Behind the Markets Podcast

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 normal...

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 a...

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 S...

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 d...

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 respons...

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 cli...

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 Macr...

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...

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 De...

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 governme...

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 Relian...

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...

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 a...

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 questi...

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 Bian...

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 C...

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...

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...

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 Employ...

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...

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 interv...

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...

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 industr...

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 ca...

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...