Behind The Markets Podcast

Show from 5/20/22This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel talks Walmart/ Target, GDP, money supply, and commodity prices. Then, what are the key issues for hedge funds? How should you manage your investments in this inflated environment? Host Jeremy Schwartz discusses hedging risks, how often to trade managed futures, long short strategies, and more with Founder of Dynamic Beta Andrew Beer.Guest:Andrew Beer – Founder and Managing member at Dynamic Beta InvestmentsFollow Andrew on LinkedIn: https://www.linkedin.com/in/andrewdbeer/For more on Dynamic Beta visit their website: https://www.dynamicbeta.com/ Follow Andrew on Twitter: @andrewdbeer1Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 5/13/22Wharton Finance Professor Jeremy Siegel kicks off the show talking real estate, rising gasoline prices, worsening inflation, new normal real interest rate for the 10 year and more. Then, why is the crypto market falling? Host Jeremy Schwartz and Co-Host Benjamin Dean talk to an expert on digital assets about stable coins and crypto ecosystem risks.Guest:Eric Ervin – Co-founder of Onramp Invest, a platform enabling investment advisors to access the crypto asset economy.Follow Eric on LinkedIn: https://www.linkedin.com/in/eric-ervin/ For more on Onramp Invest, visit their website: https://onrampinvest.com/ Follow Eric on Twitter: @eervin1Follow Onramp Invest on Twitter: @OnrampinvestBenjamin Dean – Director of Digital Assets WisdomTree Europe Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 5/6/22Wharton Finance Professor Jeremy Siegel talks fed policy, inflation, wages, and why he thinks we’re in a bear market. Then, a conversation on fixed income strategy with an expert from Strategas. Host Jeremy Schwartz brings on Thomas Tzitzouris to discuss fed funds rate, mortgage costs, the 10-year real rates, and the increasing value of the Yen.Guest:Thomas Tzitzouris - Managing Director and Head of Fixed Income Research at StrategasFor more on Strategas, visit their website: https://www.strategasrp.com/ Follow Strategas on Twitter for the latest: @StrategasRP Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 4/29/22Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidity growth, and more. Then, how do you identify companies that are benefiting and growing from changing demand patterns in the new economy? Host Jeremy Schwartz and his guest talk about the impact of covid on the markets, working from home, and the declining need for physical retail stores.Guest:Scott Crowe - Chief Investment Officer at CenterSquare Investment management For more on CenterSquare visit their website: https://www.centersquare.com/home For the latest, follow CenterSquare on Twitter: @CtrSquare Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 4/22/22Wharton Finance Professor Jeremy Siegel opens up the show with his market update talking interest rates and fed policy. Then, commodity expert Jim Rogers joins Host Jeremy Schwartz for a discussion that looks at the global outlook on that asset class, what could replace the dollar, gold, and more.Guest:Jim Rogers – Founder of the Rogers International Commodity Index; Author of: Investment Biker, Adventure Capitalist, Hot Commodities, and moreFollow Jim on Twitter: @iamjimrogersFor more on Jim visit his website: https://www.jimrogers.com/ To purchase “Hot Commodities: How Anyone Can Invest Profitably in the World's Best Market” visit Jim’s website: https://www.jimrogers.com/book/hot-commodities/  Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 4/15/22Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more.Guests:John Davi - Founder, CIO at Astoria Portfolio Advisors LLCCheck out Astoria Advisors' website: https://www.astoriaadvisors.com/ Follow Astoria Advisors on Twitter: @AstoriaAdvisors Jeff Weniger – Head of Equity Strategy at WisdomTree Asset ManagementFollow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 4/8/22Wharton Finance Professor Jeremy Siegel talks Fed policy during his market update. Then, Host Jeremy Schwartz and Guest Host Kevin Flanagan cover the latest financial conditions. They take a deep dive into interest rates, inflation pressures, US vs Europe and more with experts in the space. Guests:Brian Wesbury - Chief Economist at First Trust AdvisorsFor more on First Trust Advisors, visit their website: https://www.ftportfolios.com/ Check out his blog here: https://www.ftportfolios.com/retail/blogs/economics/index.aspx Follow him on LinkedIn: https://www.linkedin.com/in/brianwesbury/ Follow Brian on Twitter: @wesbury Brent Donnelly – President of Spectra Markets For more on Spectra Markets, visit their website: https://www.spectramarkets.com/ Purchase his book “Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading” here: https://www.amazon.com/Alpha-Trader-Methodology-Mathematics-Professional-ebook/dp/B095MF9JRW Follow Brent on Twitter: @donnelly_brentSign

