Behind the Markets Podcast: Recent Episodes
Behind the Markets on Wharton Business Radio
Hosts Jeremy Schwartz, Director of Research at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program “Behind the Markets” on SiriusXM 111. Jeremy is also a member of the CFA Society of Philadelphia.
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Show from 2026-08-07Host Chris Gannatti and Professor Siegel discuss the latest employment report, including weaker payroll growth, downward revisions, wage trends and what the data could mean for productivity. The Prof also weighs in on the outlook for Fed policy, oil prices, M2 money supply and unusually strong corporate earnings and profit margins. (19:50) Chris Gannatti is joined by Jon Flynn and Jeff Weniger to discuss commodities, starting with gold and the recent shift in investor flows before looking at copper and the AI data center buildout. The group explores gold’s role as a portfolio diversifier, currency intervention involving the yen, the dollar and interest-rate differentials, along with what the yield curve and economic data could signal for monetary policy. They close by discussing contrarian opportunities, including India and other areas that have seen significant investor outflows. WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-07-31Host Jeremy Schwartz and Professor Siegel discuss the Fed’s decision to hold rates steady and what the Prof viewed as a poorly handled press conference that failed to clearly explain a defensible policy decision. The Prof also covers the sharp rotation from growth to value, strong consumer spending beneath the GDP report, rapid money supply growth and the importance of oil prices to inflation, sentiment and the market outlook. (13:50) Jeremy continues with Sam Rines, Blake Hyman and Michael Fridman to break down the month’s volatility in AI-related stocks, including hedge fund de-risking, leverage unwinds and the impact of risk management on semiconductor and memory names. The group reviews earnings and AI spending from Meta, Microsoft, Amazon, Google and Apple, debating whether hyperscaler capital expenditures are generating sustainable returns and whether enterprise demand confirms that AI is moving from experimentation into commercialization. They also discuss the outlook for memory companies, long-term supply agreements and why the broader AI infrastructure buildout may still be in its third or fourth inning. The conversation closes with Apple’s uncertain AI strategy, potential opportunities for private local models, movements in the Japanese yen, the Bank of Japan’s policy stance, tariff refunds for U.S. companies and the possibility that volatility and further leverage-related selling could continue into August.WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-07-24Host Jeremy Schwartz and Professor Siegel discuss the pullback in mega-cap technology stocks, the market’s growing concern around massive capital expenditures and the pressure rising bond yields are putting on equity valuations. The Prof also weighs in on oil prices and renewed inflation risks, the importance of distinguishing real yields from nominal yields when evaluating the equity risk premium, the upcoming Fed meeting and the potential market impact of tariffs and tighter financial conditions. (19:29) Jeremy continues with Sam Rines, Chris Gannatti and Jeff Weniger to break down the latest tech earnings and the market’s increasingly skeptical reaction to AI-related spending, with a focus on whether higher CapEx, shareholder dilution and a more asset-heavy business model could change how investors value the largest technology companies. The group compares spending and buyback trends across large technology companies and financials while discussing Intel, Alphabet, Apple, Tesla, Nvidia, AMD and the broader semiconductor complex, along with the rapid growth of firms such as Anthropic and what that could mean for continued AI infrastructure investment. They also examine consumer spending and financial resilience data, the contrast between pessimistic economic surveys and still-healthy consumer activity, and close with a discussion of oil, interest rates, gold and bonds as potential portfolio hedges as markets watch for further geopolitical and inflation developments.WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-07-17Host Jeremy Schwartz and Professor Siegel discuss softer-than-expected CPI and PPI readings, the renewed rise in oil and gasoline prices, and the possibility that higher energy costs could reverse some recent inflation progress. The Prof says the latest data reduces the likelihood of an immediate Fed hike, but warns that persistent strength in oil, gasoline and the money supply could make later policy decisions more difficult. He also reviews stronger housing starts, steady GDP expectations and the sharp rotation away from high-flying AI, semiconductor and memory stocks. Professor Siegel argues that the pullback is healthy because investors are reassessing valuations, competition, hyperscaler spending and how much customers will continue paying for computing power. (14:02) Jeremy continues with Sam Rines, Jeff Weniger and Chris Gannatti to examine crack spreads, diesel prices and the economic effects of elevated refining costs. The group discusses volatility in Korean technology shares, widespread margin calls, leveraged retail accounts and the rebalancing pressures facing major pension funds in Korea and Japan. They also review strong bank earnings, resilient consumer spending, improving credit trends and the broadening of earnings growth beyond technology. The conversation closes with hyperscaler capital spending, U.S.-China AI competition, IBM’s sharp decline, a possible rotation from hardware into software, credit-card rewards, gold prices and housing affordability.WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-07-10Host Jeremy Schwartz is joined by Chris Gannatti and Jeff Weniger for a wide-ranging discussion on the latest developments driving technology markets and the economy. The group examines surging AI infrastructure spending, demand for memory chips, expectations for another strong earnings season, and the growing investment cycle surrounding data centers, hyperscalers and physical AI. Professor Siegel joins later in the episode to discuss the resilience of equity markets despite renewed geopolitical tensions in the Middle East, highlighting the surprising stability in oil prices, the outlook for inflation, interest rates and second-quarter GDP, while also explaining how AI-driven margin expansion continues to fuel historically strong corporate earnings growth. After Professor Siegel signs off, Jeremy, Chris and Jeff briefly wrap up the show with additional commentary on Delta's earnings, travel demand, and observations from the summer travel season. The conversation concludes with a discussion of activity in Las Vegas, consumer travel trends, and how pricing dynamics may be affecting tourism and convention traffic.WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-07-02Host Jeremy Schwartz and Professor Siegel discuss the latest jobs report, noting downward payroll revisions, an unusually sharp decline in labor force participation, and why broader labor market data still points to a steady economy rather than a significant slowdown. Professor Siegel also explains why lower oil prices and easing commodity inflation could keep the Fed on hold for the rest of the year while highlighting the increased volatility between value and growth stocks driven by AI-related trading. (14:52) Jeremy is joined by Blake Hyman, Sam Rines and Jeff Weniger to discuss the latest developments across AI infrastructure, semiconductor spending, Meta’s new compute capacity initiative and OpenAI’s delayed IPO. The group also examines geopolitical developments affecting energy markets, AI adoption and employment trends, opportunities in Japan, recent market rotations, and the investment implications of AI across technology, healthcare and other sectors. They close with a discussion on the new Trump Accounts program and its potential long-term retirement planning benefits.WisdomTree: https://www.wisdomtree.com/investments
Host Jeremy Schwartz and Professor Siegel discuss the sharp rotation from growth into value, falling oil prices, stronger-than-expected economic data, and the implications of rising memory chip costs across the technology sector. Professor Siegel also shares his view that lower energy prices should help keep inflation contained, making additional interest rate hikes this year unlikely, while highlighting upcoming labor market, housing, and money supply data as key indicators to watch. (13:23) Jeremy continues with Brent Donnelly to discuss his new book, Trade Outside the Box, and how successful traders can gain an edge by thinking beyond traditional investment frameworks. Brent explains how psychology, poker, creativity, narratives, and behavioral finance influence his trading process, while also discussing the role of AI, market positioning, and sentiment in identifying opportunities. The conversation concludes with insights on market rotations, disciplined risk management, adapting to changing market environments, and the broader life lessons that can be drawn from trading, decision-making, and independent thinking.Read Brent's book: https://a.co/d/09sXk2jALearn more about Brent: https://www.amazon.com/stores/author/B07NC8MVZZ/about?ccs_id=7f690ca0-41d4-43c0-b13c-b3140b3a8411WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-06-19Host Jeremy Schwartz and Professor Siegel discuss the Federal Reserve's latest meeting, the outlook for interest rates, and how falling oil prices could influence inflation, monetary policy, and investor sentiment in the months ahead. Professor Siegel explains why declining energy prices could lead to significantly lower inflation readings, shares his views on the political and economic challenges of raising rates in that environment, and discusses the potential for market leadership to broaden beyond AI-related stocks as energy prices stabilize. (25:43) Jeremy is joined by Tyson Tuttle, CEO of Circuit AI, to explore how artificial intelligence is transforming manufacturing and industrial businesses by improving productivity, addressing skilled labor shortages, and helping companies accelerate revenue growth. Tyson explains how Circuit AI applies AI to automate complex quoting, technical documentation, and service workflows while preserving valuable institutional knowledge. The conversation also covers AI's long-term impact on employment, the rapid buildout of AI infrastructure, the outlook for semiconductors and enterprise software, token economics, and why startups may be best positioned to capitalize on the next wave of AI-driven innovation.Learn more: https://www.circuit.ai/Tyson Tuttle: https://www.linkedin.com/in/tuttle/WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-06-12Host Jeremy Schwartz and Professor Siegel discuss the market’s positive reaction to a ceasefire agreement involving Iran, the reopening prospects for the Strait of Hormuz, and the potential impact of lower oil prices on inflation and economic growth. The Prof also highlights the highly anticipated SpaceX IPO, the wealth creation it could generate for investors, and previews next week’s pivotal Federal Reserve meeting and comments expected from Kevin Warsh. (21:01) Jeremy is joined by Sam Rines, Chris Gannatti, and Jeff Weniger to discuss competition in artificial intelligence between OpenAI and Anthropic, the economics of AI token usage, and the potential for lower AI costs over time. The group also explores government investment in strategic industries such as semiconductors and quantum computing, examines investor sentiment and thematic investing trends, and debates the broader implications of the SpaceX IPO, including wealth creation, index inclusion, and consumer spending impacts.WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-06-05Host Jeremy Schwartz and Professor Siegel discuss the surprisingly strong jobs report, the implications for upcoming Federal Reserve policy, and continued strength in equity markets despite geopolitical tensions and questions around productivity gains from AI. Professor Siegel also comments on international diversification, the dominance of U.S. technology companies, and the disconnect between Wall Street performance and broader economic productivity. (19:23) Jeremy is joined by Ben Carlson to discuss his new book, Risk and Reward: How to Handle Market Volatility and Build Long-Term Wealth. The conversation covers investor behavior during bull and bear markets, the importance of diversification, lessons from Japan and international markets, concentration risk, systematic investing, trend-following strategies, and how investors can avoid common mistakes such as market timing while maintaining a long-term perspective.Guest: I’m the Director of Institutional Asset Management at Ritholtz Wealth Management. We create detailed investment plans and manage portfolios for institutions and individuals to help them achieve their goals.I’ve been managing institutional portfolios for my entire career. I started out with an institutional investment consulting firm developing portfolio strategies and creating investment plans for various foundations, endowments, pensions, hospitals, insurance companies and high net worth individuals. More recently, I was part of the portfolio management team for an investment office that managed a large endowment fund for a charitable organization.I’m the author of four books about saving, investing and money.In 2017, I was named to the Investment News 40 Under 40 list of top financial advisors.Every Wednesday, you can listen to a new episode of my podcast Animal Spirits with Michael and Ben. Fortune named Animal Spirits to its list of Best Business Podcasts. Investopedia named Animal Spirits to its top 10 investing podcast list.Wealth of Common Sense: https://awealthofcommonsense.com/my-book/WisdomTree: https://www.wisdomtree.com/investments
Tactical Asset Allocation Committee (STAAC), which provides a united investment view across a comprehensive range of investing disciplines. He provides regular, compelling insights for financial advisors and enterprise clients, and communicates the firm's economic views via conference calls, webinars, LPL events, and media engagements.Known for cutting-edge research across a career that spans over 20 years in investing and economics, Jeffrey maintains frequent contact with Federal Reserve economists, Wall Street analysts, and other leading global money managers. He’s an avid contributor to the financial press outside of LPL Financial and is a sought-after speaker.Jeff Roach: https://www.linkedin.com/in/jeffreyroachphdWisdomTree: https://www.wisdomtree.com/investments
Show from 2026-05-22Host Jeremy Schwartz is joined by Sam Rines, Jeff Weniger, Chris Gannatti and Jon Flynn to discuss geopolitical developments surrounding Iran negotiations, China’s growing pushback on ADRs and solar exports, and contrarian opportunities emerging in India, Europe and gold amid heavy investor outflows. The group also explores Nvidia’s latest earnings, the government’s new investments in quantum computing, and how expectations and capital flows are shaping the next phase of AI, commodities and infrastructure investing. (9:21) Jeremy continues with Chris, Jeff and Jon as they debate the rise of quantum computing, the strategic importance of rare earth metals and utilities, and the growing overlap between AI, energy and national security. The conversation also covers SpaceX’s upcoming IPO, private market enthusiasm surrounding AI and space, and how investors are beginning to think about the next generation of technological infrastructure and innovation.WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-05-15Host Jeremy Schwartz and Professor Siegel discuss the market reaction to President Trump’s summit with China, with the Prof calling the outcome a disappointment due to tensions around Taiwan, limited progress on Iran and weaker-than-expected economic deals. Professor Siegel also highlights rising oil prices, higher long bond yields and the resilience of the U.S. economy despite growing geopolitical uncertainty and inflation pressures. (12:39) Jeremy continues with Samuel Rines, Jeff Weniger and Chris Gannatti to discuss rising global bond yields, the impact of Taiwan tensions on markets and the growing influence of AI-related trades across emerging markets and tech sectors. The group also examines opportunities in India, healthcare valuations and the ongoing quantum computing race, while debating whether the recent surge in AI and semiconductor names is becoming stretched. Sam closes by noting the surprising resilience of the U.S. economy and the possibility that stronger growth could justify higher long-term interest rates. WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-05-08 Host Jeff Weniger and Professor Siegel discuss a much stronger than expected jobs report, the implications for Fed policy and interest rates, and how resilient AI-driven earnings growth continues to support equity markets despite geopolitical uncertainty and elevated oil prices. The Prof also comments on valuations, the declining energy intensity of the economy, and why he would not stand in front of the current momentum-driven market environment. (13:13) Jeremy is joined by Sam Rines and Jeff Weniger to discuss the latest developments surrounding Iran, China trade negotiations, tariffs and commodity markets. The group also explores the long-term outlook for oil supply, the growing divergence between energy and technology stocks, and the resurgence in AI-driven software and infrastructure names. They finish with a discussion on how AI is augmenting productivity across industries, the parallels to past technological revolutions, and why software companies may ultimately benefit rather than suffer from the AI boom. WisdomTree: https://www.wisdomtree.com/investments
Show from 2026-05-01 Host Jeremy Schwartz and Professor Siegel discuss the latest Fed meeting dynamics, highlighting the unusual dissents toward a neutral bias and what it signals about the direction of monetary policy, while also reviewing strong economic data including historically low jobless claims, resilient retail sales, and a solid GDP print. Siegel emphasizes continued market strength driven by robust earnings, steady consumer activity, and sustained AI-related capital expenditures, while cautioning that rising oil prices and gasoline costs could pose a psychological and economic risk if they continue climbing. (13:53) Jeremy continues with Chris Gannatti, Jeff Weniger, Sam Rines, and Michael Fridman to break down a pivotal week in earnings, focusing on the acceleration of AI investment, exceptional strength in semiconductors, and early signs of improving sentiment in beaten-down software names. The group explores major tech results including standout performance from hyperscalers like Google, evolving competition between GPUs and ASICs, and how shifting capex flows are influencing market leadership and valuation debates. They also discuss portfolio positioning shifts toward software, geopolitical considerations impacting defense and Asia, currency movements in Japan, and broader global opportunities, while reinforcing the view that strong earnings growth and improving market breadth continue to support overall equity momentum.Michael on LinkedIn: https://www.linkedin.com/in/michaelfridman23/ WisdomTree: https://www.wisdomtree.com/investments
Show from 24/04/26Host Jeremy Schwartz and Professor Siegel discuss resilient equity markets amid geopolitical tensions, strong earnings with a high beat rate, and continued strength in AI-driven demand. The Prof highlights steady economic data, manageable oil price pressures, and expectations for a Fed pause with attention turning to future policy decisions and inflation risks. (12:57) Jeremy continues with Chris Gannatti, Jeff Weniger, and Sam Rines to break down a strong earnings season led by consumer spending resilience and semiconductor momentum, particularly Intel’s turnaround and AI-related demand. The group also explores mixed signals in labor markets, the impact of tariffs and tax refunds on consumption, and ongoing volatility in software stocks versus semiconductors, with debate over AI’s long-term impact on tech valuations and earnings growth.WisdomTree: https://www.wisdomtree.com/investments
Show from 17/04/26Host Jeremy Schwartz and Professor Siegel discuss easing geopolitical tensions in the Middle East, declining oil prices, and the market’s positive reaction driven by liquidity and defense spending. The Prof emphasizes there are no signs of recession despite low consumer sentiment and highlights continued strength in employment and earnings expectations. (12:32) Jeremy continues with Sam Rines, Chris Gannatti, and Jeff Weniger to discuss the market implications of falling oil prices, global equity reactions, and opportunities in international markets like India and Korea. They explore earnings trends, valuation dynamics, and sector rebounds, while also անդր addressing developments in AI, quantum computing, and shifting narratives in commodities like gold and copper.WisdomTree: https://www.wisdomtree.com/investments
Show from 10/04/26Host Jeremy Schwartz and Professor Siegel discuss rising concerns around inflation and the possibility of a Fed rate hike driven by a recent increase in money supply and persistent energy price pressures. The Prof notes that while CPI came in slightly better than expected, resilient consumer spending and rising oil-related costs could complicate the Fed’s path, keeping policy restrictive for longer. (13:43) Jeremy is joined by Sam Rines, Chris Gannatti, Jeff Weniger, and MacroCharts to break down geopolitics, energy markets, and equity positioning. The group discusses the likelihood of a U.S.–Iran ceasefire, resilience in the U.S. consumer despite higher oil prices, and volatility in tech driven by AI competition and SaaS repricing. MacroCharts highlights a potential top in energy, a constructive outlook for equities driven by underinvestment and positioning, and emerging opportunities across commodities, international markets, and beaten-down sectors poised to join a broader market recovery.MacroCharts: https://www.macrocharts.com/WisdomTree: https://www.wisdomtree.com/investments
Show from 04/03/26Host Jeremy Schwartz and Professor Siegel discuss a surprisingly strong jobs report, the impact of rising geopolitical tensions and oil prices on the economic outlook, and the recent acceleration in money supply and its implications for Fed policy. Professor Siegel notes that while the labor market remains firm and long-term optimism persists, increased uncertainty from war and inflation risks warrants more short-term caution. (11:42) Jeremy continues with Chris Gannatti and Jeff Weniger to cover the potential SpaceX IPO and its implications for index inclusion and market structure, along with broader themes around companies staying private longer and the challenges that creates for public market investors. They also explore valuation trends in equities, shifting earnings expectations, and the evolving impact of AI—particularly in areas like drug discovery—while debating reporting standards and long-term innovation trends.WisdomTree: https://www.wisdomtree.com/investments
Show from 03/27/26Host Jeremy Schwartz, joined by Jeff Weniger, Michael Fridman, and Chris Gannatti, discuss the recent tech-led market selloff, compression in equity valuations, and geopolitical-driven volatility impacting oil, rates, and global markets. They highlight that despite multiple contraction, forward earnings expectations remain intact, while dislocations in areas like cybersecurity and AI-linked equities may present selective opportunities. (59:58) Jeremy continues with Jamie Hopkins to discuss his new book on retirement planning, focusing on behavioral finance and the role of emotions in financial decision-making. Jamie emphasizes the importance of connecting with your future self, using visualization and automation to improve saving behaviors, and balancing emotional awareness with disciplined planning. He also highlights rising financial fraud risks in an AI-driven world and shares practical strategies for protecting personal data and making more resilient long-term financial decisions.Mike Fridman: https://x.com/justmikeelYour Retirement Sketchbook: https://www.amazon.com/Your-Retirement-Sketchbook-Planning-Financial/dp/1804091952Jamie Hopkins: https://investors.wsfsbank.com/governance/board-of-directors/person-details/?ItemId=37a7fed2-efb6-4b89-8dc7-4f2b3404d370WisdomTree: https://www.wisdomtree.com/investments
P 500’s key technical levels, and the recent selloff in gold and commodities. Professor Siegel highlights the Fed’s updated projections, including a notable increase in long-term GDP growth expectations driven by productivity and AI, while emphasizing that geopolitical risks—particularly oil shocks—are currently the dominant force driving markets. He explains that while inflation pressures from tariffs and energy remain a concern, housing data is softening and AI continues to act as a long-term disinflationary force.WisdomTree: https://www.wisdomtree.com/investments
P 500, and the recent rotation away from mega-cap tech despite improving valuations. The group closes the segment with a discussion on emerging AI themes like agentic AI and robotics, semiconductor capacity constraints, and how investors may rebalance portfolios after energy’s strong performance while looking for opportunities in areas like Japan, industrials, and consumer discretionary. (31:51) Professor Siegel joins Jeremy to share his outlook on the recent oil shock and its impact on markets, noting that while higher gasoline prices may weigh on sentiment and cause short-term volatility, real oil prices remain near long-term averages. He also explains why the Federal Reserve is unlikely to react to a supply-driven oil shock, expects policy to remain on hold for now, and reiterates his long-term optimism for equities and the continued growth of AI.WisdomTree: https://www.wisdomtree.com/investments
Show from 03/06/26Host Jeremy Schwartz and Professor Siegel discuss the surprisingly weak payroll report and how it contrasts with strong economic indicators like ISM data and retail sales, with the Professor suggesting rising productivity—potentially driven by AI—may explain how GDP remains strong with little job growth. They also review geopolitical tensions involving Iran, rising oil prices, and the Strait of Hormuz, with Siegel noting energy shocks could pressure markets but would not likely change the Fed’s near-term policy stance. (18:13) Jeremy continues with Sam Rines and Jeff Wenniger to analyze the oil spike, global geopolitics, and labor market data, including how weather disruptions and strikes may distort the jobs report and lead to a rebound in March employment. The group also discusses China’s economic outlook, energy constraints, and broader investment themes such as international defense spending and innovation cycles outside the U.S. The episode concludes with Jeremy interviewing Ian De Bode of Ando Finance and WisdomTree’s Maredith Hannon about tokenization, stablecoins, and how blockchain-based financial rails could reshape investing, trading hours, and global access to U.S. financial markets.Ian De Bode on LinkedIn: https://www.linkedin.com/in/idebode/Maredith Hannon on LinkedIn: https://www.linkedin.com/in/maredith-hannon/WisdomTree: https://www.wisdomtree.com/investments
P 500, highlighting valuation gaps and structural underweights to non-U.S. markets in portfolios.WisdomTree: https://www.wisdomtree.com/investments
Show from 02/20/26Host Jeremy Schwartz and Professor Siegel break down the latest GDP report, PCE inflation data and housing trends, with the Professor noting that fourth quarter growth was not as weak as headlines suggested once government distortions are adjusted for and that differences between CPI and PCE components explain the recent upside surprise in inflation. He emphasizes that the Supreme Court’s pending tariff ruling and rising tensions with Iran are far more important to markets in the near term than incoming economic data, expecting continued choppiness until there is clarity on both fronts. (9:08) Following the Professor’s departure, Jeremy is joined by Sam Rines, Chris Gannatti and Jeff Weniger to react in real time to the Supreme Court’s 6–3 decision striking down IEPA tariffs as illegal, discussing the implications for corporate refunds, margin expansion and sector rotation. The group examines geopolitical risks tied to Iran, the ongoing rotation into small caps and international equities, weakness in private credit and software, and valuation compression across mega-cap tech ahead of NVIDIA earnings. They also explore improving rental trends, sector leadership shifts toward value and cyclicals, and longer-term themes ranging from AI-driven physical automation to autonomous vehicles and global events like the World Cup as potential economic tailwinds.WisdomTree: https://www.wisdomtree.com/investments
Show from 02/13/26Host Jeremy Schwartz and Professor Siegel discuss a strong employment report and a softer-than-expected CPI print, highlighting rising real wages, easing rental inflation, and stabilization in unemployment claims. Professor Siegel also addresses growing AI-driven market anxiety, tariff developments, and why he believes the ongoing rotation away from the MAG-7 does not derail the broader bull market. (35:13) Jeremy is joined by Jeff Wenniger, Sam Rines, and Chris Gannatti to break down major global developments, including Russia’s potential return to the dollar system, Taiwan and Singapore’s strong GDP prints, and Japan’s election results strengthening fiscal and defense tailwinds. The group explores the global defense spending supercycle, Asia’s critical role in AI supply chains, and how AI disruption fears are driving sharp rotations within U.S. equities, particularly in software. They also debate whether AI-driven margin compression, pricing competition, and shifting capital flows signal a broader geographic and sector rotation toward international markets and non-tech sectors.WisdomTree: https://www.wisdomtree.com/investments
Show from 02/06/26Host Jeremy Schwartz discusses recent volatility across asset classes, including sharp drawdowns in commodities, bitcoin, and select software stocks. (1:38) Jeremy continues the conversation with Blake Heimann and Michael Fridman, former PM at a major Israeli insurer, and the WisdomTree research team. The discussion centers around AI capital expenditure, the sustainability of tech valuations, and the rotation from mega-cap names into more niche infrastructure and semiconductor plays. Michael and the team also touch on geopolitical factors, including the Japanese elections and Middle East tensions, and examine implications of consumer shifts like Pepsi’s price cut strategy for broader market and advertising trends.Michael Fridman: https://www.linkedin.com/in/michaelfridman23/Blake Heimann: https://www.linkedin.com/in/blakeheimann/WisdomTree: https://www.wisdomtree.com/investments
Show from 01/30/26Host Jeremy Schwartz and Professor Siegel discuss the appointment of Kevin Warsh as incoming Fed Chair, expressing optimism about his independence and stance on inflation. The Professor also comments on the latest inflation print, the Fed’s balance sheet strategy, and the potential impact of tariffs and money supply trends. (13:43) Jeremy is joined by Chris Gannatti, Sam Rines, and Jeff Weniger for a wide-ranging conversation covering tech earnings from Meta and Microsoft, the implications of AI investments on memory and fiber infrastructure, and recent commodity surges in metals like silver and copper. They also explore geopolitical risks in the Middle East and Cuba, European investor sentiment toward U.S. equities and currencies, commodity allocation trends, and macroeconomic developments in Italy with WisdomTree’s Peter Braganti.Piergiacomo Peter Braganti, Director, Macro Research at WisdomTree: https://x.com/peterbragantiChris started a substack, follow him here: https://christophergannatti.substack.com/WisdomTree: https://www.wisdomtree.com/investments
Show from 01/23/26Host Jeremy Schwartz and Professor Siegel discuss updates on the Fed chair race, government shutdown prospects, and delayed tariff rulings. The Professor sees strong economic momentum, rising productivity, and continued strength in value and small-cap stocks. (11:23) Jeremy continues the conversation with Dave Goodson, Head of Securitized Credit at Voya, who discusses bond market reactions to recent policy announcements, including the $200 billion GSE purchase program and its impact on mortgage-backed securities. The group explores trends in spreads, non-agency RMBS opportunities, policy shifts affecting the housing market, and global macro forces including Japan and Iran. They close with a focus on AI-driven infrastructure investments and how they are impacting securitized credit markets.Dave Goodson is a managing director, head of securitized fixed income and a senior portfolio manager for non-agency and agency mortgage-backed securities, commercial mortgage-backed securities and asset-backed securities strategies at Voya Investment Management. Prior to joining Voya, he was a principal at an independent investment bank focused on asset-backed commercial paper transactions. Previously, Dave began his career as a vice president in Wachovia Securities’ asset-backed finance group, marketing and executing securitizations for the bank’s corporate clients. He earned a BS in management from the Georgia Institute of TechnologyVoya: https://advisors.voya.com/WisdomTree: https://www.wisdomtree.com/investments
Show from 09/16/26Host Jeremy Schwartz and Professor Siegel assess recent market data, including mixed signals from CPI and PPI, speculation about Q4 GDP being between 2% and 5%, and jobless claims falling below 200K. Professor Siegel also discusses the Fed’s direction amid political distractions and sees continued momentum for small caps amid easing mortgage spreads. (22:32) Jeremy is joined by WisdomTree’s Jeff Weniger, Chris Gannatti, and Sam Rines to dive into market rotation, the AI narrative, and geopolitical developments. The group explores physical AI with Tesla, credit card rate caps and their implications on credit access, and how crypto and stablecoin regulations may disrupt traditional banking. They also cover a K-shaped economy reflected in early earnings reports and wrap with observations from Asia, the rise of Vietnamese EVs, and speculation on the U.S. revisiting a Greenland acquisition.WisdomTree: https://www.wisdomtree.com/investments
Show from 09/01/26Host Jeremy Schwartz and Professor Siegel discuss the strong jobs report, a surprising GDP revision from the Atlanta Fed, and the evolving political developments in Venezuela and Iran. The Professor also offers thoughts on Trump’s potential Fed chair picks, productivity growth, and AI's impact on markets. (17:09) Jeremy continues with Sam Rines to dive deeper into the geopolitics of oil in Venezuela and Guyana, how it impacts WTI pricing, and why refiners and MLPs may benefit. They explore defense and AI-related investment opportunities in Japan and Europe, potential tariff developments from the Supreme Court, and discuss the recent performance and positioning of gold and commodity markets amid inflation and geopolitical risk..WisdomTree: https://www.wisdomtree.com/investments
Show from 02/01/26Host Jeremy Schwartz and Professor Siegel discuss the strong start to 2026, noting positive holiday spending, a dip in jobless claims, and the potential for a 3% Q4 GDP growth. Professor Siegel outlines three key market events to watch in January: the risk of a government shutdown, the Supreme Court’s decision on tariffs, and the selection of the new Fed chair. (12:34) Jeremy continues with guests Sam Rines and Jeff Weniger, who delve into geopolitical tensions impacting oil markets, the Fed’s potential policy direction, and the outlook for global equity markets. The group discusses AI competition between China and the U.S., emerging strength in Japan and India, and the implications of upcoming IPOs like SpaceX and OpenAI. They also touch on commodity allocations, shifts in value and growth indices, and how holiday spending reflects broader economic resilience.WisdomTree: https://www.wisdomtree.com/investments
Show from 12/19/25Host Jeremy Schwartz and Professor Siegel discuss the final CPI report of the year and the broader inflation outlook. The Prof notes that shelter components are finally weighing on inflation, and expects a continued downward trend into 2026. He sees room for the Fed to cut rates if the economy weakens, and believes markets are well-positioned heading into the new year. (09:03) Jeremy continues with guest Andreas Kern, founder of Wikifolio, to explore how German retail investors are positioning for 2026. Andreas shares data on shifting equity allocations, including a strong tilt toward industrials, basic materials, and value strategies. The conversation covers defense spending, AI narratives, Tesla, underrepresentation of equities in German portfolios, and sentiment around crypto and gold. Jeremy and the panel also weigh in on market rotation, yield curves, and long-term inflation expectations, offering a global perspective on evolving market themes. Wikifolio: https://www.wikifolio.com/en/int/homeAndreas Kern: https://www.linkedin.com/in/andreas-kern-905214/?originalSubdomain=atFor more information on the index Jim Bianco discussed: https://www.biancoadvisors.com/index-updates/WisdomTree: https://www.wisdomtree.com/investments
stocks. Professor Siegel highlighted potential market risks from a Supreme Court tariff ruling and a possible government shutdown, while remaining optimistic on inflation and economic momentum heading into 2026. (11:20) Jeremy continues with Chris Gannatti and Sam Rines, exploring AI’s evolving role in corporate strategy and earnings. The conversation covers OpenAI's latest model, Oracle's bid to join hyperscalers, and potential oil market shifts tied to Venezuela. They also analyze consumer strength through earnings from firms like Costco and Lululemon, and discuss how software companies must adapt or risk obsolescence in the AI age.WisdomTree: https://www.wisdomtree.com/investments/
Show from 12/05/25Host Jeremy Schwartz and Professor Siegel opened this week’s episode reflecting on the changing nature of Black Friday, ongoing consumer strength, and the outlook for interest rate cuts amid mixed economic data. The Professor discussed Kevin Hassett’s emergence as a top Fed Chair candidate, tech sector volatility, and competition in the AI space. (10:39) Jeremy continues with Sam Rines and Chris Gannatti for a special Thanksgiving episode, joined by their children to explore youth shopping trends. The group covers holiday consumer behavior, competition among AI models and chipmakers, and potential market overreactions to recent shifts in sentiment. They also discuss the implications of energy inventory dynamics and underappreciated tech plays like Amazon and Apple, rounding out with a preview of AI’s future impact on education, investing, and consumer preferences.Dovile Silenskyte, CFA Director, Digital Assets Research at WisdomTree: https://www.linkedin.com/in/dovilesilenskyteWisdomTree: https://www.wisdomtree.com/investments
Show from 11/28/25Host Jeremy Schwartz and Professor Siegel opened this week’s episode reflecting on the changing nature of Black Friday, ongoing consumer strength, and the outlook for interest rate cuts amid mixed economic data. The Professor discussed Kevin Hassett’s emergence as a top Fed Chair candidate, tech sector volatility, and competition in the AI space. (10:39) Jeremy continues with Sam Rines and Chris Gannatti for a special Thanksgiving episode, joined by their children to explore youth shopping trends. The group covers holiday consumer behavior, competition among AI models and chipmakers, and potential market overreactions to recent shifts in sentiment. They also discuss the implications of energy inventory dynamics and underappreciated tech plays like Amazon and Apple, rounding out with a preview of AI’s future impact on education, investing, and consumer preferences.Emma Shine Spotify: https://open.spotify.com/artist/6wUgQ9GHl0eKFwqw3Mqk2p?si=G1N5Uz__RxKgk12Wmd4-HAEmma Shine Youtube: https://www.youtube.com/@EmmaShine-singg/shortsWisdomTree: https://www.wisdomtree.com/investments
Show from 11/21/25Host Jeremy Schwartz and Professor Siegel unpack the week's key market themes, focusing on Nvidia’s earnings volatility, jobless claims trends, and potential monetary policy shifts. The Professor highlights creeping continuing claims, waning private credit enthusiasm, and questions surrounding AI investment’s return on capital. (16:07) Jeremy continues with Sam and Jeff to assess Nvidia’s post-earnings dip, Google's AI strides with Gemini 3, and shifting tech leadership. The group explores value stocks’ evolving makeup, consumer strength as seen in Walmart's earnings, and potential geopolitical shifts in Venezuela’s oil market. They wrap with views on holiday spending, U.S. housing dynamics, and retail sector resilience.WisdomTree: https://www.wisdomtree.com/investments
Show from 11/14/25Host Jeremy Schwartz and Professor Siegel discuss the market reaction to the government shutdown, the Fed's hawkish stance, and AI-driven market surges. The Professor critiques the Fed’s focus on inflation drivers like insurance rates, revisits debates on equity-risk premiums at a recent CFA Society event, and addresses the long-term outlook for stocks versus bonds. (15:18) Jeremy is joined by Jeff, Chris, and Sam for a wide-ranging discussion on the AI-driven tech buildout and compute shortages, including concerns about capital expenditure sustainability. They explore new affordability strategies like the proposed 50-year mortgage, assess policy developments from the Trump administration, and evaluate international market dynamics between China and India. The episode closes with insights on quality factor rotation and concerns around the sustainability of current tech valuations.WisdomTree: https://www.wisdomtree.com/investments
Show from 11/07/25Host Jeremy Schwartz and Professor Siegel discuss conflicting jobs data amid the government shutdown, political fallout from the recent elections, and the implications of potential Supreme Court rulings on tariffs. The Professor warns about the possible economic drag from the shutdown during the holiday season and offers his market perspective, noting AI investment strength and skepticism around market bubble fears. (15:00) Jeremy continues with guests Jeff Weniger, Chris Gannatti, and Sam Rines to unpack the Supreme Court's tariff case, recent AI market volatility, and the implications of energy constraints on future data center development. They explore earnings season surprises, Japan's market volatility tied to SoftBank, and Warren Buffett's continued investment activity. The conversation closes with in-depth views on India's economic trajectory, gambling markets' impact on traditional betting operators, and the risks and hype cycles in crypto and equity speculation.WisdomTree: https://www.wisdomtree.com/investments
Show from 10/31/25Jeremy is joined by Sam Rines, Jeff Weniger, and Chris Gannatti, who analyze big tech earnings from Amazon, Meta, and others, emphasizing the early stages of the AI investment boom. The group discusses the infrastructure demands of data centers, energy policy challenges, and geopolitical developments following Trump’s Asia tour. They close by exploring how companies beyond tech are benefiting from AI, implications of potential government shutdowns, and the resilience of consumer spending ahead of the holidays. (31:34) Jeremy continues with Professor Siegel who discusses the Fed’s unclear stance on rate cuts, with Siegel noting stronger-than-expected economic data and robust market performance. They analyze Powell’s cautious comments and anticipate the importance of upcoming holiday spending data, while also touching on market resilience, QT ending, and how the current environment differs from past bubblesWisdomTree: https://www.wisdomtree.com/investments
Show from 10/17/25Host Jeremy Schwartz and Professor Siegel discussed recent signs of credit stress and how markets are reacting to pressures in private credit. Professor Siegel emphasized that while some private credit deals may go bad, there is no broader systemic risk, citing strong earnings from major banks as evidence. He maintained that the bull market remains intact and projected a 25-basis point Fed rate cut as a near certainty, while dismissing Bitcoin’s current performance as a failure in short-term diversification. He also commented on geopolitical developments, inflation data delays, and anticipated gold’s continued rise amid growing interest in blockchain-based assets. (12:06) Jeremy continues the conversation with Sam Rines, Jeff Weniger, and Chris Gannatti, beginning with takeaways from strong earnings by American Express and Snap-On, signaling ongoing strength in consumer and industrial spending. The group discusses stress in regional banks and private equity, rising investor focus on gold as part of a “60/20/20” portfolio, and narratives surrounding currency debasement. Chris dives into developments in autonomous vehicles, with Waymo’s expansion into London and Houston, and provides updates on OpenAI’s monetization and user growth strategies, suggesting it may evolve into a “super app.”They also explore international themes, including Japanese market opportunities tied to political shifts and valuation gaps, with Sam and Jeremy highlighting investor apathy and potential upside. Jeff discusses the divergence between surging precious metals and falling oil prices, raising questions about the macroeconomic outlook and its implications for Fed rate cuts. Sam adds that U.S.-China trade talks are likely to yield minor but positive outcomes, such as soybean purchases, which could help stabilize markets. The show closes with Jeff contrasting consumer spending forecasts from MasterCard and Deloitte, raising skepticism about survey-based holiday retail projections. Chris and Sam then reflect on investor behavior, particularly among younger generations holding excessive cash allocations. Finally, the team touches on biotech and quantum computing, emphasizing the long timelines and high uncertainty around commercializing innovations in these sectors, despite strong investor interest.WisdomTree: https://www.wisdomtree.com/investments
