Behind the Markets Podcast

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 politic...

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...

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 f...

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 -...

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,...

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...

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 Ameri...

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...

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 Fo...

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 b...

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 sca...

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: Jona...

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....

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...

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 - C...

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:...

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...

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 l...

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 Lineb...

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. Economis...

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 o...

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...

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'Shaugh...

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 f...

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...