Show from 4/1/22Wharton Finance Professor Jeremy Siegel kicks off the show with a market update. Professor Siegel gives his take on wage increases, Fed pricing, inflation, and more. Then, from agriculture and oil to commodities and inflation…how should you be forecasting for 2022? Host Jeremy Siegel talks to Samuel Rines of Corbu LLC about global markets, geopolitics, and more. Guest:Samuel Rines – Managing Director at Corbu LLC, a research intelligence advisory platform focusing on the intersection of markets, policy, and national security. He is also author of "After Normal: Making Sense of the Global Economy"Purchase his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198 Follow him on Twitter: @SamuelRinesFollow him on LinkedIn: https://www.linkedin.com/in/samuelerines/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 3/25/22Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing bonds crashing, the spike in yields, fed policy, bitcoin, and more. Then, how can you effectively trade cryptocurrency? What are the security risks? Host Jeremy Schwartz talks security and decentralization of bitcoin, Solana, Ethereum, and more with two experts in the cryptocurrency space.Guest:Caitlin Cook – Head of community and vice president of operations at Onramp AcademyFor more on Onramp Academy visit their website: https://academy.onrampinvest.com/Follow Onramp on Twitter: @OnrampAcademyFollow Caitlin on LinkedIn: https://www.linkedin.com/in/caitlincook22/Dan Gunsberg – Co-Founder and CEO of HXRO FoundationFor more on HXRO visit their website: https://hxro.network/Follow Dan on LinkedIn:https://www.linkedin.com/in/daniel-gunsberg-9986901a2/?originalSubdomain=bm Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privac

Show from 3/18/22Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. Emerging markets have been a difficult place to invest recently. Ruchir discusses the trend towards international investing, short tech vs long commodities, China, and more.Guest:Ruchir Sharma – chairman of international business at Rockefeller Capital A NY Times article about Ruchir: https://www.nytimes.com/2022/02/10/business/ruchir-sharma-rockefeller-capital.htmlFollow Rockefeller Capital Management on Twitter: @RockCapMgmtFor more on Rockefeller Capital Management’s visit their website: https://rcm.rockco.com/  Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 3/11/22Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earnings, and more. Then, what are the biggest market trends? How can we look to the inverted yield curve as a predictor of market health? What is the future of the commodity market considering the Russia - Ukraine War? Jeremy Schwartz talks to an expert on global macro.Guests:Jim Bianco – Bianco ResearchFollow Bianco Research on Twitter: @biancoresearchFor more on Bianco Research visit their website: https://www.biancoresearch.com/visitor-home/ Jeff Weniger – Head of Equity Strategy at WisdomTree Asset ManagementFollow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 3/4/22Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing the impact of the Russian/ Ukraine crisis, commodity and oil prices, the employment report, inflation and more. Then, what are the most powerful machine learning patterns? How can you manage overlapping data when working with competition on modeling? Host Jeremy Schwartz talks to two guests in the machine learning and AI modeling space about how to apply these techniques in quantitative investing. They get into the intricacies of setting up the data set, pattern recognition, and prediction time frames. Guests:Chrissy Bargeron – Client Portfolio manager at Voya Investment ManagementGareth Shepherd – Co-head of equity machine intelligence (EMI) and a portfolio manager at Voya Investment Management For more on Voya Investment Management visit their website: https://investments.voya.com/ For the latest news follow Voya on Twitter: @Voya See acast.com/privacy for privacy and opt-out information.

Show from 2/25/22Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss high inflation and the Russia/ Ukraine crisis with President of the Federal Reserve Bank of St. Louis James Bullard. They get into Russia’s attack on the Ukraine and the impact this will have on markets, the continued reopening after Omicron, unemployment, housing, and more. James Bullard says he would like to see the Fed policy rate at over 1% and the balance sheet runoff begin in the second quarter by July 1st. Plus a look at the state of cryptocurrency  Guest:James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. LouisFollow the St. Louis Fed on Twitter: @stlouisfedFor more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 2/18/22Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexes, import prices, the Russia/ Ukraine situation, and more. Then, what is the current state of the demand and supply of oil? Jeremy Schwartz brings on an expert on oil and energy stocks. They get into the issue of underinvestment in oil and the lack of discovery over the years. Plus, trading through the futures market. What is the impact of backwardation in the oil and energy sector?Guests:Josh Young – Founder and Chief Investment Officer at Bison InterestsFor more on Bison Interests, visit their website: https://bisoninterests.com/ Follow Bison Interests on Twitter: @BisonInterestsFollow Josh on Twitter: @Josh_Young_1Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree EuropeFollow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Tw

