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Behind the Markets Podcast

Updated about 1 month ago

Business
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Hosts Jeremy Schwartz, Director of Research at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program “Behind the Markets” on SiriusXM 111. Jeremy is also a member of the CFA Society of Philadelphia. See acast.com/privacy for privacy and opt-out information.

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Hosts Jeremy Schwartz, Director of Research at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program “Behind the Markets” on SiriusXM 111. Jeremy is also a member of the CFA Society of Philadelphia. See acast.com/privacy for privacy and opt-out information.

iTunes Ratings

39 Ratings
Average Ratings
29
5
1
1
3

Very smart discussions

By MPWHIT - Mar 21 2020
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This show is great!

Tom Lee

By Derivatives Trader - Nov 03 2018
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Fantastic interview with Tom Lee - please have him back at some point.

iTunes Ratings

39 Ratings
Average Ratings
29
5
1
1
3

Very smart discussions

By MPWHIT - Mar 21 2020
Read more
This show is great!

Tom Lee

By Derivatives Trader - Nov 03 2018
Read more
Fantastic interview with Tom Lee - please have him back at some point.
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Behind the Markets Podcast

Latest release on Jul 10, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail about 1 month ago

Rank #1: Behind The Markets Podcast w/ Wesley Gray: Dr. Lu Zhang

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Wesley Gray - CEO of Alpha Architect

Dr. Lu Zhang - The John W. Galbreath Chair, Professor of Finance, at the Fisher College of Business at The Ohio State University

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Oct 13 2017

54mins

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Rank #2: Behind The Markets Podcast w/ Wes Gray: Michael Batnick

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This week on Behind the Markets hosts Jeremy Schwartz and Wes Gray get market commentary from Jeremy Siegel in the wake of all the China tariffs. Then they talk to Michael Batnick about trading strategy and the major mistakes investors make. Mike has a book that came out June 6th titled "Big Mistakes: The Best Investors and Their Worst Investments" which you can order on Amazon via the link below. Tune in and check it out!

Follow his podcast: http://theirrelevantinvestor.com/

Amazon book link: https://www.amazon.com/Big-Mistakes-Investors-Investments-Bloomberg/dp/1119366550

You can also follow him on twitter: @michaelbatnick

Guests:

Michael Batnick - Director of Research at Ritholtz Wealth Management. Michael is one of the contributors to Ritholtz’s The Irrelevant Investor blog, where he aims to educate people about investing. He’s also the author of a book being published later this year called Big Mistakes: The Best Investors and Their Worst Investments.

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Apr 04 2018

54mins

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Rank #3: Behind the Markets Podcast w/ Wes Gray: Ken Baker, Jim Steiker, & Doug Pugliese

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In this episode of Behind the Markets hosts Wes Gray & Doug Pugliese take us through the marvelous world of employee stock ownership plans. They cover the benefits of having employees feel a deep connection to their work because they own part of it! Plus Professor Jeremy Siegel talks market outlook. All that and more, tune in!

Guests:

Ken Baker - CEO of NewAge Industries More info at: http://www.newageindustries.com/default.asp

Jim Steiker - Chairman and CEO of SES Advisors More info at: http://sesadvisors.com/

Doug Pugliese - Director of Portfolio Services at Alpha Architect *Follow host Wes Gray on twitter @alphaarchitect

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Apr 11 2018

54mins

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Rank #4: Behind The Markets Podcast: Morgan Housel

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In this episode of Behind the Markets host Jeremy Schwartz talks with award winning financial journalist Morgan Housel, who is also a partner at a firm that invests in socially responsible companies. He talks about how investors these days are more informed and that all advisers should be transparent with their clients.

Guest:

Morgan Housel, Partner at the Collaborative Fund and the man who writes the firm’s blog about the markets and investing. Morgan is a former columnist at The Motley Fool and The Wall Street Journal. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He was selected by the Columbia Journalism Review for the Best Business Writing 2012 anthology. In 2013 he was a finalist for the Scripps Howard Award. Follow him on Twitter @morganhousel

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Aug 02 2018

54mins

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Rank #5: Behind the Markets Podcast: COVID-19 Update w/ James Bullard

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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 an emergency, the potential of panicked equity markets, global markets/ trade, and unemployment insurance programs.

