info on his firm visit: https://www.llfadvisors.com/ See acast.com/privacy for privacy and opt-out information.

Show from 2/15/19In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz and Liqian Ren get into politics with Greg Valliere of AGF Investments. They talk about the Fed's reaction to Trump politics, the Russia investigation, the likelihood that Trump will be impeached, and much more. Then they bring on Simon White of Varient Perception to discuss fed rate hikes and global economies. Tune in!Guests:Greg Valliere - Chief U.S. Policy Strategist at AGF InvestmentsSimon White - Managing Editor of Variant Perception, an independent research firm See acast.com/privacy for privacy and opt-out information.

Show from 2/1/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to John Davi about market outlook, china, interest rates and much more. They get into everything from liquid asset classes, emerging market debt and equities to large cap growth stocks. Tune in and learn how to manage your portfolio!Guest:John Davi - Founder and Chief Investment Officer at Astoria Portfolio AdvisorsFollow him on Twitter @AstoriaAdvisorsFor more information visit this link: https://www.astoriaadvisors.com/ See acast.com/privacy for privacy and opt-out information.

Show from 1/25/19In this episode of Behind the Markets host Jeremy Schwartz talks with popular financial markets blogger Phil Huber, who says it’s a mistake to blame any one factor for recent market volatility—whether it’s the Fed, worries about a trade war, or the government shutdown, Huber says you should be thinking about what you can do with your portfolio. Guest:Phil Huber is chief investment officer for Huber Financial, responsible for overseeing all investment and portfolio-management related functions. As chairman of the firm’s Investment Committee, Phil directs all research efforts that he and his team perform on asset managers, investment strategies and portfolio construction techniques.More about him on the Huber Financial website: https://huberfinancial.com/ Follow him on Twitter: @bpsandpieces See acast.com/privacy for privacy and opt-out information.

Show from 1/18/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren discuss Chinese foreign policy with Dingding Chen of Jinan University. They talk about how he was the first to predict Trump's victory 3 years ago and China's stance on the current trade war. They also get into emerging technology and government tracking in China. All that and more!Guest:Dingding Chen - Professor of International Relations and Associate Dean of Institute for 21st Century Silk Road Studies at Jinan University, Guangzhou, China. He is also the Founding Director of Intellisia Institute, a newly established independent think tank focusing on international affairs in China. His research interests include Chinese foreign policy, Asian security, Chinese politics, and human rights.Read articles he's written for The Diplomat: https://thediplomat.com/authors/dingding-chen/His Academic Papers: http://jinan.academia.edu/DingdingChenFollow him on Twitter: @ChenDingding See acast.com/privacy for privacy and opt-out