This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel talks Walmart/ Target, GDP, money supply, and commodity prices. Then, what are the key issues for hedge funds? How should you manage your investments in this inflated environment? Host Jeremy Schwartz discusses hedging risks, how often to trade managed futures, long short strategies, and more with Founder of Dynamic Beta Andrew Beer.

Guest:

Andrew Beer – Founder and Managing member at Dynamic Beta Investments

Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrewdbeer/

For more on Dynamic Beta visit their website: https://www.dynamicbeta.com/ 

Follow Andrew on Twitter: @andrewdbeer1

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show talking real estate, rising gasoline prices, worsening inflation, new normal real interest rate for the 10 year and more. Then, why is the crypto market falling? Host Jeremy Schwartz and Co-Host Benjamin Dean talk to an expert on digital assets about stable coins and crypto ecosystem risks.

Guest:

Eric Ervin – Co-founder of Onramp Invest, a platform enabling investment advisors to access the crypto asset economy.

Follow Eric on LinkedIn: https://www.linkedin.com/in/eric-ervin/

For more on Onramp Invest, visit their website: https://onrampinvest.com/

Follow Eric on Twitter: @eervin1

Follow Onramp Invest on Twitter: @Onrampinvest

Benjamin Dean – Director of Digital Assets WisdomTree Europe

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel talks fed policy, inflation, wages, and why he thinks we’re in a bear market. Then, a conversation on fixed income strategy with an expert from Strategas. Host Jeremy Schwartz brings on Thomas Tzitzouris to discuss fed funds rate, mortgage costs, the 10-year real rates, and the increasing value of the Yen.

Guest:

Thomas Tzitzouris - Managing Director and Head of Fixed Income Research at Strategas

For more on Strategas, visit their website: https://www.strategasrp.com/

Follow Strategas on Twitter for the latest: @StrategasRP

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidity growth, and more. Then, how do you identify companies that are benefiting and growing from changing demand patterns in the new economy? Host Jeremy Schwartz and his guest talk about the impact of covid on the markets, working from home, and the declining need for physical retail stores.

Guest:

Scott Crowe - Chief Investment Officer at CenterSquare Investment management

For more on CenterSquare visit their website: https://www.centersquare.com/home

For the latest, follow CenterSquare on Twitter: @CtrSquare

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel opens up the show with his market update talking interest rates and fed policy. Then, commodity expert Jim Rogers joins Host Jeremy Schwartz for a discussion that looks at the global outlook on that asset class, what could replace the dollar, gold, and more.

Guest:

Jim Rogers – Founder of the Rogers International Commodity Index; Author of: Investment Biker, Adventure Capitalist, Hot Commodities, and more

Follow Jim on Twitter: @iamjimrogers

For more on Jim visit his website: https://www.jimrogers.com/

To purchase “Hot Commodities: How Anyone Can Invest Profitably in the World's Best Market” visit Jim’s website: https://www.jimrogers.com/book/hot-commodities/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more.

Guests:

John Davi - Founder, CIO at Astoria Portfolio Advisors LLC

Check out Astoria Advisors' website: https://www.astoriaadvisors.com/

Follow Astoria Advisors on Twitter: @AstoriaAdvisors

Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management

Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel talks Fed policy during his market update. Then, Host Jeremy Schwartz and Guest Host Kevin Flanagan cover the latest financial conditions. They take a deep dive into interest rates, inflation pressures, US vs Europe and more with experts in the space. 

Guests:

Brian Wesbury - Chief Economist at First Trust Advisors

For more on First Trust Advisors, visit their website: https://www.ftportfolios.com/

Check out his blog here: https://www.ftportfolios.com/retail/blogs/economics/index.aspx

Follow him on LinkedIn: https://www.linkedin.com/in/brianwesbury/

Follow Brian on Twitter: @wesbury

Brent Donnelly – President of Spectra Markets

For more on Spectra Markets, visit their website: https://www.spectramarkets.com/

Purchase his book “Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading” here: https://www.amazon.com/Alpha-Trader-Methodology-Mathematics-Professional-ebook/dp/B095MF9JRW

Follow Brent on Twitter: @donnelly_brent

Sign up for Brent’s AM/FX daily macro letter: https://www.spectramarkets.com/am-fx/

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Wharton Finance Professor Jeremy Siegel kicks off the show with a market update. Professor Siegel gives his take on wage increases, Fed pricing, inflation, and more. Then, from agriculture and oil to commodities and inflation…how should you be forecasting for 2022? Host Jeremy Siegel talks to Samuel Rines of Corbu LLC about global markets, geopolitics, and more.

Guest:

Samuel Rines – Managing Director at Corbu LLC, a research intelligence advisory platform focusing on the intersection of markets, policy, and national security. He is also author of "After Normal: Making Sense of the Global Economy"

Purchase his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198

Follow him on Twitter: @SamuelRines

Follow him on LinkedIn: https://www.linkedin.com/in/samuelerines/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing bonds crashing, the spike in yields, fed policy, bitcoin, and more. Then, how can you effectively trade cryptocurrency? What are the security risks? Host Jeremy Schwartz talks security and decentralization of bitcoin, Solana, Ethereum, and more with two experts in the cryptocurrency space.

Guest:

Caitlin Cook – Head of community and vice president of operations at Onramp Academy

For more on Onramp Academy visit their website: https://academy.onrampinvest.com/

Follow Onramp on Twitter: @OnrampAcademy

Follow Caitlin on LinkedIn: https://www.linkedin.com/in/caitlincook22/

Dan Gunsberg – Co-Founder and CEO of HXRO Foundation

For more on HXRO visit their website: https://hxro.network/

Follow Dan on LinkedIn:

https://www.linkedin.com/in/daniel-gunsberg-9986901a2/?originalSubdomain=bm

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. Emerging markets have been a difficult place to invest recently. Ruchir discusses the trend towards international investing, short tech vs long commodities, China, and more.

