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Behind the Markets Podcast

Updated 12 days 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.

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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.

iTunes Ratings

29 Ratings
Average Ratings
21
4
1
1
2

The assistant host needs practice

By MPWHIT - May 18 2019
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Lee Chen Ren has a habit of cutting off guests and is at times difficult to understand. Otherwise excellent content that thoughtful discussions.

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

29 Ratings
Average Ratings
21
4
1
1
2

The assistant host needs practice

By MPWHIT - May 18 2019
Read more
Lee Chen Ren has a habit of cutting off guests and is at times difficult to understand. Otherwise excellent content that thoughtful discussions.

Tom Lee

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

Behind the Markets Podcast

Updated 12 days ago

Read more

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.

Rank #1: 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.

Apr 04 2018
54 mins
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Rank #2: 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

Apr 11 2018
54 mins
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Rank #3: Behind The Markets Podcast: Peter Tchir & Brent Johnson

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In this episode of the Behind the Markets Podcast host Jeremy Schwartz dives into a bunch of topics from Bonds and GDP to Geopolitical Developments. He talks with Peter Tchir about market dynamics and the future of currency. Then he brings on CEO of Santiago Capital, Brent Johnson, to discuss investing in gold and portfolios. Tune in and check it out!

Guests:

Peter Tchir - who is head of Macro Strategy at Academy Securities Follow him on Twitter @TFMkts

Brent Johnson - CEO of Santiago Capital Follow Santiago Capital on Twitter @SantiagoAuFund

Apr 27 2018
54 mins
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Rank #4: 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

Dec 21 2018
53 mins
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Rank #5: 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

Mar 23 2018
54 mins
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Rank #6: Behind the Markets Podcast: Alex Moazed & Rafi Aviav

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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 and producers. Companies like Amazon, Walmart and Microsoft have made the switch—so is this the business model you should consider for your company? 

Guests

Alex Moazed, Founder of Applico. He founded Applico in 2009 when he was 20 years old and funded the company with his own credit cards. Alex co-authored the best-selling book, Modern Monopolies, which defines the platform business model dominating the 21st century economy. In his role as CEO, he works directly with Fortune 500 C-suites and boards to help them build or buy their own platform businesses. Alex is a graduate of Babson College, Choate Rosemary Hall and Greenwich Country Day School.

For more on Applico visit this link: https://www.applicoinc.com/

Rafi Aviav - Head Of Product Development at WisdomTree in Europe. He has an MBA in Analytic (Quantitative) Finance from the University of Chicago’s Booth School of Business, as well as a BA in economics from Tel Aviv University. 

May 24 2019
54 mins
Play

Rank #7: Behind the Markets Podcast: Steve Cordasco, Srinivas Thiruvadanthai, & Gaurav Sinha

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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 and CEO of the Cordasco Financial Network

Follow CFN on Twitter: @CFNPlan

For more info on CFN visit their website: https://cfnplan.com/

Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center

Follow Sri on Twitter: @teasri

Fore More on the Jerome Levy Forcasting Center: https://www.levyforecast.com/

Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree


You can also follow our hosts on twitter: @JeremyDSchwartz and @RLiqian

Apr 12 2019
50 mins
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Rank #8: Behind the Markets Podcast: Peter Mallouk

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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 President of Creative Planning

Follow Peter on Twitter: @PeterMallouk

Check out their website: creativeplanning.com/

Jun 03 2019
28 mins
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Rank #9: 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

Jan 25 2019
53 mins
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Rank #10: Behind the Markets Podcast: Chris Jones & Anne Marie Knott

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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 Financial Engines to talk about retirement planning and robo-investors. Then we bring on the author of the book "How Innovation Really Works." She gets into RQ having the same predictive factor as momentum and multinational companies vs non-multinationals in regards to innovation. Tune in!

Guests:

Chris Jones - Chief Investment Officer and Executive Vice President of Investment Management at Financial Engines.

More about Financial Engines here: https://financialengines.com/

Anne Marie Knott - Robert and Barbara Frick Professor in Business at Olin Business School at Washington University and author of “How Innovation Really Works” Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School.