Show from 10/10/25Host Jeremy Schwartz and Professor Siegel discuss the market’s resilience amid a continued government shutdown, emphasizing the positive momentum driven by AI and the broader economic environment. Professor Siegel warns about the potential for negative consumer sentiment if the shutdown lingers and points to recent data and global central bank comparisons to support the case for U.S. rate cuts. He also addresses the state of private credit markets, gold and bitcoin trends, and implications of current tariff levels, while noting AI remains a strong market driver. (13:55) Jeremy continues the conversation with Jeff Weniger and Sam Rines before welcoming guest Jim Bianco. Sam shares insights from a recent trip to Mexico, noting optimism from local investors and a surprising lack of concern about U.S. tariffs. He also discusses geopolitical tensions and Chinese EV penetration in Mexico. Jeff offers analysis of stress in private credit markets, highlighting the case of First Brands and broader implications for underwriting standards. The episode then transitions to an in-depth discussion with Jim Bianco, who outlines how a stalled flow of immigration could be reshaping the labor market and the Fed's rate path. He explores how AI is already influencing GDP through data center and energy build-outs, compares its trajectory to the internet’s evolution, and discusses long-term inflation expectations shaped by remote work and global segmentation. Jim also reflects on Fed governance and independence, challenges in interpreting the yield curve, and his fixed income index strategy that leverages ETFs to express macro views. He closes by reaffirming his “4-5-6” return framework and how AI-driven equity gains are masking broader market underperformance.Jim Bianco on X: https://x.com/biancoresearchWebsite: https://www.biancoresearch.com/visitor-home/ WisdomTree: https://www.wisdomtree.com/investments
A provide a more predictive measure of long-term profitability. He explains how this adjustment enhances factor models, offers downside protection characteristics, and discusses implications for accounting standards, portfolio construction, and international investing.Guest: Robert A. Korajczyk is Senior Associate Dean, Faculty and Research and the Harry G. Guthmann Professor of Finance and co-director of the Center for Financial Institutions and Markets. At Kellogg, Korajczyk has previously served as Senior Associate Dean: Curriculum and Teaching, Chair of the Department of Finance, Director of Graduate Studies for the Department of Finance, and Director of the Zell Center for Risk Research. He has held visiting faculty appointments at the University of Chicago, the Vienna University of Economics and Business, the University of Melbourne, the University of Vienna, and the Hong Kong University of Science and Technology. Professor Korajczyk received his BA, MBA, and PhD degrees from the University of Chicago.Robert on LinkedIn: https://www.linkedin.com/in/robert-korajczyk-b1565714/WisdomTree: https://www.wisdomtree.com/investments
Show from 09/26/25Jeremy Schwartz and Professor Siegel review the week’s key economic developments, focusing first on inflation metrics with the PCE deflator and personal income/spending data matching expectations. Professor Siegel emphasizes the significance of stronger-than-expected durable goods orders and a narrowed trade deficit, which have led to upgraded Q3 GDP forecasts from major banks. He also comments on recent remarks from Fed Governor Myron regarding a lower neutral interest rate, citing demographic trends and productivity considerations. The Professor maintains a cautious outlook on the potential impact of tariffs, especially heading into the critical holiday season, and flags the upcoming government shutdown as a potential disruptor to next week’s jobs report. They’re joined by Chris Gannatti, Jeff Weniger, and Sam Rines for a robust discussion that spans trade, technology, and market positioning. They unpack new proposed tariffs from the Trump campaign, assess the durability of corporate strategies for mitigating trade friction, and analyze the AI infrastructure boom—highlighting NVIDIA, OpenAI, and hyperscaler investment cycles. The team debates whether current AI valuations are sustainable, comparing them to past tech cycles, and explore quantum computing as an emerging, though still speculative, theme. The conversation turns to government industrial policy and its role in revitalizing domestic semiconductor manufacturing, particularly around Intel. Finally, they discuss overlooked opportunities in small and mid-cap U.S. equities, noting how rate cuts and strong consumer data, like Costco’s same-store sales, could fuel upside for cyclicals heading into year-end.WisdomTree: https://www.wisdomtree.com/investments
Show from 09/19/25Host Jeremy Schwartz is joined live from Mallorca by Pierre Debru, Head of Research at WisdomTree Europe, to explore shifting investor sentiment across the continent. Pierre discusses how European investors are reallocating away from the US and toward domestic equities and thematics like defense, nuclear, and rare earths, fueled in part by a weaker dollar. He outlines the renewed interest in defense investing spurred by NATO's 5% GDP spending target, as well as the long-term outlook for Europe’s political and fiscal stability across markets like Greece, Poland, and Italy. The conversation covers capital efficiency, the need for diversification through gold and crypto, and the rise of thematic exposure to quantum computing and AI-related infrastructure. (30:17) Professor Siegel and Kevin Flanagan join to analyze the Fed’s latest 25 basis point rate cut. Professor Siegel emphasizes the strength of the consumer, upward revisions to GDP forecasts, and unity within the Fed despite differing views reflected in the dot plots. He critiques the current path of policy, pointing to lingering inflation concerns from tariffs and the need for further rate cuts amid signs of softening in the labor market. Siegel also discusses falling mortgage premiums, the resilience of housing and business investment, and how investment incentives and AI are likely to benefit small-cap firms over time.Pierre Debru on LinkedIn: https://www.linkedin.com/in/pierre-debru/Kevin Flanagan on LinkedIn: https://www.linkedin.com/in/kevin-flanagan-wt/ WisdomTree: https://www.wisdomtree.com/investments
Show from 09/12/25Host Jeremy Schwartz and Professor Siegel analyze the recent inflation data, highlighting the implications for next week’s pivotal Fed meeting. The Professor suggests a 25-basis-point rate cut is likely, but notes that a weak retail sales report could justify a 50-basis-point move. He emphasizes the importance of the September dot plot in gauging Fed sentiment and explores the limited current impact of tariffs on inflation metrics, despite market anticipation. Siegel also points to diverging signals in the CPI and PPI reports and the potential for dissenting votes within the Fed as signs of growing internal debate. (9:28) Jeremy is joined by Sam Rines, Jeff Weniger, and Chris Gannatti for a dynamic discussion covering Fed expectations, political volatility, and macroeconomic developments. The team examines Oracle’s massive AI-linked bookings and its potential to reshape the software sector, discusses how manufacturers are navigating tariffs with pricing power, and reflects on potential Supreme Court developments that could spark a surprise fiscal stimulus. They dive into early innings of AI adoption, exploring how government policy, private innovation, and breakthroughs in biotech and quantum computing may drive future productivity. The group discusses European defense spending as a de-risked investment theme and the rising significance of Asian defense budgets, particularly in Japan, India, and South Korea. They close with commentary on under-owned trades like gold and Japanese equities, the challenge of disrupting entrenched players in healthcare, and optimism around innovation driving long-term growth despite short-term valuation concerns.WisdomTree: https://www.wisdomtree.com/investments
Show from 09/05/25Host Jeremy Schwartz and Professor Siegel discuss the latest job report, which showed weaker-than-expected numbers, particularly in manufacturing and healthcare. The Professor highlights that while the household survey showed a gain, it's too volatile to weigh heavily. He emphasizes that the labor market is softening, which aligns with the bond market's pricing-in of rate cuts at upcoming Fed meetings. Siegel also notes productivity data remains unimpressive despite a recent bounce and reiterates his belief that equity markets remain in a bull phase, supported by anticipated rate cuts and broader AI optimism. (11:51) Jeremy is then joined by Sam Rines and Jeff Weniger, who analyze consumer behavior through companies like Costco and Lululemon, noting that middle- and upper-income consumers remain resilient. They dive into the struggles of traditional staples like Kraft-Heinz and Pepsi, which are facing breakup speculation and activist investor pressure, while also discussing historical examples of value creation through corporate spin-offs. The conversation expands to gold and gold miners, which are benefiting from central bank buying, falling interest rates, and improved operational efficiencies. In the second half of the episode, Blake Heimann and Chris Gannatti join to unpack insights from a tech conference, highlighting AI infrastructure trends, chip supply dynamics, and the rising relevance of companies like NVIDIA, Broadcom, and SoftBank. They also explore pressures in the software sector from private competitors and ongoing leadership transitions. The group discusses how firms are building agentic AI workflows atop specialized datasets, creating opportunities and risks as Big Tech integrates AI across platforms. The show closes with a detailed conversation on AI compute economics, GPU payback cycles, and the sustainability of massive CapEx spending in AI infrastructure.Blake Heimann on LinkedIn: https://www.linkedin.com/in/blakeheimann/?originalSubdomain=ukWisdomTree: https://www.wisdomtree.com/investments
Labor sub-council. Mr. Zick is a graduate of the University of Notre Dame with a B.B.A. in finance and a Japanese concentration and is a Chartered Alternative Investment Analyst. Mr. Zick grew up on a family dairy and crop farm in Northeastern Pennsylvania.Brandon Zick: https://www.linkedin.com/in/brandon-zick-394a5310WisdomTree: https://www.wisdomtree.com/investments
Show from 08/29/25Host Jeremy Schwartz and Professor Siegel discuss the PCE inflation data coming in exactly as expected, a surprising widening in the July trade deficit, and the implications of upcoming employment data on the Fed's decision-making. The Prof suggests a 25 basis point cut is likely unless job numbers are unexpectedly weak. (14:22) Jeremy is joined by Sean Avory, CIO of Avory Co, who shares his constructive view on markets, discusses opportunities in small and mid-cap equities, and outlines his firm's high-conviction investment strategies across public and private markets. The conversation highlights themes such as AI infrastructure, data-driven investing, and identity verification as a key growth sector. Sean also offers insight on valuation dislocations caused by passive investing trends and the role active ETFs may play going forward.Wisdom Tree: https://www.wisdomtree.com/investments
Show from 08/22/25Host Jeremy Schwartz and Professor Siegel react to Powell’s dovish shift in tone, with the Professor characterizing it as a clear pivot towards rate cuts. Siegel emphasizes that inflationary pressures driven by tariffs are likely to be treated as one-time increases and ignored by the Fed, while the labor market becomes the primary focus going forward. He outlines a forecast of 75 basis points of cuts by early next year, contingent on labor conditions, and notes that falling long-term yields could significantly ease mortgage rates, supporting continued strength in equities. (28:36) Jeremy continues with Samuel Rines live from Margate, where they examine how corporate earnings, particularly from Walmart and Ross stores, reveal that consumers remain active despite rising prices. However, they caution that tariff impacts are starting to show up in margins, especially for small caps, which have already been under pressure from high interest rates. The conversation turns to sector positioning, including renewed strength in defense stocks amid European geopolitical developments, and optimism around Japan’s equity markets driven by favorable global policies and undervaluation. They also discuss the role of government involvement in strategic industries like semiconductors, the equity premium in Japan versus the U.S., and how policy changes are reshaping investment flows. Sam concludes that managing margins, not revenues, will be the critical driver of equity performance over the next 6 to 12 months, especially as companies navigate cost pressures without triggering political backlash.Wisdom Tree: https://www.wisdomtree.com/investments
Show from 08/15/25Host Jeremy Schwartz and Professor Siegel unpacked a busy week of economic news, starting with an analysis of the CPI and PPI data. The Professor highlighted how headline inflation may appear elevated due to one-off components like portfolio management fees but emphasized that key metrics feeding into the Fed’s preferred PCE deflator remained tame. He also reiterated his longstanding view that the Fed should not react to tariff-induced inflation and spotlighted next week's Jackson Hole speech from Jerome Powell as a pivotal moment for monetary policy. (12:17) Jeremy continued the show with Sam Rines and the Wisdom Tree team, exploring the implications of the Trump-Putin summit, the enduring global defense spending cycle, and the long-term impact of defense innovation on technology. They analyzed inflation indicators, alternative shelter metrics, and sector reactions, including defense, AI, housing, and chipmakers. The conversation closed with reflections on earning season surprises, small-cap sensitivity to Fed policy, and geopolitical dynamics shaping tech and energy infrastructure.Wisdom Tree: https://www.wisdomtree.com/investments
Show from 08/08/25Host Chris Gannatti and Professor Siegel discuss Trump’s recent Fed nominations, labor market weakness, and the likelihood of a September rate cut. The Professor notes seasonal market risks in late August, continued strength in AI-driven tech earnings, and trade tensions impacting India, which he views as a potential buying opportunity. He also highlights his new article on the challenges of conducting monetary policy under the current interest-on-reserves system. (12:18) Chris continues with Samuel Rines, and Jeff Wenninger, exploring India’s oil trade dynamics with Russia, Trump’s geopolitical tactics, and the broader implications for markets. The conversation shifts to the Fed’s outsized influence, the economics of premium credit cards, and potential competition from stablecoins. They close with thoughts on airline travel trends, the energy demands of AI infrastructure, and big tech’s strategies in AI deployment and monetization.Wisdom Tree: https://www.wisdomtree.com/investments
Show from 08/01/25Host Jeremy Schwartz and Professor Siegel dive into market sentiment following Powell's recent remarks. The Professor discusses the Fed's hawkish stance, Powell's views on the neutral rate, and the implications of inflation driven by tariffs. He emphasizes concern over potential delays in Fed action and critiques Powell's consistency in messaging. (29:20) Jeremy continues the show with Sam Rines, Jeff Weniger, and Chris Gannatti to break down the August jobs report, implications of the two FOMC dissents, and the Fed’s hesitancy to pivot despite softening labor data. They discuss WisdomTree’s acquisition of Series Partners and the strategic importance of farmland investment. The team also reviews earnings from major tech firms and the role of AI in driving productivity. Lastly, they assess global trade dynamics and the geopolitical implications of new tariffs, alongside potential impacts of evolving AI technologies.Wisdom Tree: https://www.wisdomtree.com/investments
M University – Commerce, and she is also a chartered financial analyst (CFA).Ryan Louvar on LinkedIn: https://www.linkedin.com/in/ryanlouvar/Dovile Silenskyte on LinkedIn: https://www.linkedin.com/in/dovilesilenskyte/Wisdom Tree: https://www.wisdomtree.com/investments
Johnson, and Nvidia.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity space.Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/cgannatti?lang=enFollow Jeff Weniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 07/11/25Host Jeremy Schwartz and Professor Siegel discuss the recent tariff headlines and market reactions. Professor Siegel highlights that tariffs and guidance for Q3 are currently driving the markets, but he remains skeptical that new tariffs will significantly impact economic growth. (11:41) Jeremy then talks with Sam Rines, Chris Gannatti, and Jeff Weniger about the broader implications of tariff escalation, the surprising resilience of consumer spending, and the ongoing tech dominance, especially around AI, Apple, Nvidia, and Alphabet. The group also covers geopolitical strategies in investing and the rationale behind redefining emerging markets, particularly with a focus on India and excluding China, Korea, and Taiwan.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity space.Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/cgannatti?lang=enFollow Jeff Weniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 07/03/25Host Jeremy Schwartz and Professor Siegel break down the latest jobs report, noting that while headline numbers surprised to the upside, underlying data show mixed signals and tame wage growth. The Professor expects no rate changes from the Fed in July and sees continued market optimism supported by stable money supply and upcoming trade deals. (11:16) Jeremy is joined by Sam Rines, Jeff Weniger, and Chris Gannatti for an in-depth discussion on the recent Vietnam trade deal, the stalled Japan negotiations, the AI-driven productivity boom, and shifting market leadership from mega-cap tech to industrials, biotech, and small caps. They also cover the potential impact of AI on employment, trends in nuclear energy and robotics, and the broader bullish momentum across global markets heading into the summer.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity space.Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/cgannatti?lang=enFollow Jeff Weniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
P 500 hitting new highs, positive developments from the NATO meetings, and the impact of Middle East dynamics on the markets. The Professor also weighs in on potential Fed moves, a slowing economy, and how firms might use AI to offset tariffs and labor costs. (11:10) Jeremy is joined by Warren Pies of 3Fourteen Research, along with Sam Ryans, Jeff Wenniger, and Chris Gannatti, to unpack second-half market outlooks, the fading oil risk premium, and opportunities in global equities. They cover the technical setup for stocks, the impact of tariffs and a weaker dollar on earnings, and how AI adoption and corporate governance trends could shape markets ahead.Guest: Warren is an Energy Risk Professional – Certified by the Global Association of Risk Professionals. At 3Fourteen, Warren works closely with a team of analysts, data scientists, and developers whose expertise ranges from machine learning, time series analysis, and application development.Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity space.Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Warren Pies on X: https://www.3fourteenresearch.com/about3Fourteen Research: https://www.3fourteenresearch.com/aboutFollow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 06/20/25Host Jeremy Schwartz and Professor Siegel assess the Fed's latest policy posture, ongoing tariff impacts, and inflation expectations. The Professor critiques Powell’s stance on tariff-induced inflation, expresses concern over rising jobless claims and layoffs, and notes the Fed’s significant upcoming workforce reduction. He also discusses the subdued market response to Middle East tensions and his views on AI as a productivity offset. (31:41) Jeremy continues the show with Chris Gannatti, Sam Rines, and Jeff Weniger to explore the implications of geopolitical developments, especially the Israel-Iran conflict, on energy and markets. They dive into U.S. trade negotiations, Japan’s inflation dynamics, and emerging AI trends like robotics investment. The team rounds out the episode with discussions on gold’s valuation, currency positioning, and short-term market outlook.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity space.Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 06/13/25Host Jeremy Schwartz and Professor Siegel discuss the geopolitical ramifications of Israel's recent military strike on Iran, its muted market impact, and the broader implications for inflation and Fed policy. Professor Siegel emphasized Iran’s weakened position, the role of U.S. coordination, and reiterated his view that inflation remains on a downward trend, supporting a Fed rate cut. (10:00) Jeremy continues the conversation with Sam Rines, Jeff Weniger, and Chris Gannatti from WisdomTree. The group explores the geopolitical and market implications of the Israeli strike, oil market reactions, and implications for energy and defense stocks. They also assess inflation data, critique Fed policy, analyze Apple’s innovation struggles, and delve into recent AI developments and global trade negotiations, with particular attention to U.S.-China relations and South Korea’s corporate reform efforts.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceFollow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesWisdom Tree: https://www.wisdomtree.com/investments
Show from 06/06/25Host Jeremy Schwartz and Professor Siegel analyze the latest employment report, which showed a mixed picture with strong healthcare and entertainment hiring, despite downward revisions in prior months. Professor Siegel emphasized the overall positive market sentiment, noting resilience in spending and projecting potential new all-time highs for the S&P 500. (11:23) Jeremy and Chris Gannatti are joined by Dylan Patel, founder of SemiAnalysis, to explore critical AI infrastructure themes discussed at the SCSP conference. They dive into the challenges of US chip policy, the implications of export restrictions, global supply chain risks, and power constraints facing data centers. Dylan provides a deep dive into geopolitics, national security, and whether AI infrastructure spending—especially in the Middle East—is sustainable or represents the next bubble.Guest: Dylan Patel is the Founder, CEO, and Chief Analyst of SemiAnalysis – the preeminent authority on all things AI and semiconductors. Through Dylan’s unwavering commitment to excellence, he has built the firm from the ground up as the recognized authority on the semiconductor supply chain to the cloud ecosystem, machine learning models, and all things in between. Since 2020, SemiAnalysis has transformed its business from a solo venture into a cohesive and focused team to provide breaking news and in-depth analysis for the most strategic, complex, and escalating challenges in the semiconductor industry.Follow Dylan on X: https://x.com/dylan522p?lang=enWisdom Tree: https://www.wisdomtree.com/investmentsSCSP Conference: https://www.scsp.ai/
Show from 04/30/25Host Jeremy Schwartz and Professor Siegel break down the market’s reaction to a dramatically improving trade deficit, discuss expected upward revisions to GDP, and reflect on the latest PCE inflation data. Professor Siegel also shares his views on the Fed’s independence in light of political pressure, tensions with China, and the AI-driven productivity surge. (19:05) Jeremy is joined by Phil Blancato for an in-depth discussion on market positioning, international equities, and the impact of tariffs. They explore bond opportunities, fiscal shifts in Europe, and why small and mid-cap U.S. stocks could see renewed growth. The conversation also covers structural advantages of U.S. consumers and how global trade deals may reshape earnings forecasts.Guest: Philip Blancato is Chief Market Strategist at Osaic, one of the nation's largest providers of wealth management solutions, President and CEO of Ladenburg Thalmann Asset Management, and Chairman of the Ladenburg Investment Policy Committee. As a financial services industry veteran of over 30 years, Philip possesses a specialized knowledge of portfolio and risk management, asset allocation, macroeconomic theory, and constructing and implementing seamlessly integrated platforms of fee-based solutions. Before Ladenburg Thalmann and Osaic, Philip was Managing Director of Advisory Services at PowellJohnson, where he directed the creation and implementation of a suite of fee-based platforms. He also worked for Prudential Securities where he held various positions within the Investment Management Services division before becoming First Vice President and Director of Portfolio Management Programs. During his tenure, Portfolio Management became one of the most successful divisions within Prudential Securities, with assets in excess of $16 billion. Philip regularly appears in national media outlets including the Wall Street Journal, Reuters, CNBC, and Fox Business, and speaks at industry events. He has a Bachelor of Science in Finance from Kean University, and a Marketing Continuing Education degree from New York University. Philip is also an Accredited Investment Fiduciary and has completed the Securities Industry Association accredited program at Wharton Business School.Follow Philp on X: https://x.com/philblancato?lang=enWeekly Market Impact: https://open.spotify.com/episode/78DYJPnxKxNJXZkiINVjpPWisdom Tree: https://www.wisdomtree.com/investments
Show from 05/23/25Host Jeremy Schwartz and Professor Siegel break down the latest market concerns, focusing on President Trump's Truth Social posts and the potential impact of threatened tariffs on Apple and the EU. Professor Siegel expresses a cautiously optimistic view on markets, contingent on the rollback of these tariffs, and comments on unemployment claims, inflation indicators, and bond market reactions. (14:56) Jeremy continues with guests Sam Rines, Chris Gannatti, and Jeff Weniger to explore the implications of Trump's tariff threats, particularly on luxury European goods and Apple’s production strategy. They delve into trade negotiations, the bond market's influence on fiscal policy, and the potential for an austerity-driven economic debate. The team also evaluates AI’s economic impact, energy policies influenced by geopolitical strategies, and developments at major tech firms like Google and Microsoft, ending on mixed notes of caution and optimism for market trends and consumer behavior.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceFollow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesWisdom Tree: https://www.wisdomtree.com/investments
Show from 03/21/25Host Jeremy Schwartz and Professor Siegel discuss recent market resilience, the impact and perception of new tariffs, and why inflation expectations may be overstated. The Professor highlights consumer sentiment dips and sees potential upside if tariff fears remain contained. (15:24) Jeremy continues with Sam Rines and Chris Gannatti to analyze geopolitical and economic developments. They explore the implications of Trump’s Middle East trip, U.S.-China tech tensions, and India’s growing strategic importance. The conversation also dives into the state of the AI and robotics industries, potential biotech breakthroughs, and broader market signals suggesting improving investor sentiment.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceFollow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesWisdom Tree: https://www.wisdomtree.com/investments
Show from 05/09/25Host Jeremy Schwartz and Professor Siegel focus on Powell’s Fed commentary, discussing the lack of policy surprises, concerns about stagflation, and Siegel's critique of the Fed's rigid rate-setting practices. The professor also warns about supply chain disruptions from China and the risk of economic slowdown if tariffs persist. (34:15) Jeremy is joined by Macro Charts (referred to as MC), who shares his views on global market sentiment, tactical asset shifts, and the potential for a dollar rebound. MC discusses underperformance in international markets, rotation out of growth stocks, and strong momentum in Bitcoin, expressing cautious optimism about US equities while noting lingering risks in global currencies and commodities.Guest: Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Macro Charts: https://www.macrocharts.com/Follow Chri Gannatti on X: https://x.com/ChrisGannattiFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 05/02/25Host Jeremy Schwartz and Professor Siegel break down the week’s economic headlines, highlighting resilient market behavior amid ongoing tariff concerns. The Professor points to mixed signals from earnings reports and the labor market, questions surrounding Q1 GDP contraction, and a lack of visible inflationary effects from tariffs thus far. (18:21) Jeremy continues the conversation with colleagues Sam Rines, Jeff Weninger, and Chris Gannatti. They explore how consumer staples companies are adjusting guidance amid pricing pressures, and how the broader market is reacting to headlines about trade deals, particularly with China and India. The group also dives into AI infrastructure investment, rotation beyond the Magnificent Seven, and potential catalysts for international equity markets, including Europe and India.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceFollow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesWisdom Tree: https://www.wisdomtree.com/investments
Show from 04/25/25Host Jeremy Schwartz and Professor Siegel covered the market impacts of tariffs, interest rate policy, and long-term inflation expectations. Professor Siegel emphasized the case for lower interest rates, highlighted trends in manufacturing decline, and discussed market resilience amid tariff concerns. (30:19) Jeremy is joined by David Kotok to discuss the economic consequences of tariff shocks, Federal Reserve policy, and insights from Kotok’s new book, The Fed and the Flu. They explore historical responses to pandemics, current financial stability risks, and the evolving role of central banks, while also addressing municipal bonds, gold, and global trade dynamics.Guest: David Kotok co-founded Cumberland Advisors in 1973 and during his career served as its chief investment officer, CEO, and board chairman. He remains a strategic advisor at Cumberland. David’s articles and financial market commentaries have appeared in the New York Times, the Wall Street Journal, Barron’s, and other publications. He is a contributor or source to Bloomberg, Yahoo, CNN, Reuters, USA Today, and other media. He holds a B.S. in economics from the Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from the School of Arts and Sciences at the University of Pennsylvania, and an M.A. in philosophy from the University of Pennsylvania. In addition to The Fed and the Flu, David has authored or co-authored four other books, including From Bear to Bull with ETFs (now in its second edition) and Adventures in Muniland. He has also written three monograph pamphlets. The first of these is “Lessons from Thucydides,” which details information asymmetries and their implications for investors and world affairs. The second is “Zika,” a work that compiles David’s research, interviews, and personal experience concerning the Zika virus and its potential for serious damage in the way of health and monetary costs. The expense for individuals can be devastating; and in the case of governments, ballooning health budgets may affect municipal bond ratings. The third is “Yield Curve Control – The story of ZIRP and NIRP.” The yield curve is usually defined as the range of yields on Treasury securities from three-month Treasury bills to 30-year Treasury bonds. David’s narrative and graphics tell the story of ZIRP (zero interest rate policy) and NIRP (negative interest rate policy) and explore what happens when central banks use YCC to control interest rates along some portion of the yield curve. David formerly served as Program Chairman for the Global Interdependence Center, or GIC, whose mission is to encourage the expansion of global dialogue and free trade in order to improve cooperation and understanding among nation states, with the goal of reducing international conflicts and improving worldwide living standards. David chaired the GIC's Central Banking Series andorganized a five-continent dialogue held in Cape Town, Hong Kong, Hanoi, Milan, Paris, Philadelphia, Prague, Rome, Santiago, Shanghai, Singapore, Tallinn, and Zambia (Livingstone). He received the Global Citizen Award from GIC for his efforts and vision over many years and currently serves on the advisory board to the GIC’s College of Central Bankers. In conjunction with GIC, David organizes fishing retreats, primarily in Maine, that are affectionately known as “Camp Kotok” by friends and many in the financial press.Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Follow Sam Rines on X: https://x.com/SamuelRinesWisdom Tree: https://www.wisdomtree.com/investmentsGIC: https://www.interdependence.org/about/The Fed and the Flu: Parsing Pandemic Economic Shocks: https://www.amazon.com/Fed-Flu-Parsing-Pandemic-Economic/dp/B0DRWBC8XS
Show from 04/18/25Host Jeremy Schwartz and Professor Siegel dive into this week’s market outlook, starting with Powell’s latest commentary and potential rate cuts. The Professor expresses concern over Powell downplaying recent favorable inflation data and suggests a preemptive rate cut is warranted, warning of recession risks if tariffs persist. He also critiques corporate earnings guidance in the face of rising trade uncertainty and emphasizes how tariffs could cap market growth for the foreseeable future. (17:32) Jeremy continues the conversation with Sam, Chris, Jeff, and Kevin, covering a wide array of macro topics. The discussion highlights bullish sentiment on non-U.S. markets, especially Japan, Mexico, and India amid shifting trade dynamics. The group also debates long-term investment themes, including the resilience of AI and tech despite tariff concerns, the resurgence of gold, and the critical role of cybersecurity in modern portfolios.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceFollow Sam Rines on X: https://x.com/SamuelRinesFollow Chris Gannatti on X: https://x.com/SamuelRinesWisdom Tree: https://www.wisdomtree.com/investments
Show from 04/11/25Host Jeremy Schwartz and Professor Siegel reviewed a volatile week in the markets, focusing on rising yields and the dollar’s slide. The Professor attributed bond market moves to growing concerns about the U.S. deficit and potential shifts in global reserve currency dynamics. He emphasized the inflation impact of tariffs, potential recessionary risks, and questioned the long-term dominance of the U.S. economy. (47:03) Jeremy continues with Kevin Flanagan, Chris Gannatti, Jeff Weniger, and Sam Rines to unpack market reactions to geopolitical tensions, shifts in monetary policy expectations, and emerging market dynamics. The group discusses bond market mechanics, foreign policy ramifications, the relative strength of dividend-paying stocks, and how tech and AI trends may evolve amid supply chain and tariff uncertainty.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceAs part of WisdomTree’s Investment Strategy group, Kevin Flanagan serves as Head of Fixed Income Strategy. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was Managing Director and Chief Fixed Income Strategist for Wealth Management. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Kevin Flanigan on X: https://x.com/kevinflanaganwt Follow Chri Gannatti on X: https://x.com/SamuelRinesWisdom Tree: https://www.wisdomtree.com/investments
Show from 04/04/25Host Jeremy Schwartz and Professor Siegel dive into this week’s discussion with a focus on new tariff policies, the Fed’s next moves, and implications for the money supply. Professor Siegel criticizes the tariffs as a major unforced error, warns about the potential for a bear market if retaliations continue, and argues that the Fed should cut rates regardless of the inflationary effects of tariffs. (42:43) Jeremy continues with Sam Rines and Kevin Flanagan to unpack the global trade tensions and how countries like India, Mexico, and Japan might respond. They analyze market volatility, discuss sector positioning amid interest rate shifts, and explore geopolitical scenarios, including U.S.-China dynamics and potential policy off-ramps. Kevin and Sam also share views on fixed income strategy and what to expect from the Fed and fiscal policy in the weeks ahead.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.As part of WisdomTree’s Investment Strategy group, Kevin Flanagan serves as Head of Fixed Income Strategy. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was Managing Director and Chief Fixed Income Strategist for Wealth Management. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Kevin Flanagan on LinkedIn: https://www.linkedin.com/in/kevin-flanaganWisdom Tree: https://www.wisdomtree.com/investments
Show from 03/28/25In this episode of Behind the Markets, host Jeremy Schwartz kicks off with an interview featuring Andreas Kern, CEO of WikiFolio, a unique German social trading platform that enables individuals to publish model portfolios and convert them into exchange-listed products. Kern discusses the recent sharp shift in investor behavior from U.S. equities to German mid-cap stocks, signaling growing confidence in European markets. He attributes this trend not only to valuation opportunities but also to cultural and structural differences in how Europeans and Americans approach risk, especially in relation to pension systems. Popular themes among German investors include defense and AI, with stocks like Rheinmetall and MercadoLibre topping portfolios. Kern also shares his ambition to bring WikiFolio to the U.S., positioning the platform as a democratizing force in asset management.(15:00) The second half of the episode shifts to macroeconomic strategy with Kevin Flanagan, Sam Rines, and Jeremy discussing the implications of tariffs, interest rates, and fiscal policy. Sam breaks down how tariffs affect U.S. businesses and consumers, while Jeremy highlights Professor Siegel’s concerns that tariffs could hurt capital inflows and raise rates. With “Liberation Day” (April 2) expected to bring clarity on trade policy, the group analyzes market reactions and resilience, suggesting much of the impact may already be priced in. The conversation then broadens to long-term themes: the Fed’s reactionary role, global defense spending surges (especially in Europe), and Trump’s potential tax reforms, including zero taxes for middle-income earners and cracking down on offshore corporate shelters. The episode closes with speculation on how tariffs might serve not just as trade tools but as revenue generators in a shifting economic order.Guest: Before founding wikifolio, Kern gained more than a decade of experience in the finance and payment industries, leading Paybox Austria GmbH to profitability and co-founding Payolution GmbH, which was later sold to Skrill/Moneybookers. He studied mathematics and computer science, holds a Master of Science in Innovation Management from Johannes Kepler Business School Linz, and is a trained exchange trader for futures and spot markets. His vision for wikifolio remains clear: make professional-level trading strategies more accessible, transparent, and rewarding for all investors.Follow Andreas Kern on X: https://twitter.com/AKE_Wikifolio/More about Andreas: https://www.wikifolio.com/en/int/about-wikifolio/our-management Follow Sam Rines on X: https://x.com/SamuelRinesFollow Kevin Flanigan on X: https://x.com/kevinflanaganwt Wisdom Tree: https://www.wisdomtree.com/investments
Show from 03/21/25Host Jeremy Schwartz and Professor Siegel break down the Fed's latest meeting, noting Powell's dovish tone despite downgraded growth and higher inflation forecasts. The Professor emphasizes that inflation risks from tariffs appear temporary and market sentiment hinges on the upcoming April 2nd tariff announcements. (27:52) Jeremy continues the conversation with WisdomTree’s Samuel Rines and Christopher Gannatti, diving into Nvidia’s major AI and robotics announcements from its recent conference. The group explores the evolving narrative around self-driving cars, robotics, and global AI spending, along with Buffet’s deepening investment in Japan. They also cover the global market rotation from US to international equities, implications of tariffs on inflation, and how central banks may respond.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceFollow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesWisdom Tree: https://www.wisdomtree.com/investments
Host Jeremy Schwartz and Professor Siegel discuss the market reaction to tariffs and their potential impact on inflation and sentiment. The Professor highlights the sharp decline in the University of Michigan sentiment index, the risks of continued tariff escalation, and his expectations for the upcoming FOMC meeting. He warns that a full-scale tariff war could further pressure equities, while a lighter approach might stabilize markets. (11:52) Jeremy is joined by WisdomTree’s macro team—Chris Gannatti, Jeff Weniger, and Sam Rines—to discuss market rotations, the impact of tariffs on different economies, and trends in Japan’s wage growth. They examine the valuation of major tech stocks, debate Tesla’s shifting market position, and assess Trump’s tax cut proposal. Later, WisdomTree CEO Jonathan Steinberg shares insights from the Digital Asset Summit in Washington, D.C., reflecting on regulatory shifts, the administration’s stance on digital assets, and the evolving role of tokenization and blockchain in financial markets.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/ChrisGannattiFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 03/07/25Host Jeremy Schwartz and Professor Siegel discussed the latest market trends, focusing on the jobs report, volatility in trade policy, and concerns about rising unemployment rates. Professor Siegel highlighted the impact of policy uncertainty on the markets and expressed concern over a potential stall in credit growth, as well as the challenges posed by volatility in energy prices. (12:22) Jeremy continues the conversation with Sam Rines, who shares insights from meetings in Mexico, noting a cautiously optimistic outlook on U.S.-Mexico trade relations. Later, Jeremy sits down with Haim Israel in Tel Aviv to explore major themes for 2030, including the potential of AI to reshape industries, the escalating “tech wars” between the U.S. and China, and the massive infrastructure demands of the AI revolution. Haim discusses the importance of energy independence, advancements in semiconductor demand, and the challenges of cybersecurity and privacy in a rapidly evolving technological landscape.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Haim Israel is a Managing Director and Global Strategist who heads up the Global Thematic Research team. Prior to this position, Israel was the head of Bank of America’s EEMEA Technology, Media and Telecommunication Research team, as well as the head of Israeli Research. In 2020, Israel and team were ranked in first place as the best Thematic Research and ESG – Integrated Climate Change teams in the Institutional Investor Extel Global Survey. Israel attained his MBA from The Hebrew University, Jerusalem, and also holds a dual major in Finance & Business.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Haim Israel on LinkedIn: https://il.linkedin.com/in/haim-israel-4b208871Wisdom Tree: https://www.wisdomtree.com/investments