Guest:

Ruchir Sharma – chairman of international business at Rockefeller Capital

A NY Times article about Ruchir: https://www.nytimes.com/2022/02/10/business/ruchir-sharma-rockefeller-capital.html

Follow Rockefeller Capital Management on Twitter: @RockCapMgmt

For more on Rockefeller Capital Management’s visit their website: https://rcm.rockco.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earnings, and more. Then, what are the biggest market trends? How can we look to the inverted yield curve as a predictor of market health? What is the future of the commodity market considering the Russia - Ukraine War? Jeremy Schwartz talks to an expert on global macro.

Guests:

Jim Bianco – Bianco Research

Follow Bianco Research on Twitter: @biancoresearch

For more on Bianco Research visit their website: https://www.biancoresearch.com/visitor-home/

Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management

Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing the impact of the Russian/ Ukraine crisis, commodity and oil prices, the employment report, inflation and more. Then, what are the most powerful machine learning patterns? How can you manage overlapping data when working with competition on modeling? Host Jeremy Schwartz talks to two guests in the machine learning and AI modeling space about how to apply these techniques in quantitative investing. They get into the intricacies of setting up the data set, pattern recognition, and prediction time frames.

Guests:

Chrissy Bargeron – Client Portfolio manager at Voya Investment Management

Gareth Shepherd – Co-head of equity machine intelligence (EMI) and a portfolio manager at Voya Investment Management

For more on Voya Investment Management visit their website: https://investments.voya.com/

For the latest news follow Voya on Twitter: @Voya

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Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss high inflation and the Russia/ Ukraine crisis with President of the Federal Reserve Bank of St. Louis James Bullard. They get into Russia’s attack on the Ukraine and the impact this will have on markets, the continued reopening after Omicron, unemployment, housing, and more. James Bullard says he would like to see the Fed policy rate at over 1% and the balance sheet runoff begin in the second quarter by July 1st. Plus a look at the state of cryptocurrency

Guest:

James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis

Follow the St. Louis Fed on Twitter: @stlouisfed

For more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexes, import prices, the Russia/ Ukraine situation, and more. Then, what is the current state of the demand and supply of oil? Jeremy Schwartz brings on an expert on oil and energy stocks. They get into the issue of underinvestment in oil and the lack of discovery over the years. Plus, trading through the futures market. What is the impact of backwardation in the oil and energy sector?

Guests:

Josh Young – Founder and Chief Investment Officer at Bison Interests

For more on Bison Interests, visit their website: https://bisoninterests.com/

Follow Bison Interests on Twitter: @BisonInterests

Follow Josh on Twitter: @Josh_Young_1

Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree Europe

Follow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing worsening inflation, high duration stocks, and more. Then, how should you navigate fixed income strategy in the current market? Host Jeremy Schwartz talks to an expert in the space about managing duration risk and balancing portfolios. Plus, volatility in the Fed cycle, earnings, goods consumption and more with the chief investment officer at CIBC Private Wealth Management.

Guests:

Dave Donabedian – Chief Investment Officer for CIBC Private Wealth Management

Follow him on Twitter: @ddonabedian

For more on CIBC visit their website: https://private-wealth.us.cibc.com/

Kevin Flanagan – Senior Fixed Income Strategist at WisdomTree Asset Management

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market updates from the bond market and earnings to inflation. What is the impact of the positive jobs report? Will the Fed raise rates? Professor Siegel answers these questions and more. Then, the commodity supercycle, gold, and interest rates. Host Jeremy Schwartz talks to the founder of All Star Charts, a technical analysis publication, to see how he measures key performance indicators.

Guest:

J.C. Parets – CEO and Founder of All Star Charts

Follow JC on Twitter: @allstarcharts

For more on All Star Charts visit their website: https://allcharts.com

Check out the All Star Charts podcast on Technical Analysis Radio: https://allcharts.com/podcast/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflation, stock rotation, supply shortages, and more.  Then Host Jeremy Schwartz talks value rotation and 2022 market outlook with two experts in the space. Founder and CIO of Praetorian Capital Harris Kupperman and Founder, CEO, and Chief Investment Officer of Alpha Architect Wes Gray get into what is driving oil prices, the value of gold, real estate markets, overvalued stocks, and more.

Guest:

Harris Kupperman – Founder and CIO of Praetorian Capital. He is also Chairman and CEO of Mongolia Growth Group.

Check out his blog “Adventures in Capitalism”: https://adventuresincapitalism.com/

For more on Praetorian Capital check out their website: https://www.praetorianvc.com/praetoriancapital/

For more on Mongolia Growth Group visit their website: http://mongoliagrowthgroup.com/

Wes Gray - Founder, CEO, and Chief Investment Officer of Alpha Architect

For more on Alpha Architect visit their website: https://alphaarchitect.com/

Follow Alpha Architect on Twitter:  @alphaarchitect

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Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. According to the professor, the 10-year treasury yield is down due to volatility, value stocks are doing well, and there is increased hawkishness due to inflationary pressure. Then, how will banks and financials do in 2022 with the threat of rising rates? Host Jeremy Schwartz talks to Managing Director and Senior Bank Analyst at Robert W. Baird & Co. who covers US banks about macro vs micro, loan to deposit ratios and liquidity, loan demand, and more.

Guest:

David George – Managing Director and Senior Bank Analyst at Robert W. Baird & Co.

Follow David on LinkedIn: https://www.linkedin.com/in/david-george-cfa-0a11506/

Follow Baird on Twitter: @rwbaird

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

A current listing of all companies covered by Baird U.S. Equity Research and applicable research disclosures can be accessed at http://www.rwbaird.com/research-insights/research/coverage/third-party-research-disclosures.aspx

Robert W. Baird & Co. Incorporated and/or its affiliates have been compensated by these companies for non-investment banking-securities related services in the past 12 months.

ASB, BAC, TFC, JPM, RF,FITB,SFNC, WFC, KEY

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How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra (Harin) de Silva of Analytic Investors about rotating factor investing, shorting, and the influence of the pandemic on investing. Harin says we should think of the world through factors, “you have to consider where we are in the cycle, which factors should be important, and what we are seeing in returns.” He also mentions machine learning and says investors can use this to identify which stocks are factor driven by evaluating the historic and high frequency data to see which factors expand their returns. Wharton Finance Professor Jeremy Siegel also joins to give his market update discussing continued inflation, volatility, growth vs value stocks, and more.

