Behind the Markets Podcast

Show from 3/1/19 On today's show hosts Jeremy Schwartz and Liqian Ren discuss sector based research, the oil industry, and foreign exchange currencies with the CIO and portfolio manager for Bleakley Advisory Group. Then they talk US Dollar, Retail, Global Economies, & China trade with Peter Boockvar, a bearish CIO and portfolio manager for Bleakley Advisory Group. He will explain why he's holding...

Show from 2/22/19 In this episode of Behind the Markets Jeremy Siegel joins at the top for his market outlook. He discusses the Fed, the deal with China, and emerging markets. Then hosts Jeremy Schwartz and Liqian Ren bring on Bill Stone of Avalon Advisors and discuss global markets, job growth, the housing sector and much more. Plus in the second half of the show Marty Fridson of Lehmann Livian F...

Show from 2/15/19 In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz and Liqian Ren get into politics with Greg Valliere of AGF Investments. They talk about the Fed's reaction to Trump politics, the Russia investigation, the likelihood that Trump will be impeached, and much more. Then they bring on Simon White of Varient Perception to discuss fed rate hikes and global economie...

Show from 2/1/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to John Davi about market outlook, china, interest rates and much more. They get into everything from liquid asset classes, emerging market debt and equities to large cap growth stocks. Tune in and learn how to manage your portfolio! Guest: John Davi - Founder and Chief Investment Officer at Astoria Po...

Show from 1/25/19 In this episode of Behind the Markets host Jeremy Schwartz talks with popular financial markets blogger Phil Huber, who says it’s a mistake to blame any one factor for recent market volatility—whether it’s the Fed, worries about a trade war, or the government shutdown, Huber says you should be thinking about what you can do with your portfolio. Guest: Phil Huber is chief investme...

Show from 1/18/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren discuss Chinese foreign policy with Dingding Chen of Jinan University. They talk about how he was the first to predict Trump's victory 3 years ago and China's stance on the current trade war. They also get into emerging technology and government tracking in China. All that and more! Guest: Dingding Chen -...

Show from 1/11/19 In this episode of Behind the Markets Jeremy Siegel starts off the show with his weekly market update talking about everything from unemployment to Fed fund rates and reserves. Then hosts Liqian Ren and Jeremy Schwartz talk about China's economy, the new year, and the one child policy. Plus Michael Oyster joins the show to discuss his most recent book "Success in a Low-Return Wor...

Show from 12/21/18 In this special edition of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to the president and CEO of the Federal Reserve Bank of Cleveland! They discuss everything from the recent Fed meeting to job growth. Tune in Guest: Loretta Mester - President and CEO of the Federal Reserve Bank of Cleveland More about her here: https://www.clevelandfed.org/people-search?p...

Show from 12/14/18 In this episode of Behind the Markets host Jeremy Schwartz talks to the chief financial officer at Ally Invest about wealth management and retirement. They talk about the fed intervening in markets, millennials vs baby boomers, investing in ETFs, and much more. Tune in! Guest Info: Thomas Desmond - Chief Financial Officer at a company called Ally Invest. Ally Invest is an online...

In this episode of Behind the Markets our hosts kick off the show with Jeremy Siegel’s market update. Then hosts Liqian Ren and Wes Gray talk to experts on commodity markets. Plus an in depth look at the production cuts at OPEC. All that and more! Guests: Geetesh Bhardwaj - A Managing Director in Research at SummerHaven Investment Management. Nitesh Shah - Who is Director of Research at WisdomTree...

Episode from 11/30/18 In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz, Jeremy Siegel, and Liqian Ren discuss the latest news from the G20 Summit, Fed Policy, and China. They get into the liklihood of rate hikes and the future of trade with China. Plus they get into the potential impacts of Brexit and the ECB Meeting. All that and more Guests: Marc Chandler - Chief Market St...

In this episode of Behind the Markets from 11/16/18 hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel find out more about an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas. They also talk Federal Reserve, global strategy, factor investing & portfolios. Special guest host Liqian Ren joins us as well...