Show from 02/08/25Host Jeremy Schwartz and Professor Siegel discuss the latest market developments, focusing on the PCE report, GDP revisions, and the impact of tariffs on economic growth. The professor highlights the unexpected trade balance shift, predicting a significant slowdown in Q1 GDP but dismissing recession concerns. He also comments on recent market volatility, particularly in tech stocks like NVIDIA, and notes increased bearish sentiment among investors. (13:03) Jeremy continues the conversation from Europe, joined by Sam Rines, Pierre Debreu, Aneeka Gupta, and Dovile Silenskyte. The group delves into European market dynamics, geopolitical risks, and the impact of tariffs on global trade. They also discuss trends in AI and semiconductors, the evolving role of cryptocurrencies in institutional portfolios, and the rising influence of gold as a hedge against economic uncertainty.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Dovile Silenskyte, Director, Digital Assets ResearchDovile is a director of digital assets research at WisdomTree. Prior to joining WisdomTree in May 2024, Dovile worked as an index equity product strategist at BlackRock. In her current role she is responsible for conducting analysis for in-house digital assets publications and assisting the sales team with client queries around products and markets.Dovile holds a MSc in Finance from Texas A&M University – Commerce. She is also a chartered financial analyst (CFA). Aneeka Gupta is a director of research at WisdomTree. Prior to the acquisition of Exchange Traded Fund (ETF) Securities in April 2018, Aneeka worked as an equity & commodities strategist at the company. Aneeka has 17 years of experience working as a research analyst across a wide range of asset classes. In her current role she is responsible for conducting analysis for all in-house equity, commodity and macro publications and assisting the sales team with client queries around products and markets. Aneeka holds a MSc in Mathematics from Oxford University and a BSc in Mathematics from the University of Delhi, India. She is also a chartered financial analyst (CFA).Traders' InsightFollow Sam Rines on X: https://x.com/SamuelRinesFollow Aneeka Gupta on LinkedIn: https://uk.linkedin.com/in/aneekaperisWisdom Tree: https://www.wisdomtree.com/investments
Show from 02/21/25Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on tariff uncertainties, economic data, and market resilience. Professor Siegel highlights the market’s response to geopolitical developments, earnings expectations, and the potential impact of rising bond yields. He also weighs in on Nvidia, Tesla, and the broader AI landscape, emphasizing the importance of earnings in market performance. (11:41) Jeremy is joined by Chris Gannatti, Sam Rines, and Jeff Weniger to delve into the evolving tech landscape, including Nvidia’s role, Microsoft’s AI push, and the future of quantum computing. They also discuss Apple’s challenges, Tesla’s strategic opportunities, and Japan’s potential manufacturing resurgence. The conversation shifts to geopolitical risks, European defense spending, and emerging market opportunities, particularly in Latin America. Sam outlines recent shifts in WisdomTree’s model portfolios, including a move from Argentina to Mexico and Japan, highlighting macroeconomic trends and market positioning.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/ChrisGannattiFollow Jeff Weniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 02/14/25Host Jeremy Schwartz and Professor Siegel reflect on the Eagles' Super Bowl victory and discuss key economic data, including CPI and PPI surprises, the market's reaction to inflation expectations, and the impact of potential tariff negotiations. Siegel notes that while inflation data was hotter than expected, markets found relief in the lower-than-expected PCE components. He also discusses retail sales disappointments, GDP outlook adjustments, and global economic trends. (13:19) Jeremy continues with Sam Rines, Jeff Weniger, and Christopher Gannatti from WisdomTree to break down geopolitical and market trends. The group covers Modi's U.S. visit and tariff negotiations, India's potential for a free trade agreement, the outperformance of China's "Terrific 10" stocks over the "Mag 7," and Europe's investment push into AI. They also touch on macroeconomic themes such as U.S. debt management strategies and shifting global alliances in trade and security.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 02/07/25Host Jeremy Schwartz opens the show, discussing market trends and economic indicators. Jeremy is then joined by Sonu Varghese from the Carson Group, along with Jeff Weniger, Sam Rines, and Chris Gannatti, for a deep dive into market trends, asset allocation, and economic outlooks. Sonu discusses his positive outlook on the U.S. economy, citing strong labor market fundamentals and productivity growth. The conversation covers key sectors of interest, potential risks from tariffs, and expectations for interest rates. The guests also touch on AI’s impact on productivity and broader market trends shaping investment strategies.Guest: Sonu has over 15 years of experience in the Asset Management industry. Before joining Carson, he was a Partner and Director of Research at Convex Capital Management where he co-managed portfolios, advised clients and led the research effort, including creating a proprietary leading economic index for 30 countries and systematizing investment processes. Prior to that Sonu worked independently with hedge fund managers and high-net worth individuals to develop quantitative investment models for trading equities, options, ETFs and closed-end funds.Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Carson Wealth: https://www.carsonwealth.com/Follow Sonu Varghese on X: https://x.com/sonusvargheseFollow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 01/31/25Host Jeremy Schwartz and Professor Siegel discuss key market developments this week, covering the Fed meeting, the impact of DeepSeek on AI and chipmakers, and the potential consequences of new tariffs. The Prof notes that while the Fed’s latest move wasn’t highly consequential, the removal of certain inflation-related language raised some market expectations. He also highlights how DeepSeek’s AI advancements could challenge high-end chipmakers like NVIDIA while benefiting AI users and the broader economy. (15:13) Jeremy continues with Jeff Winnegar and Sam Rines, diving into the evolving AI landscape, China’s latest moves in AI with Alibaba’s model, and potential investment opportunities. They also analyze earnings trends, including Meta’s strong margins, Microsoft’s underperformance, and a surprising 31% same-store sales jump for Chili’s. The conversation wraps up with a broader discussion on market rotations and shifting sentiment in Silicon Valley towards Washington.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 01/24/25Chris Gannati and Jeff Weniger host this week’s Behind the Markets, sharing insights on the latest market trends. They discuss inflation metrics like CPI and PPI, noting stable progress in controlling inflation, and emphasizing confidence in Federal Reserve policy adjustments. (15:33) Chris and Jeff delve into European markets' performance and shifting investor sentiment, particularly towards Germany and France, driven by improving economic data and valuation opportunities. They also explore currency trends, global investor flows, and the implications of U.S. equity valuations compared to other regions.Guest: Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Chri Gannatti on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 01/17/25Host Jeremy Schwartz and Professor Siegel open this week’s episode by discussing recent market trends, focusing on strong economic data, positive retail sales, and moderating inflation. The Professor emphasizes that bond yields are likely to climb above 5%, while highlighting Bitcoin’s current momentum and potential developments in the broader crypto market. He concludes with comments on valuations and long-term market expectations. (12:10) Jeremy then welcomes guest Jim Bianco from Bianco Research, who provides insights into the bond market. Bianco agrees with Professor Siegel on rising bond yields and discusses how higher yields may affect stocks. He also explores the implications of a strong U.S. dollar, sticky inflation, and global economic dynamics, including challenges in China and Japan’s monetary policy. Bianco shares his views on managing credit risks, favoring bank loans over corporate bonds, and discusses the potential for perpetual bonds from the U.S. Treasury. The conversation wraps up with a look at opportunities in European equities and crypto’s evolving role in financial systems.Guest: Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. 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.Learn more about Jim at: https://www.biancoresearch.com/about-us/Follow Jim on (X)Twitter: @biancoresearch
Show from 01/10/25Host Jeremy Schwartz and Professor Siegel kicked off the episode by discussing the robust job market, the recent surge in inflationary expectations linked to tariffs, and the outlook on interest rates amid real growth concerns. Professor Siegel noted the resilience of commodity prices, the potential for higher long-term rates, and his skepticism about significant rate cuts in 2025, despite positive corporate earnings reports. He also highlighted the impact of rising real rates on stock valuations and his cautious stance on S&P growth projections. (16:08) Jeremy then shifted the conversation to macro strategists Sam Rines and Chris Gennady. Sam emphasized the positive outlook for leisure, hospitality, and business travel sectors, driven by robust consumer demand and stable cost structures. He also discussed the impacts of interest rate movements on financial stocks and energy prices, highlighting the significance of natural gas production in the U.S. Chris provided insights into the latest tech developments, including quantum computing, robotics, and biotech investments by major chipmakers. The discussion concluded with an overview of currency movements, global geopolitical dynamics, and the importance of energy infrastructure, as well as speculation about Canada's potential political and economic shifts.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceFollow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesWisdom Tree: https://www.wisdomtree.com/investmen
Show from 01/03/25Host Jeremy Schwartz and Professor Siegel began the first episode of 2025 by reflecting on the market's robust end to 2024 and the economic outlook for the new year. Professor Siegel emphasized the strong but balanced economic data, predicting no changes in Federal Reserve policy for 2025 and cautioning about potential corrections in the market. He discussed key risks, such as narrow market leadership driven by big tech and lingering bond market pressures, while emphasizing the complexities surrounding tariffs and fiscal policy under the new administration. (16:00) Jeremy was then joined by WisdomTree colleagues Sam Rines and Jeff Weniger for an in-depth discussion of 2025 market dynamics. They explored the potential effects of immigration policies on labor markets, the implications of expected tariffs, and evolving geopolitical risks in Europe and Asia. The group highlighted Argentina's surprising economic turnaround, the deflationary pressures stemming from China, and the ongoing investment potential in India and Japan. They also debated Europe's economic resilience, particularly Germany's DAX performance, despite widespread pessimism. The episode concluded with a lighter discussion on consumer trends, including the recent slowdown in fine wine and luxury goods markets.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 12/20/24Host Jeremy Schwartz and Professor Siegel recap the Fed’s recent rate cuts and their implications for 2024. Professor Siegel discusses the market's reaction to the Fed’s decisions, inflation indicators, and the evolving economic outlook, emphasizing potential rotation within the market’s major sectors. (13:13) Jeremy continues with WisdomTree’s macro team—Sam Rines, Christopher Gannatti, and Jeff Weniger—covering key global developments. They explore the U.S. government’s fiscal negotiations, Google’s efficiency push in AI, and Japan's investment landscape. The team also discusses market prospects for China, India, and emerging technologies like quantum computing, offering a comprehensive year-end market outlook.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Host Jeremy Schwartz and Professor Siegel discuss the tech sector's recent surge, focusing on portfolio rebalancing, the inflation outlook, and upcoming Fed decisions. The professor highlights the resilience of tech stocks, potential market corrections, and expectations for future interest rate cuts. (13:00) Jeremy leads a roundtable with Sam Rines, Jeff Weniger, and Christopher Gannatti covering global markets. They explore economic and geopolitical developments, including Japan's market strength, Korean political risks, and Europe's energy challenges. The team also examines China's volatile market environment, quantum computing advances, and the potential resurgence of Argentina's economy. Looking ahead, they discuss investment themes like AI, IPO activity, and the ongoing tech vs. value stock debate.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 06/12/24Host Jeremy Schwartz and Professor Siegel discuss recent economic indicators, highlighting stable jobless claims, a neutral unemployment rate, and market reactions to labor reports. The Professor comments on inflation expectations, monetary policy, and a potential December equity rally while cautioning against market consensus. He forecasts moderate Fed rate cuts in 2025 and notes AI's role in future productivity. (16:00) Jeremy continues with guests Harley Bassman of Simplify and Dave Goodson of Voya, exploring fixed income strategies and opportunities in the mortgage and securitized credit markets. They discuss the appeal of newly issued mortgage bonds, challenges in the corporate credit landscape, and the implications of policy uncertainty. Harley emphasizes the benefits of selling optionality in mortgages, while Dave highlights the relative value in agency RMBS and structured credit markets. Both delve into the dynamics of private credit growth and the evolving role of volatility in investment strategies.Guest: Harley Bassman created, marketed and traded a wide variety of derivative and structured products during his twenty six year career at Merrill Lynch. In 1985 he created the OPOSSMS mortgage options product that facilitated risk transmission between MBS originators and financial institutions. In 1988, he assumed responsibility for trading and marketing IO/PO and other levered prepayment securities. Soon after this, he started purchasing RTC auctioned MBS Servicing rights and repackaged them for the securities market as BIGS - Beneficial Interests in GNMA Servicing. Later, he started a GNMA servicing conduit becoming one of the Top 20 originators in 1992. As managing and hedging prepayment risk became a priority focus for the financial markets, Mr. Bassman created PRESERV, Merrill's trademarked Prepayment Cap product. Merrill was a leader in this product category writing protection that covered the risk on tens of billions of notional mortgage servicing rights. Later, Mr. Bassman managed Merrill's initial venture into off-balance sheet mortgage trading.Dave Goodson is a managing director, head of securitized fixed income and a senior portfolio manager for non-agency and agency mortgage-backed securities, commercial mortgage-backed securities and asset-backed securities strategies at Voya Investment Management. Prior to joining Voya, he was a principal at an independent investment bank focused on asset-backed commercial paper transactions. Previously, Dave began his career as a vice president in Wachovia Securities’ asset-backed finance group, marketing and executing securitizations for the bank’s corporate clients. He earned a BS in management from the Georgia Institute of TechnologyFollow Harley Bassman on X: https://x.com/ConvexityMavenFollow David Goodson on X: https://x.com/dg_davidgoodsonSimplify: https://www.simplify.us/Voya: https://www.voya.com/
Show from 11/22/24Host Jeremy Schwartz and Professor Siegel discuss recent market developments, highlighting a continued strength in jobless claims, the Fed's future rate adjustments, and the implications of Bitcoin's rise toward $100,000. The Prof also shared his perspective on economic indicators such as inflation expectations, with attention to upcoming CPI and employment reports, before concluding with a note on the importance of fiscal policies for market dynamics. (12:00) Jeremy is then joined by J.C. Parets, founder of AllStarCharts.com, to analyze the current market environment through the lens of technical analysis. J.C. details the methodologies behind his market outlook, emphasizing the importance of identifying the prevailing market cycle to optimize strategies. He discusses key charts that signal market strength, including Amazon, Bitcoin, small caps, and the Dow Jones Transportation Average. Additionally, J.C. highlights sector trends in technology and biotech, providing insights into areas showing relative strength. The conversation rounds out with a focus on the evolution of the cryptocurrency market and its growing significance in the broader financial ecosystem.Guest: JC Parets, who holds a Chartered Market Technician (CMT) designation, is the founder of All Star Charts and is one of the most widely followed Technical Analysts in the world. All Star Charts is a research platform for both professional and retail investors covering US and International stocks, interest rates, commodities and forex markets.Follow J.C Parets on LinkedIn: https://www.linkedin.com/in/jcparetscmtTo get the charts discussed in the podcasts, please visit http://Getthecharts.com
Show from 11/15/24Host Jeremy Schwartz and Professor Siegel discuss the latest market developments, including CPI and PPI inflation data and its implications for the Fed's policy. Professor Siegel highlights the challenges of higher long-term interest rates and the potential for recalibration in the Fed’s neutral rate estimation. (8:00) Jeremy continues with guest Thomas Lee, founder of Fundstrat, who shares insights on the economic outlook, the role of betting markets in forecasting, and the evolving landscape of crypto assets. They also delve into the prospects for small-cap stocks, AI’s transformative potential, and the launch of Fundstrat's "Granny Shots" ETF, a strategy based on multi-thematic investments.Guest: Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.Follow Thomas Lee on LinkedIn: https://www.linkedin.com/in/thomas-tom-leeFundstrat: https://fundstrat.com/
Show from 11/08/24Host Jeremy Schwartz and Professor Siegel reflect on the intense week in the markets, touching on the Federal Reserve’s latest rate decision, upcoming economic data, and the potential impacts of political changes following the U.S. election. Professor Siegel also notes the significant market reaction to the election results, particularly regarding fiscal policies, tariffs, and tax concerns. (13:10) Jeremy turns to his panel, with guests Sam Rines, Jeff Weniger, and Christopher Gannatti, to delve into global shifts in trade, the nearshoring trend, and China’s economic outlook. They discuss the impacts of geopolitical events on market stability, as well as shifts in sectors like tech, real estate, and small-cap stocks. Additionally, the conversation highlights changing dynamics in U.S. housing, energy, and healthcare sectors under the current economic landscape.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 11/01/24Host Jeremy Schwartz and Professor Siegel discuss the recent jobs report, with Professor Siegel noting that while the labor market shows signs of slowing, it remains strong enough to avoid immediate recession concerns. They also talk about potential Fed rate cuts and Siegel’s view that bond market conditions may reflect defensiveness around political uncertainties ahead of the election. (16:00) Jeremy is joined by WisdomTree colleagues Sam Rines, Chris Gannatti, and Jeff Weniger to discuss upcoming election implications for markets, insights from recent earnings, and the outlook for China. They cover sector-specific earnings impacts, especially within tech, automotive, and real estate, and examine evolving investor sentiment towards China. The conversation wraps with insights on AI investment trends and the importance of data security uses of AI in financial data, and his venture investments in early-stage tech companies.Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity spaceJeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.Follow Sam Rines on X: https://x.com/SamuelRinesFollow Chri Gannatti on X: https://x.com/SamuelRinesFollow Jeff Weiniger on X: https://x.com/JeffWenigerWisdom Tree: https://www.wisdomtree.com/investments
Show from 10/25/24Host Jeremy Schwartz and Professor Siegel cover recent economic trends, highlighting a slight drop in jobless claims and strong third-quarter GDP forecasts. Professor Siegel notes market stability, a potential November Fed rate pause, and rising bond yields driven by election dynamics. (11:10) Jeremy continues with guest Howard Lindzon, co-founder of StockTwits and Social Leverage. They discuss the evolving “degenerate economy,” meme coins, and the role of companies like Google, Robinhood, and Coinbase in this speculative market space. Lindzon also shares insights on StockTwits’ growth, future uses of AI in financial data, and his venture investments in early-stage tech companies.Guest: Howard Lindzon is a Canadian Author, financial analyst, technical analyst and super angel investor. Lindzon manages a hedge fund, serves as managing partner of the holding company Social Leverage, limited partner at Knight's Bridge Capital Partners, and is the co-founder of StockTwits.Follow Howard on LinkedIn: https://www.linkedin.com/in/howardlindzonStockTwits: https://stocktwits.com/Social Leverage:https://www.socialleverage.com
Show from 10/18/24Host Jeremy Schwartz and Professor Jeremy Siegel discuss the latest market trends, starting with strong retail sales, the bond yield increases, and a solid third-quarter GDP outlook. Siegel highlights positive productivity growth and deposit expansion, suggesting that the neutral interest rate might be higher than expected. He also comments on upcoming midterm elections and their potential market impact. (10:00) Jeremy then turns to guest Phil Huber, Head of Portfolio Solutions at Cliffwater, who shares insights on the growing role of alternative investments. They delve into private markets, private debt, and the increasing interest in alternatives for portfolios, emphasizing the importance of diversification, liquidity management, and manager selection in these areas.Guest: As both a wealth management practitioner and an investment-industry thought leader, Phil Huber, CFA, CFP®, is uniquely qualified in helping investors design, implement, and stick with evidence-based portfolios built to fulfill long-term financial goals and objectives. Phil is the Head of Portfolio Solutions for Cliffwater, a leading alternative investment adviser and fund manager. Prior to joining Cliffwater in 2024, Phil was the Chief Investment Officer for Savant Wealth Management, a multi-billion dollar wealth management firm. Phil has been involved in the financial services industry since 2007. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a member of the CFA Society of Chicago. He is the author of The Allocator’s Edge: A Modern Guide to Alternative Investments and the Future of Diversification. Phil has been featured by a number of media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV.Follow Phil on LinkedIn: https://www.linkedin.com/in/phil-huberMore Insights from Cliffwater: https://www.cliffwater.com/InsightsDirect Lending for the Long Run: https://www.cliffwater.com/ResourceArticle?docId=23740Cliffwater Direct Lending Index: https://www.cliffwaterdirectlendingindex.com/
Show from 10/11/24Host Jeremy Schwartz and Professor Siegel discuss the latest inflation data, particularly focusing on the CPI, PPI, and jobless claims. Professor Siegel expresses mixed reactions, noting improvements in the PPI but concerns about other inflation indicators like car insurance and housing costs. He also mentions the market's resilience and optimism despite weaker data, particularly regarding inflation and jobless claims, and forecasts potential future Fed rate cuts. (9:00) Jeremy is then joined by Anna Rathbun, Chief Investment Officer at CBIZ Investment Advisory Services, who discusses the firm’s broad services and her perspective on economic data, including small business employment and inflation volatility. Rathbun emphasizes the uncertainty of the economic trajectory, explains the firm’s approach to portfolio construction, and shares insights into global markets, highlighting opportunities in India and Japan while cautioning against China. She also offers thoughts on U.S. geopolitical resilience and the potential for recession-driven tax policy shifts.Guest: Anna is the chief investment officer for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. Anna is responsible for overseeing the investment activities of CBIZ IAS through the CBIZ national Investment Committee. She helps to set the direction of the firm as a member of the Executive Committee.Learn more about Anna at: https://www.cbiz.com/about-us/employee-directory/employee-details/anna-j-rathbunFollow Anna on LinkedIn: https://www.linkedin.com/in/anna-rathbun-cfa-caia-aa561689
Show from 10/04/24Host Jeremy Schwartz and Professor Siegel open this week’s episode discussing the strong market report, noting gains in productivity despite a decline in hours worked, and the potential for a quarter-point rate cut by the Fed. Professor Siegel highlights the recalibration of long-term interest rates, predicting they may settle around 4-4.5%, and emphasizes the lowered risk of recession. (12:00) Jeremy is then joined by Yashwant Bajaj, founder and CIO of Four Ships Asset Management, for a special tribute to Ken Taheny, who tragically passed away. The conversation covers the outlook for Japan, its managed yen depreciation, and its geopolitical positioning in the global supply chain, particularly in semiconductors and other strategic sectors. Yashwant also shares insights into Japan's potential industrial revitalization and the challenges and opportunities facing the country.Learn more about Yashwant at: https://www.four-ships.com/Follow Yashwant on LinkedIn: https://sg.linkedin.com/in/yashwant-bajaj-68433053
Show from 09/27/24Host Jeremy Schwartz and Professor Jeremy Siegel discuss the latest market data, focusing on US economic indicators and the impact of monetary policy. Professor Siegel highlights the increase in M2 money supply, home price trends, and the PCE deflator, suggesting the Fed may continue to lower rates. He shares his outlook on the 10-year treasury yield, China's economic stimulus, and Japanese equities before signing off. (10:00) Jeremy continues with guest Tom Morgan, who shares insights from his experience on Wall Street, his interest in human behavior, and his transition to a more holistic approach to decision-making. Tom discusses the impact of left versus right brain dominance on investing and personal life, emphasizing the importance of balance and intuition. He also talks about his network, the Leading Edge, where he helps people explore new identities and enhance their intuitive decision-making.Guest: Tom Morgan is a former financier and founder of The Leading Edge, a media platform and transformational community dedicated to sharing world-changing ideas and facilitating life-changing experiences. Learn more about Tom at: https://www.theleading-edge.org/Follow Tom on LinkedIn: https://www.linkedin.com/in/tom-morgan-3a619372
Show from 09/20/24Host Jeremy Schwartz and Professor Siegel discussed the recent Federal Reserve meeting, with Professor Siegel expressing surprise that the Fed didn't raise rates by a quarter point despite strong data. He explained the Fed's recalibration in its approach, focusing on reaching the long-run neutral rate, which he estimates is around 3.5%. He also shared his expectations for gradual rate cuts over the next year and the potential impacts on stocks and bonds. (19:00) Jeremy continues with Alejandro Lopez-Lira from the University of Florida, who shares insights on his recent research using AI for stock prediction. They discuss the implications of large language models like ChatGPT on financial forecasting and market efficiency. Alejandro also talks about his new book, "The Predictive Edge," and delves into how AI and machine learning can enhance traditional financial models and portfolio strategies.Guest: Alejandro Lopez-Lira is an Assistant professor of Finance at Warrington College of Business, University of Florida. He holds a PhD in Finance from the Wharton School, University of Pennsylvania. His research covers topics in Empirical Asset Pricing, Machine Learning and Textual Analysis. Learn more about Alejandro at: https://alejandrolopezlira.site/Follow Alejandro on LinkedIn: https://www.linkedin.com/in/alejandro-lopez-lira-239525a9?original_referer=https%3A%2F%2Fwww.google.com%2F
Show from 09/13/24Host Jeremy Schwartz and Professor Siegel discuss this week’s market movements, highlighting the implications of recent inflation data and the Federal Reserve’s policy outlook. Professor Siegel emphasizes his expectation for a series of gradual rate cuts over the coming months, expressing concerns about the Fed’s pace of adjustments. (15:00) Jeremy continues the conversation with Wharton Professor Chris Geczy, who shares his insights on inflation, market dynamics, and his experiences with the intersection of AI and investment management. They delve into the implications of fiscal policy, the evolving role of AI in finance, and the importance of diversified investment strategies in today’s market environment.Guest: Chris Geczy has been on the Finance Department faculty at the Wharton School of the University of Pennsylvania since 1997. He is Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research. He is also Academic Director of the Wharton Wealth Management Initiative at Wharton Executive Education. He has a B.A. in economics from the University of Pennsylvania and a Ph.D. in finance and econometrics from the Graduate School of Business at the University of Chicago (now the Booth School). Learn more about Chris at: https://fnce.wharton.upenn.edu/profile/geczy/Follow Chris on LinkedIn: https://www.linkedin.com/in/chris-geczy-ph-d-a69114
Show from 09/06/24Host Jeremy Schwartz and Professor Siegel discuss the latest jobs report, noting it was weaker than expected but not disastrous. Professor Siegel also highlights concerns about the Fed being behind the curve, the impact of rising rates on the bond market, and his view on where the Fed funds rate should be. (12:47) Jeremy continues with guest Peter Boockvar, CIO at Bleakley Advisory Group, who shares insights on the economic impact of prolonged high rates and concerns about weakening market leadership. The conversation covers topics such as gold, central bank reserves, the challenges and opportunities in emerging markets, particularly Asia, and the risks surrounding U.S. debt and deficits. Peter emphasizes the importance of commodities in a diversified portfolio and the potential shifts in market leadership in the current macroeconomic climate.Guest: Peter is the Chief Investment Officer of Bleakley Financial Group, a $8B wealth management firm. He is also Editor of The Boock Report. He previously was the Chief Market Analyst for The Lindsey Group, a macro economic and market research firm started by Larry Lindsey. Prior to this, Peter spent a brief time at Omega Advisors, a New York-based hedge fund, as a macro analyst and portfolio manager. Before this, he was an employee and partner at Miller Tabak + Co for 18 years where he was recently the equity strategist and a portfolio manager with Miller Tabak Advisors. Peter graduated Magna Cum Laude with a B.B.A. in Finance from George Washington University. Learn more about Peter at: https://www.cnbc.com/peter-boockvar/Follow Peter on X(Twitter): @pboockvar
Show from 08/30/24Host Jeremy Schwartz and Professor Siegel discuss the latest market data, including recent jobless claims, the inflation outlook, and upcoming Fed decisions. Professor Siegel emphasizes the need for the Fed to lower rates to avoid unnecessary recession risks and comments on the stable but unimpressive economic performance. (09:08) Jeremy continues the discussion with guests Richard Oller and Jake Hollinger, who share insights on the real estate market, including rental trends stabilizing post-pandemic, the impact of interest rates on property valuations, and the challenges of negative leverage. They also explore the broader supply-demand dynamics in housing, potential policy solutions for affordability, and the evolving cultural shift towards renting over homeownership.Guests: Richard, a lawyer by training, in 1985 founded the Wentworth Group (now First Service Residential) which over the next 15 years grew into one of the largest residential real estate management firms in the United States. In 2004 Richard aligned with his current partner, Jeffrey Goldstein, sharing the helm at Multifamily Management Services and Affiliates (MMS) and GoldOller.As a founding member of GoldOller Real Estate Investments, LLC, Jakes serves as President and Chief Operating Officer. In this role, Jake directs new investments for the Goldoller portfolio and oversees management operations for all investments. Jake has over 15 years of experience working with real estate investments in acquisitions, development, finance, and management. Learn more about Richard at: https://goldoller.com/the-go-team/Learn more about Jake at: https://goldoller.com/the-go-team/Follow Jake on LinkedIn: linkedin.com/in/bill-miller-cfa-a421075
Show from 08/23/24Host Jeremy Schwartz and Professor Siegel discuss Powell’s recent speech at Jackson Hole, noting its dovish tone and implications for future Fed rate cuts. Professor Siegel emphasizes the ongoing strength in economic data, such as jobless claims and new home sales, while expressing concern over the timing and scale of rate cuts. He predicts that value stocks, small caps, and dividend payers will benefit as the Fed’s easing cycle continues. (12:21) Jeremy is joined by Bill Miller, who shares his insights on the economy and markets, including the strength of small-cap stocks. The two discuss opportunities for home builders and the impact of Fed policy on interest rates. Miller also discusses his firm’s value-oriented investment strategy, including positions in companies like Stellantis and PayPal, and his bullish stance on Bitcoin as a long-term investment.Guest: Bill Miller IV, CFA, CMT has managed the firm’s Income Strategy since April, 2009. Prior to working exclusively with Miller Value Partners, Bill worked at Legg Mason Capital Management since 2008 covering the specialty finance and consumer spaces with a focus on high-yielding securities. Bill earned his MBA from the Tuck School of Business at Dartmouth after working as an analyst at the management consulting firm McKinsey & Company. He graduated Phi Beta Kappa and magna cum laude from Tufts University with a degree in economics. Bill earned his CFA designation in 2011 and his CMT designation in 2018. Learn more about Bill at: https://millervalue.com/Follow Bill on LinkedIn: linkedin.com/in/bill-miller-cfa-a421075
Show from 08/16/24Host Jeremy Schwartz is joined outdoors by guests Jim Bianco, founder of Bianco Research, and Jack Farley of Blockworks and the Forward Guidance podcast. The trio delves into a broad array of topics, including the potential for further interest rate cuts. They discuss implications of persistently high inflation, and the shifting dynamics in the bond and stock markets. Jim Bianco shares his perspective on a "no landing" scenario where the economy continues to grow without a significant downturn, which could lead to structurally higher inflation. They also discuss the evolution of the bond market, particularly the growing influence of ETFs. They talk about how these financial instruments are transforming traditional investment strategies. Guests: Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. 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.Jack Farley covers traditional finance markets as the host of “Forward Guidance”. Jack previously worked at Bloomberg, Dealbreaker, and Real Vision, where he hosted over 100 long-form interviews with investors, analysts, and financial professionals. Jack graduated from Brown University with a degree in economics, and lives in NYC.Learn more about Jim at: https://www.biancoresearch.com/about-us/Follow Jim on (X)Twitter: @biancoresearchLearn more about Jack at: https://blockworks.co/speaker/jack-farleyFollow Jack on (X)Twitter: @JackFarley96
Show from 08/09/24Host Jeremy Schwartz and Professor Siegel dive into the week’s market developments, focusing on the Fed’s approach to interest rates. Professor Siegel strongly argues that the Fed should implement a significant rate cut, possibly 75 basis points. He believes the Fed’s models indicate that the Fed funds rate should already be lower. Siegel also discusses his concerns about the Fed’s lack of clear communication regarding their decision-making process, stressing the importance of adjusting rates sooner rather than later to maintain economic stability. (10:09) Jeremy continues the conversation with Samuel Rines who provides a detailed analysis of the current economic landscape. Rines touches on the noise in recent jobless claims data due to external factors like weather events. He discusses the normalization of inflation rates and how companies are beginning to see improvements in margins as input costs stabilize. Rines also highlights specific investment opportunities, including the potential in Japanese equities following recent market disruptions, the strategic importance of Poland within emerging markets, and the long-term growth prospects in India. Rines and Jeremy also discuss how geopolitical risks and currency fluctuations are influencing global investment strategies.Guest: Samuel Rines is the Managing Director of CORBU, a research intelligence and advisory platform at the intersection of markets, policy, and national security. Based in CORBU’s Houston, Texas office, Samuel is a global macro expert focused on the investment implications of politics and policy. His PolyMacro research and model portfolios are widely followed.Learn more about Samuel at: https://www.linkedin.com/in/samuelerinesFollow Samuel on LinkedIn: @SamuelRines
Show from 08/02/24Host Jeremy Schwartz and Professor Siegel discuss the latest market developments, focusing on the recent Fed meeting and the implications of economic data. Professor Siegel criticizes the Fed’s decision to not cut rates despite signs of a weakening job market and increasing jobless claims. He expresses concern over a potential slowdown in the labor market and comments on the Fed’s neutral rate, inflation trends, and the performance of dividend-paying value stocks amid changing economic conditions. (14:52) Jeremy continues the conversation with Ken Taheny, head of trading and a co-portfolio manager at Foreships Asset Management. Ken discusses the recent turmoil in Asian markets, specifically Japan, highlighting the impact of the yen’s strengthening and the historic sell-off in Japanese equities. He explains the dynamics of the yen carry trade, the potential for a Japanese manufacturing renaissance, and the geopolitical factors influencing currency and market trends. Ken shares his insights into the opportunities in Japanese equities, the value of the yen, and the potential for Japan to become a key player in global high-end manufacturing as supply chains diversify from China.Guest: Kenneth Taheny and his team at Four Ships Asset Management excel in navigating complex trading strategies, having successfully managed significant asset portfolios. Through collaboration with a diverse international clientele, they've honed their expertise in financial services and asset management, ensuring operational excellence and regulatory compliance.Follow Kenneth on LinkedIn: linkedin.com/in/kenneth-taheny-60554524
Show from 07/26/24Host Jeremy Schwartz and Professor Siegel delve into the latest economic data, discussing the current GDP growth rate of 2%, stable jobless claims, and the PCE consumption figures. They note the favorable trends in commodity prices and speculate on the Fed’s potential rate cuts in September, with Professor Siegel suggesting a likely 25 basis points cut. The discussion also covers the political landscape, including the narrowing odds for Trump and the implications for tax policies under a potential Harris administration. (10:51) Jeremy Schwartz continues with Stephen Lee from Logan Capital, focusing on large-cap growth, the real rotation in the market, and how technology is impacting various sectors. Stephen Lee highlights the impact of AI and digital tools on business operations. They also discuss the importance of earnings leadership, where companies demonstrate their ability to grow despite economic challenges. Lee emphasizes the role of good management and technological adoption in driving growth. They touch on the differences between passive and active investment strategies, noting the advantages of identifying growth opportunities earlier than indices. The conversation concludes with insights into sectors benefiting from structural themes like housing, and how companies are adapting to changing market conditions and consumer behaviors.Guest: Stephen is a founding principal of Logan Capital and the firm’s treasurer. As a manager of growth portfolios, Stephen plays an active role in the security selection for the firm’s large cap growth and mid-to-large cap growth portfolios. He is also a member of the Fixed Income team. Before founding Logan Capital with his partners in 1993, Stephen was employed at Mercer Capital Management and Merrill Lynch. He currently serves his community as a member of several investment committees and foundation boards. He is a graduate of Lehigh University with a BS in accounting.Learn more about Stephen at: https://logancapital.com/team/#stephen-s-leeFollow Stephen on LinkedIn: linkedin.com/in/stephen-lee-b3a53a5
Show from 07/19/24Host Jeremy Schwartz and Professor Siegel discuss the political dynamics and potential scenarios surrounding the upcoming elections, as well as the implications of recent economic data, including jobless claims, housing, and retail sales figures. Siegel provides insights on the Fed’s anticipated moves and the market rotations between large and small stocks, emphasizing that small stocks may continue to benefit if the Fed cuts rates. (11:28) Jeremy continues with guests Andrew Okrongly and Vin Kravec from the Common Fund, exploring the private credit space. They discuss the surge in demand for private credit and its role as a liquid credit replacement The group touches base on the various strategies within private credit, such as senior lending and asset-based finance. Vin highlights the importance of private credit in enhancing portfolio diversification and its potential for higher yields compared to traditional credit markets.Guests: Andrew Okrongly joined WisdomTree in 2022 as a Director on the Model Portfolios Team. He is responsible for the design and ongoing management of model portfolios and custom solutions for portfolio managers and advisors. Andrew is also a member of the WisdomTree Asset Allocation and Model Portfolio Investment Committees. Prior to joining WisdomTree, Andrew was a Director on the Outsourced Chief Investment Officer (OCIO) team at Commonfund, where he was responsible for macro-economic analysis and advising institutional clients on strategic and tactical asset allocation. Andrew began his career at BlackRock where he held a variety of fixed income and multi-asset investment roles. Andrew received a BBA degree from the University of Michigan and is a holder of the Chartered Financial Analyst designation. He is a holder of the Chartered Financial Analyst designation.Vincent Kravec is a member of the Commonfund OCIO Investment team and is primarily responsible for investment monitoring, manager sourcing, rebalancing and reporting for investment portfolios with a focus in fixed income and credit strategies. Prior to joining Commonfund, Vincent was with Lazard Asset Management as a member of the Fixed Income operations staff. While at Lazard he was a trading assistant on the Emerging Markets team. He was also a supervisor in Fixed Income Accounting and had responsibilities in trading operations involving allocating trades and resolving trade problems for corporates, treasuries, municipals, asset backs and FX trading desks. Previous experience includes positions at Morgan Stanley, Alliance Capital and Evaluation Associates. Vincent earned his M.B.A. in from New York University’s Stern School of Business and his B.A. from Fairfield University. He is also a CFA charter holder.Learn more about Andrew at: https://www.wisdomtree.com/investments/andrew-okronglyFollow Andrew on X(Twitter): @AOkronglyLearn more about Vin at: https://www.commonfund.org/commonfund-teams/outsourced-cio-teamFollow Vin on LinkedIn: linkedin.com/in/vin-kravec-cfa-2a610b10
Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on significant inflation data and its implications for Federal Reserve rate decisions. Professor Siegel highlights the positive CPI report and its potential to prompt rate cuts while expressing cautious optimism about unemployment claims and productivity trends. Jeremy continues with insights on market reactions to economic indicators, emphasizing the impact on various sectors and the potential for future rate adjustments.