Guest:

Harindra de Silva - Portfolio Manager at Analytic Investors

For more information on Analytic Investors visit their website: https://www.allspringglobal.com/investments/teams/detail.html?id=analytic-investors#

Follow Harin on LinkedIn: https://www.linkedin.com/in/harindra-de-silva-4a72212/

Follow Allspring Global Investments on Twitter: @Allspring

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Host Jeremy Schwartz talks to a well-known Fed watcher about rate hikes, pressure on wages, job growth, the 10 year and the shape of the yield curve. They discuss the long-term outlook and the possibility of a positive yield environment.

Guest:

Tim Duy – Professor of Economics at the University of Oregon and Chief US Economist for SGH Macro Advisors  

Follow Tim on Twitter: @TimDuy

For more on SGH Macro Advisors visit their website: https://www.sghmacro.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the new year with his market projections. The professor discusses the 10 year bond breaking through its previous high and hitting 180, WTI touching 80, and the possibility of the fed slowing the inflation rate. Then Hosts Jeremy Schwartz and Jeremy Siegel bring on a Fed expert. They talk about environmental proposals, more funding for universal pre-kindergarten, fiscal stimulus, the COVID response, the regulatory climate, and more.

Guest:

Greg Valliere – Chief U.S. Policy Strategist at AGF Investments

For more on AGF Investments visit their website: https://www.agf.com/us/index.jsp

Follow AGF on Twitter: @agf

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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In this Behind the Markets holiday special, Host Jeremy Schwartz talks with cryptocurrency experts about the future of the market in 2022. In 2021 Tesla bought bitcoin and it kickstarted interest in crypto, but how will this asset class look going forward? VP of Research at The Block Larry Cermak says that stable coins are already changing many aspects of how we function today such as funding non-crypto VC deals. They discuss bitcoin mining, Ethereum, NFTs, the metaverse, and more.

Guests:

Michael Batnick – Director of Research at Ritholtz Wealth Management

For more on Ritholtz Wealth Management visit their website: https://ritholtzwealth.com/

Follow Michael on Twitter: @michaelbatnick

Follow Ritholtz Wealth Management on Twitter: @RitholtzWealth

Listen to his podcast “Animal Spirits”: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007

Larry Cermak – VP of Research at The Block

For more on The Block visit their website: https://www.theblockcrypto.com/

Follow Larry on Twitter: @lawmaster

Follow The Block on Twitter: @TheBlock__

Benjamin Dean – Director of Digital Assets at WisdomTree in Europe

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Host Jeremy Schwartz talks to Jay Jacobs, an expert on disruptive growth technologies, about his new report Charting Disruption 2022 Thematic Outlook. They get into the fed’s influence on markets, reopening stocks, ecommerce, cloud computing, China, and more.

Guest:

Jay Jacobs – SVP, Head of Research & Strategy at Global X ETFs

Read Jay’s “Charting Disruption 2022 Thematic Outlook: https://www.globenewswire.com/news-release/2021/12/08/2348404/0/en/Global-X-ETFs-Announces-the-Release-of-its-Charting-Disruption-2022-Thematic-Outlook.html

Follow Jay on Twitter: @JayJacobsCFA

Follow Global X ETFs on Twitter: @GlobalXETFs

Connect with Jay on LinkedIn: https://www.linkedin.com/in/jay-jacobs-cfa/

For more on Global X visit their website: https://www.globalxetfs.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to Former Vice Chair of the Federal Reserve Donald Kohn about inflation, the COVID-19 omicron variant, M2, inversion of the yield curve, and more. Professor Siegel notes the lagging labor force participation and its influence on inflation. Plus Donald gives his take on markets and recent fed decisions.

Guest:

Donald Kohn - Former Vice Chair of the Federal Reserve

For more information on Donald visit the Brookings Institution website: https://www.brookings.edu/experts/donald-kohn/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with inflation, interest rates, the fed, and equity markets. Then what is the future of handls? Host Jeremy Schwartz and Guest Host Rick Harper talk to the co-founders of HANDL Indexes, a company trying to respond to the income needs of investors and create a better alternative. They discuss closed-end funds, leverage limitations, ETFs, volatility, and more.

Guests:

David Cohen – Co-Founder of HANDL Indexes

Follow David on LinkedIn: https://www.linkedin.com/in/david-cohen-3810a45/

For more on HANDL Indexes visit their website: https://www.handlsindexes.com/

Matthew Patterson - Co-Founder of HANDL Indexes

Follow Matthew on LinkedIn: https://www.linkedin.com/in/pattersonmatthew/

Rick Harper – Head of Fixed Income and Currency at WisdomTree Asset Management

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update noting the strong employment report, the yield curve, the long bond, and more. Then, are you interested in alternative asset classes? In this episode of Behind the Markets Host Jeremy Schwartz and Guest Host Chris Gannatti talk to the author of “The Allocator’s Edge” about the shifting landscape for traditional portfolios, asset classes and strategies for alternative investments, and sharpening client skills to manage expectations. They discuss everything from private equity, hedge funds, catastrophe reinsurance, and real assets to non-traditional credit.

Guests:

Phil Huber – CIO of Savant Wealth Management and author of “The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification”

Click here to purchase Phil’s book: https://www.amazon.com/Phil-Huber/e/B097TRDTD2%3Fref=dbs_a_mng_rwt_scns_share

Follow him on Twitter:  @bpsandpieces

For more on Savant Wealth Management visit their website: https://savantwealth.com/employee/philip-r-huber/

Christopher Gannatti - Head Of Research, Europe at WisdomTree Asset Management

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally.

Guest:

Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen Capital

For more on Polen Capital visit their website: https://www.polencapital.com/people/damon-ficklin

For the latest, follow Polen Capital on Twitter: @PolenCapital                                                                            

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel starts the show with his market update covering the latest inflation news, oil prices, wages, supply constraints and more. Then, how can you use data to make informed risk related decisions in the Fintech market? Host Jeremy Schwartz and Guest Host Ryan Krystopowicz discuss data analytics, risk management, and the macro view on model portfolios with an expert in the Fintech space.

