Behind the Markets Podcast

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 co...

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 techn...

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 Office...

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 Managi...

Show from 1/14/22 How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra 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 a...

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...

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...

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 s...

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:...

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 Outlo...

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 li...

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...

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....

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 portf...

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 regres...

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...

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 ener...

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...

Show from 10/15/21 Host Jeremy Schwartz talks to an expert on the Fintech space to discuss the growing ecommerce space. They discuss changing payment flows, incorporating new software, improved transactions, and more. They get into all of the new ways businesses are working to digitize commerce. Guest: Ken Gavrity – Executive Vice President and Head of Enterprise Payments, KeyCorp For more on KeyB...

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 cr...

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...

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 purch...

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 Fo...

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 comp...

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....