Show from 07/06/24Host Jeremy Schwartz is joined by David Rothschild, a senior economist at Microsoft, who shares his research on the misconceptions surrounding online misinformation. David explains the nuanced landscape of media consumption, emphasizing the importance of understanding the broader media ecosystem and the role of algorithms. The two explore the challenges of addressing misinformation and the limitations of algorithmic influence, underscoring the role of user choice in content consumption. The conversation also touches on the implications of social media for political polarization. They delve into the potential effects of AI on society and productivity, with David highlighting both the opportunities and challenges presented by advancements in generative AI. He shares insights from his work on the Media Bias Detector, a tool designed to analyze media coverage and its impact on public perception, and discusses the broader implications of AI-driven research for understanding. The episode concludes with reflections on the future of media, technology, and their intersection with societal trends.Guest: David Rothschild is an economist at Microsoft Research. He has a Ph.D. in applied economics from the Wharton School of Business at the University of Pennsylvania. He has written extensively, in both the academic and popular press. His work pushes the boundaries on varying data and methods: polling, prediction markets, social media and online data, and large behavioral and administrative data. His work focuses on solving practical and interesting questions including: mapping and updating public opinion, the market for news, effect of advertising, finance, and an economist's take on public policy.Learn more about David at: https://www.microsoft.com/en-us/research/people/davidmr/Follow David on X(Twitter): @DavMicRot
Show from 06/28/24Host Jeremy Schwartz and Professor Siegel kick off the episode discussing recent market trends and political impacts on the stock market, particularly focusing on the market’s reactions to political debates and economic indicators such as housing starts, trade deficits, and GDP growth estimates. Professor Siegel notes the persistent high interest rates affecting housing prices and the soft economic data in various sectors. He concludes with his outlook on the Federal Reserves potential actions in the upcoming meetings. (11:52) Jeremy continues the conversation with San Francisco Fed Research Advisor John Mondragon, who delves into the intricacies of measuring housing and inflation metrics, particularly the CPI and owner’s equivalent rent (OER). They discuss the lag in rent inflation data and its implications on current economic assessments. Mondragon also touches on his research on housing supply dynamics and the long-term impact of housing construction on prices. Following this, Warren Pies from 3Fourteen Research joins to share his market outlook for the second half of the year. He highlights the persistent inflationary pressures in the housing market and forecasts a continued bullish trend driven by a potential Fed pivot and credit expansion narrative. Pies emphasizes the importance of sentiment and positioning in market dynamics, and discusses strategic asset allocation focusing on quality stocks and alternative investments.Guests: John Mondragon is a research advisor at the Federal Reserve Bank of San Francisco. He works on the mortgage and housing markets and empirical macroeconomics. Prior to founding 3Fourteen Research, Warren Pies led Ned Davis Research’s Energy and Commodity strategy. In that role, he built the firm’s commodity-related studies, models, and unique indicators. His research combines proprietary fundamental, technical and macro indicators to identify major investment themes and market trends affecting capital markets.Learn more about John at: https://sites.google.com/site/johnnelsonmondragon/Follow John on LinkedIn: linkedin.com/in/john-mondragon-250028138Learn more about Warren at: https://www.3fourteenresearch.com/aboutFollow Warren on LinkedIn: linkedin.com/in/warren-pies-erp-1b999437
Show from 06/21/24Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on slightly lower-than-expected economic data, jobless claims, and recent activity in the tech sector, particularly NVIDIA's stock movements. Siegel also comments on the ongoing softness in the housing market and the potential implications of the upcoming presidential debate on the stock market. (11:06) Jeremy continues with the publisher of Macro Charts on Substack, who shares insights on market trends, technical analysis, and his investment philosophy. They discuss the recent performance of the U.S. market, and the positioning and potential of China as an investment opportunity. The guest talks about the importance of understanding market signals and avoiding noise in investment decisions. Macro Charts emphasizes the need to focus on significant trends and signals while also being adaptable to the fast-paced changes in market conditions.Guest: Macro Charts publishes global market research on Substack. Substack is an American online platform that allows journalists, writers, and other content creators to publish newsletters and establish a subscription-based audience.Learn more about Macro Charts at: https://macrocharts.substack.com/about Follow Macro Charts on X(Twitter): @MacroCharts
Show from 06/14/24Host Jeremy Schwartz and Professor Siegel start this week by discussing the latest inflation data and the Fed meeting outcomes. Professor Siegel highlights that inflation numbers across various indices have met or fallen below expectations, and he anticipates a potential rate cut by the Fed based on the current data trends. Additionally, Siegel touches on the job market’s stability and the strong performance of specific tech stocks despite a narrow market rally. (10:04) Jeremy continues the conversation with Philippe Gijsels, who introduces his new book “The New World Economy in Five Trends.” They discuss the long-term inflationary trends driven by aging demographics, climate change, and debt, and the role of innovation in potentially countering these trends. Gijsels elaborates on the importance of real assets in an inflationary environment. The two also discuss the significance of geopolitical shifts, and the potential for significant developments in commodities and clean tech sectors.Guest: Philippe Gijsels is an enthusiastic investment professional, a rare exception who managed to turn his hobby into a profession. He studied economics and financial analysis, read tons of books on investing and many other topics and has now been working for the Fortis ‘family’, which was renamed BNP Paribas Fortis, for almost 20 years. The integration of the bank into the BNP Paribas group opened up a whole new world of contacts and information for him.Learn more about Philippe at: https://www.bnpparibasfortis.com/newsroom/press-release/philippe_gijsels_appointed_chief_strategy_officer_at_bnp_paribas_fortisFollow Philippe on LinkedIn: linkedin.com/in/philippe-gijsels-5563131
Show from 06/7/24Host Jeremy Schwartz and Professor Siegel dive into this week’s market data, highlighting unexpected job growth and its implications on the economy. Professor Siegel notes the market’s resilience despite bond market fluctuations, and emphasizes the potential impact of upcoming FOMC meetings and CPI reports. (10:47) Jeremy Schwartz continues the discussion with Ylli Bajraktari, CEO of the Special Competitive Studies Project. They explore the strategic importance of technology and innovation in maintaining global competitiveness, particularly against China. Ylli discusses the parallels between their new document and the Cold War-era NSC 68, and outlines the critical role of AI and other emerging technologies in the geopolitical landscape. They also touch on the necessity for public-private partnerships and the bipartisan support needed to stay ahead in the technology race.Guest: Ylli Bajraktari is the President and CEO of the Special Competitive Studies Project. Prior to launching SCSP, Ylli served as the Executive Director of the National Security Commission on Artificial Intelligence. Prior to joining NSCAI, he served as Chief of Staff to the National Security Advisor LTG H.R. McMaster, held a variety of leadership roles for former Deputy Secretary of Defense Robert Work, and served as Special Assistant to the Chairman of the Joint Chiefs of Staff, General Dempsey. Originally joining the Department of Defense in 2010, he served in the Office of the Undersecretary for Policy as a country director for Afghanistan, and later India. Mr. Bajraktari is the recipient of the Department of Defense Distinguished Civilian Service Medal – the highest award given to career DoD civilian employees.Learn more about Ylli at: https://www.scsp.ai/ylli-bajraktari/Follow Ylli on LinkedIn: linkedin.com/in/ylli-bajraktari-5b101326b
Show from 05/31/24Hosts Jeremy Schwartz and Professor Siegel discuss recent market trends, starting with the latest inflation data, earnings season results, and current tech sector weaknesses. Professor Siegel comments on the recent jury decision on Trump, noting it had no significant market impact. Professor Siegel anticipates a slowdown in GDP growth but does not foresee a recession. (09:03) Jeremy continues the conversation with Adam Phillips, Managing Director of Investments at EP Wealth Advisors. Adam provides an overview of EP Wealth Advisors, emphasizing their focus on comprehensive financial planning and investment management. He discusses how election uncertainties impact clients’ investment strategies and the broader market. He also explains the firm’s approach to managing portfolios, highlighting a preference for high-quality investments and strategic diversification. Adam noted an increased interest in international investments, particularly in Japan and Europe. On the fixed income front, Adam describes their strategy of managing duration and maintaining exposure to high-quality bonds while cautiously incorporating strategic income assets. Adam also touches on the role of alternative investments in client portfolios, including private credit, private equity, and other non-traditional assets. He underscores the importance of these investments in achieving diversification and managing risk in the current economic environment. Guest: Adam N. Phillips, CFA, CAIA, CFP® has a strong background in investments and portfolio strategy. Adam N. has held various senior level positions at EP Wealth Advisors and City National Rochdale, where Adam N. has worked with high net worth, trust, and institutional clients. With an MBA from UCLA Anderson School of Management and a BS in Business Administration from USC Marshall School of Business, Adam's expertise in asset allocation, security selection, and tax management make him a valuable asset in the finance industry.Learn more about Adaml at: https://theorg.com/org/ep-wealth-advisors/org-chart/adam-n-phillips-cfa-caia-cfpFollow Adam on LinkedIn: linkedin.com/in/adamnphillips
Show from 05/24/24Host Jeremy Schwartz is joined by Ryan Detrick and Sonu Varghese for a special dual release episode of Behind the Markets and Facts vs. Feelings. The tables turn in this episode as Jeremy takes the guest seat. He discusses his long-term collaboration with Professor Jeremy Siegel and their work on “Stocks for the Long Run,” highlighting insights on market trends, valuation perspectives, and international investments. They delve into the current state of the economy, inflation measures, and the potential impact of AI on productivity. Ryan and Sonu then shift the conversation to Jeremy’s experiences as WisdomTree’s Global CIO, exploring the firm’s innovative approaches to ETFs and model portfolios. Jeremy shares his thoughts on the importance of international diversification, the competitive edge of Japanese stocks, and the implications of currency hedging strategies. The episode concludes with Professor Siegel and Jeremy’s passion for barbecue.Facts Vs Feelings Hosts: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm’s strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group’s success.Sonu Varghese has over 15 years of experience in the Asset Management industry. Before joining Carson, he was a Partner and Director of Research at Convex Capital Management where he co-managed portfolios, advised clients and led the research effort, including creating a proprietary leading economic index for 30 countries and systematizing investment processes. Prior to that Sonu worked independently with hedge fund managers and high-net worth individuals to develop quantitative investment models for trading equities, options, ETFs and closed-end funds.Learn more about Ryan at: https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/Follow Ryan on X(Twitter): @RyanDetrickLearn more about Sonu at: https://www.carsonwealth.com/team-members/sonu-varghese/Follow Sonu on X(Twitter): @sonuvargheseListen to Facts vs. Feelings on Spotify: https://open.spotify.com/episode/0pDWHQulo5ezvA3hPS5wH7Listen to Facts vs. Feelings on Apple Music: https://podcasts.apple.com/ca/podcast/talking-about-markets-and-life-with-jeremy-schwartz-ep-87/id1651235114?i=1000657157147
Show from 05/17/24Host Jeremy Schwartz and Professor Siegel delve into the latest market trends, starting with recent positive inflation data. The Prof notes concerns over various economic indicators, such as soft retail sales and housing starts, while emphasizing strong earnings and technical market strength. He also mentions the rise in commodity prices, particularly copper, driven by AI-related demand. Despite some economic weaknesses, The Professor remains bullish on the market’s short-term technicals. (12:08) Jeremy then welcomes Krishna Kumar, founder and PM at Goose Hollow Capital. They discuss the dominance of tech stocks in the S&P 500, the challenges of high valuations, and the strategic importance of commodities in portfolios. Krishma elaborates on the need for tactical investment strategies. He talks about the potential of emerging markets, and the importance of diversifying beyond traditional U.S.-centric portfolios.Guest: Krishna Kumar is the CIO of Goose Hollow Capital Management, a boutique investment management firm based in the NY area. He has two decades of markets experience with expertise in derivatives trading and has managed size-able multi-asset portfolios at two large Hedge Funds. Prior to his buy-side career, Mr. Kumar worked in Derivatives at Citi and Barclays. He was a pioneer in creating Systematic Strategies at Barclays. He has an undergraduate degree in Mathematics and Graduate degree in Computational Finance. He has been applying machine learning techniques to Macro Markets.Learn more about Krishna at: https://goosehollowcapital.com/Follow Krishna on LinkedIn: linkedin.com/in/krishna-kumar-mba-89372aa
Show from 05/10/24Jeremy Schwartz, alongside Elisabeth Reynolds from MIT and Liza Tobin from SESP, discuss the dynamic landscape of U.S. competitiveness in technology and manufacturing. The conversation focuses on the implications of the CHIPS Act and the Inflation Reduction Act, which are pivotal in revitalizing the U.S. manufacturing sector through substantial governmental investment and policy support. Elisabeth and Liza highlight the strategic need to strengthen supply chains and enhance technological advancements to compete globally, particularly against China’s long standing manufacturing strategies. They emphasize the importance of integrating advanced manufacturing technologies and digital capabilities to sustain economic security and industrial innovation in the U.S.Guests: Elisabeth Reynolds is a Lecturer and Principal Research Scientist focused on systems of innovation, regional economic development and industrial competitiveness. Her research and practice centers on regional cluster development and innovation systems as well as advanced manufacturing, growing innovative companies to scale, and building innovation capacity in developed and developing countries. She recently served in the Biden Administration at the National Economic Council as Special Assistant to the President for Manufacturing and Economic Development from 2021 to October, 2022. In that capacity, she was engaged in many of the country’s supply chain challenges as well as helped to develop the Biden Administration’s manufacturing agenda and broader industrial strategy including around infrastructure, semiconductors and clean energy. Liza Tobin is the senior director of research and analysis for economy at the Special Competitive Studies Project. Before joining SCSP, she served on the National Security Council staff as China director, where she led the development of multiple US strategies and policies related to China, including on trade and economics, climate and the environment, military issues, and China’s influence beyond the Indo-Pacific. Before serving at the National Security Council, Ms. Tobin worked for more than a decade in various capacities as a China specialist for the US government, including as a senior adviser at the US Indo-Pacific Command and an economic analyst at the CIA, and in various roles in the private sector and academia. She holds an MA in international relations with concentrations in China studies and international economics from the Johns Hopkins University School of Advanced International Studies, a graduate certificate from the Hopkins-Nanjing Center, and a BA in China studies and biblical studies from Gordon College.Learn more about Elisabeth: https://dusp.mit.edu/people/elisabeth-reynoldsFollow Elisabeth on LinkedIn: linkedin.com/in/elisabeth-reynolds Learn more about Liza: https://itif.org/person/liza-tobin/Follow Liza on LinkedIn: linkedin.com/in/liza-tobin-b9b902200
Show from 05/03/24Host Jeremy Schwartz and Professor Siegel discuss the latest economic data and market reactions. Prof. Siegel highlights the Federal Open Market Committee’s decision to maintain patience in policy adjustments amidst mixed economic signals, notably the unexpected benefits of subdued wage growth and soft payroll numbers, despite persistent price pressures in certain sectors. (12:08) The conversation then transitions to guests Constance and Samuel, who delve into economic forecasts and the impact of ongoing inflation trends on future Federal Reserve actions. Samuel emphasizes the need to pay attention to businesses rather than only focusing on what The Fed releases. Constance gives great examples of productivity around AI. The group tackles global economic conditions affecting markets today. They discuss energy prices all the way to international manufacturing shifts.Guests: Hunter holds a BA in Economics and Sociology from New York University, a master's degree from Columbia University's School of International and Public Affairs, and the Certified Business Economist designation. She is an expert in macroeconomic and industry analysis and is recognized for being among the first economists to forecast pivotal economic events, including the impacts of COVID-19 on the US and other global economies, the 2007 real estate and credit crisis, and the 2001 burst of the Dotcom bubble. Hunter joins AIG from KPMG, where she served as a chief economist since 2013 and a member of the growth and strategy leadership team since 2020. Previously, she has served as a deputy chief investment officer at AXA Investment Managers, where she helped lead the management of over $500 billion in fixed-income assets.Samuel Rines is the Managing Director of CORBU, a research intelligence and advisory platform at the intersection of markets, policy, and national security. Based in CORBU’s Houston, Texas office, Samuel is a global macro expert focused on the investment implications of politics and policy. His PolyMacro research and model portfolios are widely followed.Follow Constance on LinkedIn: linkedin.com/in/constance-l-hunter Follow Constance on (X)Twitter: @ConstanceHunterFollow Samuel on LinkedIn: linkedin.com/in/samuelerinesFollow Samuel on (X)Twitter: @SamuelRines
Show from 9/1/23Prof. Siegel joins Jeremy Schwartz this week with his analysis of the new employment report and the fade of fear in the labor market. He also discusses inflation and the housing market fueling his positive outlook on the current total market trend. (08:38) This week's guest, Jack Farley, starts off by asking Prof. Seigel about the downward revisions in non-farm payrolls as well as the historical significance in the 0.3% increase in the unemployment rate. He talks to us about the connection between the current labor supply and the threat of a recession. He dives into the rise in net interest rates and who is affected by the burden of these rate hikes. He gives us his key take-aways from what he’s learned about the current banking system and the commercial re-estate market. Guest: Jack Farley covers traditional finance markets as the host of “Forward Guidance”. Jack previously worked at Bloomberg, Dealbreaker, and Real Vision, where he hosted over 100 long-form interviews with investors, analysts, and financial professionals. Jack graduated from Brown University with a degree in economics, and lives in NYC.Learn more at: https://blockworks.co/speaker/jack-farleyFollow him on Twitter: @JackFarley96
Show from 8/25/23
Prof. Siegel joins Jeremy Schwartz this week to discuss his disappointment in the Powell speech as well as the Nvidia stock drop. They discuss the surprising drop Nvidia had after a large spike in the market. (09:12) Daniel Di Martino begins by telling us what he does at Columbia University, his move to America and more about his personal story. He discusses what he thought about the most recent debate that occurred and his view on the economic policies discussed. Daniel enlightens us on the history of Venezuela's dark economic history. It’s rise and fall from being one of the wealthiest countries to what it is today. He talks about the unlikely hood that the world will move away from the US dollar. He also talks to us about the drug problem at the US border, immigration policy issues and the unnecessary fear behind an increase in people moving to America.
Guest: Daniel Di Martino is a third-year PhD candidate in Economics at Columbia University. He graduated with honors from Indiana University in Indianapolis in 2019 with a B.A. in Economics and is pursuing a Ph.D. in Economics at Columbia University in New York City where his research focuses on immigration.
Learn more at: https://www.danieldimartino.com/
Follow him on Twitter: @DanielDiMartino
Show from 8/18/23
Prof. Siegel and Jeremy Schwartz begin by highlighting the significant surge in 10-year and TIPS (Treasury Inflation-Protected Securities) yields to their highest levels in decades. They discuss the remarkable increase from negative rates a few years ago, along with the equity premium's alignment with historical averages, reflecting overall strength in the economy. With upcoming talks from Powell, no significant changes are anticipated, emphasizing a continued commitment to data dependency. (10:24) Peter and Julia then join the discussion to examine the nuanced economy and the current state of the labor market. The conversation shifts to the impact of rising interest rates on small and medium-sized businesses and the factors contributing to inflation, highlighting cautious spending and the indication that higher inflation may persist. They also delve into the quality of labor statistics, challenges with response rates in surveys, biases in capturing data, and a bullish outlook on energy, underscoring potential reasons for a rise in oil prices.
Guest: Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. Peter serves as Chief Investment Officer of Bleakley Financial Group.
Learn more at: https://www.bleakley.com/about/our-team
Follow him on Twitter: @pboockvar
Guest: Julia Pollak is Chief Economist at ZipRecruiter. She leads ZipRecruiter's economic research team, which provides insights and analysis on current labor market trends and the future of work.
Learn more at: https://www.ziprecruiter.com/blog/
Follow her on Twitter: @juliaonjobs
Show from 8/11/23
Prof. Siegel joins Jeremy Schwartz to dissect the current state of the economy. They discuss everything from jobless claims and inflation to the roles of major companies like Tesla and Ford. With an optimistic yet cautious tone, Prof. Siegel offers a glimpse into what the future may hold for the markets. (10:07) Dom Rizzo, a portfolio manager for T Rowe Price, discusses his career and the global technology equity strategy with particular focus on the semiconductor industry. He highlights Nvidia's powerful GPU technology and its linchpin status, predicting the AI chip market's significant growth. The conversation also covers the potential for a second source in the market, such as AMD, and the need for continuous innovation within the semiconductor space. AI is viewed as a major productivity boost, impacting areas like natural language processing and cybersecurity. Large companies with data and distribution are expected to benefit, with AI augmenting tasks rather than replacing them in the short term, offering efficiency gains across various industries.
Guest: Dominic Rizzo is the portfolio manager of the Global Technology Equity Strategy. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
Learn more at: https://www.troweprice.com/financial-intermediary/au/en/bios/dom-rizzo.html
Chris Gannatti is Head of Research at WisdomTree Europe
Follow him on Twitter: @CGannatti
Show from 8/4/23
Doomberg begins by telling us about who they are and what their newsletter is about. The writers are able to stay anonymous and write about topics including economy, climate and policy without fear of losing their careers in the fields they specialize in. He tells us that climate happens to be the most controversial topic with carbon reduction being the most heated debate. He dives deep into the importance of nuclear power and how it is the future of power for the world. He covers the controversy surrounding it, countries actively expanding their nuclear programs and success stories that can be used as examples to persuade fear based opinions. He talks about investing into different areas of energy. He also discusses the gold market, bitcoins future and train derailments.
Guest: Doomberg is a subscription based newsletter highlighting the fundamentals missing from many economic and policy decisions. The Substack articles are written by a small group of former executives, free to write without boundaries.
Learn more at: https://doomberg.substack.com/
Follow Doomberg on Twitter: @DoombergT
Show from 7/28/23
Prof. Siegel kicks off with his take on the recent news conference from the Fed. He believes that we are not as close to a recession as previously thought, due to the stability of some essential commodities (10:28). Torsten agrees with the Professor, highlighting how the Fed is slowing the economy down with interest rate hikes. He explains his concern that there could be a huge shift in foreign asset allocations, Japan currently being the largest with over a trillion dollars in US treasuries. Torsten and the Professor go back and forth on market rate hikes and what the potential outcome of the market could be. They discuss which investments are better to hedge at this point in time. Torsten talks about regional banking systems and his research into that area.
Guest:
Torsten Slok is Partner and Chief Economist at Apollo. Prior to joining in 2020, Torsten worked for 15 years on the sell-side, where his team was top-ranked by Institutional Investor in fixed income and equities for ten years. Previously, he worked at the OECD in Paris in the Money and Finance Division and the Structural Policy Analysis Division. Before joining the OECD, Torsten was with the IMF in the division responsible for writing the World Economic Outlook, and the division responsible for China, Hong Kong, and Mongolia.
Learn more at: https://www.apollo.com/about-apollo/our-people/torsten-slok
Follow Torsten on LinkedIn: https://www.linkedin.com/in/torsten-slok-8a7520a2
Show from 7/21/23
Prof. Siegel calls in live from his cruise to share his big takes on today's current market. He explains to us his shift of opinion towards the Feds and what he is looking into to suggest market recovery (13:25). Alejandro starts by telling us what he researches and studies at the University of Florida. He explains his use of AI to calculate rates and how it could be used by companies to mitigate risks. Through his research, he explains his beliefs on using many different signals to attain the data you need from machine learning. He elaborates on how performance factors can greatly affect outcomes of these data sets. The group discusses the results of testing Chat GPT’s ability to calculate these data sets and whether it’s a useful tool for market predictions. He discusses the future research and advancements in using AI models to add in finance decisions.
Guest: Alejandro Lopez-Lira is an Assistant professor of Finance at Warrington College of Business, University of Florida. He holds a PhD in Finance from the Wharton School, University of Pennsylvania. His research covers topics in Empirical Asset Pricing, Machine Learning and Textual Analysis.
Learn more at: https://alejandrolopezlira.site/
Follow Alejandro on Twitter: @alejandroll10
Chris Gannatti is Head of Research at WisdomTree Europe
Follow him on Twitter: @CGannatti
Show from 7/14/23
Prof. Siegel begins with the positive news of inflation coming in below expectations. He highlights the strength of the real economy, citing low initial jobless claims and strong consumer sentiment. Market sentiment is optimistic, with money flowing back into the market and a favorable outlook for investors. (00:12:50) Warren focuses on the potential margin contraction in 2024 earnings due to wage pressures and interest expenses, expressing concern about the excessive optimism in the market. He also mentions that while AI may enhance productivity in the long term, its efficiency gains might not materialize in time to support the 2024 earnings picture. Nitesh discusses the disappointment in China's reopening and the absence of substantial stimulus measures to drive growth. While China has been strategically accumulating raw materials and investing in grid expenditures for the energy transition, questions arise about its ability to maintain demand growth, especially in the oil market.
Guest: Prior to founding 3Fourteen Research, Warren led Ned Davis Research’s Energy and Commodity strategy. In that role, he built the firm’s commodity-related studies, models, and unique indicators. His research combines proprietary fundamental, technical and macro indicators to identify major investment themes and market trends affecting capital markets.
Warren is a frequent contributor to the media including participating in the 2013 Barron’s MLP Roundtable discussion, the Wall Street Journal, CNBC, and RealVision. In 2014, Euromoney Institutional Investor awarded Warren the Padraic Fallon award for his research on the Shale Revolution. Outside of the research world, Warren has worked as a practicing attorney specializing in regulatory approvals for various industrial activities and projects. He has also owned, operated, and sold a portfolio of self-storage properties to a national REIT.
Learn more at: https://www.3fourteenresearch.com/about
Follow Warren on LinkedIn: https://www.linkedin.com/in/warren-pies-erp-1b999437/
Nitesh Shah is Head of Commodities & Macroeconomic Research at WisdomTree Europe
Follow Nitesh on Twitter: @NiteshShahWT
Show from 07/07/23
Prof. Siegel talks to us about the new market data and the current unemployment rate reports this week (10:35). Jeremy and Chris are joined today by Simon who discusses his new book Power and Progress: Our 1000-Year Struggle Over Technology and Prosperity. They talk about the importance of AI for human-kind and its comparison to previous technologies. Simon gets into detail on the positive implications of AI but warns against the potential negatives. They debate whether people should support purchasing goods from countries that do not have safe guards for surveillance tech. Simon gives his opinion on the tech elite, government involvement, as well as job creation and tax inequality tied with advancements in technology.
Guest: Simon Johnson is the Ronald A. Kurtz (1954) Professor of Entrepreneurship at the MIT Sloan School of Management, where he is head of the Global Economics and Management group. In 2007-08 he was chief economist at the International Monetary Fund, and he currently co-chairs the CFA Institute Systemic Risk Council. In February 2021, Johnson joined the board of directors of Fannie Mae. Johnson’s most recent book, with Daron Acemoglu, Power and Progress: Our 1000-Year Struggle Over Technology and Prosperity, explores the history and economics of major technological transformations up to and including the latest developments in Artificial Intelligence.
Learn more at: https://mitsloan.mit.edu/faculty/directory/simon-johnson
Follow him on LinkedIn: https://www.linkedin.com/in/simon-johnson-17b40645/
Chris Gannatti is Head of Research at WisdomTree Europe
Follow him on Twitter: @CGannatti
Show from 06/30/23
Prof. Siegel talks to us about the current positive market standings this week and his hesitation with the Feds ongoing decisions. Jeremy is joined by Raymond who tells us a little bit about himself, his background and the firms he is a part of (09:33). He explains why people would want to use services at Relative Sentiment Technologies. He gives us his perspective on the retail market, where it’s headed and if it is the future smart strategy. They discuss customizations and suggestions based off risk exposure and his research across asset classes. He gives us insight into positioning due to surveys and analysis of the market. We hear his opinions on the international markets as they stand today and what is potentially driving the trends.
Guest:
Raymond Micaletti is the co-founder and CIO of Relative Sentiment Technologies, LLC. He has over 20 years' experience at major investment banks (JPMorgan, Barclays), hedge funds (Fortress Investment Group), and asset management firms where his primary focus has been on the research, development, and management of systematic investment strategies. In 2018, he laid the groundwork for RST by publishing a paper on a new method for tactical asset allocation using relative sentiment. An active topic on which he continues to research and publish. A native of western Pennsylvania, Ray holds a B.S. in civil engineering from the University of Notre Dame and a Ph.D. in engineering mechanics from Princeton University.
Learn more at: https://relativesentiment.com/about-us.html
Follow him on Twitter: @RelSentTech
Show from 6/23/23
Jeremy Schwartz and Prof. Siegel discuss how the recent job reports and global manufacturing data have raised concerns about a softening economy. Federal Reserve Chairman Powell provided no new information during his congressional appearance, and remains committed to anticipated interest rate hikes. Additionally, the housing market continues to experience a significant surge in prices, which may impact consumer spending in the future.
Prof. Daniel Rock and Prof. Siegel discuss the rapid adoption of chat GPT and the surprising capabilities of AI models, particularly in generating plausible texts. Chris and Prof. Rock discuss the deflationary benefits of new technologies like AI, comparing it to Moore's Law, and emphasize the importance for businesses to ride the wave of technological advancements rather than trying to be at the forefront. They also discuss the geopolitical dynamics of the AI battle, emphasizing the need for accessibility and acknowledging the potential for competition in regions like China and India. Tune in to hear all about the geopolitical dynamics of the AI battle, the potential of large language models, and the use of AI in education and research on this week's episode.
Guest:
Professor Daniel Rock an Assistant Professor of Operations, Information, and Decisions at the Wharton School of the University of Pennsylvania. His research is on the economic effects of digital technologies, with a particular emphasis on the economics of artificial intelligence. He has recently worked on studies addressing the types of occupations that are most exposed to machine learning, measuring the value of AI skillsets to employer firms, and adjusting productivity measurement to include investments in intangible assets. His research has been published in various academic journals and featured in outlets such as The New York Times, Wall Street Journal, Bloomberg, Harvard Business Review, and Sloan Management Review. Much of his work involves applying cutting-edge data science techniques to analyze datasets from financial market data sources, online resume sites, and job postings.
Learn more at: https://oid.wharton.upenn.edu/profile/rockdi/
Follow him on Twitter: @danielrock
Chris Gannatti is Global Head of Research at WisdomTree
Follow him on Twitter: @CGannatti
Jeremy and the professor are joined today by both Brandon and Nora as they discuss their views on the economy, inflation and what’s happening to farmland. Brandon tells us that inflation isn’t expected to affect agriculture in the way it has affected the Feds. They discuss the bond market and why future cycles are looking so positive. What’s involved in purchasing and investing in farms. Both Brandon and Nora give us an in depth look into the farming industry and how it ties into the market, how crop yields play a role and how they choose which farms to invest in. They also give us a view into the future of the farming industry and new technology that could improve the industry as a whole. They also talk about the difficulty finding reliable labor and replacing humans with machines.
Guests: Brandon Zick joined Ceres Partners in 2010. He is responsible for managing all investments at Ceres, including farmland and private equity strategies. In this role he supervises valuation analysis, acquisition due diligence, tenant management and acquisition negotiations.
Nora Pickens serves as Managing Director of Investments at Mill Creek Capital Advisors, LLC. She has primary responsibility for evaluating fixed income and alternative credit strategies across MCCA’s investment programs.