Guest:

Aaron Klein – Founder and CEO of Riskalyze

Follow Aaron on Twitter: @AaronKlein

Follow Riskalyze on Twitter: @Riskalyze

For more on Riskalyze visit their website: https://www.riskalyze.com/

Ryan S. Krystopowicz – Associate Director, Product Solutions Strategist-Model Portfolios at WisdomTree

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Definitions:

Consumer Price Index (CPI): A measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, food, and medical care.

Producer Price Index (PPI): weighted index of prices measured at the wholesale, or producer level. Long bond is often a term used to refer to the longest maturity bond offering from the U.S. Treasury, the 30-year Treasury bond.

Inverted Yield Curve : An interest rate environment in which long-term debt instruments have a lower yield than short-term debt instruments of the same credit quality. OS stands for operating system, in this context is used to convey the solutions that can be plugged-in / integrated into the actual foundation / platform the advisor is using. Professor Siegel commented the Fed could be at risk of inverting the curve- as he believes the Fed will have to hike short-term interest rates to 2-3% to combat inflation, and the way the 10-year bond is trading, it risks having short rates rise above long-term rates (inverted curve).

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Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update. He discusses the 1.3% increase in the Employment Cost Index, inflation, labor costs, fed pricing and more. Then Host Jeremy Schwartz brings on an ETF expert from Valmark Advisers, Inc. They get into common mistakes made when building portfolios such as active management and decisions based on one variable. Plus a look at Valmark Advisers, LLC’s new index focused on equities.

Guest:

Michael McClary – Chief Investment Officer at ValMark Advisers, Inc

For more on ValMark Advisors visit their website: https://www.valmarkfg.com/site/

Follow ValMark on Twitter: @ValmarkFG

Definitions:

Put option: an option to sell assets at an agreed price on or before a particular date.

Call options: Financial contracts that give the option buyer the right, but not the obligation, to buy a stock, bond, commodity or other asset or instrument at a specified price within a specific time period.

Long/short: An investing strategy that takes long positions in stocks that are expected to appreciate and short positions in stocks that are expected to decline.

In the money: An in-the-money call option is an option with a strike price below the current market price.

Out of the money: An out-of-the-money call option is an option with a strike price above the current market price.

Strike Price: The set price at which a derivative contract can be bought or sold when it is exercised.

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Wharton Finance Professor Jeremy Siegel delivers a positive market update this week. He says Powell is not worried about inflation or rate increases, employment numbers are above expectations, and reopening trades are doing well. Then, how should you think about quantitative models and research? Host Jeremy Schwartz talks to the founder of 3Fourteen Research where they run regression trend lines through every market to ensure accuracy of data. All that and more.

Guest:

Warren Pies – Founder and Strategist at 3Fourteen Research

Follow Warren on Twitter: @WarrenPies

For more on 3Fourteen Research visit their website: https://www.3fourteenresearch.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market outlook. What are possible supply side disruptions? What are the current inflation expectations? Then Host Jeremy Schwartz brings on the Chief Investment Officer at Raymond James to discuss market strategy and portfolio management. They cover everything from earnings growth and inflation pressures to energy prices.

Guest:

Larry Adam – Chief Investment Officer at Raymond James

Follow him on Twitter: @LarryAdamRJ

For more on Raymond James visit their website: https://www.raymondjames.com/palmerplanellswealth/larry-adam.htm#:~:text=Larry%20Adam%20joined%20Raymond%20James,Deutsche%20Bank%20Private%20Wealth%20Management. 

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with the topic on everyone’s mind, inflation. He discusses the impact on housing and gasoline and says his biggest fear is an accelerated tightening. According to Professor Siegel, bitcoin is the new hedge against inflation instead of gold. Then, Host Jeremy Schwartz brings on Marc Chandler of Bannockburn Global Forex to discuss global currencies, the dollar, China, emerging markets, and much more.

Guest:

Marc Chandler – Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market.

Follow him on Twitter: @marcmakingsense

Check out his Marc Chandler's articles here: http://www.marctomarket.com/2019/07/intervention-huff-puff-and-bluff.html

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the employment report, fed posture, volatility in overseas commodities, and more. Then, are you interested in using an adaptive approach to investing? Host Jeremy Schwartz brings on the authors of a new paper titled “Return Stacking” about how to leverage to boost returns. Learn how to create an inflation sensitive basket of commodities, emerging market currencies, and more.

Guest:

Corey Hoffstein – Co-Founder and Chief Investment Officer of Newfound Research. Co-author of a new paper called “Return Stacking.”

For more on Newfound Research visit their website: https://www.thinknewfound.com/

Follow him on Twitter: @choffstein

Listen to his podcast here: https://blog.thinknewfound.com/podcast/

Rodrigo Gordillo – President and Portfolio Manager at Resolve Asset Management. Co-author of the book “Adaptive: Asset Allocation, Dynamic Global Portfolios Profits in Good Times and Bad.” Co-author of a new paper called “Return Stacking.”

Follow him on Twitter: @RodGordilloP

For more on Resolve Asset Management visit their website: https://investresolve.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Definitions:

CRB index: Commodity Research Bureau Index acts as a representative indicator of today's global commodity markets. It measures the aggregated price direction of various commodity sectors.

CPI: Consumer Price Index is a measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, food, and medical care. It is calculated by taking price changes for each item in the predetermined basket of goods and averaging them.

PPI: Producer Price Index measures the average change over time in the selling prices received by domestic producers for their output. The prices included in the PPI are from the first commercial transaction for many products and some services.

TIPS: Treasury Inflation Protected Securities.

Derivative: a security whose value is determined by another asset.

Sharpe ratio: Measure of risk-adjusted return. Higher values indicate greater return per unit of risk, specifically standard deviation, which is viewed as being desirable.

Beta: A measure of the volatility of a security or a portfolio in comparison to a benchmark. In general, a beta less than 1 indicates that the investment is less volatile than the benchmark, while a beta more than 1 indicates that the investment is more volatile than the benchmark.