Stay safe everyone!

Guest:

James Bullard - CEO and president of the Federal Reserve Bank of St. Louis

For more information visit: https://www.stlouisfed.org

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Mar 27 2020

53mins

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Rank #6: Behind the Markets Podcast: JC Parets & Tim Hussar

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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 you in 2020!

Guests:

JC Parets: Founder of All Star Charts, a technical analysis blog about markets.

More about All Star Charts: https://get.allstarcharts.com/

Follow All Star Charts on Twitter: @allstarcharts

Tim Hussar: Chief Investment Officer at Wharton Hill Advisors

More about Wharton Hill Advisors: https://www.whartonhillia.com/

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Dec 21 2019

52mins

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Rank #7: Behind The Markets Podcast: Paul Pittman & Brandon Zick

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In this episode of Behind the Markets, host Jeremy Schwartz delves into something a little different, investing in farmland.

Guests:

Paul Pittman of Farmland, Inc and Brandon Zick of Ceres Partners, who focuses on the private side of farmland investing

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Mar 23 2018

54mins

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Rank #8: Behind The Markets Podcast: Loretta Mester

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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?pid=51d503bc-e964-4f3a-b26e-5c472e868348

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Dec 21 2018

53mins

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Rank #9: Behind The Markets Podcast: Pat Harker on Monetary Policy, Jobs, & Interest Rates

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Show from 11/22/19

In this special edition of the Behind the Markets Podcast Professor Jeremy Siegel and Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of Philadelphia. They kick off the show discussing job markets, labor force participation, interest rates, and monetary policy. Then they get into the likelihood of a recession and the intricacies of lending practices. Plus they touch upon the fears that tech will replace jobs and the impact that transition could have on the economy.

Guest:

Pat Harker: The 11th president and chief executive officer of the Federal Reserve Bank of Philadelphia. In this role, Harker participates on the Federal Open Market Committee, which formulates the nation’s monetary policy.

For more information on him visit this site: https://www.philadelphiafed.org/about-the-fed/senior-executives/harker

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Nov 23 2019

53mins

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Rank #10: Behind The Markets Podcast w/ Wes Gray: Liqian Ren & Jack Vogel

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In this episode of Behind the Markets host Wes Grey talks factor investing as a strategy with one of the few female portfolio managers in finance. She’ll talk about growing up in a small village in China and how she ended up managing money for Vanguard!

Guest:

Liqian Ren, Ph.D. - A portfolio manager in the Vanguard Quantitative Equity Group (QEG), where she manages Vanguard's factor funds and conducts research on factor strategies.

Jack Vogel - CIO and CFO of Alpha Architect

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Jul 25 2018

54mins

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Rank #11: Behind the Markets: Bruce Mehlman

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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 called "De-Global: 10 Trends Defining the World," which elaborates on the effects of hyper-globalization and international trends such as US-China relations and populism.

Guest:

Bruce Mehlman - He is the founder of Mehlman Castagnetti Rosen & Thomas which helps Fortune 500 companies and startups anticipate and navigate the ever-evolving policy environment and trends likely to impact the global marketplace.

Check out his website: https://mehlmancastagnetti.com/bipartisan-team/bruce-p-mehlman/

Follow him on Twitter: @bpmehlman

Check out his slideshow "De-Global: 10 Trends Defining the World": https://mehlmancastagnetti.com/wp-content/uploads/De-Global-2019.pdf

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Jan 10 2020

53mins

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Rank #12: Behind the Markets Podcast: Phil Huber

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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 investment officer for Huber Financial, responsible for overseeing all investment and portfolio-management related functions. As chairman of the firm’s Investment Committee, Phil directs all research efforts that he and his team perform on asset managers, investment strategies and portfolio construction techniques.

More about him on the Huber Financial website: https://huberfinancial.com/

Follow him on Twitter: @bpsandpieces

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Jan 25 2019

53mins

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Rank #13: Behind the Markets Podcast: David Trainer & Kara Marciscano

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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.

Guests:

David Trainer- Founder and CEO of New Constructs. New Constructs provides insights into the fundamentals and valuation of private & public businesses.

