Behind the Markets Podcast

Show from 2/10/23 Esteemed guest Patrick Harker joins Jeremy Schwartz and Prof. Jeremy Siegel to broadcast live from the GIC conference in La Jolla. They focus on trends in monetary policy, workforce, liquidity, and inflation in the US, through 2022 and into the new year. Harker draws from his STEM background, making a case for Fed policies that are data-driven and based on strong indices. Guest:...

Show from 2/09/23 Jeremy Schwartz broadcasts live from the GIC conference in La Jolla, with guests Jim Bianco and Will Peck. Topics covered include wage inflation, crypto and DeFi, where the Phillips curve plays into the Fed’s plan, and the correlation between inflation and money supply. Bianco brings decades of expertise to the conversation, with fresh perspectives on digital currencies from cent...

Show from 2/03/23 Jeremy Schwartz and Prof. Jeremy Siegel react to a big week in finance, including US earnings and productivity stats, market and GDP tailwinds post-COVID, news from the Fed, and much more. Drawing from his research, our guest Skanda Amarnath dives deeper into the effects of global and domestic issues on inflation, wages, and labor in the US. In light of promising macroeconomic tr...

Show from 1/27/23 Jeremy Schwartz and Prof. Jeremy Siegel talk Fed tightening, recession potential, US money supply, and its effect on liquidity and profitability. Peter Lazaroff joins the show to discuss financial planning, portfolio construction, and how he makes money simple for clients. He goes deep into 2022’s inflationary bear market and how he’s seen investors react going into 2023. Peter a...

Show from 1/20/22 Wharton Professor Jeremy Siegel kicks off the show with his market update. He talks about positive price data, inflation expectations, a strong labor market, and more. Then Host Jeremy Schwartz brings CEO of Manhattan West Lorenzo Esperanza on to discuss fed planning, the labor economy, pricing, jobless claims, and alternative investments. Guests: Lorenzo Esparza – CEO, Founding...

Show from 1/13/22 What is the status of inflation? Host Jeremy Schwartz starts the show discussing the fed, market inflation indicators, and more. Then he brings on Heim Israel of Bank of America Merrill Lynch to discuss how to approach thematic investing and mega trends. Heim explains that people need to take a wholistic approach to looking at trends, events are impacted by other sectors. Guests:...

Show from 1/6/23 Happy New Year! In this episode of Behind the Markets, Host Jeremy Schwartz kicks off 2023 with Wharton Finance Professor Jeremy Siegel giving his projections for the new year. Professor Siegel talks about the latest jobs report, jobless claims dropping, inflation, Dow Jones Industrial, and more. Then Jeremy Schwartz brings on John Davi of Astoria Advisors to discuss investing in...

Show from 12/23/22 Wharton Finance Professor Jeremy Siegel starts the final episode of 2022 talking about favorable inflation data, fed year end projections, earnings growth, labor, wages, and more. The Jeremy Schwartz brings on an expert on systematic equity strategies from Bloomberg. They talk about the structural drivers of inflation, the cheapening energy sector, shifting S&P indexes, pricing...

Show from 12/16/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the Fed, raising rates, and what he feels is incorrect data from BLS. Then, Bob Pisani joins Host Jeremy Schwartz to discuss markets and market history and his upcoming book "Shut Up and Keep Talking: Lessons on Life and Investing From the Floor of the New York Stock Exchange...

Show from 12/9/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update talking about the Fed, inflation, labor costs, rising productivity, and GDP. Host Jeremy Schwartz broadcasts from London and discusses the global macro and European markets with his colleagues who are experts in the space. They discuss ESG investing, the energy sector in the wake of the Russia Ukraine...

Show from 12/2/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the status of inflation, the money supply, unemployment, and wages. Then Host Jeremy Schwartz brings on two guests from the Federal Reserve Bank of Cleveland to further discuss inflation, trends in productivity growth, the spike in bond yields, and more. Guests: Robert Rich –...

Show from 11/18/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the Fed, changes in the labor market, and estimates of Q4 consumer spending. Then, Michael McClary joins Host Jeremy Schwartz to discuss inflation, recession, China, and much more. Guest: Michael McClary- Chief Investment Officer of Valmark Advisers, Inc. and Valmark Financia...