Coupons: The annual interest rate stated on a bond when it’s issued. The coupon is typically paid semiannually. This is also referred to as the “coupon rate” or “coupon percent rate.

Basis point: 1/100th of 1 percent.

Drawdown: Periods of sustained negative trends of return.

Put option: an option to sell assets at an agreed price on or before a particular date.

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Wharton Finance Professor Jeremy Siegel shares his market updates to start the show discussing everything from volatility and inflation to CPI projections. Then Host Jeremy Schwartz brings an expert in the cloud computing space who talks about growth and efficiency scores. Fintech, security, and data infrastructure are leading in the cloud industry. Plus Director of Modern Alpha at WisdomTree Liqian Ren gives her take on China, education regulation, the Evergrande debt crisis, and more.

Guests:

Mary D’Onofio – partner and co-founder of the growth investment practice at Bessemer Venture Partners

To find out more about Bessemer Venture Partners visit their website: www.bvp.com/

For the latest news follow BVP on Twitter: @BessemerVP

Kara Marciscano- Research Analyst at Wisdomtree

Liqian Ren - Director of Modern Alpha at WisdomTree

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel talks about the Fed meeting, inflation, tapering, bonds vs equities and more. Then Host Jeremy Schwartz brings on the author of a new book "Alpha Trader" to discuss specific strategies, tactics, and habits that lead to professional trading success.

Guest:

Brent Donnelly - President of Spectra Markets and author of Alpha Trader.

You can purchase his book on Amazon: Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading 

For more on Spectra Markets visit their website: https://www.spectramarkets.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show discussing the CPI and volatility in the markets.. Then, Hosts Jeremy Schwartz and Jeremy Siegel talk to an expert in the management of high net worth individuals. They get into 60/40 allocation alternatives, weighing stocks in a portfolio, risk management, and much more.

Guest:

Peter Mallouk - CEO of Creative Planning

For more on Creative Planning visit their website: https://creativeplanning.com/

For the latest follow Creative Planning on Twitter: @CPIWealth

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What are the risks and opportunities created by technological change? How does it work on an economic, social, and financial level? Host Jeremy Schwartz talks to an expert on emerging technologies about the development of  cryptocurrency and the future of the market.

Guest:

Benjamin Dean – Director of Digital Assets at WisdomTree in Europe

Follow Benjamin on LinkedIn: https://www.linkedin.com/in/benjamin-c-dean-2018/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show discussing the Covid Delta Variant’s impact on the fed, inflation risk, and the vaccine recovery plan. Then, with Covid numbers back on the rise, how can we increase vaccination rates? Host Jeremy Schwartz brings on an innovator in the health care space who talks about a needleless vaccine, compliance, and how pharma companies can advance immunization efforts.

Guest:

Heather Callender-Potters – Chief Advocate and Shareholder Relations Officer

For more information visit PharmaJet’s website: https://pharmajet.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Curious about how countries around the world manage market risk and bonds? Host Jeremy Schwartz brings on a bond market expert who works for the Inter-American Development Bank in Latin America. They get into global debt, emerging markets, volatility, and more.

Guest:

Claudia Franco - Head of Treasury Client Solutions at the Inter-American Development Bank 

For more on the IDB visit their website: https://www.iadb.org/en/about-us/overview

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. This week he discusses the Fed, inflation, raising rates, the gold rally, and more. Then Host Jeremy Schwartz brings on Wharton Real Estate Professor  Joe Gyourko to get into real estate markets. Professor Gyourko said in the last month commercial real estate from industrial to malls are at almost pre-COVID levels. He explains how COVID accelerated trends that were happening pre-COVID and predicts for future events. 

Guest:

Joe Gyourko - Professor of Real Estate at the Wharton School

Visit his faculty page to check out his research: https://real-estate.wharton.upenn.edu/profile/gyourko/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Host Jeremy Schwartz talks to an expert on macro research about COVID forecasting, Chinese markets, developed currencies and more.

Guest:

Jens Nordvig: Founder & CEO of Exante Data

For more on Extante Data visit their website: https://www.exantedata.com/

Follow Extante Data on Twitter: @ExanteData

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel joins at the start of the show to discuss the latest market news from the pandemics impact on supply chains to Chinese tech stocks. Then Host Jeremy Schwartz talks to the the Chief Investment Officer at Key Bank about identifying high quality companies that generate strong returns, equities, navigating the risk from the Delta variant and more.

Guest:

George Mateyo - Chief Investment Officer at KeyBank

Follow him on LinkedIn: https://www.linkedin.com/in/george-mateyo-63409b13/

For more on KeyBank visit their website: https://www.key.com/personal/index.jsp

Follow KeyBank on Twitter for the latest: @keybank

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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In this Behind the Markets special, 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. Host Jeremy Schwartz and Chief Economist at Avalon Advisors Samual Rines discuss the uncertainty in market forecasting from inflation and employment to the delta variant. How can investors better understand the purpose of the portfolio before making decisions? What are the current transitory trends and how can you position around that? All that and more.

Guest:

Sam Rines – Chief Economist at Avalon Advisors, LLC

Follow Sam on Twitter: @SamuelRines

For more on Avalon Advisors visit their website: https://avalonadvisors.com/

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market update from PPI data to consumer trends. Then how do you balance innovation and growth investing in a portfolio? The founder of Evolutionary Tree Capital Management joins Host Jeremy Schwartz to discuss how to find leading innovators, develop them, and benefiting from that.

Guest:

Tom Ricketts – Founder and Chief Investment Officer at Evolutionary Tree Capital Management

For more on Evolutionary Tree visit their website: https://evolutionarytree.com/

Follow Evolutionary Tree on Twitter: @ETreeCapital

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Interested in spicing up your 60/40 spread? Host Jeremy Schwartz brings on the Founder and Chief Strategist at Mill Street Research Sam Burns to cover the latest investing trends. Sam discusses the benefit of combining top down and bottom-up inputs to analyze markets as well as how to watch for weakening risk appetite in equities. They also get into Fed policy and the recent decision to support the corporate debt market.

