Behind the Markets Podcast

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 columni...

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 as...

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 f...

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 in...

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/pub...

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...

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 e...

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 Webs...

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...

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: htt...

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 Mo...

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 t...

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, infl...

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: Karthi...

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 s...

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.chaikinanalyti...

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 sm...

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...

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 irr...

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,...

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/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy...

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:...

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)...

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 l...

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 t...