Show from 2/11/22Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing worsening inflation, high duration stocks, and more. Then, how should you navigate fixed income strategy in the current market? Host Jeremy Schwartz talks to an expert in the space about managing duration risk and balancing portfolios. Plus, volatility in the Fed cycle, earnings, goods consumption and more with the chief investment officer at CIBC Private Wealth Management.Guests:Dave Donabedian – Chief Investment Officer for CIBC Private Wealth ManagementFollow him on Twitter: @ddonabedianFor more on CIBC visit their website: https://private-wealth.us.cibc.com/Kevin Flanagan – Senior Fixed Income Strategist at WisdomTree Asset ManagementFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 2/4/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market updates from the bond market and earnings to inflation. What is the impact of the positive jobs report? Will the Fed raise rates? Professor Siegel answers these questions and more. Then, the commodity supercycle, gold, and interest rates. Host Jeremy Schwartz talks to the founder of All Star Charts, a technical analysis publication, to see how he measures key performance indicators.Guest:J.C. Parets – CEO and Founder of All Star ChartsFollow JC on Twitter: @allstarchartsFor more on All Star Charts visit their website: https://allcharts.com Check out the All Star Charts podcast on Technical Analysis Radio: https://allcharts.com/podcast/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.

Show from 1/28/22Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflation, stock rotation, supply shortages, and more.  Then Host Jeremy Schwartz talks value rotation and 2022 market outlook with two experts in the space. Founder and CIO of Praetorian Capital Harris Kupperman and Founder, CEO, and Chief Investment Officer of Alpha Architect Wes Gray get into what is driving oil prices, the value of gold, real estate markets, overvalued stocks, and more.Guest:Harris Kupperman – Founder and CIO of Praetorian Capital. He is also Chairman and CEO of Mongolia Growth Group.Check out his blog “Adventures in Capitalism”: https://adventuresincapitalism.com/ For more on Praetorian Capital check out their website: https://www.praetorianvc.com/praetoriancapital/ For more on Mongolia Growth Group visit their website: http://mongoliagrowthgroup.com/ Wes Gray - Founder, CEO, and Chief Investment Officer of Alpha ArchitectFor more on Alph

Show from 1/21/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. According to the professor, the 10-year treasury yield is down due to volatility, value stocks are doing well, and there is increased hawkishness due to inflationary pressure. Then, how will banks and financials do in 2022 with the threat of rising rates? Host Jeremy Schwartz talks to Managing Director and Senior Bank Analyst at Robert W. Baird & Co. who covers US banks about macro vs micro, loan to deposit ratios and liquidity, loan demand, and more. Guest:David George – Managing Director and Senior Bank Analyst at Robert W. Baird & Co. Follow David on LinkedIn: https://www.linkedin.com/in/david-george-cfa-0a11506/ Follow Baird on Twitter: @rwbaird Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz A current listing of all companies covered by Baird U.S. Equity Research and applicable research disclosures can be accessed at 

Show from 1/14/22How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra (Harin) de Silva of Analytic Investors about rotating factor investing, shorting, and the influence of the pandemic on investing. Harin says we should think of the world through factors, “you have to consider where we are in the cycle, which factors should be important, and what we are seeing in returns.” He also mentions machine learning and says investors can use this to identify which stocks are factor driven by evaluating the historic and high frequency data to see which factors expand their returns. Wharton Finance Professor Jeremy Siegel also joins to give his market update discussing continued inflation, volatility, growth vs value stocks, and more.Guest:Harindra de Silva - Portfolio Manager at Analytic InvestorsFor more information on Analytic Investors visit their website: https://www.allspringglobal.com/investments/teams/detail.html?id=analytic-investors# Follow Harin on LinkedI

Show from 1/7/21Host Jeremy Schwartz talks to a well-known Fed watcher about rate hikes, pressure on wages, job growth, the 10 year and the shape of the yield curve. They discuss the long-term outlook and the possibility of a positive yield environment.Guest:Tim Duy – Professor of Economics at the University of Oregon and Chief US Economist for SGH Macro Advisors  Follow Tim on Twitter: @TimDuy For more on SGH Macro Advisors visit their website: https://www.sghmacro.com/ Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz See acast.com/privacy for privacy and opt-out information.