Guest:

Sam Burns – Founder and Chief Strategist at Mill Street Research

Follow Mill Street Research on Twitter: @MillStResearch

Find out more about Mill Street Research on their website: https://www.millstreetresearch.com/

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Wharton Finance Professor Jeremy Siegel kicks off the show discussing the recent Fed meeting, Powell's stance on high inflation, the employment report, and the impact of the covid delta variant. Then, what's the best way to take advantage of minor fluctuations in stocks? Are we leaning towards a bear market? CEO and Chief investment Officer at MB Advisors Milton Berg gets into his firm's research methods and how to optimize your portfolio.

Guest:

Milton Berg - CEO and Chief Investment Officer at MB Advisors, LLC

For more on MB Advisors visit their website: http://miltonberg.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show covering market news from vaccination rates and reopening the US economy to the inflation rate, and more. Then, how do you evaluate small-cap stocks? What is the best quantitative strategy and how do you measure ESG growth? Host Jeremy Schwartz discusses these topics and more with an expert in US equity strategy.

Guest:

Savita Subramanian - Head of U.S. equity strategy and quantitative strategy at BofA Securities.

For more on BofA Securities: https://www.bofaml.com/en-us/content/about-us.html

Follow her on LinkedIn: https://www.linkedin.com/in/savita-subramanian-4021571a/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel kicks off the show discussing the future of inflation, the 10 year under 1%, housing not being in the CPI, money supply and more. Then, Host Jeremy Schwartz and Guest Host Will Peck get into emerging technologies and digital assets with an expert in the space.

Guests:

Dan Doney - CEO of Securrency, Inc

Follow him on LinkedIn: https://www.linkedin.com/in/ddoney/

For more on Securrency visit their website: https://securrency.com/

Follow Securrency on Twitter: @Securrency

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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What are the implications of populism on markets? What does this mean for the US? Curious about the race to zero? Host Jeremy Schwartz discusses macro trends with Partner and Chief Strategist at Clocktower Group Marko Papic. Marko explains how the pandemic changed fiscal expectations and what the future looks like for global markets.

Guest:

Marko Papic - Partner and Chief Strategist at Clocktower Group

Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics

For more on Clocktower Group visit their website: https://www.clocktowergroup.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Curious about the new inflation data? Need to know the stock/ bond outlook and what the 10-year yield looks like? Wharton Finance Professor Jeremy Siegel kicks off the show covering all that and more with his market update. Then, Host Jeremy Schwartz talks with the Chief Investment Officer for O'Neil Global Advisors about growth and momentum investing.

Guest:

Randy Watts - Chief Investment Officer for O'Neil Global Advisors

Follow Randy on Twitter: Chief Investment Officer for O'Neil Global Advisors

For more on O'Neil Global Advisors visit their website: https://www.oneilglobaladvisors.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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From reopening trades and commodity stocks to inflation and low yields, Wharton Finance Professor Jeremy Siegel takes a look at the latest market news. Then, what is the state of geopolitics? Interested in the new biorevolution, innovations transforming economies, societies, and our lives? Host Jeremy Schwartz talks to an expert on geopolitics about advancing genetics technology, the future of food production, the healthcare industry, and more.

Guests:

Jamie Metzl -  leading technology and healthcare futurist, geopolitical expert, novelist, entrepreneur, and media commentator, founder of the global social movement OneShared.World, and an Atlantic Council Senior Fellow and Singularity University faculty member.

Follow Jamie on Twitter: @JamieMetzl

For more on Jamie's research visit his website: https://jamiemetzl.com/

Purchase his newest book "Hacking Darwin: Genetic Engineering and the Future of Humanity": https://www.amazon.com/Hacking-Darwin-Genetic-Engineering-Humanity/dp/1728214130

Kara Marciscano- Research Analyst at Wisdomtree

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update discussing inflation numbers, bonds, labor markets, and more. Then Host Jeremy Schwartz talks about the four categories of alternative credit: below investment grade traded credit, structured credit, distressed debt, and private lending with the CEO and Chief Investment Officer at Gapstow Capital Partners Chris Acito. Chris outlines the process of managing risk and diversifying portfolios using alternative credit.

Guest:

Chris Acito - CEO & Chief Investment Officer at Gapstow Capital Partners

Find out more about Gapstow by visiting their website: https://gapstow.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel discusses the jobs report, hourly earnings, bond markets, and inflation. Then, interested in trying new investing models? Host Jeremy Schwartz talks to the Head of Portfolio Management at Horizon Investments Mike Dickson, a company focused on goals based planning. Mike explains how to accumulate assets and avoid losses at the same time.

Guest:

Mike Dickson - Head of Portfolio Management at Horizon Investments

For more on Horizon Investments visit their website: https://www.horizoninvestments.com/

Follow Horizon Investments on Twitter: @HorizonInvest

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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In this Behind the Markets Special Jeremy Schwartz brings on an expert in the energy sector in light of the rising oil prices. Wharton Finance Professor Erik Gilje talks declining US oil production, incremental demand, OPEC and more.

Guest:

Erik Gilje - Assistant Professor of Finance, The Wharton School

To view his research visit his faculty page: https://fnce.wharton.upenn.edu/profile/gilje/#research

Mobeen Tahir - Associate Director, Research at WisdomTree in Europe

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Wharton Finance Professor Jeremy Siegel starts off the show discussing the trade report deficit, the S&P 500, the upcoming employment report, and much more. Then, in light of the recent Colonial Pipeline hack, Host Jeremy Schwartz brings on a panel of cyber security experts to discuss how businesses can protect themselves against malware. What measures can you put in place to ensure your network is safe? What are steps you can take to minimize risk? All that and more.

Guests:

Bob Blakely - Operating Partner at Team8

For more on Team8 visit their website: https://team8.vc/

Brian Dunphy - Vice President Of Product Management at Claroty

For more on Claroty visit their website: https://www.claroty.com/

David Yates - Chief Information Officer at WisdomTree

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Wharton Finance Professor Jeremy Siegel opens the show talking about the Fed and inflation, bitcoin, equity markets, and more. Then Host Jeremy Schwartz discusses model portfolios with returning guest Corey Hoffstein of Newfound Research. Corey discusses how it has become harder to achieve a reasonable rate of return from an expectations perspective, risk assets, the global central banks moving into an active player role, a dramatic rise in passive investing vehicles, and a large rise in volatility contingent investors.