Learn more at: https://www.cerespartners.com/our-team/brandon-zick https://www.millcreekcap.com/
Connect on LinkedIn: linkedin.com/in/brandon-zick-394a5310 linkedin.com/in/norapickens
Show from 6/2/23Jeremy, Chris, and Eric dive into the current real estate market. Eric discusses how his firm is moving into the single family home rental market. He talks about the stall in the office rental market as people continue to work from home. They get into detail on retail real estate, the death of regional malls, and the rise of open-air stores. Chris asks about private real estate and what investors should be concerned about moving into the future. Eric talks in depth about the growth of tech real estate, the growing need for data center space, and the energy required for AI data chip creation. Guest: Eric Rothman serves as Portfolio Manager for CenterSquare Investment Management’s real estate securities group. He is responsible for market research, sector allocations, research, and financial modeling across the U.S. real estate securities universe. He also manages a REIT preferred stock separate account mandate. He has over 25 years of REIT and real estate investment experience. Prior to joining CenterSquare, he spent more than six years as a sell-side REIT analyst at Wachovia Securities and three years as an analyst at AEW Capital Management. He is a CFA charterholder and member of the CFA Institute.Learn more at: https://www.centersquare.com/investment-teamConnect on LinkedIn: https://www.linkedin.com/in/eric-rothman-cfa-02561710?original_referer=https%3A%2F%2Fwww.google.com%2FChris Gannatti is Head of Research at WisdomTree EuropeFollow him on Twitter: @CGannatti
Show from 5/26/23Hosts Jeremy Schwartz and Jeremy Siegel are joined by Samuel Rines as they discuss today's market and economy. Sam dives into why the Feds are in a grackle state between hawkish and dovish maneuvers, explaining how price over volume is sticking around due to inflation and the reluctance for consumers' to push back. They go into depth on whether the summer will flow into a recession, and the importance of Middle America's contributions to driving the economy, as well as the excitement of big tech and its effect on the current market. Jeremy and Sam also touch on their upcoming collaboration. Sam tells us a bit more about his firm Corbu and its specializations as well as his view on the global market, oil, and the bond market.Guest:Samuel Rines is the Managing Director of CORBU. Samuel is a global macro expert focused on the investment implications of politics and policy. His PolyMacro research and model portfolios are widely followed by both large family offices and institutional investors. Prior to joining CORBU, Samuel was the Chief Economist and Investment Strategist at Avalon Advisors, Before joining Avalon, Samuel was the portfolio manager at Chilton Capital Management, where he launched the Chilton ESG Equity Strategy and a long/short technology portfolio. Samuel started his career as the cross-asset analyst for a small hedge fund. He is the author of the book “After Normal: Making Sense of the Global Economy”.Follow him on Twitter: @SamuelRines
Show from 5/19/23Join your hosts and Guy LeBas as they delve into the markets this week. Prof. Siegel purports there will be a debt deal, prompting short-covering in the market. Jobless claims showed a suspicious jump attributed to fraud in one state. The upcoming labor market report will be crucial for the Fed's decision in June, with dissent among members possible, depending on its findings. Jeremy Schwartz and Guy LeBas discuss financial markets, focusing on inflation, Treasury yields, and corporate credit. Deposit outflows from banks have slowed, especially in larger regional banks with diverse deposits. The banking sector's valuation outlook is positive, with many banks expected to recover from bond portfolio losses. Listen in to learn more about this Spring’s important macro trends!Guest:Guy LeBas is Janney’s Chief Fixed Income Strategist as well as Director of Custom Fixed Income Solutions for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate. Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionary managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.Learn more at: https://www.janney.com/meet-janney/people/guy-lebasFollow Guy on Twitter: @lebas_janney
Show from 5/12/23Join Jeremy Schwartz, Prof. Siegel, and Chris Gannatti as they talk about Mark Mills’s path through academia and his career in tech and energy. Mark discusses how macro-level energy logistics can have global influence on productivity and economies. The show goes in depth on the role of new technology in improving the energy sector, and how energy can also be optimized for powering new technology. Mark talks about how far away a break-even nuclear fusion energy reactor truly is. They also touch on how the consumption of energy around the world is increasing as more technology is developed and adopted globally, and the significance of cloud computing in the energy space.Guest:Mark Mills is a senior fellow at the Manhattan Institute and a faculty fellow at Northwestern University’s McCormick School of Engineering and Applied Science. He is also a strategic partner with Montrose Lane (an energy-tech venture fund). Previously, Mills cofounded Digital Power Capital, a boutique venture fund, and was chairman and CTO of ICx Technologies, helping take it public in 2007. Mills is author of the book The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020s, and host of the new podcast The Last Optimist. He is also author of Digital Cathedrals, and Work in the Age of Robots. Mills earlier coauthored The Bottomless Well: The Twilight of Fuel, the Virtue of Waste, and Why We Will Never Run Out of Energy.Learn more at https://manhattan.institute/person/mark-p-millsFollow Bilal on Twitter: @MarkPMillsCo-host Chris Gannatti is Head of Research at WisdomTree EuropeFollow him on Twitter: @CGannatti
Show from 5/5/23Join Jeremy Schwartz and Prof. Siegel as they discuss the current state of the labor market; the concerning trend of rising unemployment claims and a cooling labor landscape. Bilal Hafeez shares his contrasting thoughts on the actions the Fed should take. The discussion also touches on the superior positioning of European banks compared to US banks. Bilal talks about booming investments in A.I. and how big tech companies will benefit from this trend. Listen now to gain insights into inflation, the Fed's response, and the geopolitical tensions surrounding American and Chinese A.I.Guest:Bilal Hafeez is the Founder and CEO of Macro Hive. He was the Global Head of International Fixed Income Strategy at Nomura between 2016 and 2019 and held various senior roles at Deutsche Bank between 2002 and 2015 including Head of Multi-Asset Research, Advisor to the CEO, Head of Asia Research in Singapore, and Global Head of Foreign Exchange Research. Bilal started his career at JP Morgan in 1998 and was rated the #1 market strategist by Euromoney and Institutional Investor between 2004 and 2013. He pioneered FX investment and smart beta benchmarks and was an Honorary Visiting Professor of Finance at Cass Business School. He studied Economics at St Johns College, Cambridge, and has seven cats, four chickens, a beehive, and one dog.Learn more at https://macrohive.com/macro-hive-team/Follow Bilal on Twitter: @bilalhafeez123
Join Jeremy Schwartz and Prof. Siegel as they dive deep into fixed income and recent economic reports. Some other key topics include the S&P 500 index, stabilization in the housing market, and the potential for a cumulative effect of policy to stimulate the market. Banks are still strained but we’re not feeling the macroeconomic domino effect (yet). Returning guest Dave Goodson gives his views on fixed income market opportunities. Dave shares his framework for investing in and studying fixed income and the securitized market, and how they can greatly benefit your portfolio. He thinks the 60/40 portfolio might be making a comeback, and he gives other great portfolio construction tips.Guest:Dave Goodson is a managing director, head of securitized fixed income and a senior portfolio manager for non-agency and agency mortgage-backed securities, commercial mortgage-backed securities and asset-backed securities strategies at Voya Investment Management. Prior to joining Voya, he was a principal at an independent investment bank focused on asset-backed commercial paper transactions. Previously, Dave began his career as a vice president in Wachovia Securities’ asset-backed finance group, marketing and executing securitizations for the bank’s corporate clients. He earned a BS in management from the Georgia Institute of TechnologyLearn more at institutional.voya.com/investment-ca…itized-creditFollow Voya on Twitter: @VoyaInvestments
Show from 4/21/23Jeremy Schwartz and Prof. Siegel speak on the ever-changing stats coming out of the Fed. Much is evolving as the data begin to reflect the macro highlights of Q1 2023. Tesla’s price war and P&G’s earnings are in the headlines. Expert economist Vincent Reinhart comes on the show to discuss the latest on housing and labor markets, global strain on banks, and every other big swing in the macroeconomy. He discusses the effect of major generational shocks like COVID and the Ukraine-Russia conflict on inflation, which he has researched at length. Check out the episode to learn more about the most important aspects of today’s geopolitics and economics!Guest:Vincent Reinhart is Chief Economist and Macro Strategist at Mellon Investments. In this role, he is responsible for developing views on the global economy and making relative value recommendations across global bond markets, currencies and sectors. Previously, Vincent served as the Chief US Economist and a managing director at Morgan Stanley. For the prior four years, he was a resident scholar at the American Enterprise Institute (AEI). Vincent also worked in several roles at the Federal Reserve over 24 years, including Director of the Division of Monetary Affairs and Secretary and Economist of the Federal Open Market Committee (FOMC). His academic publications primarily concern the conduct of policy and issues related to the monetary transmission mechanism as well as an analysis of alternative auction techniques and Treasury debt management. After an undergraduate training at Fordham University, he received graduate degrees in economics at Columbia University.Learn more at https://www.mellon.com/about-us/our-people/vincent-reinhart.htmlFollow Mellon on Twitter: @melloninvests
Show from 4/14/23Chris Gannatti joins Jeremy Schwartz and Prof. Siegel this week as they speak to esteemed guest Nathaniel “Nat” Bullard. Despite the ever-present strain of inflation, it’s apparent the economy is not falling apart just yet. Nat shares his vast knowledge of ESG and carbon reduction as it affects macroeconomic pressures. You don’t want to miss out on his take on today’s gas prices. Tune in to get up to speed on the environment, economy, and polarizing politics!Guest:Nat Bullard writes: I have spent nearly two decades analyzing, writing about, presenting on, and strategizing for deep decarbonization of the global economy. I spent 15 years with BloombergNEF, joining prior to New Energy Finance's acquisition by Bloomberg in 2009. There, I covered US markets, solar, and global executive strategy, concluding my time as the group's Chief Content Officer. While at BloombergNEF I began my weekly writing as well, which later moved to Bloomberg Opinion and now, Bloomberg Green. Today, my Bloomberg Green column reaches 250,000 subscribers a week. I maintain a senior contributor role for BloombergNEF, and I also have had a long-term engagement with early-stage climate tech venture capital firm Voyager Ventures. I am a frequent keynote speaker and board presenter on deep decarbonization technology, policy, markets, and strategy in an independent capacity.Follow him on Twitter: @NatBullardChris Gannatti is Head of Research at WisdomTree EuropeFollow him on Twitter: @CGannatti
Show from 3/31/23Jeremy Schwartz and Prof. Siegel kick off the episode with a positive outlook on US macro trends. Inflationary pressures are leveling off comfortably, at least for the past week. The SVB fallout appears to be relatively isolated, and widespread bank runs no longer seem imminent. David Zervos weighs in on the same topics, adding his renowned macro market expertise. Market direction is still unclear in light of the Fed’s latest moves. Tune in to hear our best guess on the future of your money!Guest:David Zervos is currently Chief Market Strategist for Jefferies LLC and Head of the Global Macro Division of Leucadia Asset Management, LLC. David joined Jefferies in 2010 after spending 2009 as a visiting advisor at the Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O'Connor. He began his career as an economist at the Federal Reserve Board in the early 1990's. He received a B.Sc. from Washington University, and an M.A. and Ph.D. in economics from the University of Rochester.Learn more at https://jefferiesmacrostrategy.com/about-david/Follow him on Twitter: @jefmacrostat
Show from 3/24/23Prof. Siegel takes a break from his vacation to call in and discuss this week’s big market news. The spotlight is on some disturbing projections from the Fed surrounding jobs and wages, and future rate cuts. Strain on institutions around the world brings into question the potential for recession. Wim Schoutens joins from Belgium to share his perspective based on his foremost expertise in bond markets. His proximity to Switzerland and familiarity with Co/Cos makes him a great resource for explaining what went down with Credit Suisse and the reaction by the global market. Then, Wharton alumnus Catherine LeGraw comes on to give GMO’s views on stocks, bonds, and markets at large. Her high-level macro lens rounds out the conversation and encapsulates the rest of the economy. Join Jeremy Schwartz et al. to learn more!Guests:Wim Schoutens is professor in financial engineering at the University of Leuven, Belgium. He has extensive practical experience of model implementation and validation. He is well known for his consulting work to the banking industry and national and supra-national institutions. He is an independent expert advisor to the European Commission, has worked for the IMF and is the author of several books on quantitative finance. Wim is also a founding partner of RiskConcile, a fintech company with roots within the University of Leuven.Learn more at https://schoutens.eu/Catherine LeGraw is a Wharton graduate and a former student of Prof. Siegel. She is a member of GMO’s Asset Allocation team and a partner of the firm. Prior to joining GMO in 2013, she worked as a director at BlackRock. Previously, Ms. LeGraw was an analyst at Bear, Stearns & Co. She received her BA and her BS in Economics from the University of Pennsylvania. She is a CFA charterholder.Learn more at: https://www.gmo.com/americas/research-library/?author=72ba2300-f9c4-47c0-8d9c-4c063da99017
Show from 3/17/23Jeremy Schwartz and Prof. Jeremy Siegel tackle the banking crisis, continuing inflation, and market sentiment as volatility dominates the narrative. Bitcoin and crypto are seeing more action now that trust in TradFi systems is decreasing. Trevor Greetham comes on from London UK to share his views on the underinsured, illiquid assets in the US spilling out into the rest of the world. He discusses some lesser-mentioned macro trends that factor into global inflation cycles. Trevor daws on his experience in allocation for major life insurance and pension portfolios.Guest:Trevor Greetham is a portfolio manager at Royal London Asset Management. Prior to joining Royal London in 2015, Trevor was asset allocation director for Fidelity Worldwide Investment, where he was responsible for implementing tactical investment decisions across a wide range of institutional and retail funds including the Fidelity Multi Asset Strategic Fund.Learn more at https://adviser.royallondon.com/contacts/trevor-greetham/Follow him on Twitter: @TrevorGreetham
Show from 3/10/23Chris Gannatti fills in for Jeremy Schwartz this week and joins Prof. Jeremy Siegel to talk big swings in macroeconomic trends. Crypto exchanges and regional banks are still facing struggles. Inflation rages on and turmoil continues in the labor economy. Guest Blake Heimann shares his thoughts on AI, including ChatGPT’s recent leaps, and touches on the broad economic and societal implications of AI. An interesting and fun conversation despite some potentially dystopian topics!Guest:Blake Heimann is a Research Analyst at WisdomTree. He’s an insatiably curious polymath with a passion for quantitative financial modeling, automated trading, and portfolio management. He is keen on novel approaches leveraging artificial intelligence and machine learning in investment management.Blake’s LinkedIn: https://www.linkedin.com/in/blakeheimannChris Gannatti is Head of Research at WisdomTree EuropeFollow him on Twitter: @CGannatti
Show from 3/3/23Jeremy Schwartz and Prof. Jeremy Siegel are optimistic in light of the restabilization of markets and GDP. As the Fed continues to tighten, everything is looking more steady in the US economy. Warren Mosler joins the show today, and shares his unique economic theories and intriguing ideas about financial structures. He argues controversially that higher interest rates have stimulated the economy to resist recession, not relented it. Listen in for more of Mosler’s surprising insights.Guest:Warren Mosler is an American economist and theorist, and one of the leading voices in the field of Modern Monetary Theory. An entrepreneur and financial professional, Warren Mosler has spent the past 40 years gaining an insider’s knowledge of monetary operations. He co-founded AVM, a broker/dealer providing advanced financial services to large institutional accounts and the Illinois Income Investors (III) family of investment funds in 1982. He holds a B.A. in Economics from the University of Connecticut and remains deeply involved in the academic community. He has given presentations at conferences around the world and published numerous articles in economic journals, newspapers, and periodicals. Mosler is also the author of The Seven Deadly Innocent Frauds of Economic Policy. He is credited with creating Mosler’s law that states “there is no financial crisis so deep that a sufficiently large fiscal adjustment cannot correct it.”For more information, visit his website: https://warrenmosler.com/Follow him on Twitter: @wbmosler
Show from 2/17/23Jeremy Schwartz and Prof. Jeremy Siegel dive deep into the effects of a resurging market on wages and costs for Americans. As inflation and labor strain continue, CPI becomes an important consideration for the Fed and for the population at large. Todd Thompson gives his views on the current state of bonds, stocks, mortgage spreads, and long-term financial commitments. He also details how he’s thinking about portfolio construction in 2023 more broadly. Listen in to gain insight from Todd’s long career as a fixed income expert.Guest:Todd Thompson is a managing director and portfolio manager and leads the fixed income credit research team at Reams Asset Management. He is a co-portfolio manager of the Carillon Reams Bond Funds. Todd has over 25 years of experience as a fixed income portfolio manager and analyst. Prior to joining Reams in 2001, Todd worked for Conseco Capital Management Company and The Ohio Public Employees’ Retirement System.For more information, visit the Reams website: https://www.reamsasset.com/people/senior-investment-professionals/todd-thompson/
Show from 2/10/23Esteemed guest Patrick Harker joins Jeremy Schwartz and Prof. Jeremy Siegel to broadcast live from the GIC conference in La Jolla. They focus on trends in monetary policy, workforce, liquidity, and inflation in the US, through 2022 and into the new year. Harker draws from his STEM background, making a case for Fed policies that are data-driven and based on strong indices. Guest:Patrick Harker is the 11th President and Chief Executive Officer of the Federal Reserve Bank of Philadelphia. Harker is also a former Dean of the Wharton School. Harker participates on the Federal Open Market Committee, which formulates the nation’s monetary policy. As an engineer by training, Harker has continued to apply his research and receive patents throughout his career. He considers the effect of automation on the labor force as “the perfect intersection” of engineering and economics. Other technological influences, including artificial intelligence and machine learning, are also playing a part in the Third District’s and the nation’s economy.For more information, visit the Philadelphia Fed website: https://www.philadelphiafed.org/our-people/patrick-t-harkerFollow them on Twitter: @philadelphiafed
Show from 2/09/23Jeremy Schwartz broadcasts live from the GIC conference in La Jolla, with guests Jim Bianco and Will Peck. Topics covered include wage inflation, crypto and DeFi, where the Phillips curve plays into the Fed’s plan, and the correlation between inflation and money supply. Bianco brings decades of expertise to the conversation, with fresh perspectives on digital currencies from central banks, and DeFi as a whole.Guest:Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. 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.For more information, visit the Bianco Research website: https://www.biancoresearch.com/about-us/Follow him on Twitter: @biancoresearchAdditional guest: Will PeckWill Peck is Head of Digital Assets at WisdomTree. In this role, Mr. Peck leads the firm's Strategy Group, leads corporate development, and drives other strategic initiatives for the firm, including the launch of WisdomTree Prime, a financial services app built from the ground up on blockchain rails with DeFi concepts.Follow him on Twitter: @wbpeck
Show from 2/03/23Jeremy Schwartz and Prof. Jeremy Siegel react to a big week in finance, including US earnings and productivity stats, market and GDP tailwinds post-COVID, news from the Fed, and much more. Drawing from his research, our guest Skanda Amarnath dives deeper into the effects of global and domestic issues on inflation, wages, and labor in the US. In light of promising macroeconomic trends, Skanda is optimistic for the sustainability of the American workforce. Listen in to learn more about the challenges and opportunities he foresees for 2023.Guest:Skanda Amarnath is the Executive Director of Employ America, a research organization advocating for full employment. To take action on his passion for sustainably tighter labor markets, he creates analytical content from macroeconomic and market data. Amarnath was a Vice President at MKP Capital Management, a global alternative investment manager where he also served as a market economist and strategist. Earlier in his career, he worked as an Analyst within New York Fed's Research Group.For more information on Skanda and his work, visit the Employ America website: https://www.employamerica.org/about/Follow him on Twitter: @IrvingSwisher
Show from 1/27/23Jeremy Schwartz and Prof. Jeremy Siegel talk Fed tightening, recession potential, US money supply, and its effect on liquidity and profitability. Peter Lazaroff joins the show to discuss financial planning, portfolio construction, and how he makes money simple for clients. He goes deep into 2022’s inflationary bear market and how he’s seen investors react going into 2023. Peter also shares tips for your portfolio based on time horizon and ever-rising interest rates.Guest:Peter Lazaroff is the Chief Investment Officer at Plancorp, a financial advisor, speaker, author of the book Making Money Simple, and host of The Long Term Investor podcast. Peter is known for taking complex financial strategies and sharing them in easy to understand language everyone can apply to improve their wealth and financial habits. His insights are regularly seen around the world on major media platforms like The Wall Street Journal, Forbes, CNBC, and The New York Times. For more information, visit his website: https://peterlazaroff.com/Follow him on Twitter: @PeterLazaroffGet his book for free: https://peterlazaroff.com/freebook
Show from 1/20/22Wharton Professor Jeremy Siegel kicks off the show with his market update. He talks about positive price data, inflation expectations, a strong labor market, and more. Then Host Jeremy Schwartz brings CEO of Manhattan West Lorenzo Esperanza on to discuss fed planning, the labor economy, pricing, jobless claims, and alternative investments.Guests: Lorenzo Esparza – CEO, Founding Principal at Manhattan WestFollow Lorenzo on LinkedIn: https://www.linkedin.com/in/lorenzo-esparza-a2b6967/ Follow Lorenzo on Twitter: @LorenzoEsparzaFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Show from 1/13/22What is the status of inflation? Host Jeremy Schwartz starts the show discussing the fed, market inflation indicators, and more. Then he brings on Heim Israel of Bank of America Merrill Lynch to discuss how to approach thematic investing and mega trends. Heim explains that people need to take a wholistic approach to looking at trends, events are impacted by other sectors.Guests: Heim Israel - Managing director of research and global strategist, head of the global thematic research team at Bank of America Merrill LynchFor the latest, follow Bank of America on Twitter: @BankofAmericaChris Gannatti – Head of Global Research at WisdomTreeFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Show from 12/23/22Wharton Finance Professor Jeremy Siegel starts the final episode of 2022 talking about favorable inflation data, fed year end projections, earnings growth, labor, wages, and more. The Jeremy Schwartz brings on an expert on systematic equity strategies from Bloomberg. They talk about the structural drivers of inflation, the cheapening energy sector, shifting S&P indexes, pricing power, and suggested commodities. Happy Holidays from everyone on The Behind the Markets production team! See you in 2023Guests: Steven Hou - Quantitative Researcher at Bloomberg LPFollow Steve on Twitter: @stevehoufFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Show from 12/16/22Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the Fed, raising rates, and what he feels is incorrect data from BLS. Then, Bob Pisani joins Host Jeremy Schwartz to discuss markets and market history and his upcoming book "Shut Up and Keep Talking: Lessons on Life and Investing From the Floor of the New York Stock Exchange".Guest:Bob Pisani- CNBC On-Air Stocks Editor, he also covers initial public offerings (IPOs), exchange-traded funds (ETFs) and financial market structure for CNBCFor more from Bob visit: https://www.cnbc.com/trader-talk/Follow Bob on Twitter: @BobPisaniFollow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Show from 12/9/22Wharton Finance Professor Jeremy Siegel starts the show with his market update talking about the Fed, inflation, labor costs, rising productivity, and GDP. Host Jeremy Schwartz broadcasts from London and discusses the global macro and European markets with his colleagues who are experts in the space. They discuss ESG investing, the energy sector in the wake of the Russia Ukraine war, commodities, and more.Guests: Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree EuropeFollow Nitesh on Twitter for the latest: @NiteshShahWTFollow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk Aneeka Gupta – Equity & Commodity Strategist, WisdomTree EuropeFollow Aneeka on LinkedIn: https://www.linkedin.com/in/aneekaperis/?originalSubdomain=uk Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Show from 12/2/22Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the status of inflation, the money supply, unemployment, and wages. Then Host Jeremy Schwartz brings on two guests from the Federal Reserve Bank of Cleveland to further discuss inflation, trends in productivity growth, the spike in bond yields, and more.Guests: Robert Rich – Director of the Center for Inflation Research and a senior economic and policy advisor in the Research Department at the Federal ReserveFor more on Robert, visit his page on the Federal Reserve’s website: https://www.clevelandfed.org/people/profiles/r/rich-robert-w Follow the Cleveland Federal Reserve on Twitter: @ClevelandFedEdward S. Knotek II – Senior vice president and the associate research director at the Federal Reserve Bank of ClevelandFor more on Edward, visit his page on the Federal Reserve’s website: https://www.clevelandfed.org/people/profiles/k/knotek-edward-s-ii Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Show from 11/18/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the Fed, changes in the labor market, and estimates of Q4 consumer spending. Then, Michael McClary joins Host Jeremy Schwartz to discuss inflation, recession, China, and much more.
Guest: Michael McClary- Chief Investment Officer of Valmark Advisers, Inc. and Valmark Financial Group, LLC Follow Valmark on Twitter: @ValmarkFG For more from Michael visit: www.etf.com/contributors/michael-mcclary
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Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. To obtain a prospectus containing this and other important information, call 866.909.9473 or visit WisdomTree.com. Read the prospectus carefully before you invest. There are risks associated with investing, including possible loss of principal.
The Fund is actively managed and implements a strategy similar to the methodology of the TOPS® Global Equity Target Range™ Index (the “Index”), which seeks to track the performance of a cash-secured call spread option strategy. There can be no assurance that the Index or the Fund will achieve its respective investment objectives, or that the Fund will successfully implement its investment strategy. Moreover, while the Fund seeks to target returns within a prescribed range thereby minimizing downside investment loss, there can be no guarantee that an investor in the Fund will experience limited downside protection, particularly short-term investors, investors that seek to time the market and/or investors that invest over a period other than the annual period. The Fund’s options strategy will subject Fund returns to an upside limitation on returns attributable to the assets underlying the options. The Fund’s investments in options may be subject to volatile swings in price influenced by changes in the value of the underlying ETFs or other reference asset. The return on an options contract may not correlate with the return of its underlying reference asset. The Fund may utilize FLEX Options to carry out its investment strategy. FLEX Options may be less liquid than standard options, which may make it more difficult for the Fund to close out of its FLEX Options positions at desired times and prices. The Fund’s use of derivatives will give rise to leverage and derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money. Investment exposure to securities and instruments traded in non-U.S., developing or emerging markets can involve additional risks relating to political, economic, or regulatory conditions not associated with investments in U.S. securities and more developed international markets. These and other factors can make investments in the Fund more volatile and potentially less liquid than other types of investments. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.
WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S.Foreside Fund Services, LLC, is not affiliated with the entities mentioned.
Show from 11/11/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update discussing US inflation data, housing, international exchange rates, and cryptocurrency. Then experts on the UK market join Hosts Jeremy Schwartz and Professor Siegel to talk about interest rates, quantitative easing, bonds, pensions, and more.
Guests: Andrew Okrongly – Director, Model Portfolios at WisdomTree Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrew-okrongly-1a572420/
Ben Clissold – Head of Fixed Income & Treasury at USS Follow Ben on LinkedIn: https://www.linkedin.com/in/ben-clissold-b4b1a017/?originalSubdomain=uk
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Show from 11/4/22
Host Jeremy Schwartz is joined by author and Managing Director at Corbu LLC, Sam Rines, to discuss Professor Siegel's view on inflation (or de-inflation), Chinese tech and markets, and trends in employment numbers, among other topics.
Guest: Sam Rines - Managing Director, Corbu LLC, Author of "After Normal: Making Sense of the Global Economy"
Follow the Jared on Twitter: @SamuelRines Buy Sam's book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198
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Show from 10/28/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about fluctuations in the tech market, inflation finally showing signs of slowing, and the Fed's data lagging with what's really happening in the housing market. Then, author Jared Dillian joins Host Jeremy Schwartz to discuss rate hikes, Europe's market future, and commodity trading.
Guest: Jared Dillian - Editor of The Daily Dirtnap, host of Be Smart podcast, Author of "All the Evil Of This World" Follow the Jared on Twitter: @dailydirtnap For more from Jared visit www.jareddillianmoney.com/
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Show from 10/14/22
Wharton Finance Professor Jeremy Siegel discusses how the core rate rose above expectations, the recession, consumer expectations, and the money supply. Then Host Jeremy Schwartz broadcasts from Rowan University talking to 2 finance experts, one in the bond market and the other in ESG investing.
Guest: John Mousseau – The President, Chief Executive Officer, and Director of Fixed Income at Cumberland Advisors Follow Cumberland Advisors on Twitter: @CumberlandADV For more on Cumberland Advisors, visit their website: https://www.cumber.com/
Jordan Howell, Ph.D. – Associate Professor of Sustainable Business at Rowan University Visit Jordan’s website: https://www.jordanphowell.org/ Visit Jordan’s Rowan faculty profile: https://business.rowan.edu/faculty-staff/howell_faculty.html
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Show from 10/7/22
Wharton Finance Professor Jeremy Siegel talks about the unemployment rate dropping, inflation pressures, mid-term elections, and more. Then Host Jeremy Schwartz and Head of Asset Allocation Americas of UBS Global Wealth Management Jason Draho discuss the overall macro environment, the effects of stagflation, wage growth, and economy versus the markets.
Guest: Jason Draho – Head of Asset Allocation Americas of UBS Global Wealth Management and Chair of the US Investment Strategy Committee Follow Jason on LinkedIn: https://www.linkedin.com/in/jason-draho-707b064/ For more on UBS, visit their website: https://www.ubs.com/us/en.html For the latest, follow UBS on Twitter: @UBS
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Show from 9/30/22
Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss 5-10 year inflation predictions and some possible explanations on the low productivity numbers seen as of late.
Then, Host Jeremy Schwartz and Chris Ganatti, global head of research at Wisdom Tree, talk to Chris Miller, economic historian and author of upcoming book "Chip War: The Fight for the World's Most Critical Technology."
They get into the history of semiconductors production and supply chain, Taiwan's role in semiconductor production, and how shifting technologies will affect both chip production and geopolitics.
Guest: Chris Miller- Associate Professor of International History at the Fletcher School of Law and Diplomacy at Tufts University Read more from Chris here: https://www.christophermiller.net/
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Show from 9/23/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. He talks about why he thinks the fed and Powell are being too hawkish, negative GDP growth, the threat of a serious recession, UK yields, and more. Then Host Jeremy Schwartz talks to Brian Spinelli, an expert in the wealth management space about investing in a heightening recession and the death of the 60/40 model.
Guest: Brian Spinelli - CFP®, AIF® Senior Wealth Advisor/Chair of Investment Committee at Halbert Hargrove
For more on Brian check out his bio here: https://www.halberthargrove.com/member/brian-m-spinelli-2/
For more on Halbert Hargrove, visit their website: https://www.halberthargrove.com/
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Show from 9/16/22
Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel broadcast from The Jacobs Levy Quantitative Finance Conference in Manhattan. Professor Siegel starts with his market update discussing housing, fed policy, the threat of recession, GDP estimates, and more. Then our hosts talk to the award winners of the 2021 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation for their research on momentum investing. They discuss mutual funds, passive strategy, benchmarking, and more
Guest: Narashimhan Jegadeesh - Dean's Distinguished Chair in Finance at the Goizueta Business School For more on Narashimhan, visit his faculty page: https://goizueta.emory.edu/faculty/profiles/narasimhan-jegadeesh
Sheridan Titman - Walter W. McAllister Centennial Chair in Financial Services at the McCombs School of Business For more on Sheridan, visit his faculty page: https://www.mccombs.utexas.edu/faculty-and-research/faculty-directory/sheridan-titman/
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Show from 9/9/22
Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss the slowing rate of inflation combined with rising interest rates with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report.
They get into the questionable decisions being made by the fed, the economy in Europe, and readjustments of the labor market. Peter discusses the possible end of interest rate hikes as the economy cools. Plus a discussion on the longterm outlook of the Asian economy.
Guest: Peter Boockvar - Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report on Twitter: @pboockvar Subscribe to the Boock Report here: https://boockreport.com/
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Show from 9/2/22
Wharton Finance Professor Jeremy Siegel gives his market update talking about the unemployment rates, hourly earnings coming in under expectation, and ISM numbers. Then Host Jeremy Schwartz and his guest Founder & President of Lansing Street Advisors Matt Topley discuss the best way to weight your portfolio. They get into growth vs value, stocks vs bonds, fixed income, advanced planning, charitable giving, deal by deal real estate, and more.
Guest: Matt Topley - the Founder & President of Lansing Street Advisors For more on Matt, visit his website: https://matttopley.com/about/ To find out more about Lansing Street Advisors, visit their website: https://www.lansingadv.com/
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Show from 8/27/22
Wharton Finance Professor Jeremy Siegel kicks off the show discussing Chair of the Federal Reserve Jerome Powell’s hawkish comments on the market, the selling off of high duration stocks and crypto, the 10-year Treasury yield’s downward spiral, and commodity prices. Then Jeremy Schwartz talks with an expert on currencies about the Powell speech, the Euro in light of the upcoming ECB meeting, Asia, and more.
Guest: Robin Brooks – Managing Director and Chief Economist at the Institute of International Finance (IIF). Previously, Brooks was the Chief FX Strategist at Goldman Sachs based in New York, where he was responsible for the firm’s foreign exchange forecasts and publishing international macro research Follow Robin on Twitter: @RobinBrooksIIF Follow the IIF on Twitter: @IIF For more on the IIF, visit their website: https://www.iif.com/
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Show from 8/19/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update talking interest rate increases, earnings, and the disconnect between workers and GDP. Then, what is the path forward in US China relations? As we look at China’s conflicts with Taiwan, its military buildup, and its efforts to dominate the critical technologies, what will become of the US. Host Jeremy Schwartz talks to the author of the new book “Danger Zone: The Coming Conflict with China” about
Guest: Hal Brands – Author of the new book “Danger Zone: The Coming Conflict with China.” American scholar of U.S. foreign policy. He is the Henry A. Kissinger Distinguished Professor of Global Affairs at the Johns Hopkins University School of Advanced International Studies and a Resident Scholar at the American Enterprise Institute. Purchase his book “Danger Zone” here: https://www.amazon.com/Danger-Zone-Coming-Conflict-China/dp/1324021306 Follow Hal on Twitter - @HalBrands
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Show from 8/12/22
Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing import prices, commodities, deterioration of the real economy, and more. Plus Guest Hosts Chris Gannatti, Blake Heimann, and Jeff Weniger discuss inflation, the corporate tax code, fed policy, and value vs growth stocks.
Guest: Chris Gannatti – Head of Global Research at WisdomTree Blake Heimann - Research Analyst at WisdomTree Asset Management Jeff Weniger - CFA serves as Head of Equity Strategy at WisdomTree
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Show from 8/5/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing GDP vs productivity reports, commodities, employment, inflation, and more. Then Host Jeremy Schwartz talks to an expert on India’s economy about banking, positive employment, privatization of businesses, and geopolitics.
Guest: Guarav Sinha - Former Managing Director, Head of Americas, Global Research & Design at S&P Global For the latest, follow Guarav on LinkedIn: https://www.linkedin.com/in/gaurav-sinha-4041766/
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Show from 7/29/22
As inflation increases and the Fed continues to raise interest rates, how will this effect the markets in the coming months? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the former fed vice chair about the possibility of a recession, negative growth in the money supply, food and energy prices, labor markets, and much more. Plus, a look at what is going on in fixed income with an expert on mortgage and securitized credit.
Guests: Don Kohn – Former Fed Vice Chair, Senior Fellow at the Brookings Institution Follow the Brookings Institution on Twitter: @BrookingsInst For more on Donald Kohn, visit his page on the Brookings Institution website: https://www.brookings.edu/experts/donald-kohn/
Dave Goodson – Head of Securitized Fixed Income and Senior Portfolio Manager at Voya Investment Management For more on Voya Investment Management, visit their website: https://investments.voya.com/ Follow Voya Investment Management on Twitter: @VoyaInvestments
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Show from 7/22/22
How are the markets responding to the upcoming Fed meeting? Will there be more interest rate hikes? Host Jeremy Schwartz and Co-Host Jeff Weniger discuss that and more during the market update. Then, they bring on a Japan expert to discuss the state of the country after the death of Shinzo Abe.
Guest: Tobias Harris – Author of the book “The Iconoclast: Shinzo Abe and the New Japan” and the Senior Fellow at the Asia at the Center for American Progress Purchase his book here: https://www.amazon.com/Iconoclast-Shinzo-Abe-New-Japan/dp/1787383105 For more information on the Center for American Progress visit their website: https://www.americanprogress.org Follow the Center for American Progress on Twitter: @amprog
Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management Follow Jeff on Twitter: @JeffWeniger Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/
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Show from 7/15/22
Wharton Finance Professor Jeremy Siegel kicks off the show talking about the night market rally, inflation, retail sales, and more. Then, how can you create a well balanced, inflation sensitive portfolio? How can you account for the Night effect? Host Jeremy Shwartz brings on two experts to discuss everything from energy stocks and risk averse portfolio modeling to ETFs and the night effect.
Guest:
John Davi – CIO and Founder of Astoria Advisors Follow John on LinkedIn: https://www.linkedin.com/in/john-davi-93414510/ For the latest, follow John on Twitter: @AstoriaAdvisors For more on Astoria Advisors, visit their website: https://www.astoriaadvisors.com/
Bruce Levine – Founder and CEO of NightShares Follow Bruce on LinkedIn: https://www.linkedin.com/in/bruce-lavine-bb05434/ For more on NIghtShares, visit their website: https://www.nightshares.com/
Show from 7/8/22
This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel joins to give his market update. He covers everything from the jobs report to interest rates. Then, Host Jeremy Schwartz takes a deep dive into the energy sector with an expert from TortoiseEcofin. What is the possibility of accessing oil infrastructure in North America? Where are the best opportunities in Energy? Tune in to find out.
Guest: Rob Thummel - Managing Director, Senior Portfolio Manager and Investment Strategist – Energy at TortoiseEcofin
For the latest, follow Rob on Twitter: @thummelrob Follow TortoiseEcofin on Twitter: @TortoiseEcofin For more on TortoiseEcofin, check out their website: https://tortoiseecofin.com/
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Show from 7/1/22
This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his take on the market from negative GDP reports and the possibility of a recession to unemployment rates. Then, will the Russia-Ukraine crisis continue to impact oil? Will there be a harder push for green energy and how will that impact commodities? Host Jeremy Schwartz and Co-Host Liqian Ren talk to an expert on geopolitics about the impact of international news on asset markets.
Guest: Marko Papic - Partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics/ For more on Clocktower, visit their website: https://www.clocktowergroup.com/ For the latest, follow Marko on Twitter: @Geo_papic
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Show from 6/24/22
This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his market update discussing rising inflation, commodities, and earnings. Then Host Jeremy Schwartz talks inflation indicators, asset allocation, building expected returns for commodities, growth vs value, and more with Jim Masturzo of Research Affiliates.
Guest: Jim Masturzo – Partner and CIO of Multi-Asset Strategies of Research Affiliates For more on Research Affiliates, visit their website: https://www.researchaffiliates.com/home Follow Jim on Twitter: @JimMasturzoII Follow Jim on LinkedIn: https://www.linkedin.com/in/jimmasturzo/
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Show from 6/17/22
This week on Behind the Markets Wharton Finance Professor Jeremy Siegel kicks off the show discussing negative GDP growth, recession, oil prices, and more. Then Host Jeremy Schwartz brings on an expert to talk about the state of commodities and supply chains. Plus a long time economic strategist joins the show to cover fed policy, the macro, and global trade.
Guest: Ed Morse – Managing Director, Global Head of Commodity Research - Citi Group For more on Citi, visit their website: https://www.citigroup.com/citi/ For the latest news, follow Citi Research on Twitter: @CitiResearch Follow Ed on LinkedIn: https://www.linkedin.com/in/edward-morse-3440157/
John Silvia – Dynamic Economic Strategy. John recently retired from his position as Managing Director and Chief Economist for Wells Fargo For more on John, visit his website: https://www.johnesilvia.com/about-john/ For the latest, follow John on Twitter: @JohnESilviaPhD
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Show from 6/10/22
This week on Behind the Markets, Host Jeremy Schwartz and Co-Host Liqian Ren interview an expert on investing in using alpha-driven strategies blended with behavioral finance. They discuss capturing alpha through value with quality, growth sectors in China based on local insights, how to use probabilities when investing, and more. Then, in the second half of the program, Wharton Finance Professor Jeremy Siegel joins to discuss inflation reports.
Guest: Jason Hsu – Founder and chairman of Rayliant Global Advisors For more on Rayliant Global Advisors, visit their website: https://rayliant.com/ Follow Jason on Twitter: @hsu_jason Follow Rayliant Global Advisors on Twitter: @rayliant
Liqian Ren - Director of Modern Alpha at WisdomTree Asset Management
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Show from 5/27/22
This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel goes through his market update from the long bond, money supply, and loans to inflation and oil prices. Then, what is the future or cryptocurrency and what can it be used for? Host Jeremy Schwartz talks to an expert on cryptocurrency about the investing risks as well as the benefits and potential credits. They also debunk the popularized narrative of bitcoin being the new digital gold.
