Behind the Markets Podcast

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...

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 Medica...

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...

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 supervis...

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 wa...

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...

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 ch...

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 fo...

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 St...

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. Tu...

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 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 tal...

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 Presid...

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 a...

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 Sc...

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 with...

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 Finan...

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 t...

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 in the country, the benefits of export driven economy, and more. Guests: Srinivas Thiruvadanthai, Director of Res...

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 an...

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 Dep...

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! Gues...

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 provi...

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...

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 Rese...