In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel kick off the show discussing the outcome of the 2018 Midterm Elections and the impact the results will have on markets. Then they talk bonds, interest rates, and inflation. Plus a broader look at markets and investment strategy. This politically charged episode tries to provide listeners with the right investing tools to consi...

In this episode of Behind the Markets host Jeremy Schwartz gets a market update from Co-Host and Wharton Finance Professor Jeremy Siegel. Then he talks to Public Policy Analyst at Raymond James, Ed Mill, about the upcoming midterm elections. Plus he discusses everything from jobs to cryptocurrency with Tom Lee of Fundstrat Global Advisors. Tune in! Guests: Ed Mills - Managing Director and Public P...

In this episode of Behind the Markets, our guest co-host Wes Gray of Alpha Architect brings on cybersecurity experts to discuss breaches and the steps to keep your information safe. Tune in! Guests: Patrick Cleary, Chief Operations Officer at Alpha Architect Brandon Koepke, Chief Technical Officer at Alpha Architect

In this episode of Behind the Markets our hosts Jeremy Schwartz and Jeremy Siegel tackle global markets. They get into Japan, debt, emerging markets, and currency wars relating to China. All that and more Guests: Jesper Koll - Chief Executive Officer of WisdomTree Japan Ed Cole - Portfolio Manager at Man GLG More about his company here https://www.glgpartners.com/

Confused by all the hype about Blockchain and cyber-currencies? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy get a crash course from the Chief Commercial Officer for BANKEX, a global financial technology firm. He will explain why his firm thinks this is the future of banking. We’ll also have Professor Siegel’s take on this week’s market drop—and whether we’re now entering a bear mark...

Host Jeremy Schwartz talks to three investment managers about their current strategies in this sometimes volatile market, as well as how they are managing withdrawal rates for clients that are retiring. Should you be moving some money into bonds? And what is a better bet right now—large cap stocks or small caps? Tune in Guests: Preston McSwain – Fiduciary Wealth Partners Adam Butler – CIO of Resol...

In this special of the Behind the Markets podcast Jeremy Schwartz and Jeremy Siegel talk to the President and CEO of the Federal Reserve Bank of St. Louis James Bullard. They get into the interest rate hikes, monetary policy, the job market, and much more. Guest: James Bullard - President and CEO of the St. Louis Federal Reserve Bank More info about him here: https://www.stlouisfed.org/from-the-pr...

In this episode of the Behind the Markets Podcast host Jeremy Schwartz talks to Brandon Zick, Director of Acquisitions & Portfolio Management at Ceres Partners, about investing in the farming sector. They also discuss the effects of tariffs on the farm markets. Guest: Brandon Zick - Director of Acquisitions & Portfolio Management at Ceres Partners More info here: https://www.cerespartners.com/

In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to top economists at the Jacobs Levy Conference. They give their take on market outlook incorporating everything from robots and tech to health care. Tune in! Guests: Robert Shiller - Nobel Prize winning economist Robin Greenwood - the George Gund Professor of Finance and Banking at Harvard Business School

In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel interview the Vice President and Economist at the Federal Reserve Bank of Philadelphia Leonard Nakamura. They discuss excess production, education, healthcare, human capital and more. Guest: Leonard Nakamura - Vice President of the Federal Reserve Bank of Philadelphia More info on his research: https://www.philad...

In this episode of Behind the Markets Jeremy talks to the CIO of Newfound Research about risk management, portfolios, 60/40 investments, and much more. Tune in! Guest: Corey Hoffstein - Co-Founder and CIO of Newfound Research More about him here: https://www.thinknewfound.com/about-us Follow him on Twitter @choffstein Listen to his podcast here: https://blog.thinknewfound.com/podcast/

In this episode of the Behind the Markets podcast host Jeremy Schwartz gets into market outlook. What is the future of trade with China and what are the effects of the Fed rate hikes? Then we bring on an expert on portfolio management, Trump, and politics. We get into investment strategies in a time of increasing uncertainty. All that and more! Guests: Guy Petcho: Global Macro Portfolio Manager fo...

In this episode of Behind the Markets we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. What’s their outlook for the markets—and how are they adjusting in advance of another expected Fed rate hike? We also talk sector rotation and how that works to keep your portfolio in check. Tune in! Guests...