Guest: WookieeIndex – Anonymous twitter handle. He is an engineer and focuses on Cryptocurrency at his day job. Follow him on Twitter: @WookieeIndex Check out his substack here: furballfinancial.substack.com
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Show from 5/20/22
This 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 Investments
Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrewdbeer/
For more on Dynamic Beta visit their website: https://www.dynamicbeta.com/
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Show from 5/13/22
Wharton 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: @eervin1
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Benjamin Dean – Director of Digital Assets WisdomTree Europe
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Show from 5/6/22
Wharton 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 Strategas
For more on Strategas, visit their website: https://www.strategasrp.com/
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Show from 4/29/22
Wharton 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
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Show from 4/22/22
Wharton 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 more
Follow Jim on Twitter: @iamjimrogers
For 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/
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Show from 4/15/22
Wharton 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 LLC
Check out Astoria Advisors' website: https://www.astoriaadvisors.com/
Follow Astoria Advisors on Twitter: @AstoriaAdvisors
Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management
Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/
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Show from 4/8/22
Wharton 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 Advisors
For 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_brent
Sign up for Brent’s AM/FX daily macro letter: https://www.spectramarkets.com/am-fx/
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Show from 4/1/22
Wharton 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: @SamuelRines
Follow him on LinkedIn: https://www.linkedin.com/in/samuelerines/
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Show from 3/25/22
Wharton 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 Academy
For more on Onramp Academy visit their website: https://academy.onrampinvest.com/
Follow Onramp on Twitter: @OnrampAcademy
Follow Caitlin on LinkedIn: https://www.linkedin.com/in/caitlincook22/
Dan Gunsberg – Co-Founder and CEO of HXRO Foundation
For more on HXRO visit their website: https://hxro.network/
Follow Dan on LinkedIn:
https://www.linkedin.com/in/daniel-gunsberg-9986901a2/?originalSubdomain=bm
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Show from 3/18/22
Host 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.html
Follow Rockefeller Capital Management on Twitter: @RockCapMgmt
For more on Rockefeller Capital Management’s visit their website: https://rcm.rockco.com/
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Show from 3/11/22
Wharton 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 Research
Follow Bianco Research on Twitter: @biancoresearch
For more on Bianco Research visit their website: https://www.biancoresearch.com/visitor-home/
Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management
Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/
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Show from 3/4/22
Wharton 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 Management
Gareth 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
Show from 2/25/22
Wharton 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. Louis
Follow the St. Louis Fed on Twitter: @stlouisfed
For more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president
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Show from 2/18/22
Wharton 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 Interests
For more on Bison Interests, visit their website: https://bisoninterests.com/
Follow Bison Interests on Twitter: @BisonInterests
Follow Josh on Twitter: @Josh_Young_1
Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree Europe
Follow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk
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Show from 2/11/22
Wharton 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 Management
Follow him on Twitter: @ddonabedian
For more on CIBC visit their website: https://private-wealth.us.cibc.com/
Kevin Flanagan – Senior Fixed Income Strategist at WisdomTree Asset Management
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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 Charts
Follow JC on Twitter: @allstarcharts
For 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/
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Show from 1/28/22
Wharton 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 Architect
For more on Alpha Architect visit their website: https://alphaarchitect.com/
Follow Alpha Architect on Twitter: @alphaarchitect
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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
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A current listing of all companies covered by Baird U.S. Equity Research and applicable research disclosures can be accessed at http://www.rwbaird.com/research-insights/research/coverage/third-party-research-disclosures.aspx
Robert W. Baird & Co. Incorporated and/or its affiliates have been compensated by these companies for non-investment banking-securities related services in the past 12 months.
ASB, BAC, TFC, JPM, RF,FITB,SFNC, WFC, KEY
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Show from 1/14/22
How 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 Investors
For more information on Analytic Investors visit their website: https://www.allspringglobal.com/investments/teams/detail.html?id=analytic-investors#
Follow Harin on LinkedIn: https://www.linkedin.com/in/harindra-de-silva-4a72212/
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Show from 1/7/21
Host 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/
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Show from 1/7/21
Wharton Finance Professor Jeremy Siegel kicks off the new year with his market projections. The professor discusses the 10 year bond breaking through its previous high and hitting 180, WTI touching 80, and the possibility of the fed slowing the inflation rate. Then Hosts Jeremy Schwartz and Jeremy Siegel bring on a Fed expert. They talk about environmental proposals, more funding for universal pre-kindergarten, fiscal stimulus, the COVID response, the regulatory climate, and more.
Guest:
Greg Valliere – Chief U.S. Policy Strategist at AGF Investments
For more on AGF Investments visit their website: https://www.agf.com/us/index.jsp
Follow AGF on Twitter: @agf
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Show from 12/24/21
In this Behind the Markets holiday special, Host Jeremy Schwartz talks with cryptocurrency experts about the future of the market in 2022. In 2021 Tesla bought bitcoin and it kickstarted interest in crypto, but how will this asset class look going forward? VP of Research at The Block Larry Cermak says that stable coins are already changing many aspects of how we function today such as funding non-crypto VC deals. They discuss bitcoin mining, Ethereum, NFTs, the metaverse, and more.
Guests:
Michael Batnick – Director of Research at Ritholtz Wealth Management
For more on Ritholtz Wealth Management visit their website: https://ritholtzwealth.com/
Follow Michael on Twitter: @michaelbatnick
Follow Ritholtz Wealth Management on Twitter: @RitholtzWealth
Listen to his podcast “Animal Spirits”: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007
Larry Cermak – VP of Research at The Block
For more on The Block visit their website: https://www.theblockcrypto.com/
Follow Larry on Twitter: @lawmaster
Follow The Block on Twitter: @TheBlock__
Benjamin Dean – Director of Digital Assets at WisdomTree in Europe
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Show from 12/17/21
Host Jeremy Schwartz talks to Jay Jacobs, an expert on disruptive growth technologies, about his new report Charting Disruption 2022 Thematic Outlook. They get into the fed’s influence on markets, reopening stocks, ecommerce, cloud computing, China, and more.
Guest:
Jay Jacobs – SVP, Head of Research & Strategy at Global X ETFs
Read Jay’s “Charting Disruption 2022 Thematic Outlook: https://www.globenewswire.com/news-release/2021/12/08/2348404/0/en/Global-X-ETFs-Announces-the-Release-of-its-Charting-Disruption-2022-Thematic-Outlook.html
Follow Jay on Twitter: @JayJacobsCFA
Follow Global X ETFs on Twitter: @GlobalXETFs
Connect with Jay on LinkedIn: https://www.linkedin.com/in/jay-jacobs-cfa/
For more on Global X visit their website: https://www.globalxetfs.com/
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Show from 12/17/21
Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to Former Vice Chair of the Federal Reserve Donald Kohn about inflation, the COVID-19 omicron variant, M2, inversion of the yield curve, and more. Professor Siegel notes the lagging labor force participation and its influence on inflation. Plus Donald gives his take on markets and recent fed decisions.
Guest:
Donald Kohn - Former Vice Chair of the Federal Reserve
For more information on Donald visit the Brookings Institution website: https://www.brookings.edu/experts/donald-kohn/
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Show from 12/10/21
Wharton Finance Professor Jeremy Siegel kicks off the show with inflation, interest rates, the fed, and equity markets. Then what is the future of handls? Host Jeremy Schwartz and Guest Host Rick Harper talk to the co-founders of HANDL Indexes, a company trying to respond to the income needs of investors and create a better alternative. They discuss closed-end funds, leverage limitations, ETFs, volatility, and more.
Guests:
David Cohen – Co-Founder of HANDL Indexes
Follow David on LinkedIn: https://www.linkedin.com/in/david-cohen-3810a45/
For more on HANDL Indexes visit their website: https://www.handlsindexes.com/
Matthew Patterson - Co-Founder of HANDL Indexes
Follow Matthew on LinkedIn: https://www.linkedin.com/in/pattersonmatthew/
Rick Harper – Head of Fixed Income and Currency at WisdomTree Asset Management
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Show from 12/3/21
Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update noting the strong employment report, the yield curve, the long bond, and more. Then, are you interested in alternative asset classes? In this episode of Behind the Markets Host Jeremy Schwartz and Guest Host Chris Gannatti talk to the author of “The Allocator’s Edge” about the shifting landscape for traditional portfolios, asset classes and strategies for alternative investments, and sharpening client skills to manage expectations. They discuss everything from private equity, hedge funds, catastrophe reinsurance, and real assets to non-traditional credit.
Guests:
Phil Huber – CIO of Savant Wealth Management and author of “The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification”
Click here to purchase Phil’s book: https://www.amazon.com/Phil-Huber/e/B097TRDTD2%3Fref=dbs_a_mng_rwt_scns_share
Follow him on Twitter: @bpsandpieces
For more on Savant Wealth Management visit their website: https://savantwealth.com/employee/philip-r-huber/
Christopher Gannatti - Head Of Research, Europe at WisdomTree Asset Management
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Show from 11/19/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally.
Guest:
Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen Capital
For more on Polen Capital visit their website: https://www.polencapital.com/people/damon-ficklin
For the latest, follow Polen Capital on Twitter: @PolenCapital
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Show from 11/12/21
Wharton Finance Professor Jeremy Siegel starts the show with his market update covering the latest inflation news, oil prices, wages, supply constraints and more. Then, how can you use data to make informed risk related decisions in the Fintech market? Host Jeremy Schwartz and Guest Host Ryan Krystopowicz discuss data analytics, risk management, and the macro view on model portfolios with an expert in the Fintech space.
Guest:
Aaron Klein – Founder and CEO of Riskalyze
Follow Aaron on Twitter: @AaronKlein
Follow Riskalyze on Twitter: @Riskalyze
For more on Riskalyze visit their website: https://www.riskalyze.com/
Ryan S. Krystopowicz – Associate Director, Product Solutions Strategist-Model Portfolios at WisdomTree
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Definitions:
Consumer Price Index (CPI): A measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, food, and medical care.
Producer Price Index (PPI): weighted index of prices measured at the wholesale, or producer level. Long bond is often a term used to refer to the longest maturity bond offering from the U.S. Treasury, the 30-year Treasury bond.
Inverted Yield Curve : An interest rate environment in which long-term debt instruments have a lower yield than short-term debt instruments of the same credit quality. OS stands for operating system, in this context is used to convey the solutions that can be plugged-in / integrated into the actual foundation / platform the advisor is using. Professor Siegel commented the Fed could be at risk of inverting the curve- as he believes the Fed will have to hike short-term interest rates to 2-3% to combat inflation, and the way the 10-year bond is trading, it risks having short rates rise above long-term rates (inverted curve).
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Show from 10/29/21
Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update. He discusses the 1.3% increase in the Employment Cost Index, inflation, labor costs, fed pricing and more. Then Host Jeremy Schwartz brings on an ETF expert from Valmark Advisers, Inc. They get into common mistakes made when building portfolios such as active management and decisions based on one variable. Plus a look at Valmark Advisers, LLC’s new index focused on equities.
Guest:
Michael McClary – Chief Investment Officer at ValMark Advisers, Inc
For more on ValMark Advisors visit their website: https://www.valmarkfg.com/site/
Follow ValMark on Twitter: @ValmarkFG
Definitions:
Put option: an option to sell assets at an agreed price on or before a particular date.
Call options: Financial contracts that give the option buyer the right, but not the obligation, to buy a stock, bond, commodity or other asset or instrument at a specified price within a specific time period.
Long/short: An investing strategy that takes long positions in stocks that are expected to appreciate and short positions in stocks that are expected to decline.
In the money: An in-the-money call option is an option with a strike price below the current market price.
Out of the money: An out-of-the-money call option is an option with a strike price above the current market price.
Strike Price: The set price at which a derivative contract can be bought or sold when it is exercised.
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Show from 11/5/21
Wharton Finance Professor Jeremy Siegel delivers a positive market update this week. He says Powell is not worried about inflation or rate increases, employment numbers are above expectations, and reopening trades are doing well. Then, how should you think about quantitative models and research? Host Jeremy Schwartz talks to the founder of 3Fourteen Research where they run regression trend lines through every market to ensure accuracy of data. All that and more.
Guest:
Warren Pies – Founder and Strategist at 3Fourteen Research
Follow Warren on Twitter: @WarrenPies
For more on 3Fourteen Research visit their website: https://www.3fourteenresearch.com/
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Show from 10/22/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market outlook. What are possible supply side disruptions? What are the current inflation expectations? Then Host Jeremy Schwartz brings on the Chief Investment Officer at Raymond James to discuss market strategy and portfolio management. They cover everything from earnings growth and inflation pressures to energy prices.
Guest:
Larry Adam – Chief Investment Officer at Raymond James
Follow him on Twitter: @LarryAdamRJ
For more on Raymond James visit their website: https://www.raymondjames.com/palmerplanellswealth/larry-adam.htm#:~:text=Larry%20Adam%20joined%20Raymond%20James,Deutsche%20Bank%20Private%20Wealth%20Management.
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Show from 10/15/21
Wharton Finance Professor Jeremy Siegel kicks off the show with the topic on everyone’s mind, inflation. He discusses the impact on housing and gasoline and says his biggest fear is an accelerated tightening. According to Professor Siegel, bitcoin is the new hedge against inflation instead of gold. Then, Host Jeremy Schwartz brings on Marc Chandler of Bannockburn Global Forex to discuss global currencies, the dollar, China, emerging markets, and much more.
Guest:
Marc Chandler – Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market.
Follow him on Twitter: @marcmakingsense
Check out his Marc Chandler's articles here: http://www.marctomarket.com/2019/07/intervention-huff-puff-and-bluff.html
Show from 10/8/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the employment report, fed posture, volatility in overseas commodities, and more. Then, are you interested in using an adaptive approach to investing? Host Jeremy Schwartz brings on the authors of a new paper titled “Return Stacking” about how to leverage to boost returns. Learn how to create an inflation sensitive basket of commodities, emerging market currencies, and more.
Guest:
Corey Hoffstein – Co-Founder and Chief Investment Officer of Newfound Research. Co-author of a new paper called “Return Stacking.”
For more on Newfound Research visit their website: https://www.thinknewfound.com/
Follow him on Twitter: @choffstein
Listen to his podcast here: https://blog.thinknewfound.com/podcast/
Rodrigo Gordillo – President and Portfolio Manager at Resolve Asset Management. Co-author of the book “Adaptive: Asset Allocation, Dynamic Global Portfolios Profits in Good Times and Bad.” Co-author of a new paper called “Return Stacking.”
Follow him on Twitter: @RodGordilloP
For more on Resolve Asset Management visit their website: https://investresolve.com/
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Definitions:
CRB index: Commodity Research Bureau Index acts as a representative indicator of today's global commodity markets. It measures the aggregated price direction of various commodity sectors.
CPI: Consumer Price Index is a measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, food, and medical care. It is calculated by taking price changes for each item in the predetermined basket of goods and averaging them.
PPI: Producer Price Index measures the average change over time in the selling prices received by domestic producers for their output. The prices included in the PPI are from the first commercial transaction for many products and some services.
TIPS: Treasury Inflation Protected Securities.
Derivative: a security whose value is determined by another asset.
Sharpe ratio: Measure of risk-adjusted return. Higher values indicate greater return per unit of risk, specifically standard deviation, which is viewed as being desirable.
Beta: A measure of the volatility of a security or a portfolio in comparison to a benchmark. In general, a beta less than 1 indicates that the investment is less volatile than the benchmark, while a beta more than 1 indicates that the investment is more volatile than the benchmark.
Coupons: The annual interest rate stated on a bond when it’s issued. The coupon is typically paid semiannually. This is also referred to as the “coupon rate” or “coupon percent rate.
Basis point: 1/100th of 1 percent.
Drawdown: Periods of sustained negative trends of return.
Put option: an option to sell assets at an agreed price on or before a particular date.
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Show from 10/1/21
Wharton Finance Professor Jeremy Siegel shares his market updates to start the show discussing everything from volatility and inflation to CPI projections. Then Host Jeremy Schwartz brings an expert in the cloud computing space who talks about growth and efficiency scores. Fintech, security, and data infrastructure are leading in the cloud industry. Plus Director of Modern Alpha at WisdomTree Liqian Ren gives her take on China, education regulation, the Evergrande debt crisis, and more.
Guests:
Mary D’Onofio – partner and co-founder of the growth investment practice at Bessemer Venture Partners
To find out more about Bessemer Venture Partners visit their website: www.bvp.com/
For the latest news follow BVP on Twitter: @BessemerVP
Kara Marciscano- Research Analyst at Wisdomtree
Liqian Ren - Director of Modern Alpha at WisdomTree
Follow WisdomTree on Twitter: @WisdomTreeETFs
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Show from 9/24/21
Wharton Finance Professor Jeremy Siegel talks about the Fed meeting, inflation, tapering, bonds vs equities and more. Then Host Jeremy Schwartz brings on the author of a new book "Alpha Trader" to discuss specific strategies, tactics, and habits that lead to professional trading success.
Guest:
Brent Donnelly - President of Spectra Markets and author of Alpha Trader.
You can purchase his book on Amazon: Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading
For more on Spectra Markets visit their website: https://www.spectramarkets.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
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Show from 9/17/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the CPI and volatility in the markets.. Then, Hosts Jeremy Schwartz and Jeremy Siegel talk to an expert in the management of high net worth individuals. They get into 60/40 allocation alternatives, weighing stocks in a portfolio, risk management, and much more.
Guest:
Peter Mallouk - CEO of Creative Planning
For more on Creative Planning visit their website: https://creativeplanning.com/
For the latest follow Creative Planning on Twitter: @CPIWealth
Show from 9/10/21
What are the risks and opportunities created by technological change? How does it work on an economic, social, and financial level? Host Jeremy Schwartz talks to an expert on emerging technologies about the development of cryptocurrency and the future of the market.
Guest:
Benjamin Dean – Director of Digital Assets at WisdomTree in Europe
Follow Benjamin on LinkedIn: https://www.linkedin.com/in/benjamin-c-dean-2018/
Follow WisdomTree on Twitter: @WisdomTreeETFs
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Show from 9/10/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the Covid Delta Variant’s impact on the fed, inflation risk, and the vaccine recovery plan. Then, with Covid numbers back on the rise, how can we increase vaccination rates? Host Jeremy Schwartz brings on an innovator in the health care space who talks about a needleless vaccine, compliance, and how pharma companies can advance immunization efforts.
Guest:
Heather Callender-Potters – Chief Advocate and Shareholder Relations Officer
For more information visit PharmaJet’s website: https://pharmajet.com/
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Show from 8/27/21
Curious about how countries around the world manage market risk and bonds? Host Jeremy Schwartz brings on a bond market expert who works for the Inter-American Development Bank in Latin America. They get into global debt, emerging markets, volatility, and more.
Guest:
Claudia Franco - Head of Treasury Client Solutions at the Inter-American Development Bank
For more on the IDB visit their website: https://www.iadb.org/en/about-us/overview
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Show from 8/27/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. This week he discusses the Fed, inflation, raising rates, the gold rally, and more. Then Host Jeremy Schwartz brings on Wharton Real Estate Professor Joe Gyourko to get into real estate markets. Professor Gyourko said in the last month commercial real estate from industrial to malls are at almost pre-COVID levels. He explains how COVID accelerated trends that were happening pre-COVID and predicts for future events.
Guest:
Joe Gyourko - Professor of Real Estate at the Wharton School
Visit his faculty page to check out his research: https://real-estate.wharton.upenn.edu/profile/gyourko/
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Show from 8/20/21
Host Jeremy Schwartz talks to an expert on macro research about COVID forecasting, Chinese markets, developed currencies and more.
Guest:
Jens Nordvig: Founder & CEO of Exante Data
For more on Extante Data visit their website: https://www.exantedata.com/
Follow Extante Data on Twitter: @ExanteData
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Show from 8/20/21
Wharton Finance Professor Jeremy Siegel joins at the start of the show to discuss the latest market news from the pandemics impact on supply chains to Chinese tech stocks. Then Host Jeremy Schwartz talks to the the Chief Investment Officer at Key Bank about identifying high quality companies that generate strong returns, equities, navigating the risk from the Delta variant and more.
Guest:
George Mateyo - Chief Investment Officer at KeyBank
Follow him on LinkedIn: https://www.linkedin.com/in/george-mateyo-63409b13/
For more on KeyBank visit their website: https://www.key.com/personal/index.jsp
Follow KeyBank on Twitter for the latest: @keybank
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Camp Kotok Special from 8/13/21
In this Behind the Markets special, we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. Host Jeremy Schwartz and Chief Economist at Avalon Advisors Samual Rines discuss the uncertainty in market forecasting from inflation and employment to the delta variant. How can investors better understand the purpose of the portfolio before making decisions? What are the current transitory trends and how can you position around that? All that and more.
Guest:
Sam Rines – Chief Economist at Avalon Advisors, LLC
Follow Sam on Twitter: @SamuelRines
For more on Avalon Advisors visit their website: https://avalonadvisors.com/
Show from 8/13/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update from PPI data to consumer trends. Then how do you balance innovation and growth investing in a portfolio? The founder of Evolutionary Tree Capital Management joins Host Jeremy Schwartz to discuss how to find leading innovators, develop them, and benefiting from that.
Guest:
Tom Ricketts – Founder and Chief Investment Officer at Evolutionary Tree Capital Management
For more on Evolutionary Tree visit their website: https://evolutionarytree.com/
Follow Evolutionary Tree on Twitter: @ETreeCapital
Show from 8/5/21
Interested in spicing up your 60/40 spread? Host Jeremy Schwartz brings on the Founder and Chief Strategist at Mill Street Research Sam Burns to cover the latest investing trends. Sam discusses the benefit of combining top down and bottom-up inputs to analyze markets as well as how to watch for weakening risk appetite in equities. They also get into Fed policy and the recent decision to support the corporate debt market.
Guest:
Sam Burns – Founder and Chief Strategist at Mill Street Research
Follow Mill Street Research on Twitter: @MillStResearch
Find out more about Mill Street Research on their website: https://www.millstreetresearch.com/
Show from 7/31/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the recent Fed meeting, Powell's stance on high inflation, the employment report, and the impact of the covid delta variant. Then, what's the best way to take advantage of minor fluctuations in stocks? Are we leaning towards a bear market? CEO and Chief investment Officer at MB Advisors Milton Berg gets into his firm's research methods and how to optimize your portfolio.
Guest:
Milton Berg - CEO and Chief Investment Officer at MB Advisors, LLC
For more on MB Advisors visit their website: http://miltonberg.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
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Show from 7/23/21
Wharton Finance Professor Jeremy Siegel kicks off the show covering market news from vaccination rates and reopening the US economy to the inflation rate, and more. Then, how do you evaluate small-cap stocks? What is the best quantitative strategy and how do you measure ESG growth? Host Jeremy Schwartz discusses these topics and more with an expert in US equity strategy.
Guest:
Savita Subramanian - Head of U.S. equity strategy and quantitative strategy at BofA Securities.
For more on BofA Securities: https://www.bofaml.com/en-us/content/about-us.html
Follow her on LinkedIn: https://www.linkedin.com/in/savita-subramanian-4021571a/
Follow WisdomTree on Twitter: @WisdomTreeETFs
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Show from 7/16/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the future of inflation, the 10 year under 1%, housing not being in the CPI, money supply and more. Then, Host Jeremy Schwartz and Guest Host Will Peck get into emerging technologies and digital assets with an expert in the space.
Guests:
Dan Doney - CEO of Securrency, Inc
Follow him on LinkedIn: https://www.linkedin.com/in/ddoney/
For more on Securrency visit their website: https://securrency.com/
Follow Securrency on Twitter: @Securrency
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Show from 7/2/21
What are the implications of populism on markets? What does this mean for the US? Curious about the race to zero? Host Jeremy Schwartz discusses macro trends with Partner and Chief Strategist at Clocktower Group Marko Papic. Marko explains how the pandemic changed fiscal expectations and what the future looks like for global markets.
Guest:
Marko Papic - Partner and Chief Strategist at Clocktower Group
Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics
For more on Clocktower Group visit their website: https://www.clocktowergroup.com/
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Show from 6/25/21
Curious about the new inflation data? Need to know the stock/ bond outlook and what the 10-year yield looks like? Wharton Finance Professor Jeremy Siegel kicks off the show covering all that and more with his market update. Then, Host Jeremy Schwartz talks with the Chief Investment Officer for O'Neil Global Advisors about growth and momentum investing.
Guest:
Randy Watts - Chief Investment Officer for O'Neil Global Advisors
Follow Randy on Twitter: Chief Investment Officer for O'Neil Global Advisors
For more on O'Neil Global Advisors visit their website: https://www.oneilglobaladvisors.com/
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Show from 6/18/21
From reopening trades and commodity stocks to inflation and low yields, Wharton Finance Professor Jeremy Siegel takes a look at the latest market news. Then, what is the state of geopolitics? Interested in the new biorevolution, innovations transforming economies, societies, and our lives? Host Jeremy Schwartz talks to an expert on geopolitics about advancing genetics technology, the future of food production, the healthcare industry, and more.
Guests:
Jamie Metzl - leading technology and healthcare futurist, geopolitical expert, novelist, entrepreneur, and media commentator, founder of the global social movement OneShared.World, and an Atlantic Council Senior Fellow and Singularity University faculty member.
Follow Jamie on Twitter: @JamieMetzl
For more on Jamie's research visit his website: https://jamiemetzl.com/
Purchase his newest book "Hacking Darwin: Genetic Engineering and the Future of Humanity": https://www.amazon.com/Hacking-Darwin-Genetic-Engineering-Humanity/dp/1728214130
Kara Marciscano- Research Analyst at Wisdomtree
Follow WisdomTree on Twitter: @WisdomTreeETFs
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Show from 6/11/21
Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update discussing inflation numbers, bonds, labor markets, and more. Then Host Jeremy Schwartz talks about the four categories of alternative credit: below investment grade traded credit, structured credit, distressed debt, and private lending with the CEO and Chief Investment Officer at Gapstow Capital Partners Chris Acito. Chris outlines the process of managing risk and diversifying portfolios using alternative credit.
Guest:
Chris Acito - CEO & Chief Investment Officer at Gapstow Capital Partners
Find out more about Gapstow by visiting their website: https://gapstow.com/
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Show from 6/4/21
Wharton Finance Professor Jeremy Siegel discusses the jobs report, hourly earnings, bond markets, and inflation. Then, interested in trying new investing models? Host Jeremy Schwartz talks to the Head of Portfolio Management at Horizon Investments Mike Dickson, a company focused on goals based planning. Mike explains how to accumulate assets and avoid losses at the same time.
Guest:
Mike Dickson - Head of Portfolio Management at Horizon Investments
For more on Horizon Investments visit their website: https://www.horizoninvestments.com/
Follow Horizon Investments on Twitter: @HorizonInvest
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Show from 6/2/21
In this Behind the Markets Special Jeremy Schwartz brings on an expert in the energy sector in light of the rising oil prices. Wharton Finance Professor Erik Gilje talks declining US oil production, incremental demand, OPEC and more.
Guest:
Erik Gilje - Assistant Professor of Finance, The Wharton School
To view his research visit his faculty page: https://fnce.wharton.upenn.edu/profile/gilje/#research
Mobeen Tahir - Associate Director, Research at WisdomTree in Europe
Show from 5/28/21
Wharton Finance Professor Jeremy Siegel starts off the show discussing the trade report deficit, the S&P 500, the upcoming employment report, and much more. Then, in light of the recent Colonial Pipeline hack, Host Jeremy Schwartz brings on a panel of cyber security experts to discuss how businesses can protect themselves against malware. What measures can you put in place to ensure your network is safe? What are steps you can take to minimize risk? All that and more.
Guests:
Bob Blakely - Operating Partner at Team8
For more on Team8 visit their website: https://team8.vc/
Brian Dunphy - Vice President Of Product Management at Claroty
For more on Claroty visit their website: https://www.claroty.com/
David Yates - Chief Information Officer at WisdomTree
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Show from 5/21/21
Wharton Finance Professor Jeremy Siegel opens the show talking about the Fed and inflation, bitcoin, equity markets, and more. Then Host Jeremy Schwartz discusses model portfolios with returning guest Corey Hoffstein of Newfound Research. Corey discusses how it has become harder to achieve a reasonable rate of return from an expectations perspective, risk assets, the global central banks moving into an active player role, a dramatic rise in passive investing vehicles, and a large rise in volatility contingent investors.
Guest:
Corey Hoffstein - Chief Investment Officer of Newfound Research
For more on Newfound Research visit their website: https://www.thinknewfound.com/
Follow him on Twitter: @choffstein
Listen to his podcast here: https://blog.thinknewfound.com/podcast/
Follow WisdomTree on Twitter: @WisdomTreeETFs
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Show from 5/14/21
Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk Fed news and inflation with the former federal reserve vice chairman and an expert on equity strategy. Siegel says the inflation forecast is way above expectations and the fed needs to reevaluate the way they measure it.
Guests:
Donald Kohn - Former Federal Reserve Vice Chairman, Senior Fellow at the Brookings Institute
For more on the Brookings Institute visit their website: https://www.brookings.edu/
Follow Brookings Institute on Twitter: @BrookingsInst
James Lebenthal - Equity Strategist at Cerity Partners
For more on Cerity Partners visit their website: https://ceritypartners.com/
Follow James on Twitter: @jlebenthal
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Show from 5/7/21
In this Behind the Markets Podcast Special Host Jeremy Schwartz and Guest Host Corey Hoffstein talk to the brains behind the Twitter famous account SquishChaos, Nikhil Shamapant.
- "In the past week, I’ve spent sleepless nights working on what I believe to be an institutional grade research report on Ethereum. In my report, I will explain why I believe a $150,000 price target in the next 18 months is actually achievable. My thesis is entirely based upon the concept of “The Triple Halving,” where I show that Ethereum will have a sell pressure reduction equivalent to undergoing all three of Bitcoin’s halving events consecutively." - Squish Chaos
Guests:
Nikhil Shamapant - From the Twitter famous account Squish Chaos
Follow Nikil on Twitter: @SquishChaos
For more information on his paper please visit: https://squish.substack.com/p/ethereum-the-triple-halving
Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound Research
Follow Corey on Twitter: @choffstein
For more on Newfound Research: https://www.thinknewfound.com/
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Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Show from 5/7/21
Curious about how property and ownership guides our lives? Host Jeremy Schwartz and Guest Host Matthew Kress find out how businesses control the narrative to steer customers to do what they want with a Columbia Law School professor. From digital privacy to climate change and wealth inequality, our guest discusses the complex nature of engineering the feeling of ownership.
Guests:
Michael Heller - Lawrence A. Wien Professor of Real Estate Law at the Columbia Law School and Author of the new book "Mine! How the Hidden Rules of Ownership Control Our Lives"
Visit his webpage: https://www.law.columbia.edu/faculty/michael-heller
Purchase his book "Mine! How the Hidden Rules of Ownership Control Our Lives": https://www.minethebook.com/
Matthew Kress - Director of Advisor Innovation at WisdomTree
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 4/30/21
Wharton Finance Professor Jeremy Siegel kicks off the show with the latest finance news from the GDP report to tax policy. Then, how do you manage yield forecasts? Host Jeremy Schwartz talks to the founder of Borealis Global Advisory LLC about how they developed their own version of the CAPE ratio to capture the investment attributes of emerging countries. Plus a close look at the Japanese market and small-cap stocks with the Head of Japan Value Equities at GMO.
Guests:
Sailesh Radha - Founder & Chief Investment Officer - Borealis Global Advisory LLC
For more on Borealis Global Advisory LLC visit their website: https://borealisga.com/
Drew Edwards - Head of Japan Value Equities | Portfolio Manager at GMO
For more on GMO visit their website: https://www.gmo.com/americas/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 4/23/21
We kick off this show with Wharton Finance Professor Jeremy Siegel discussing the latest market news from the capital gains tax and COVID-19 vaccinations to cryptocurrency risks. The Host Jeremy Schwartz and his Guest Co-Host Will Peck talk to experts in the digital asset space. Want to understand how Bitcoin performs globally? What trading strategies are more popular in cryptocurrency vs traditional markets? Our guests will help you be more tactical if you're interested in investing in this space.
Guests:
Ed Chin - Co-Founder and CEO of Parataxis Capital
Thejas Nalval - Co-founder and CIO of Parataxis Capital
Follow Parataxis Capital on Twitter: @parataxis_cap
For more on Parataxis Capital visit their website: https://www.parataxis.io/
Will Peck - Head of Strategy Emerging Technologies at WisdomTree
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 4/16/21
Are you thinking about investing in cloud companies? Host Jeremy Schwartz welcomes returning guest Mary D'Onofrio to the show to discuss the state of the cloud market. They get into pandemic driven cloud business, the M&A pipeline, IPOs, cloud software growth rates, and more.
Guest:
Mary D'Onofrio - Bessemer Venture Partners
To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/
For the latest news follow BVP on Twitter: @BessemerVP
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 4/16/21
Working in the wealth management space? Wondering where clients can get good advice? Host Jeremy Schwartz talks to an expert on wealth management consulting. They discuss ultra high net worth investing, firm economics, calculated risks, service pricing, and much more.
Guest:
Jamie McLaughlin - Founder and CEO of J. H. McLaughlin & Co.
For more on J.H. McLaughlin & Co visit their website: https://jhmclaughlin.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 4/19/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update predicting a rise in inflation this year and a positive outlook for stocks. He also discusses COVID-19 vaccines. reopening the economy, and government debt. Then, what are the new technology trends and how can you best position yourself in this market? Host Jeremy Schwartz brings on two experts in the platform economy space. They get into research models, measuring platform success over time, and more.
Guests:
Kai Wu – Founder and CIO at Sparkline Capital an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets.
For more on Sparkline Capital visit their website: https://www.sparklinecapital.com/
Follow Kai on Twitter: @ckaiwu
Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of Applico a business consultancy that provides services for traditional enterprises adapting to a platform business model.
For more on Applico visit their website: https://www.applicoinc.com/
Follow Alex on Twitter: @AlexMoazed
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Show from 3/26/21
Yields have calmed down, personal consumption increased, and there was a 20% jump in money supply. Wharton Finance Professor Jeremy Siegel explains what this means for the economic recovery. Then two experts on ETF factor investing join Host Jeremy Schwartz to discuss low cost portfolio models.
Guests:
Nir Kassar - Founding Managing Member of Unison Advisors and Bloomberg columnist
Read his stories here: Nir Kassar Bloomberg Columns
For more on Unison Advisors visit their website: https://unisonadvisors.com/
Wes Gray - CEO of Alpha Architect
Follow him on Twitter: @alphaarchitect
For more on Alpha Architect visit their website: https://alphaarchitect.com/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Show from 3/19/21
This week's market update has Wharton Finance Professor Jeremy Siegel discussing the potential of reopening, inflation, and the state of the Federal Reserve. According to Professor Siegel, the current Fed projections seem inconsistent. Then we turn our attention to momentum funds, cyclical stocks, and more. Host Jeremy Schwartz interviews an expert conducting research on major asset classes using quantitative modeling.
Guest:
Warren Pies - Founder and Strategist at 3Fourteen Research
Follow Warren on Twitter: @WarrenPies
Follow 3Fourteen Research on Twitter: @3F_Research
For more on 3Fourteen Research visit their website: https://3fourteenresearch.com/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 3/12/21
Wharton Finance Professor Jeremy Siegel talks market trends from the negative influence of yields on the tech sector to the impact of inflation on potential foreign buyers. Then, how will inflation impact the economy? In what ways will the switch to digital work transform the way we do business? Host Jeremy Schwartz talks to the managing director and chief investment strategist for PNC Financial Services Group about consumer behavior during a pandemic, harvesting the power of blockchain, and much more.
Guest:
Amanda Agati - Managing Director and Chief Investment Strategist for the PNC Financial Services Group
Follow Amanda on Twitter: @AmandaAgatiPNC
For more on PNC visit their website: https://www.pnc.com/en/personal-banking.html
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 3/5/21
Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of St. Louis James Bullard about the state of the economy in 2021. They discuss the positive jobs report, vaccinations, the stimulus bill, and more. Curious about the pressures of inflation? Professor Siegel raises concern about the money surge and gets Bullard's take on interest rates and debt.
Guest:
James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis
Follow the St. Louis Fed on Twitter: @stlouisfed
For more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 2/26/21
Host Jeremy Schwartz and Guest Co-Host Jason Guthrie, Head of Capital Markets in Europe at WisdomTree, take a deep dive into bitcoin and cryptocurrency. They talk about the history of mining bitcoin and the future of cryptomining with an expert in the space.
Guest:
Alex Pickard - Research Affiliates
Check out his Bitcoin thought piece: https://www.researchaffiliates.com/en_us/publications/articles/820-bitcoin-magic-internet-money.html
Twitter: @AlexPickard
Visit Research Affiliates' website: https://www.researchaffiliates.com/en_us/home.html
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 2/19/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market highlights getting into producer prices in retail, jobless claims, stimulus checks, and inflation. Then, Host Jeremy Schwartz discusses investing in the face of uncertainty with David Carter of Lenox Wealth Advisors. They get into fixed income portfolios, preferreds, Asian markets, bitcoin and more.
Guests:
David Carter - Chief Investment Officer for Lenox Wealth Advisors
Check out Lenox Wealth Advisors' Website: https://lenox-wealth.com/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 2/12/21
Wharton Finance Professor Jeremy Siegel delivers his market update discussing the lingering threat of inflation and bitcoin. Then Host Jeremy Schwartz and Guest Host Will Peck, Head of Strategy and Emerging Technology at WisdomTree, talk cryptoassets with an expert in the space. Find out how to navigate the bitcoin bull market, invest in cryptocurrency, and measure the value of emerging technology.
Guests:
Ari Paul - Co-Founder and Chief Investment Officer at BlockTower Capital
Follow BlockTower Capital on Twitter: @BlockTower
Check out BlockTower Capital's website: https://www.blocktower.com/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show on 2/5/21
Curious about the digital economy and how social media is driving the markets? Hosts Jeremy Schwartz and Jeremy Siegel get into the latest news about GameStop and the influence of Reddit on stocks with a professor of management, IT, marketing, and data science. They get into the influence of social media and misinformation on the future of markets.
Guests:
Sinan Aral - David Austin Professor of Management, IT, Marketing and Data Science at MIT, Director of the MIT Initiative on the Digital Economy (IDE) and a founding partner at Manifest Capital.
Follow Sinan on Twitter: @sinanaral
Check out his book "The Hype Machine": https://www.sinanaral.io/books
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show on 2/5/21
How should you evaluate the preferred market? Interested in learning more about hybrid securities? Host Jeremy Schwartz talks to experts in the fixed income space about contingent convertibles in Europe, high yield strategy, and more.