Show from 11/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update discussing US inflation data, housing, international exchange rates, and cryptocurrency. Then experts on the UK market join Hosts Jeremy Schwartz and Professor Siegel to talk about interest rates, quantitative easing, bonds, pensions, and more. Guests: Andrew Okrongly – Director, Model Portf...

Show from 11/4/22 Host Jeremy Schwartz is joined by author and Managing Director at Corbu LLC, Sam Rines, to discuss Professor Siegel's view on inflation (or de-inflation), Chinese tech and markets, and trends in employment numbers, among other topics. Guest: Sam Rines - Managing Director, Corbu LLC, Author of "After Normal: Making Sense of the Global Economy" Follow the Jared on Twitter: @SamuelR...

Show from 10/28/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about fluctuations in the tech market, inflation finally showing signs of slowing, and the Fed's data lagging with what's really happening in the housing market. Then, author Jared Dillian joins Host Jeremy Schwartz to discuss rate hikes, Europe's market future, and commodity tradi...

Show from 10/21/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the status of inflation, the slowdown in money supply, and the inconsistencies in GDP data. Then, the 12th president of the Federal Reserve Bank of St. Louis James Bullard joins Professor Siegel and Host Jeremy Schwartz to discuss the economic events of 2022, productivity num...

Show from 10/14/22 Wharton Finance Professor Jeremy Siegel discusses how the core rate rose above expectations, the recession, consumer expectations, and the money supply. Then Host Jeremy Schwartz broadcasts from Rowan University talking to 2 finance experts, one in the bond market and the other in ESG investing. Guest: John Mousseau – The President, Chief Executive Officer, and Director of Fixed...

Show from 10/7/22 Wharton Finance Professor Jeremy Siegel talks about the unemployment rate dropping, inflation pressures, mid-term elections, and more. Then Host Jeremy Schwartz and Head of Asset Allocation Americas of UBS Global Wealth Management Jason Draho discuss the overall macro environment, the effects of stagflation, wage growth, and economy versus the markets. Guest: Jason Draho – Head o...

Show from 9/30/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss 5-10 year inflation predictions and some possible explanations on the low productivity numbers seen as of late. Then, Host Jeremy Schwartz and Chris Ganatti, global head of research at Wisdom Tree, talk to Chris Miller, economic historian and author of upcoming book "Chip War: The Fight for the World's Most...

Show from 9/23/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. He talks about why he thinks the fed and Powell are being too hawkish, negative GDP growth, the threat of a serious recession, UK yields, and more. Then Host Jeremy Schwartz talks to Brian Spinelli, an expert in the wealth management space about investing in a heightening recession and the death of...

Show from 9/16/22 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel broadcast from The Jacobs Levy Quantitative Finance Conference in Manhattan. Professor Siegel starts with his market update discussing housing, fed policy, the threat of recession, GDP estimates, and more. Then our hosts talk to the award winners of the 2021 Wharton-Jacobs Levy Prize for Quantitative Financial Inno...

Show from 9/9/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss the slowing rate of inflation combined with rising interest rates with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report. They get into the questionable decisions being made by the fed, the economy in Europe, and readjustments of the labor market. Peter discus...

Show from 9/2/22 Wharton Finance Professor Jeremy Siegel gives his market update talking about the unemployment rates, hourly earnings coming in under expectation, and ISM numbers. Then Host Jeremy Schwartz and his guest Founder & President of Lansing Street Advisors Matt Topley discuss the best way to weight your portfolio. They get into growth vs value, stocks vs bonds, fixed income, advanced pl...

Show from 8/27/22 Wharton Finance Professor Jeremy Siegel kicks off the show discussing Chair of the Federal Reserve Jerome Powell’s hawkish comments on the market, the selling off of high duration stocks and crypto, the 10-year Treasury yield’s downward spiral, and commodity prices. Then Jeremy Schwartz talks with an expert on currencies about the Powell speech, the Euro in light of the upcoming...

Show from 8/19/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update talking interest rate increases, earnings, and the disconnect between workers and GDP. Then, what is the path forward in US China relations? As we look at China’s conflicts with Taiwan, its military buildup, and its efforts to dominate the critical technologies, what will become of the US. Host Jere...