Guest:

Corey Hoffstein - Chief Investment Officer of Newfound Research

For more on Newfound Research visit their website: https://www.thinknewfound.com/

Follow him on Twitter: @choffstein

Listen to his podcast here: https://blog.thinknewfound.com/podcast/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk Fed news and inflation with the former federal reserve vice chairman and an expert on equity strategy. Siegel says the inflation forecast is way above expectations and the fed needs to reevaluate the way they measure it.

Guests:

Donald Kohn - Former Federal Reserve Vice Chairman, Senior Fellow at the Brookings Institute

For more on the Brookings Institute visit their website: https://www.brookings.edu/

Follow Brookings Institute on Twitter: @BrookingsInst

James Lebenthal - Equity Strategist at Cerity Partners

For more on Cerity Partners visit their website: https://ceritypartners.com/

Follow James on Twitter: @jlebenthal

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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In this Behind the Markets Podcast Special Host Jeremy Schwartz and Guest Host Corey Hoffstein talk to the brains behind the Twitter famous account SquishChaos, Nikhil Shamapant.

• "In the past week, I’ve spent sleepless nights working on what I believe to be an institutional grade research report on Ethereum. In my report, I will explain why I believe a $150,000 price target in the next 18 months is actually achievable. My thesis is entirely based upon the concept of “The Triple Halving,” where I show that Ethereum will have a sell pressure reduction equivalent to undergoing all three of Bitcoin’s halving events consecutively." - Squish Chaos

Guests:

Nikhil Shamapant - From the Twitter famous account Squish Chaos

Follow Nikil on Twitter: @SquishChaos

For more information on his paper please visit: https://squish.substack.com/p/ethereum-the-triple-halving

Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound Research

Follow Corey on Twitter: @choffstein

For more on Newfound Research: https://www.thinknewfound.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Curious about how property and ownership guides our lives? Host Jeremy Schwartz and Guest Host Matthew Kress find out how businesses control the narrative to steer customers to do what they want with a Columbia Law School professor. From digital privacy to climate change and wealth inequality, our guest discusses the complex nature of engineering the feeling of ownership.

Guests:

Michael Heller - Lawrence A. Wien Professor of Real Estate Law at the Columbia Law School and Author of the new book "Mine! How the Hidden Rules of Ownership Control Our Lives"

Visit his webpage: https://www.law.columbia.edu/faculty/michael-heller

Purchase his book "Mine! How the Hidden Rules of Ownership Control Our Lives": https://www.minethebook.com/

Matthew Kress - Director of Advisor Innovation at WisdomTree

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel kicks off the show with the latest finance news from the GDP report to tax policy. Then, how do you manage yield forecasts? Host Jeremy Schwartz talks to the founder of Borealis Global Advisory LLC about how they developed their own version of the CAPE ratio to capture the investment attributes of emerging countries. Plus a close look at the Japanese market and small-cap stocks with the Head of Japan Value Equities at GMO.

Guests:

Sailesh Radha - Founder & Chief Investment Officer - Borealis Global Advisory LLC 

For more on Borealis Global Advisory LLC visit their website: https://borealisga.com/

Drew Edwards - Head of Japan Value Equities | Portfolio Manager at GMO

For more on GMO visit their website: https://www.gmo.com/americas/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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We kick off this show with Wharton Finance Professor Jeremy Siegel discussing the latest market news from the capital gains tax and COVID-19 vaccinations to cryptocurrency risks. The Host Jeremy Schwartz and his Guest Co-Host Will Peck talk to experts in the digital asset space. Want to understand how Bitcoin performs globally? What trading strategies are more popular in cryptocurrency vs traditional markets? Our guests will help you be more tactical if you're interested in investing in this space.

Guests:

Ed Chin - Co-Founder and CEO of Parataxis Capital

Thejas Nalval - Co-founder and CIO of Parataxis Capital

Follow Parataxis Capital on Twitter: @parataxis_cap

For more on Parataxis Capital visit their website: https://www.parataxis.io/

Will Peck - Head of Strategy Emerging Technologies at WisdomTree

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Are you thinking about investing in cloud companies? Host Jeremy Schwartz welcomes returning guest Mary D'Onofrio to the show to discuss the state of the cloud market. They get into pandemic driven cloud business, the M&A pipeline, IPOs, cloud software growth rates, and more.

Guest:

Mary D'Onofrio - Bessemer Venture Partners

To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/

For the latest news follow BVP on Twitter: @BessemerVP

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Working in the wealth management space? Wondering where clients can get good advice? Host Jeremy Schwartz talks to an expert on wealth management consulting. They discuss ultra high net worth investing, firm economics, calculated risks, service pricing, and much more.

Guest:

Jamie McLaughlin - Founder and CEO of J. H. McLaughlin & Co.

For more on J.H. McLaughlin & Co visit their website: https://jhmclaughlin.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market update predicting a rise in inflation this year and a positive outlook for stocks. He also discusses COVID-19 vaccines. reopening the economy, and government debt. Then, what are the new technology trends and how can you best position yourself in this market? Host Jeremy Schwartz brings on two experts in the platform economy space. They get into research models, measuring platform success over time, and more.

Guests:

Kai Wu – Founder and CIO at Sparkline Capital an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets.

For more on Sparkline Capital visit their website: https://www.sparklinecapital.com/

Follow Kai on Twitter: @ckaiwu

Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of Applico a business consultancy that provides services for traditional enterprises adapting to a platform business model.

For more on Applico visit their website: https://www.applicoinc.com/

Follow Alex on Twitter: @AlexMoazed

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Yields have calmed down, personal consumption increased, and there was a 20% jump in money supply. Wharton Finance Professor Jeremy Siegel explains what this means for the economic recovery. Then two experts on ETF factor investing join Host Jeremy Schwartz to discuss low cost portfolio models.