Guests:
Eric Felder- CEO of Moelis Asset Management, previously co-head of Global Fixed income at Lehman Brothers
Visit Moelis Asset Management's Website: https://moelisassetmanagement.com/
James Palmisciano - Managing Partner at Gracie Asset Management
Visit Gracie Asset Management's Website: https://moelisassetmanagement.com/gracie-asset-management/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 1/29/21
Host Jeremy Schwartz interviews a cybersecurity expert who got his start in the Israeli military. Co-founder of Team8 discusses the cybersecurity industry, cryptocurrency, the makeup of his team, which includes Former NSA director Admiral Mike Rodgers, and the importance of supporting innovation.
Guest:
Liran Grinberg - Co-founder of Team8 and Managing Partner of Team8 Capital, the venture capital arm of the Team8 Group, investing in enterprise technology, data, AI and cybersecurity companies.
Check out Team8's website: https://team8.vc/
Follow Team8 on Twitter: @team8group
Show from 1/22/21
Wharton Finance Professor Jeremy Siegel covers the latest economic news from monetary stimulus and jobless claims to the potential increase in the minimum wage. Plus a look at digital currency markets and the changing consumer market during the pandemic.
Guest:
Grant Wilson - Head of Asia Pacific at Exante Data
Follow Exante on Twitter: @ExanteData
Check out Exante's website: https://www.exantedata.com
Keep up with the latest news by subscribing to their blog: https://moneyinsideout.exantedata.com/
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 1/15/21
Host Jeremy Schwartz and Guest Co-Host Kara Marsascano talk to CEO of New Constructs David Trainer about how to measure core earnings in the face of uncertainty. He talks about evaluating data such as past credit ratings and debt inequity rates to accurately assess the value of assets.
Guest:
David Trainer - Founder and CEO of New Constructs
Follow New Constructs on Twitter for the latest data: @NewConstructs
Check out New Constructs' website: https://www.newconstructs.com/
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 1/15/21
The show kicks off with Wharton Finance Professor Jeremy Siegel's latest takes on 2021 earnings, Biden regulations, jobless claims, COVID-19 vaccine distribution and more. Then Jeremy Schwartz discusses platform companies with an expert in the space. How are tech and content platform companies performing? What is the impact of Trumps ban on Chinese tech monopolies?
Guest:
Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model.
Follow Alex on Twitter: @AlexMoazed
Check out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896
Visit the Applico Website: https://www.applicoinc.com/author/amoazed/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Show from 1/8/20
Happy New Year from all of us at Behind the Markets! This is our first show of the new year and we're starting it off right. Wharton Finance Professor Jeremy Siegel discusses the democratic control of the Senate, federal spending, tax increases, emerging markets and more. Then Host Jeremy Schwartz brings on returning guest from Astoria Advisors, John Davi to talk about Tesla, inflation, a steepening yield curve, and the COVID-19 vaccine stocks. Here's to a year full of financial education and portfolio management!
Guest:
John Davi - Founder, CIO at Astoria Portfolio Advisors LLC
Check out Astoria Advisors' website: https://www.astoriaadvisors.com/
Follow Astoria Advisors on Twitter: @AstoriaAdvisors
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 12/18/20
This is the last episode of 2020 and Wharton Finance Professor Jeremy Siegel wraps up the year with his market outlook . He gets into the SolarWinds and FireEye software breeches, the stimulus bill, vaccines, and more. Then Jeremy Schwartz and Jeremy Siegel talk to a Nobel Prize winning economist about his updated market views and valuation models. Plus a discussion on the recent CAPE ratio research.
Guests:
Robert Shiller - American economist, 2013 Nobel Laureate, academic, and best-selling author. As of 2019, 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.
Follow him on Twitter: @RobertJShiller
Read one of his many books: http://www.econ.yale.edu/~shiller/books.htm
Meb Faber - Founder and Chief Investment Officer at Cambria Investment Management
Check out his Podcast "The Meb Faber Show:" https://mebfaber.com/podcast/
Read his book "Global Asset Allocation: A Survey of the World's Top Investment Strategies:" https://www.amazon.com/Global-Asset-Allocation-Survey-Strategies-ebook/dp/B00TYY3F3C
Follow him on Twitter: @MebFaber
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Show from 12/11/20
Wharton Finance Professor Jeremy Siegel gives his end of year market forecast discussing COVID-19 vaccine approval and the latest on the stimulus bill. Then, how should you strategize and invest in foreign markets? Host Jeremy Schwartz talks to an emerging markets expert about US vs foreign investing, Brexit's effect on the Eurozone, European bonds, and much more.
Guests:
Karthik Sankaran - Portfolio manager and strategist. Most recently director of global strategy for Eurasia Group.
Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management
More on his work here: https://www.wisdomtree.com/blog/author/kevin%20flanagan
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 12/4/20
Host Jeremy Schwartz discusses ETFs and small caps with an expert in the space. They get into the state of energy, the COVID-19 vaccine, reopening expectations, bitcoin, and other various asset classes.
Guest:
Dan Russo - Chief market strategist at Chaikin Analytics, a quantitative equity research firm.
For more on Chaikin Analytics visit their website: https://www.chaikinanalytics.com/
Check out Dan's blog: https://www.chaikinanalytics.com/author/dan-russo/
Twitter: @DanRusso_CMT
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 12/4/20
Wharton Finance Professor Jeremy Siegel kicks off the show talking about the positive news regarding fiscal stimulus packages, COVID-19 vaccines, and the election of Chris Weller to the Fed. Then Marc Chandler joins Host Jeremy Schwartz to discuss the declining dollar valuation, emerging markets, China, trade, high beta currencies and much more. Find out how to read the current state of national and international markets so that you can properly allocate your portfolio.
Guest:
Marc Chandler - 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: @marcmakingsense
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Show from 11/27/20
Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework.
Guests:
Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"
Thomas Philips - Adjunct professor in the department of finance and risk engineering at NYU's Tandon School of Engineering, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"
Read their paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3443289
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 11/27/20
Wharton Finance Professor Jeremy Siegel says the dramatic expansion of M1 money supply, the COVID-19 vaccine rollout, and the election results all point to positive market news. Then Host Jeremy Schwartz introduces an expert on politics, Greg Valliere, to talk about the impact of the 2020 election results. Greg discusses about the potential of the next stimulus, the future of small businesses, taxes and much more.
Guest
Greg Valliere - Chief US Policy Strategist at AGF Investments
More on AGF Investments: https://www.agf.com/us/index.jsp
Follow AGF Investments on Twitter: @agf
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 11/20/20
Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk market news at the top of the show discussing the rise in coronavirus cases, reopening the economy, Judy Shelton, the Fed, and more. Then New York University Stern School of Business Professor Baruch Lev joins the show to explain what he calls the "end of accounting." He says financial reports are largely irrelevant now because of the change from physical assets to intangible assets like R&D or IT. Today, the total corporate investment in intangible assets is $2.5 trillion and physicals assets only equal half of this. Find out how this affects earnings reports.
Guests:
Baruch Lev - Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business.
For more on Baruch's research visit his faculty page: https://www.stern.nyu.edu/faculty/bio/baruch-lev
Check out his book "The End of Accounting and the Path Forward for Investors and Managers": https://www.amazon.com/Accounting-Forward-Investors-Managers-Finance/dp/1119191092
Matt Wagner - Senior Analyst at WisdomTree
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Ask Siegel:If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Show from 11/13/20
Hosts Jeremy Schwartz and Liqian Ren talk about the future of US/ China relations with a professor of finance from Shanghai.
Guest:
Li Nan - Professor of Finance and Economics at Antai College of Economics and Management, Shanghai Jiao Tong University
Check out her research on her website: https://www.nanlifinance.org/
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 11/13/20
Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest COVID-19 vaccine and the spike in virus cases. Professor Siegel says reopening stocks are doing well and he expects that if the vaccine is successful the economy could open early next year. Then Jeremy Schwartz discusses the current economic climate in the US post election, the future of taxes, asset class returns, and more with a wealth management expert.
Guest:
Paul Esposito - Senior Portfolio Manager at Prestige Wealth Management Group
For more on Prestige Wealth Management visit their website: https://prestigewmg.com/
Show from 11/6/20
In this special edition of the podcast Hosts Jeremy Siegel and Jeremy Schwartz talk about the 2020 election results from senate to president. They talk to two political experts about the future of poll analytics, the repercussions of the election results for each political party, and much more. Plus they get into the positive employment report, COVID-19, and market news.
Guests:
Brian Wesbury - Chief Economist at First Trust Advisors
Follow him on Twitter: @wesbury
For more on First Trust Advisors visit their website: www.ftportfolios.com/
John Zogby - Founder and Senior Partner at John Zogby Strategies
For more on John Zogby Strategies visit their website: https://johnzogbystrategies.com/
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Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Show from 10/30/20
The show kicks off with Wharton Finance Professor Jeremy Siegel's market update focusing specifically on the 2020 election odds.
Then Hosts Jeremy Schwartz and Liqian Ren talk to an expert on international relations from the Global Interdependence Center about the future of the US/ China relationship.
Guest:
William Kennedy - Vice Chair of the Global Interdependence Center (GIC), Co-Founder, CIO, and CEO of Risk Bridge Advisors
For more on the GIC visit their website: https://www.interdependence.org/about/directors/
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 10/24/20
Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest election odds. Jeremy Siegel says the last debate will not likely change anything. They also discuss the good news in earnings, the S&P reported 81% beating. Then they bring on political strategist Greg Valliere to discuss the Biden vs Trump odds further. Plus, the latest news on the antitrust lawsuit against Google. What will be the future of monopolies like Google and what does this mean for financial market? Alex Moazed of Applico joins the show to talk about Google's impact on the election, buying ads, two sided network effects, the future of content platforms, and much more.
Guests:
Greg Valliere - Chief U.S. Policy Strategist at AGF Investments
For more on AGF Investments visit their website: https://www.agf.com/ca/en/index.jsp
Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of Applico
For more on Applico visit their website: https://www.applicoinc.com/
Follow Alex on Twitter: @AlexMoazed
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Show from 10/16/20
Wharton Finance Professor Jeremy Siegel kicks off the show with a political update on the Biden vs Trump election odds. Plus Host Jeremy Schwartz interviews an expert on China strategy, Jonathan Ward. According to Jonathan, China sees themselves as a dominant world power coming back to prominence. He mentions their attention to building a large military, their ideological push to denounce western values as well as their initiative to consolidate and dominate trade.
Guests:
Jonathan Ward -Founder of Atlas Organization, author of the book "China's Vision of Victory."
For More on Atlas visit their website: https://atlasorganization.com/
Check out his book: https://www.amazon.com/Chinas-Vision-Victory-Jonathan-Ward/dp/0578438100
Follow WisdomTree on Twitter: @WisdomTreeETFs
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Show from 10/9/20
White House Chief Economic Adviser Larry Kudlow announced a deal for the second stimulus package and the Dow Jones is up 21 points, according to Wharton Finance Professor Jeremy Siegel's market update. Siegel said this stimulus deal will be positive for the stock market. Then Host Jeremy Schwartz talks to an expert on ESG investing trends from Morgan Stanley. They discuss politics, sustainability, waste reduction, and asset management strategy in this space.
Guest:
Audrey Choi - Chief Marketing Officer and Chief Sustainability Officer of Morgan Stanley
For more about Audrey check out her bio: https://www.morganstanley.com/profiles/audrey-choi-morgan-stanley
Visit Morgan Stanley's website: https://www.morganstanley.com/
Follow Morgan Stanley on Twitter: @MorganStanley
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 10/1/20
Wharton Finance Professor Siegel kicks off the show talking about the possibility for a physical stimulus bill, Trump going down in betting markets after the debate, and the future of stocks and inflation. Then Host Jeremy Schwartz talks to experts in the commodities space. They discuss prompt vs deferred pricing in commodity baskets, supply changes, high frequency data, valuing gold and much more.
Guests:
Ed Morse- Managing Director, Global Head of Commodity Research at Citi Group
Follow Citi on Twitter: @Citi
Visit Citi's Website: https://www.citigroup.com/citi/
Mobeen Tahir - Associate Director of Research at WisdomTree UK
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 9/25/20
Wharton Finance Professor Jeremy Siegel's market update includes the death of Ruth Bader Ginsberg, the potential of a stimulus bill before the 2020 presidential election, unemployment insurance running out, and expectations for next weeks employment report. Then host Jeremy Schwartz talks to a managing partner at Salesforce Ventures about platform based business models, AI, ESG funds, emerging technology, and much more.
Guest:
Matt Garratt - Managing Partner, Salesforce Ventures
Follow Matt on Twitter: @mdgarratt
For more information on Salesforce, visit their website: https://www.salesforce.com/company/ventures/
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 9/18/20
The show kicks off with Wharton Finance Professor Jeremy Siegel's market update. He discusses the fed and stimulus packages, the IPO price, and inflation. Then Jeremy Schwartz brings on the CEO of WisdomTree Japan to talk about Prime Minister Shinzo Abe's resignation, rebalancing Japan's tax system, monetary policy, trade, corporate governance and much more.
Guest:
Jesper Koll - Chief Executive Officer of WisdomTree Japan. 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 Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific.
Follow WisdomTree on Twitter: @WisdomTreeETFs
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Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Show from 9/11/20
The show starts with our usual market update. Wharton Finance Professor Jeremy Siegel talks about the start of the NFL season, Coronavirus cases, and election stats. Then Hosts Jeremy Schwartz and Liqian Ren bring on a US/China relations expert. They discuss US/ China trade disputes, China's handling of the Coronavirus, growth in China's private market in areas such as internet, and much more.
Guest:
Tao Wang - Chief China Economist/Head:Asia Economic Research, UBS AG
For more on UBS visit their website: https://www.ubs.com/us/en.html
Follow UBS on Twitter: @UBS
Show from 9/4/20
Wharton Finance Professor Jeremy Siegel kicks off the show talking about the unemployment rate and the potential of reopening the economy. Then Host Jeremy Schwartz and Guest Co-Host Jeff Weniger bring on two political forecasting experts to discuss potential 2020 election outcomes and what it will mean for your financial portfolios.
Guests:
Helmut Norpoth - Professor of Political Science at Stony Brook University
Visit his Faculty Page: https://www.stonybrook.edu/commcms/polisci/people/_faculty/Norpoth_Helmut.php
Check out recent articles and interviews with Professor Norpoth: stonybrook.edu/experts/profile/helmut-norpoth
Ed Clissold - Chief US Strategist for Ned Davis Research
Follow him on Twitter: @edclissold
Ned Davis Research Website: https://www.ndr.com/
Jeff Weniger - Director of Asset Allocation at WisdomTree
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartzAsk Siegel (NEW!)If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 8/28/20
Wharton Finance Professor Jeremy Siegel talks about the Fed inflation rates and the political state in America. Then the head of the research investment committee at Bank of America joins the show to talk about the end of the 60/40 stocks/bonds spread, current market trends, and secular stagnation.
Guest:
Jared Woodward - Head of the Research Investment Committee at Bank of America.
Visit Bank of America's website: https://www.bankofamerica.com/
Ask Siegel (NEW!)If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Show from 8/21/20
Wharton Finance Professor Jeremy Siegel kicks off the show with his markets update discussing the impact of the upcoming election and political atmosphere in the US. Then, one of the hot topics in the finance is ESG investing. Host Jeremy Schwartz talks to a data analytics expert focusing on making the world a better place. CEO of Owl Analytics, Ben Webster, studies the sales and operations of businesses to ensure the companies you're investing in have ethical values.
Guest:
Ben Webster - CEO and Co-Founder of OWL Analytics
Find out more by visiting their website: http://owlanalytics.net/
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Show from 8/14/20
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of politics, the November election, and COVID-19 on markets. Then Host Jeremy Schwartz talks to three experts on cloud based software. They get into growth rates, investments, and earnings as it applies to wealth management during these high risk times.
Guests:
Jamin Ball - VP of Redpoint Ventures
Follow him on Twitter: @jaminball
Follow Redpoint on Twitter: @redpointvc
Steve Zahm - Chief Culture Officer at Procore Technologies
For more on Procore visit their website: https://www.procore.com/
Brian Feinstein - Managing Partner at Bessemer Venture Partners
To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/
Follow Bessemer Venture Partners on Twitter: @BessemerVP
Show from 8/7/20
Wharton Finance Professor Jeremy Siegel gives his market update covering the political landscape and the jobs report. Professor Siegel says we need to focus on the future looking at virus trends and stimulus trends. Then hosts Jeremy Schwartz and Liqian Ren continue the conversation with Professor Siegel and bring on Greg Valliere. Greg says that the election will likely tighten between Trump and Biden as we near November. Then Jeremy Schwartz and Liqian bring on Jeff Weniger and discuss China/ US relations.
Guests:
Greg Valliere - Chief US Policy Strategist at AGF Investments
More on AGF Investments: https://www.agf.com/us/index.jsp
Follow AGF Investments on Twitter: @agf
Jeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree
Show from 7/31/20
Host Jeremy Schwartz and WisdomTree Guest Hosts Kara Marciscano and Rafi Aviav talk to an expert on platform business models. They discuss the dual nature of these platforms: consumers and producers. The producers contribute the inventory that the the consumers come to the platform for. Think Youtube or Instagram. According to our guest, these platforms have a winner take all scale because it's difficult to overcome network effects. This conversation tries to codify and make sense of these large platform monopolies and provides insights into investing in the space.
Guest:
Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model.
Follow Alex on Twitter: @AlexMoazed
Check out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896
Visit the Applico Website: https://www.applicoinc.com/author/amoazed/
Wisdom Tree Growth Leaders Fund:
https://www.wisdomtree.com/etfs/thematic/plat
The WisdomTree Growth Leaders Fund* seeks to track the investment results of high growth, mid and large-cap companies leveraging platform-based business.
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Show from 7/24/20
Host Jeremy Schwartz talks to a portfolio manager at Beaumont Capital Management about sector investing, market timing, equity exposure, and machine learning. Find out how behavioral finance and data collection impact a portfolio.
Guests:
Brendan Ryan - Assistant Portfolio Manager at Beaumont Capital Management (BCM)
To learn more about BCM visit their website: https://investbcm.com/
Show from 7/24/20
Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel discuss the big market updates of the last few weeks. Professor Siegel gets into gold prices, the politics behind the stimulus package, and COVID-19 news. Then they bring on a US Equity Strategist from Credit Suisse who discusses the equity bond spread, interest rates, and earnings trends.
Guests:
Jonathan Golub - Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in New York.
To learn more about Credit Suisse visit their website: www.credit-suisse.com
Follow Credit Suisse on Twitter: @CreditSuisse
Show from 7/17/20
Host Jermey Schwartz talks global markets and online business platforms with two experts in the space. Adam Fisher, Managing Partner at Bessemer Venture Partners, discusses global investment opportunities especially in Israel. Then Nir Zohar, COO of Wix, discusses managing a business online, creating online databases for clients, and the importance of a website in today's digital world.
Guests:
Adam Fisher - Managing Partner at Bessemer Venture Partners
To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/
Follow Bessemer Venture Partners on Twitter: @BessemerVP
Nir Zohar - Chief Operating Officer at Wix
To find out more about Wix visit their website: https://www.wix.com/
Follow Wix on Twitter: @Wix
Show from 7/10/20
Hosts Jeremy Schwartz and Liqian Ren talk to Marc Chandler, Managing Director and Chief Market Strategist at Bannockburn Global Forex, about the state of the COVID-19 crisis and the stock market. They also discuss currency markets, stimulus and liquidity relief measures, and international trade especially as it pertains to China.
Guest:
Marc Chandler - Managing Director and Chief Market Strategist at Bannockburn Global Forex
For more information about Bannockburn Global Forex visit their website: https://www.bannockburnglobal.com/
Follow Bannockburn Global Forex on Twitter: @BannockburnFX
Check out his Blog Marc to Market: http://www.marctomarket.com/
Show from 7/10/20
Wharton Finance Professor Jeremy Siegel discusses the market news including Remdesivir treatments and the economic consequences of the increased number of COVID-19 cases. Then Host Jeremy Schwartz discusses stock, ETFs, and measuring earnings with the CEO of New Constructs. They also discuss the distortions in earnings reports, write downs in assets, etc.
Guest:
David Trainer - CEO of New Constructs
For more information about New Constructs visit their website: https://www.newconstructs.com/
For up to date financial news from New Constructs follow them on Twitter: @NewConstructs
Kara Marciscano - Senior Analyst at WisdomTree
Show from 7/3/20
Host Jeremy Schwartz discusses private equity deals, investing in female lead companies, and portfolio management during the COVID-19 pandemic with Lori Wachs, Partner at Springboard Growth Capital. Lori discusses the future of the company in these uncertain times as well as their non-profit Springboard Enterprises which provides female lead companies with growth capital.
Guests:
Lori Wachs - Partner at Springboard Growth Capital
To find out more about Springboard Growth Capital visit their website: https://www.springboardgc.com/
Follow Springboard Growth Capital on Instagram: @springboardgrowth
Follow Springboard Enterprises on Twitter: @SpringboardEnt
Behind the Markets Podcast Special
Host Jeremy Schwartz and Guest Co-Host Kara Marciscano bring on two investing experts to discuss a topic that is increasingly important in our new online world, cloud computing. They discuss the Forbes Cloud 100, a list of the best private cloud companies in the world, and the tremendous growth the cloud computing space has seen over the last few years. They also discuss security concerns, data collection, and global cloud use.
Guests:
Mary D'Onofrio - Bessemer Venture Partners
To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/
For the latest news follow BVP on Twitter: @BessemerVP
Check out an article Mary wrote on the State of the Cloud in 2020: https://www.bvp.com/atlas/state-of-the-cloud-2020
Frederic Kerrest- Executive Vice Chairman, Chief Operating Officer, and Co-Founder of Okta, Inc.
To Find out more about Okta visit their website: https://www.okta.com/
For the latest news follow Okta on Twitter: @okta
Kara Marciscano - Senior Analyst at WisdomTree
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Show from 6/29/20
Hosts Jeremy Schwartz and Liqian Ren talk to the author of the book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance." The book talks about reinforcing faith in our future in the face of stagnant economic growth, climatic deterioration, dwindling natural resources, and an unsustainable level of population growth. Laurence discusses changing workplaces, new labor needs, upward mobility, and global supply chains.
Guest:
Laurence Siegel - Gary P. Brinson director of research at the CFA Institute Research Foundation as well as an independent writer, speaker and consultant focusing on investment management. He is the author of the recently release book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance."
Check out the book here: https://www.amazon.com/Fewer-Richer-Greener-Prospects-Abundance/dp/1119526892
Follow Laurence on Twitter: @LaurenceBSiegel
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Show from 6/26/20
Wharton Finance Professor Jeremy Siegel starts off the show talking about Coronavirus spikes in areas not following social distancing guidelines and the market's reaction to the current circumstances. Then host Jeremy Schwartz talks to Mike Brusko and Jordan Hicks of Top Tier Wealth Management about financial planning and investing in a time of crisis. Jordan is also an NFL Linebacker for the Arizona Cardinals and previously played on the Philadelphia Eagles' Super Bowl LII team. He talks about NFL training camp during COVID-19 and the future of sports during the virus.
Guests:
Mike Brusko - Partner at Top Tier Wealth Management
Jordan Hicks - Partner at Top Tier Wealth Management and Middle Linebacker for the Arizona Cardinals
To find out more about Top Tier Wealth Management visit their website: https://toptierwealthmanagement.com/
For more on Jordan Hick's NFL career visit his page: https://www.nfl.com/players/jordan-hicks/
Follow Jordan on Twitter: @JordanHicks
Follow Top Tier Wealth Management on Twitter: @TopTierWM
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Show from 6/19/20
Wharton Finance Professor Jeremy Siegel, along with co-host Liqian Ren, kicks off the show with his weekly market update. He says we're headed for a modest, range bound market. He also mentions uncertainty regarding a second outbreak but for now explains that liquidity is still flowing into the markets. Then hosts Jeremy Schwartz and Kevin Flanigan talk to the Chief U.S. Economist at Morgan Stanley, Ellen Zenter, about their midyear outlook. According to Ellen, pent up demand will stimulate the economy as it reopens. She also compares the 2008 crisis to the COVID-19 epidemic saying that they are two very different situations and she expects a quicker recovery in today's economy.
Guests:
Ellen Zentner - Chief U.S. Economist for Morgan Stanley
Follow Morgan Stanley on Twitter: @MorganStanley
For more information on the Morgan Stanley's Midyear Outlook visit their website: https://www.morganstanley.com/
To find out more about Ellen visit her profile page: https://www.morganstanley.com/profiles/ellen-zentner-chief-us-economist
Kevin Flanagan - Head of Fixed Income Strategy
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Show from 6/12/20
Wharton Finance Professor Jeremy Siegel starts off the show discussing market news. He says that the momentum we were seeing in the markets the past few weeks is being broken by investors jumping off the 'trend train.' He also thinks the Fed will ride low rates for a while until their hand is forced. Then hosts Jeremy Schwartz and Professor Siegel bring on the President and CEO of Creative Planning Peter Mallouk to discuss investing during the crisis. They talk about marketing to young people, ensuring clients don't lose money, bear markets, and financial education. Peter says that these low market events are cyclical.
Guest:
Peter Mallouk - President and CEO of Creative Planning
For more information on Creative Planning visit their website: https://creativeplanning.com/
Follow Creative Planning on Twitter: @CPIWealth
Show from 6/5/20
Host Jeremy Schwartz brings on an expert on factor investing to discuss current events, COVID-19, cloud computing, and other hot topics in the space. They get into earnings growth and value investing, among other topics.
Guest:
Chris Meredith - Director of Research, Co-Chief Investment Officer, and Portfolio Manager at O'Shaughnessy Asset Management
To find out more about O'Shaughnessy Asset Management visit their website: https://osam.com/
Follow them on Twitter: @OSAMResearch
Show from 6/5/20
Wharton Finance Professor Jeremy Siegel starts off the show discussing the shocking jobs report. He said as a result of the economy opening there is a huge shift towards value stocks and away from tech stocks. Then Hosts Jeremy Schwartz and Professor Siegel bring on two China experts to talk manufacturing, consumer spending, and demand.
Guests:
Maria Bartiromo - Host of "Mornings with Maria" on Fox Business
Find out more about her show here: https://www.foxbusiness.com/shows/mornings-with-maria
Follow her on Twitter: @MariaBartiromo
Leeland Miller - Chief Executive Officer of China Beige Book International
To find out more about China Beige Book visit their website: https://www.chinabeigebook.com/
Follow them on Twitter: @ChinaBeigeBook
Show from 5/29/20
Wharton Finance Professor Jeremy Siegel opens the show saying people shouldn't be surprised by the current bull market because the money from the Fed was bound to find its way into equity markets. Professor Siegel also discusses uncertainty regarding international trade and developments on the virus front with Liqian Ren. Then host Jeremy Schwartz talks with a Wharton Professor focused on management technology to discuss opening the economy and trends in tech. Plus he talks to two experts in the cloud computing space.
Guests:
Gad Allon - Professor of Operations, Information and Decisions
Director of the Jerome Fisher Program in Management & Technology
Find out more about Professor Allon here: https://oid.wharton.upenn.edu/profile/gadallon/
Follow Professor Allon on Twitter: @g_allon
Rowan Trollope- CEO of Five9
To find out more about Five9 visit their website: https://www.five9.com/
Follow Five9 on Twitter: @Five9
Ethan Kurzweil -Bessemer Venture Partners
To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/
Follow them on Twitter: @BessemerVP
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Show from 5/22/20
Host Jeremy Schwartz talks to an expert in high yield credit markets, Randy Parrish. They get into to pace of reopening the economy, the re-engagement of consumers, and liquidity vs solvency issues. Plus, according to Parrish, there has already been a lot damage to corporate debt markets with default rates ticking up.
Guest:
Randy Parrish - Managing director, head of credit and a senior high yield portfolio manager at Voya Investment Management
For more information about Voya visit their website: https://investments.voya.com/
Follow Voya on Twitter: @VoyaInvestments
Show from 5/22/20
Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel bring on a special guest, the President and CEO of the Bank of Richmond Tom Barkin. They start off the show discussing the potential outcomes of reopening the economy with no vaccine or treatment available. Then they discuss the importance of liquidity and the risk of inflation. Plus Barkin offers insight on normalizing interest rates, re-skilling employees, workforce participation, and the future of flexible work.
Guest:
Thomas Barkin - President of the Federal Reserve Bank of Richmond
For more information on Tom's work visit the Federal Reserve Bank of Richmon'd website: https://www.richmondfed.org/
Show from 5/21/20
Jeremy Schwartz talks to his WisdomTree colleagues about the international response to COVID-19. They start the show discussing Japan's low numbers of Coronavirus cases and their economy's excess demand for labor. CEO of WisdomTree Japan Jesper Koll explains that COVID-19 is actually changing cultural behavior in Japanese corporations which is something Abe couldn't even do. He also adds that Japan's largest trading partner, China, is engaging in a V shaped recovery and that provides enormous support. Plus they discuss allocation to private equity companies in Japan.
Guests:
Jesper Koll-CEO of WisdomTree Japan
Jeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree
Show from 5/15/20
Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel start off the show with market news discussing everything from the fear of more trade wars with China and stimulus packages to drops in tax revenue. Then Jeremy Schwartz talks to experts in the bitcoin cryptocurrency space. They discuss the wealth management market and the benefit of offering bitcoin SMAs.
Guests:
Florian Ginez - Associate Director of Quantitative Reseach for WisdomTree Europe Limited
Chris King - Founder and CEO of Eaglebrook Advisors
For more on Eaglebrook Advisors visit their website: https://eaglebrookadvisors.com/
Follow Eaglebrook Advisors on Twitter: @eaglebrook
Tyrone Ross - The Head of Advisory at Eaglebrook Advisors
Show from 5/8/20
Wharton 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 Oranj
For more on Oranj visit their website: https://runoranj.com/
Ryan Krystopowicz - Product Specialist at WisdomTree Asset Management
Show from 5/1/2020
Wharton 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 Research
Follow Ed on Twitter: @edstringham
For more information on the American Institute of Economic Research visit their website: https://www.aier.org/
Brian Kessens - Portfolio Manager at Tortoise Advisors
Follow Tortoise Advisors on Twitter: @tortoise_invest
For more information on Tortoise Advisors visit their website: https://tortoiseadvisors.com/
Show from 4/24/20
Hosts 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 Research
For more information on Pinecone Macro Research visit their website: https://www.pineconemacro.com/
Follow Pinecone Macro on Twitter: @pineconemacro
Show from 4/24/20
Wharton 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 Department of Medical Ethics and Policy, and Director (with Karen Glanz) of the Penn CDC Prevention Research Center.
For more information on Dr. Volpp: https://chibe.upenn.edu/faculty-members/kevin-volppmd-phd/
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Show from 4/17/20
Hosts 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 Financial
For more on LPL Financial: https://www.lpl.com/
Follow him on Twitter: @RyanDetrick
Show from 4/17/20
Wharton 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
Show from 4/10/20
Hosts 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 Valuation
For more information on Reliant Business Valuation visit their website: https://reliantvalue.com/
Enrique Mendoza - CEO of Bowstring Studios
For more information on Bowstring Studios visit their website: https://bowstring.tv/
Show from 4/10/20
Hosts 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 Advisors
For more on Avalon Advisors visit their website: https://avalonadvisors.com/
Show from 4/3/20
First, 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 industry experience. He is an expert on U.S. shale plays and is currently consulting for several E&P companies and capital groups in the energy sector.
Read his articles here: https://oilprice.com/contributors/Arthur-Berman
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Show from 3/27/20
Hosts 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. Louis
For more information visit: https://www.stlouisfed.org
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.
Show from 3/13/2020
As 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 Research
Check out Bianco Research here: https://www.biancoresearch.com/visitor-home/
Show from 3/6/20
This 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 Management
CIBC Private Wealth website: wealth.us.cibc.com
Show from 2/28/20
Professor 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.
Guests
Maura Pape - Strategist Director of Business Development for DeepMacro
DeepMacro Website: https://beta.deepmacro.com/
Brendan Ahern - The CIO of KraneShares
KraneShares Website: https://kraneshares.com/
Show from 2/21/20
Jeremy 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
Show from 2/21/20
In 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 Asia
Sinology Blog: https://us.matthewsasia.com/perspectives-on-asia/sinology/default.fs
Matthews Asia Website: https://us.matthewsasia.com/default.fs?set=true&gclid=Cj0KCQiAnL7yBRD3ARIsAJp_oLayWiYE4hnI9RTLuTPTAJX7Twedon5jPmre0k4OhOGZLObJBBOv6hgaAqFUEALw_wcB
Show from 2/7/20
Hosts 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/kl26483
You can purchase the book here: https://www.amazon.com/Divested-Inequality-Finance-Ken-Hou-Lin/dp/0190638311
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Show from 2/7/20
Professor 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-huang
Check out his research here: https://www.shu.edu/profiles/yanzhonghuang.cfm
Show from 1/24/20
Professor 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 Wisdomtree
For more finance news check out WisdomTree's blog: https://www.wisdomtree.com/blog
Show Originally Aired 1/17/20
Professor 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 framework
Follow Securrency on Twitter: @Securrency
Find out more about Securrency here: https://securrency.com/
William Peck - Director of Corporate Strategy at WisdomTree
Show from 1/10/20
This 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.com/wp-content/uploads/De-Global-2019.pdf
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Show from 12/20/19
In 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: @allstarcharts
Tim Hussar: Chief Investment Officer at Wharton Hill Advisors
More about Wharton Hill Advisors: https://www.whartonhillia.com/
Show from 12/13/19
In 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 Committee
Dennis 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 School
Find out more about them here: https://www.finra.org/about/governance/finra-board-governors/charles-plosser, https://premierespeakers.com/dennis-lockhart
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Show from 12/6/19
In 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 Pennsylvania
Find out more about him here: https://www.mohamedel-erian.com/
Twitter: @elerianm
For more information on Allianz visit their website: https://www.allianz.com/en.html
Show from 11/22/19
In 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
Show from 11/15/19
Markets 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
Show from 11/8/19
In 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 analysis of asset prices"
For more information on him and his research click here: http://www.econ.yale.edu/~shiller/
Follow him on Twitter: @RobertJShiller
Purchase the book: https://press.princeton.edu/books/hardcover/9780691182292/narrative-economics
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Show from 11/1/19
In 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 Sachs
More information on Goldman Sachs: https://www.goldmansachs.com/
Follow them on Twitter: @GoldmanSachs
Show from 11/1/19
In 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 Investments
More on AGF Investments: https://www.agf.com/us/index.jsp
Follow AGF Investments on Twitter: @agf
Show from 10/25/19
In 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 Advisors
Follow him on Twitter: @AstoriaAdvisors
Find out more about Astoria Portfolio Advisors: https://www.astoriaadvisors.com/
Show from 10/25/19
In 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: @marcmakingsense
Check out his Marc Chandler's articles here: www.marctomarket.com/2019/07/interv…and-bluff.html
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/
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/
Show from 10/11/19
In 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 investment
consultants. 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=1036
Guest:
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 journals and op-eds in the Portuguese and international press, including the Financial Times and the Handelsblatt.
Check out more information here: https://www.researchgate.net/profile/Jose_Brito5
Guests:
Jill Fornito joined the Global Interdependence Center in 2008 as the assistant director with a broad scope of responsibilities including organizational and program management. In 2011, Jill assumed the role of director of operations, focusing mainly on the planning and execution of GIC’s domestic and international conferences. Jill was named the executive director in 2017 as she continues to oversee the daily operations of the GIC office, including development, financial administration, program coordination and communications. She is also the author of GIC’s Travel Blog
Check out more information here: https://www.interdependence.org/author/jfornitointerdependence-org/
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Show from 10/04/19
In 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
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Show from 10/04/19
In 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
Show from 9/27/19
In 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/
Show from 9/27/19
In 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
Show from 9/20/19
In 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
Show from 9/13/19
In 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:@bdeeter
Check 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:@DanDSpringer
Check out his website here: https://www.docusign.com/
Show from 9/13/19
In 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 Monopolies
Follow him on Twitter:@NLJ_1
Check out his website here: https://www.applicoinc.com/
Show from 9/6/19
In 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: @pboockvar
Check out his website here: https://boockreport.com
Guest:
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: @biancoresearch
Check out his website here: https://www.biancoresearch.com/free-trial/?source=TWTR
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Show from 8/23/19
In 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:@kevinmuir
Check out his podcast here: https://www.youtube.com/watch?v=_AI_WvHrGV4
Show from 8/23/19
In 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:@ddonabedian
Check out his company CIBC here: https://private-wealth.us.cibc.com/
Show from 8/16/19
In 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: @SamuelRines
Check out his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198
Guest:
Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill.
Follow him on Twitter: @DiMartinoBooth
Check out her latest article here: https://www.interdependence.org/blog/modern-meritocracy-theory-pledging-allegiance-to-an-american-mmt/
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Show from 8/9/19
In 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:@alfredmwu
Check out his blog here: https://alfredmwu.wordpress.com/
Show from 8/9/19
In 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: @marcmakingsense
Check out his Marc Chandler's articles here: http://www.marctomarket.com/2019/07/intervention-huff-puff-and-bluff.html
Show from 8/2/19
In 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: @VoxChina2017
Check out his economic research here: https://economics.sas.upenn.edu/people/hanming-fang
Show from 8/2/19
In 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 regularly on Fox, Bloomberg, CNBC and BNN Canada TV. In 1995 and 1996, he served as Chief Economist for the Joint Economic Committee of the U.S. Congress. The Wall Street Journal ranked Mr. Wesbury the nation’s #1 U.S. economic forecaster in 2001, and USA Today ranked him as one of the nation’s top 10 forecasters in 2004.