For more information visit New Constructs website: https://www.newconstructs.com/about-us/

Follow New Constructs on Twitter: @NewConstructs

Kara Marciscano- Research Analyst at Wisdomtree

For more finance news check out WisdomTree's blog: https://www.wisdomtree.com/blog

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Jan 24 2020

52mins

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Rank #14: Behind the Markets Podcast: Danielle DiMartino & David Keller

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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 Research LLC. Tune in!

Guests:

Danielle DiMartino - Booth is CEO and Director of Intelligence for Quill Intelligence, a new research and analytics firm. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America

Follow her on Twitter: @DiMartinoBooth

Her book: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655

Visit her website: https://dimartinobooth.com/bio/

David Keller - President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness.

Follow him on Twitter: @DKellerCMT

Company website: https://www.marketmisbehavior.com/

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Mar 08 2019

54mins

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Rank #15: Behind the Markets Podcast w/ Wes Gray: Eric Balchunas

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In this episode of Behind the Markets Podcast host, Jeremy Schwartz discusses the new financial advisor for the White House, tax cuts effect on mid-term elections & ETFs.

Guest:

Eric Balchunas - Senior ETF Analyst for Bloomberg Intelligence and author of The Institutional ETF Toolbox.

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Mar 14 2018

54mins

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Rank #16: Behind the Markets Podcast with Liqian Ren: Michael Oyster

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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 World." Tune in!

Guest:

Michael Oyster - Author of Success in a Low-Return World. He is also an investment strategist, researcher and creator of the Options Income Index. He began his professional investment career in 1994 with options advisory firm Schaeffer’s Investment Research. As Schaeffer’s senior quantitative analyst, he conducted detailed analysis of options and volatility metrics while managing product offerings including an S&P 500 Index options spread strategy.

Follow him on twitter @oystermichael


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Jan 11 2019

53mins

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Rank #17: Behind the Markets Podcast: Charles Plosser & Dennis Lockhart

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Show from 12/13/19

In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel interview their guest about the state of global markets and interest rates. They discuss the impact of the recent British elections, trade talks with China, and their time in the Fed. What will the effects of the coming trade shock be? What should the Fed's role be in policy decisions? They will answer these questions and more.

Guest:

Charles Plosser -  Former president of the Federal Reserve Bank of Philadelphia, currently serves as a Public Governor for FINRA, the Financial Industry Regulatory Authority, where he serves on the Investment Committee and the Finance, Operations and Technology Committee

Dennis Lockhart - Former president of the Federal Reserve Bank of Atlanta, currently a Senior Fellow in the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School

Find out more about them here: https://www.finra.org/about/governance/finra-board-governors/charles-plosser, https://premierespeakers.com/dennis-lockhart


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Dec 14 2019

52mins

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Rank #18: Behind the Markets Podcast w Liqian Ren: Dingding Chen

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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 - Professor of International Relations and Associate Dean of Institute for 21st Century Silk Road Studies at Jinan University, Guangzhou, China. He is also the Founding Director of Intellisia Institute, a newly established independent think tank focusing on international affairs in China. His research interests include Chinese foreign policy, Asian security, Chinese politics, and human rights.

Read articles he's written for The Diplomat: https://thediplomat.com/authors/dingding-chen/

His Academic Papers: http://jinan.academia.edu/DingdingChen

Follow him on Twitter: @ChenDingding

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Jan 18 2019

53mins

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Rank #19: Behind The Markets Podcast: Robert Shiller & Robin Greenwood

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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

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Sep 14 2018

53mins

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Rank #20: Behind the Markets: Maura Pape & Brendan Ahern

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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 a data analyst who gathers high frequency data to evaluate bounce back in China. She says two indicators in China have been bouncing back, industrial and people movement. Plus they bring on China expert Brendan Ahern to look at different ways of accessing the Chinese market.

Guests

Maura Pape - Strategist Director of Business Development for DeepMacro

DeepMacro Website: https://beta.deepmacro.com/

Brendan Ahern - The CIO of KraneShares

KraneShares Website: https://kraneshares.com/

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Feb 28 2020

53mins

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