Follow her research here: https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott

Check out her book here: https://www.amazon.com/How-Innovation-Really-Works-Trillion-Dollar/dp/1259860930

May 03 2019
54 mins
Play

Rank #11: Behind The Markets Podcast w/ Wes Gray: Kate Waldock & Jeff Korzenik

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In this episode of Behind the Markets Jeremy and Wes talk to assistant professor of Finance at Georgetown University and the chief investment strategist at Fifth Third Bank about the labor force and the opioid crisis. Plus they talk about what it takes to start a career in finance and corporate bankruptcy. All that and more! Tune in

Guests:

Kate Waldock- Assistant Professor of Finance at Georgetown University Check out her podcast here: https://www.capitalisnt.com/ Follow her on Twitter @katewaldock

Jeff Korzenik - Chief Investment Strategist at Fifth Third Bank More information about Fifth Third Bank here https://www.53.com/content/fifth-third/en.html

Jun 22 2018
54 mins
Play

Rank #12: 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

Jan 11 2019
53 mins
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Rank #13: Behind The Markets Podcast w/ Wes Gray: Sumeet Nagar, Akshay Mansukhani, & Christopher Swann

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This is a special episode of Behind the Markets with Wharton alumni for SiriusXM's Reunion Radio. Hosts Jeremy Schwartz and Wes Gray talk to the founders of Malabar Investments and Cygnus Capital about their entrepreneurial journeys. They cover everything from investing to starting a financial investment company in India. Tune in!

Guests:

Sumeet Nagar - A co-founder of Malabar Investments

Akshay Mansukhani - A co-founder and managing partner at Malabar Investments Link to their website: http://www.malabarinvest.com/

Christopher Swann - Founder and Portfolio Manager at the hedge fund Cygnus Capital Link to website: http://www.cygnusvc.com/

May 10 2018
54 mins
Play

Rank #14: Behind The Markets Podcast: Tom Haines & Adam Politzer

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In this edition of Behind the Markets hosts Jeremy Siegel and Jeremy Schwartz talk insurance asset management with their guests. They cover everything from fixed index annuities and 60/40 portfolios to the retirement crisis. Check it out!

Guests:

Tom Haines - Senior Vice President, Capital Markets & Index Solutions, at Annexus Follow Annexus on Twitter @Annexus Find out more about his work here: https://www.annexus.com/

Adam Politzer - Vice President of Product Management at Athene Holdings Find out more about his work here: https://www.athene.com/

May 18 2018
54 mins
Play

Rank #15: Behind the Markets Podcast w/ Liqian Ren: John Davi

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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 Portfolio Advisors

Follow him on Twitter @AstoriaAdvisors

For more information visit this link: https://www.astoriaadvisors.com/

Feb 01 2019
53 mins
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Rank #16: Behind the Markets Podcast Special: Market Outlook in India

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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 trends in the country, the benefits of an export driven economy, and more.

Guests:

Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center

Follow Sri on Twitter: @teasri

Fore More on the Jerome Levy Forcasting Center: www.levyforecast.com/

Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree

You can also follow our host on twitter: @JeremyDSchwartz

Apr 17 2019
30 mins
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Rank #17: Behind the Markets Podcast: Gene Goldman

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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 provides day-to-day oversight, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics.

More about Cetera here: https://www.cetera.com/cetera_investment_management

Follow him on Twitter: @GeneGoldman1

Mar 22 2019
54 mins
Play

Rank #18: Behind the Markets Podcast: Guarav Sinha, Jay Hatfield, & Wes Gray

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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:

Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree

Wes Gray - CEO of Alpha Architect

Follow him on Twitter: @alphaarchitect

Jay Hatfield - the Founder and CEO of a firm called InfraCap

For more on InfraCap visit: https://www.infracapfunds.com/

Mar 15 2019
52 mins
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Rank #19: 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

Jan 18 2019
53 mins
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Rank #20: Behind the Markets Podcast: Tim Duy & Josh Brown

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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 Department at the University of Oregon. He’s also the Senior Director of the Oregon Economic Forum, and writes a regular blog called “Tim Duy’s Fed Watch”.

Read the blog: https://blogs.uoregon.edu/timduyfedwatch/

Follow him on Twitter: @TimDuy

Josh Brown - The CEO of RItholtz Wealth Management, a New York City-based investment advisory firm. Josh has been named by The Wall Street Journal, Barron's and TIME Magazine as the most important financial follow on Twitter, and his blog, The Reformed Broker, is read by millions of investors, traders and advisors around the world. He is also a CNBC Contributor.

Follow him on Twitter: @ReformedBroker

You can follow our hosts on twitter: @JeremyDSchwartz and @RLiqian

Apr 05 2019
54 mins
Play

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