Follow him on Twitter: @wesbury
For more on First Trust Advisors visit their website: https://www.ftportfolios.com/
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Show from 7/26/19
Jeff 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/Research
Follow him on Twitter: @EconguyRosie
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: @dukemargolis
Follow his research here: https://healthpolicy.duke.edu/mark-mcclellan-md-phd
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Show from 7/19/19
Host 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: @zyangunc
Check out her research here: https://www.sph.emory.edu/faculty/profile/#!ZYANG26
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.
Guest
Jesper 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 Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific.
Twitter: @WisdomTreeETFs
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Show from 7/12/19
In 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.
Guest
Tom 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 Atlanta from 2009 to 2014 and was the board’s chairman from 2013 to 2014. Barkin is a member of the Emory University Board of Trustees and the Greater Washington Partnership. Barkin earned his bachelor’s, master’s and law degrees from Harvard University.
Follow him on Twitter: @RichmondFed
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Show from 6/28/19
More 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 and is quoted in various financial media. She is a member of Women in ETFs and a graduate of Trinity University with a Bachelor of Science in finance and marketing.
Twitter handle: @Perth_Tolle
Wes Gray: After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016).
Dr. Gray currently resides in the suburbs of Philadelphia with his wife and three children.
Twitter handle: @alphaarchitect
Website for Freedom Fund: https://www.lifeandlibertyindexes.com/
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Show from 6/21/19
In 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.chicagobooth.edu/faculty/directory/r/raghuram-g-rajan
Link to his book "The Third Pillar" https://www.amazon.com/Third-Pillar-Markets-Community-Behind-ebook/dp/B07DSZFVKS
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Show from 6/14/19
In 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
Show from 6/14/19
In 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: @RothmanAndy
Check out his blog here: https://matthewsasia.com/perspectives-on-asia/sinology/default.fs
Show from 6/7/19
Jeremy 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 in
Guest:
James Wood-Collins - CEO of Record PLC
Find out more about Record PLC here: https://www.recordcm.com/
You can also follow Record PLC on Twitter: @RecordCurrency
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 in
Guest:
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
Show from 5/31/19
Jeremy 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 out
Creative Planning Legal Disclosures: https://creativeplanning.com/important-disclosure-information/
Guest:
Peter Mallouk - Founder and President of Creative Planning
Follow Peter on Twitter: @PeterMallouk
Check out their website:creativeplanning.com/
Show from 5/31/19
India’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 out
Guests:
Srinivas Thiruvadanthai - Director of Research for the Jerome Levy Forecasting Center
Follow Sri on Twitter: @teasri
Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree
Peter Mallouk - Founder and President of Creative Planning
Follow Peter on Twitter: @PeterMallouk
Check out their website: creativeplanning.com/
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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?
Guests
Alex 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 Hall and Greenwich Country Day School.
For more on Applico visit this link: https://www.applicoinc.com/
Rafi Aviav - Head Of Product Development at WisdomTree in Europe. He has an MBA in Analytic (Quantitative) Finance from the University of Chicago’s Booth School of Business, as well as a BA in economics from Tel Aviv University.
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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 Management
More 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
Show from 5/10/19
Investors 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 in
Guests:
David Lai - A Partner and Co-Chief Investment Officer of Premia Partners
More 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
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Show from 5/3/19
In 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 intoRQ 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 Really Works” Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School.
Follow her research here: https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott
Check out her book here: https://www.amazon.com/How-Innovation-Really-Works-Trillion-Dollar/dp/1259860930
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Show from 4/26/19
In 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: @CumberlandADV
Allison 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:@AllisonSchrager
More on Allison & her book here: https://www.allisonschrager.com/
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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 Center
Follow Sri on Twitter: @teasri
Fore More on the Jerome Levy Forcasting Center: www.levyforecast.com/
Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree
You can also follow our host on twitter: @JeremyDSchwartz
Show from 4/12/19
How 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 in
Guests:
Steve Cordasco, Founder and CEO of the Cordasco Financial Network
Follow CFN on Twitter: @CFNPlan
For more info on CFN visit their website: https://cfnplan.com/
Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center
Follow Sri on Twitter: @teasri
Fore More on the Jerome Levy Forcasting Center: https://www.levyforecast.com/
Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree
You can also follow our hosts on twitter: @JeremyDSchwartz and @RLiqian
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Show from 4/5/19
Today’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: @TimDuy
Josh 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: @ReformedBroker
You can follow our hosts on twitter: @JeremyDSchwartz and @RLiqian
See acast.com/privacy for privacy and opt-out information.
Show from 3/29/19
We 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 in
Guests:
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.html
Jillian 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 Interdependence Center: https://www.interdependence.org/
Check out the GIC travel blog Jill writes for: https://www.interdependence.org/blog/
Kevin Flanagan– Head of Fixed Income Strategy at WisdomTree
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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_management
Follow him on Twitter: @GeneGoldman1
Show from 3/15/19
In 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 more
Guests:
Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree
Wes Gray - CEO of Alpha Architect
Follow him on Twitter: @alphaarchitect
Jay Hatfield - the Founder and CEO of a firm called InfraCap
For more on InfraCap visit: https://www.infracapfunds.com/
Show from 3/8/19
In 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 America
Follow her on Twitter:@DiMartinoBooth
Her book: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655
Visit 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:@DKellerCMT
Company website: https://www.marketmisbehavior.com/
See acast.com/privacy for privacy and opt-out information.
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 talkUS 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 newsletter, and a CNBC contributor.
For more info visit: https://www.bleakley.com/
Show from 2/22/19
In 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 Advisors
Follow him on Twitter @ewstone
For more info visit: http://avalonadvisors.com/
Martin Fridson, Chief Investment Officer at Lehmann Livian Fridson Advisors
Follow him on Twitter @MartinFridson
For more information on Martin visit: http://www.martinfridson.com/
For more info on his firm visit: https://www.llfadvisors.com/
Show from 2/15/19
In 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 Investments
Simon White - Managing Editor of Variant Perception, an independent research firm
Show from 2/1/19
In 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 Advisors
Follow him on Twitter @AstoriaAdvisors
For more information visit this link: https://www.astoriaadvisors.com/
Show from 1/25/19
In 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
Show from 1/18/19
In 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/DingdingChen
Follow him on Twitter: @ChenDingding
Show from 1/11/19
In this episode of Behind the Markets Jeremy Siegel starts off the show with his weekly market update talking about everything from unemployment to Fed fund rates and reserves. Then hosts Liqian Ren and Jeremy Schwartz talk about China's economy, the new year, and the one child policy. Plus Michael Oyster joins the show to discuss his most recent book "Success in a Low-Return World." Tune in!
Guest:
Michael Oyster - Author of Success in a Low-Return World. He is also an investment strategist, researcher and creator of the Options Income Index. He began his professional investment career in 1994 with options advisory firm Schaeffer’s Investment Research. As Schaeffer’s senior quantitative analyst, he conducted detailed analysis of options and volatility metrics while managing product offerings including an S&P 500 Index options spread strategy.
Follow him on twitter @oystermichael
Show from 12/21/18
In this special edition of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to the president and CEO of the Federal Reserve Bank of Cleveland! They discuss everything from the recent Fed meeting to job growth. Tune in
Guest:
Loretta Mester - President and CEO of the Federal Reserve Bank of Cleveland
More about her here: https://www.clevelandfed.org/people-search?pid=51d503bc-e964-4f3a-b26e-5c472e868348
Show from 12/14/18
In this episode of Behind the Markets host Jeremy Schwartz talks to the chief financial officer at Ally Invest about wealth management and retirement. They talk about the fed intervening in markets, millennials vs baby boomers, investing in ETFs, and much more. Tune in!
Guest Info:
Thomas Desmond - Chief Financial Officer at a company called Ally Invest. Ally Invest is an online securities broker and wealth management company and subsidiary of Ally Financial Inc, and Tom is responsible for overseeing the company’s finance, accounting, reporting and strategic development activities.
More about Ally Invest here: https://www.ally.com/
Follow Ally Invest on Twitter: @AllyInvest
Episode from 12/7/18
In this episode of Behind the Markets our hosts kick off the show with Jeremy Siegel’s market update. Then hosts Liqian Ren and Wes Gray talk to experts on commodity markets. Plus an in depth look at the production cuts at OPEC. All that and more!
Guests
Geetesh Bhardwaj - A Managing Director in Research at SummerHaven Investment Management.
Nitesh Shah - Who is Director of Research at WisdomTree Europe.
Episode from 11/30/18
In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz, Jeremy Siegel, and Liqian Ren discuss the latest news from the G20 Summit, Fed Policy, and China. They get into the liklihood of rate hikes and the future of trade with China. Plus they get into the potential impacts of Brexit and the ECB Meeting. All that and more
Guests:
Marc Chandler - Chief Market Strategist at Bannockburn Global Forex
Follow him on Twitter @marcmakingsense
Andy Rothman - Who is Investment Strategist at Matthews Asia. Andy lived and worked in China for more than 20 years, analyzing the country’s economic and political environment, before joining Matthews Asia in 2014. As Investment Strategist, he has a leading role in shaping and presenting the firm’s thoughts on how China should be viewed at the country, regional and global level.
Learn more about Matthews Asia here: https://matthewsasia.com/portal.fs
In this episode of Behind the Markets from 11/16/18 hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel find out more about an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas. They also talk Federal Reserve, global strategy, factor investing & portfolios. Special guest host Liqian Ren joins us as well. Tune in!
Guests:
Maura Pape - a strategist and Director of Business Development at DeepMacro, a technology company that’s developed an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas
For more information visit this link: https://beta.deepmacro.com/welcome
Liqian Ren - Director of Modern Alpha at WisdomTree
In this episode of Behind the Markets from 11/16/18 hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel find out more about an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas. They also talk Federal Reserve, global strategy, factor investing & portfolios. Special guest host Liqian Ren joins us as well. Tune in!
Guests:
Maura Pape - a strategist and Director of Business Development at DeepMacro, a technology company that’s developed an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas
For more information visit this link: https://beta.deepmacro.com/welcome
Liqian Ren - Director of Modern Alpha at WisdomTree
In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel kick off the show discussing the outcome of the 2018 Midterm Elections and the impact the results will have on markets. Then they talk bonds, interest rates, and inflation. Plus a broader look at markets and investment strategy. This politically charged episode tries to provide listeners with the right investing tools to consider big market risks. You don't want to miss this one!
Guests:
Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management
More on his work herehttps://www.wisdomtree.com/blog/author/kevin%20flanagan
Jared Dillian - Editor of the Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008
Find out more about The Daily Dirtnap here http://www.dailydirtnap.com/
Follow him on Twitter @dailydirtnap
In this episode of Behind the Markets host Jeremy Schwartz gets a market update from Co-Host and Wharton Finance Professor Jeremy Siegel. Then he talks to Public Policy Analyst at Raymond James, Ed Mill, about the upcoming midterm elections. Plus he discusses everything from jobs to cryptocurrency with Tom Lee of Fundstrat Global Advisors. Tune in!
Guests:
Ed Mills - Managing Director and Public Policy Analyst at Raymond James
Find out more on their website https://www.raymondjames.com/
Follow them on Twitter @RaymondJames
Tom Lee - Managing Partner and Head of Research at Fundstrat Global Advisors
Find out more on their website https://www.fundstrat.com/
Follow him on Twitter @fundstrat
In this episode of Behind the Markets, our guest co-host Wes Gray of Alpha Architect brings on cybersecurity experts to discuss breaches and the steps to keep your information safe. Tune in!
Guests:
Patrick Cleary, Chief Operations Officer at Alpha Architect
Brandon Koepke, Chief Technical Officer at Alpha Architect
In this episode of Behind the Markets our hosts Jeremy Schwartz and Jeremy Siegel tackle global markets. They get into Japan, debt, emerging markets, and currency wars relating to China. All that and more
Guests:
Jesper Koll - Chief Executive Officer of WisdomTree Japan
Ed Cole - Portfolio Manager at Man GLG
More about his company here https://www.glgpartners.com/
Confused by all the hype about Blockchain and cyber-currencies? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy get a crash course from the Chief Commercial Officer for BANKEX, a global financial technology firm. He will explain why his firm thinks this is the future of banking. We’ll also have Professor Siegel’s take on this week’s market drop—and whether we’re now entering a bear market. Tune in!
Guests:
Syed Hussain - Chief Commercial Officer for BANKEX. Let me tell you more about BANKEX
Follow the firm on Twitter @BANKEX
Or check out their websitehttps://bankex.com/en/
Will Peck - Director of Corporate Strategy at WisdomTree
Host Jeremy Schwartz talks to three investment managers about their current strategies in this sometimes volatile market, as well as how they are managing withdrawal rates for clients that are retiring. Should you be moving some money into bonds? And what is a better bet right now—large cap stocks or small caps? Tune in
Guests:
Preston McSwain – Fiduciary Wealth Partners
Adam Butler – CIO of Resolve Asset Management
Andrew Miller – CIO of Miller Financial Management
In this special of the Behind the Markets podcast Jeremy Schwartz and Jeremy Siegel talk to the President and CEO of the Federal Reserve Bank of St. Louis James Bullard. They get into the interest rate hikes, monetary policy, the job market, and much more.
Guest:
James Bullard - President and CEO of the St. Louis Federal Reserve Bank
More info about him here: https://www.stlouisfed.org/from-the-president
In this episode of the Behind the Markets Podcast host Jeremy Schwartz talks to Brandon Zick, Director of Acquisitions & Portfolio Management at Ceres Partners, about investing in the farming sector. They also discuss the effects of tariffs on the farm markets.
Guest:
Brandon Zick - Director of Acquisitions & Portfolio Management at Ceres Partners
More info here: https://www.cerespartners.com/
In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to top economists at the Jacobs Levy Conference. They give their take on market outlook incorporating everything from robots and tech to health care. Tune in!
Guests:
Robert Shiller - Nobel Prize winning economist
Robin Greenwood - the George Gund Professor of Finance and Banking at Harvard Business School
In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel interview the Vice President and Economist at the Federal Reserve Bank of Philadelphia Leonard Nakamura. They discuss excess production, education, healthcare, human capital and more.
Guest:
Leonard Nakamura - Vice President of the Federal Reserve Bank of Philadelphia
More info on his research: https://www.philadelphiafed.org/research-and-data/economists/nakamura
In this episode of Behind the Markets Jeremy talks to the CIO of Newfound Research about risk management, portfolios, 60/40 investments, and much more. Tune in!
Guest:
Corey Hoffstein - Co-Founder and CIO of Newfound Research
More about him here: https://www.thinknewfound.com/about-us
Follow him on Twitter @choffstein
Listen to his podcast here: https://blog.thinknewfound.com/podcast/
In this episode of the Behind the Markets podcast host Jeremy Schwartz gets into market outlook. What is the future of trade with China and what are the effects of the Fed rate hikes? Then we bring on an expert on portfolio management, Trump, and politics. We get into investment strategies in a time of increasing uncertainty. All that and more!
Guests:
Guy Petcho: Global Macro Portfolio Manager for Voya Investment Management, focusing on interest rate and foreign exchange markets
Greg Valliere: Chief Global Strategist at Horizon Investments
In this episode of Behind the Markets we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine where economists and investment advisors talk shop while fishing and hiking. What’s their outlook for the markets and how are they adjusting in advance of another expected Fed rate hike? We also talk sector rotation and how that works to keep your portfolio in check. Tune in!
Guests:
Matthew McAleer - Executive Vice President and Director of Equity Strategies at Cumberland Advisors
More about Cumberland Advisors here http://www.cumber.com/
Andrew Stewart -Exchange Capital Management Senior Portfolio Manager Ann Arbor, MI
More about Exchange Capital Management here https://www.exchangecapital.com/
In this episode of Behind the Markets host Jeremy Schwartz talks with award winning financial journalist Morgan Housel, who is also a partner at a firm that invests in socially responsible companies. He talks about how investors these days are more informed and that all advisers should be transparent with their clients.
Guest:
Morgan Housel, Partner at the Collaborative Fund and the man who writes the firm’s blog about the markets and investing. Morgan is a former columnist at The Motley Fool and The Wall Street Journal. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He was selected by the Columbia Journalism Review for the Best Business Writing 2012 anthology. In 2013 he was a finalist for the Scripps Howard Award. Follow him on Twitter @morganhousel
In this episode of Behind the Markets host Wes Grey talks factor investing as a strategy with one of the few female portfolio managers in finance. She’ll talk about growing up in a small village in China and how she ended up managing money for Vanguard!
Guest:
Liqian Ren, Ph.D. - A portfolio manager in the Vanguard Quantitative Equity Group (QEG), where she manages Vanguard's factor funds and conducts research on factor strategies.
Jack Vogel - CIO and CFO of Alpha Architect
In this episode of the Behind the Markets Podcast host Jeremy Schwartz and Jeremy Siegel talk about Trump and the Fed in light of the presidents comments on rate hikes. Then we get macro outlook with the president of Macro Intelligence 2 Partners. All that and more! Tune in
Guests:
John Apruzzese - Chief Investment Officer at Evercore Wealth Management More at https://www.evercore.com/
Julian Brigden - Co-Founder and President of Macro Intelligence 2 Partners. As a global macro strategist Julian’s primary focus is exploiting trading opportunities inherent in macroeconomic and policy related developments. He is particularly skilled at exploring correlations in the economy and financial markets. Follow him on Twitter @JulianMI2 More at https://www.mi2partners.com/
In this episode of Behind the Markets Jeremy Schwartz talks to Global Head of Currency Strategy at Brown Brothers Harriman Marc Chandler about trade and foreign exchange. Then you'll hear a panel from the IMN Conference that Jeremy moderated on emerging markets. Tune in!
Guests:
Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman. His analysis blog, www.marctomarket is widely read and picked up by both the traditional and social media. He’s the author of two books: Making Sense of the Dollar: Exposing Dangerous Myths about Trade and Foreign Exchange and Political Economy of Tomorrow Follow him on Twitter @marcmakingsense More about his company here https://www.bbh.com/en-us IMN Conference: https://www.imn.org/investment-management/conference/Global-Indexing-ETFs-2018/Speakers.html
In this episode of the Behind the Markets podcast Jeremy Siegel and Jeremy Schwartz talk to Dan David, Co-Founder of GeoInvesting, about China tariffs, politics, and running for Congress. Tune in!
Guest:
Dan David runs the GeoInvesting Team, which employs equity analysts, CFAs, PRC attorneys, investigators and accomplished authors and editors. During his tenure, thirteen China-based companies have been halted or delisted. More about GeoInvesting here https://geoinvesting.com/ Follow him on Twitter @dan_fgalphamgmt
In this episode of Behind the Markets Jeremy and Wes talk to assistant professor of Finance at Georgetown University and the chief investment strategist at Fifth Third Bank about the labor force and the opioid crisis. Plus they talk about what it takes to start a career in finance and corporate bankruptcy. All that and more! Tune in
Guests:
Kate Waldock- Assistant Professor of Finance at Georgetown University Check out her podcast here: https://www.capitalisnt.com/ Follow her on Twitter @katewaldock
Jeff Korzenik - Chief Investment Strategist at Fifth Third Bank More information about Fifth Third Bank here https://www.53.com/content/fifth-third/en.html
In this episode of Behind the Markets Jeremy Siegel gives the latest on the markets. Then Jeremy Schwartz dives into momentum investing with the CIO of Pitcairn. Plus in the second half of the show we add chief economist at First Trust Advisors to the mix to discuss investment opportunities. All that and more, tune in!
Guests:
Rick Pitcairn -Chief Investment Officer at Pitcairn More on Pitcairn at http://www.pitcairn.com/
Brian Wesbury - Chief Economist at First Trust Advisors More info about First Trust Advisors here https://www.ftportfolios.com/
In this episode of the Behind the Markets podcast host Jeremy Schwartz and Jeremy Siegel take us through the latest market trends. Then Jeremy Schwartz talks to his guests about investing in energy infrastructure. Plus we hear about how tariffs are impacting markets. All that and more. Check out this weeks show!
Guests:
Simon Lack - Managing Partner at SL Advisors Follow him on Twitter @SimonLack More about his company here: http://sl-advisors.com/
Bill Stone - President and chief investment officer of Stone Investment Partners Follow him on Twitter @ewstone More about his company here: https://www.stoneinvestmentpartners.com/
In this edition of Behind the Markets hosts Jeremy Siegel and Jeremy Schwartz talk insurance asset management with their guests. They cover everything from fixed index annuities and 60/40 portfolios to the retirement crisis. Check it out!
Guests:
Tom Haines - Senior Vice President, Capital Markets & Index Solutions, at Annexus Follow Annexus on Twitter @Annexus Find out more about his work here: https://www.annexus.com/
Adam Politzer - Vice President of Product Management at Athene Holdings Find out more about his work here: https://www.athene.com/
This is a special episode of Behind the Markets with Wharton alumni for SiriusXM's Reunion Radio. Hosts Jeremy Schwartz and Wes Gray talk to the founders of Malabar Investments and Cygnus Capital about their entrepreneurial journeys. They cover everything from investing to starting a financial investment company in India. Tune in!
Guests:
Sumeet Nagar - A co-founder of Malabar Investments
Akshay Mansukhani - A co-founder and managing partner at Malabar Investments Link to their website: http://www.malabarinvest.com/
Christopher Swann - Founder and Portfolio Manager at the hedge fund Cygnus Capital Link to website: http://www.cygnusvc.com/
In this episode of the Behind the Markets Podcast, host Jeremy Schwartz talks fixed income and investment strategy with his guests. They also delve into factors impacting global markets and geopolitics. Tune in and check it out!
Guests:
Andrew Baron - Chief Investment Officer at Butterfield Asset Management http://www.butterfieldgroup.com/Pages/default.aspx
Jonathan Heckscher - Director of Fixed Income and Investment Strategy at Pennsylvania Trust http://www.penntrust.com/
In this episode of the Behind the Markets Podcast host Jeremy Schwartz dives into a bunch of topics from Bonds and GDP to Geopolitical Developments. He talks with Peter Tchir about market dynamics and the future of currency. Then he brings on CEO of Santiago Capital, Brent Johnson, to discuss investing in gold and portfolios. Tune in and check it out!
Guests:
Peter Tchir - who is head of Macro Strategy at Academy Securities Follow him on Twitter @TFMkts
Brent Johnson - CEO of Santiago Capital Follow Santiago Capital on Twitter @SantiagoAuFund
In this episode of Behind the Markets hosts Wes Gray & Doug Pugliese take us through the marvelous world of employee stock ownership plans. They cover the benefits of having employees feel a deep connection to their work because they own part of it! Plus Professor Jeremy Siegel talks market outlook. All that and more, tune in!
Guests:
Ken Baker - CEO of NewAge Industries More info at: http://www.newageindustries.com/default.asp
Jim Steiker - Chairman and CEO of SES Advisors More info at: http://sesadvisors.com/
Doug Pugliese - Director of Portfolio Services at Alpha Architect *Follow host Wes Gray on twitter @alphaarchitect
This week on Behind the Markets hosts Jeremy Schwartz and Wes Gray get market commentary from Jeremy Siegel in the wake of all the China tariffs. Then they talk to Michael Batnick about trading strategy and the major mistakes investors make. Mike has a book that came out June 6th titled "Big Mistakes: The Best Investors and Their Worst Investments" which you can order on Amazon via the link below. Tune in and check it out!
Follow his podcast: http://theirrelevantinvestor.com/
Amazon book link: https://www.amazon.com/Big-Mistakes-Investors-Investments-Bloomberg/dp/1119366550
You can also follow him on twitter: @michaelbatnick
Guests:
Michael Batnick - Director of Research at Ritholtz Wealth Management. Michael is one of the contributors to Ritholtz’s The Irrelevant Investor blog, where he aims to educate people about investing. He’s also the author of a book being published later this year called Big Mistakes: The Best Investors and Their Worst Investments.
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In this episode of Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk high frequency trading, cryptocurrency, & the future of investing with new tech. Also check out the video below of our guest Dave blowing up a bridge which he mentions at the start of our interview!
Link to Bridge Demolition in Benton County MO - https://www.youtube.com/watch?v=ObaKFHi-Fkk
Guests:
Alex Sadowski - KCG Holdings
Dave Babulak - Strongpoint Holdings
In this episode of Behind the Markets, host Jeremy Schwartz delves into something a little different, investing in farmland.
Guests:
Paul Pittman of Farmland, Inc and Brandon Zick of Ceres Partners, who focuses on the private side of farmland investing
Jeremy Siegel speaks to former Chair of the Board of Governors of the Federal Reserve System, Janet Yellen. In this conversation they discuss the new Fed chair, how to keep the economy growing and digital currencies.
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In this episode of Behind the Markets Podcast host, Jeremy Schwartz discusses the new financial advisor for the White House, tax cuts effect on mid-term elections & ETFs.
Guest:
Eric Balchunas - Senior ETF Analyst for Bloomberg Intelligence and author of The Institutional ETF Toolbox.
In this episode of Behind the Markets Podcast hosts Chris Gannatti and Jeremy Schwartz discuss Brexit, the Italian economy, Macro Markets, Politics, and the Europe. They also delve into fed policy and consider the future of raising rates under Jerome Powell. Tune in!
Guests:
Manish Singh - Chief Investment Officer (CIO) at Crossbridge Capital, overseeing $3 billion in multi-asset investments Professor
Tim Duy - A prominent Fed watcher who writes a blog about monetary policy and economics.
In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk to Annie Duke about her new book "Thinking in Bets" as well as how to use poker strategy in investing. Annie covers everything from prediction models to 'Tilt,' a state of distress that causes you to make emotionally charged decisions. Take a listen! Guest Info: Annie Duke - Former professional poker player who has just published her first book for general audiences called Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts.
Follow Annie on twitter: @AnnieDuke
Our hosts Jeremy Schwartz of WisdomTree and Wes Gray of Alpha Architect talk to Kathryn Kaminski about systematic investing and trend-following strategies. Kathryn also delves into going long and short based on the direction of the market and discusses crisis alpha. Take a listen!
Guests:
Kathryn Kaminski - Visiting Lecturer in Finance at the MIT Sloan School of Management. She co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha, which was published in 2014. Her work has appeared in a range of industry publications as well as academic journals. In 2015, Kathryn was listed as one of the top 50 leading women in hedge funds. Kathryn holds a BS in electrical engineering from MIT and a PhD in operations research from MIT Sloan.
Contact: katykam@mit.edu
Guest:
Jonathan Steinberg - President and CEO of WisdomTree. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc.
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Guests:
Samuel Hartzmark - Assistant Professor of Finance and the William Ladany Memorial Faculty Scholar at the University of Chicago’s Booth School of Business
Patrick O’Shaughnessy - the Chief Executive Officer at O’Shaughnessy Asset Management.
Guest:
Kendrick Wakeman - CEO of FinMason
David Yates - Chief Information Officer at WisdomTree
Guests:
Matt Topley - Chief Investment Officer at Fortis Wealth
Don Riley - who is Chief Investment Officer at the Wiley Group Ryan Kirlin - Head of Capital Markets at Alpha Architect
Guests:
Graham Allison - The Douglas Dillon Professor of Government at Harvard University's Kennedy School of Government, who is a leading analyst of U.S. national security and defense policy with a special interest in nuclear weapons, terrorism, and decision-making. His latest book is Destined for War: Can America and China Escape Thucydides’s Trap?
Perth Tolle - The founder of Life + Liberty Indexes. 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
Guests:
Frederik Ducrozet - Senior Economist for Europe at Pictet Wealth Management in Geneva, Switzerland
Tamim Bayoumi - Deputy Director in the Strategy, Policy, and Review department of the International Monetary Fund. He’s also the author of a great book called Unfinished Business: The Unexplored Causes of the Financial Crisis and the Lessons Yet to be Learned
Guests:
Reggie Browne - Senior Managing Director of the ETF Group at Cantor Fitzgerald Ryan Kirlin - Head of Capital Markets at Alpha Architect
DeAnne Steele - Head of National Portfolio Management and Consultancy Practice for U. S. Trust, Bank of America Private Wealth Management
Guests:
John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors
Bruce Lavine - Senior Strategy Advisor at Astoria Portfolio Advisors
Guests:
Jeff Weniger - CFA serves as Asset Allocation Strategist at WisdomTree
Nick Chamie, Chief Investment Officer, International Wealth Management at Scotiabank. Previously, he held the position of Global Head of FX Strategy & Emerging Markets Research at a major global investment bank, focused on investment strategy research for 17 years.
Michael Philbrick - President and Portfolio Manager at ReSolve Asset Management. Prior to co-founding ReSolve in 2015, Mike was a Portfolio Manager at Dundee Private Wealth, Richardson GMP and Macquarie Private Wealth
Guests:
Wesley Gray - CEO of Alpha Architect
Andrew Weisman - Managing Partner at Windham Capital Management
Rich Wiggins - A strategist at Saudi Aramco
Guest:
James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis
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Guests:
Constance Hunter - Chief Economist of KPMG LLP
Brian Wesbury - Chief Economist at First Trust Advisors
Guest:
Andrew Lo - the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of the MIT Laboratory for Financial Engineering. He’s going to talk to us about his book Adaptive Markets: Financial Evolution at the Speed of Thought, which has been shortlisted for the 2017 Financial Times and McKinsey Business Book of the Year Award
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Guests:
Jesper Koll - CEO of WisdomTree Japan
Brad Bechtel - Currency Strategist at Jefferies LLC
Guests:
Howard Silverblatt - Senior Index Analyst at S&P Dow Jones Indices
Danielle DiMartino Booth - Founder of MoneyStrong, an economic consultancy, and the author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America
Wesley Gray - CEO of Alpha Architect
Dr. Lu Zhang - The John W. Galbreath Chair, Professor of Finance, at the Fisher College of Business at The Ohio State University
Guest:
Timothy Reynolds, Senior Portfolio Manager for the Employees Retirement System of Texas
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Guest:
Arvind Gupta - Head of the Digital India Foundation which works on Digital Inclusion, Internet Government and Smart Cities. He also leads BJP’s information and technology team. BJP is India’s ruling party as well as the world’s biggest party
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Guests:
Peter Boockvar - Chief Market Analyst with the Lindsey Group, a macro-economic and market research firm
Leland Miller - Chief Executive Officer of China Beige Book International, the world’s leading analytics and economic-forecasting firm focused on China
Guests:
Richard Cancro - Co-Founder and Chief Executive Officer for AdvisorEngine Inc.
Joel Bruckenstein - President of Technology Tools for Today
Guests:
Richard Roll - the Linde Institute Professor of Finance at the California Institute of Technology
Nick Roussanov - Associate Professor of Finance at the Wharton School. He also led a panel discussion this morning on a global macroeconomic risk model (title of paper is A Global Macroeconomic Risk Model for Value, Momentum, and Other Asset Classes)
Guests:
Dan Sichel - Professor of Economics at Wellesley College, where he teaches courses in macroeconomics and economic policy
Chris Geczy - Adjunct Professor of Finance at Wharton and Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research
Guests:
Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound Research
Steve Blumenthal - Executive Chairman and Chief Investment Officer at CMG Capital Management Group
Guests:
Greg Valliere - Chief Global Strategist at Horizon Investments
Jared Dillian - Investment Strategist at Mauldin Economics and editor of "The Daily Dirt Nap" a market newsletter for market professionals
Guests:
Wesley Gray - CEO of Alpha Architect
Nickolai Roussanov - the Moise Y. Safra Associate Professor of Finance at the Wharton School
Guests:
Martin Barnes - Chief Economist at BCA Research
James Bianco - President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate
Guest:
John Davi - Founder, CIO at Astoria Portfolio Advisors LLC
Pankaj Patel - Head of quantitative research, co-manager of investment advisory business at Cirrus Research
Guests:
Bill Stone - Executive Vice President and Global Chief Investment Strategist for PNC Asset Management Group
Jesper Koll - the CEO of WisdomTree Japan
Guests:
Robert J. Gordon - Stanley G. Harris Professor in the Social Sciences and Professor of Economics at Northwestern University. He is one of the world’s leading experts on inflation, unemployment, and long-term economic growth.
Joel Mokyr - Robert H. Strotz Professor of Arts and Sciences and Professor of Economics and History at Northwestern University and Sackler Professor (by special appointment) at the Eitan Berglas School of Economics at the University of Tel Aviv.
Guests:
Wesley Gray - CEO of Alpha Architect, an asset-management firm a firm that believes in empowering investors through education
Dr. Charlie Tian - the Founder and CEO of Guru Focus-dot-com, a value investing website
Guests:
Viral Acharya - Deputy Governor at the Reserve Bank of India (RBI) in charge of Monetary Policy, Financial Markets Operations and Regulation, and Research and Statistics
Ridham Desai - Heads Morgan Stanley’s Indian Equity Research team, which is the top ranked team in the country
Guarav Sinha - an Asset Allocation Strategist at WisdomTree who is an expert on India
Guests:
Marc Chandler - Senior Vice President and Global Head of Markets Strategy at Brown Brothers Harriman in New York
Jason Pride - Director of Investment Strategy at Glenmede
Guests:
Guy Petcho - Global macro portfolio manager for Voya Investment Management
Dan Weiskopf - Founder and Managing Partner of Access ETF Solutions
Guests:
Michael Churchill - the Founder of Churchill Research
Sal Bruno - Chief Investment Officer at IndexIQ
Guests:
Martin Fridson - Chief Investment Officer at Lehmann Livian Fridson Advisors
Ben Lavine - Chief Investment Officer for 3D Asset Management
Brad Krom - a fixed income strategist for WisdomTree in New York
Guests:
Chris Meyer - Managing Principal at Truepoint Institutional Advisors
Raoul Pal - publisher of The Global Macro Investor, a research service for the world’s leading hedge funds, pension funds and sovereign wealth funds
Guests:
Ron Albahary - Chief Investment Officer, Threshold Group, Wharton Grad 1990
Beeneet Kothari - CEO of Tekne Capital Management
Guests:
Brian Wesbury - Chief Economist at First Trust Advisors
Brad Krom - a fixed income strategist for WisdomTree in New York
Guests:
Brian Reardon - the founder of Reardon Consulting and an Advisor to the American Made Coalition, a group that is pushing for changes to what it calls America’s outdated tax system
Gordon Gray - Director of Fiscal Policy at the American Action Forum
Guests:
Garth Friesen - a principal at III Capital Management, a hedge fund with approximately $4 billion assets under management
Jason Gerlach - CEO and Managing Partner of Sunrise Capital Partners
Guests:
Alex Gurevich - the Founder and Chief Investment Officer of HonTe Investments
John Martin - Chief Executive Officer at Martin Advisory & Consulting Services
Guests:
James Osborne - Certified Financial Planner at Bason Asset Management. He has spent his career in the investment management industry, helping clients manage their portfolios and plan for retirement, legacy and lifetime goals.
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Guests:
Ben Carlson - Director of Institutional Asset Management at Ritholtz Wealth Management who writes a blog called “A Wealth of Common Sense”
Nir Kaissar - Founder and Portfolio Manager for Unison Advisors. Nir is also a columnist for Bloomberg Gadfly
Guests:
Jason Barg - a Principal at Lovell Minnick Partners LLC
Donald Calcagni - who is Chief Investment Officer at Mercer Advisors
Guests:
Mustafa Chowdhury - Head of rates for Voya Investment Management
Brad Krom - Fixed income strategist for WisdomTree
Viktor Nossek - Director of Research at WisdomTree
Guests:
Jared Dillian - the editor of Daily Dirtnap
Marc Chandler - Senior Vice President and Global Head of Markets Strategy at Brown Brothers Harriman in NYC
Guests:
Dr. Vinay Nair - the Co-Founder and Co-Chairman of 55 Capital Partners, an asset manager that specializes in providing portfolio solutions using ETFs
Mark Lehmann - President of JMP Securities and based in San Francisco. He is also a member of the executive committee of JMP Group and serves on its board of directors
Guests:
Brad Setser - a senior fellow and acting director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations
Jeff Weniger - Asset Allocation Strategist at Wisdomtree
Guests:
Alan Auerbach - Robert D. Burch Professor of Economics and Law as well as the Director of the Robert D. Burch Center for Tax Policy and Public Finance at the University of California, Berkeley
Jay Pelosky - Founder & Principal of Pelosky Global Strategies, a global investment advisory boutique based in New York City
Guests:
Jessamyn Norton - Chief Investment Officer, Senior Vice President and Principal at Spinnaker Trust
Jesper Koll - CEO of WisdomTree Japan
Guests:
Mark Yusko - the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management
Bill Sweet - Investment Advisor at Ritholtz Wealth Management
Guests:
Tobias Levkovich - the Chief US Equity Strategist for Citi Research, who is also a member of the firm's Investment Strategy Committee
Brian Neider - a Partner at Lead Edge Capital, a growth equity fund with nearly $1 billion in assets under management. Brian focuses on software and internet investments globally
Guests:
Matthew McAleer - Managing Director and Portfolio Manager at Cumberland Advisors
Greg Valliere - the Chief Global Strategist at Horizon Investments
Guests:
Peter Tchir - Managing Director, Macro Income Strategy, at Brean Capital
James McGrath - Partner and Director of Research at LGL Partners
Guest:
Pat Harker - President of the Federal Reserve Bank of Philadelphia and voting member of the Fed
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