Guests:

Nir Kassar - Founding Managing Member of Unison Advisors and Bloomberg columnist

Read his stories here: Nir Kassar Bloomberg Columns

For more on Unison Advisors visit their website: https://unisonadvisors.com/

Wes Gray - CEO of Alpha Architect

Follow him on Twitter: @alphaarchitect

For more on Alpha Architect visit their website: https://alphaarchitect.com/

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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This week's market update has Wharton Finance Professor Jeremy Siegel discussing the potential of reopening, inflation, and the state of the Federal Reserve. According to Professor Siegel, the current Fed projections seem inconsistent. Then we turn our attention to momentum funds, cyclical stocks, and more. Host Jeremy Schwartz interviews an expert conducting research on major asset classes using quantitative modeling.

Guest:

Warren Pies - Founder and Strategist at 3Fourteen Research

Follow Warren on Twitter: @WarrenPies

Follow 3Fourteen Research on Twitter: @3F_Research

For more on 3Fourteen Research visit their website: https://3fourteenresearch.com/

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel talks market trends from the negative influence of yields on the tech sector to the impact of inflation on potential foreign buyers. Then, how will inflation impact the economy? In what ways will the switch to digital work transform the way we do business? Host Jeremy Schwartz talks to the managing director and chief investment strategist for PNC Financial Services Group about consumer behavior during a pandemic, harvesting the power of blockchain, and much more.

Guest:

Amanda Agati - Managing Director and Chief Investment Strategist for the PNC Financial Services Group

Follow Amanda on Twitter: @AmandaAgatiPNC

For more on PNC visit their website: https://www.pnc.com/en/personal-banking.html

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of St. Louis James Bullard about the state of the economy in 2021. They discuss the positive jobs report, vaccinations, the stimulus bill, and more. Curious about the pressures of inflation? Professor Siegel raises concern about the money surge and gets Bullard's take on interest rates and debt.

Guest:

James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis

Follow the St. Louis Fed on Twitter: @stlouisfed

For more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Host Jeremy Schwartz and Guest Co-Host Jason Guthrie, Head of Capital Markets in Europe at WisdomTree, take a deep dive into bitcoin and cryptocurrency. They talk about the history of mining bitcoin and the future of cryptomining with an expert in the space.

Guest:

Alex Pickard - Research Affiliates

Check out his Bitcoin thought piece: https://www.researchaffiliates.com/en_us/publications/articles/820-bitcoin-magic-internet-money.html

Twitter: @AlexPickard

Visit Research Affiliates' website: https://www.researchaffiliates.com/en_us/home.html

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel kicks off the show with his market highlights getting into producer prices in retail, jobless claims, stimulus checks, and inflation. Then, Host Jeremy Schwartz discusses investing in the face of uncertainty with David Carter of Lenox Wealth Advisors. They get into fixed income portfolios, preferreds, Asian markets, bitcoin and more.

Guests:

David Carter - Chief Investment Officer for Lenox Wealth Advisors 

Check out Lenox Wealth Advisors' Website: https://lenox-wealth.com/

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel delivers his market update discussing the lingering threat of inflation and bitcoin. Then Host Jeremy Schwartz and Guest Host Will Peck, Head of Strategy and Emerging Technology at WisdomTree, talk cryptoassets with an expert in the space. Find out how to navigate the bitcoin bull market, invest in cryptocurrency, and measure the value of emerging technology.

Guests:

Ari Paul - Co-Founder and Chief Investment Officer at BlockTower Capital

Follow BlockTower Capital on Twitter: @BlockTower

Check out BlockTower Capital's website: https://www.blocktower.com/

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Curious about the digital economy and how social media is driving the markets? Hosts Jeremy Schwartz and Jeremy Siegel get into the latest news about GameStop and the influence of Reddit on stocks with a professor of management, IT, marketing, and data science. They get into the influence of social media and misinformation on the future of markets.

Guests:

Sinan Aral - David Austin Professor of Management, IT, Marketing and Data Science at MIT, Director of the MIT Initiative on the Digital Economy (IDE) and a founding partner at Manifest Capital. 

Follow Sinan on Twitter: @sinanaral

Check out his book "The Hype Machine": https://www.sinanaral.io/books

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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How should you evaluate the preferred market? Interested in learning more about hybrid securities? Host Jeremy Schwartz talks to experts in the fixed income space about contingent convertibles in Europe, high yield strategy, and more.

Guests:

Eric Felder- CEO of Moelis Asset Management, previously co-head of Global Fixed income at Lehman Brothers

Visit Moelis Asset Management's Website: https://moelisassetmanagement.com/

James Palmisciano - Managing Partner at Gracie Asset Management

Visit Gracie Asset Management's Website: https://moelisassetmanagement.com/gracie-asset-management/

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Host Jeremy Schwartz interviews a cybersecurity expert who got his start in the Israeli military. Co-founder of Team8 discusses the cybersecurity industry, cryptocurrency, the makeup of his team, which includes Former NSA director Admiral Mike Rodgers, and the importance of supporting innovation.

Guest:

Liran Grinberg - Co-founder of Team8 and Managing Partner of Team8 Capital, the venture capital arm of the Team8 Group, investing in enterprise technology, data, AI and cybersecurity companies.

Check out Team8's website: https://team8.vc/

Follow Team8 on Twitter: @team8group

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Wharton Finance Professor Jeremy Siegel covers the latest economic news from monetary stimulus and jobless claims to the potential increase in the minimum wage. Plus a look at digital currency markets and the changing consumer market during the pandemic.

Guest:

Grant Wilson - Head of Asia Pacific at Exante Data

Follow Exante on Twitter: @ExanteData

Check out Exante's website: https://www.exantedata.com

Keep up with the latest news by subscribing to their blog: https://moneyinsideout.exantedata.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Host Jeremy Schwartz and Guest Co-Host Kara Marsascano talk to CEO of New Constructs David Trainer about how to measure core earnings in the face of uncertainty. He talks about evaluating data such as past credit ratings and debt inequity rates to accurately assess the value of assets.

Guest:

David Trainer - Founder and CEO of New Constructs

Follow New Constructs on Twitter for the latest data: @NewConstructs

Check out New Constructs' website: https://www.newconstructs.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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The show kicks off with Wharton Finance Professor Jeremy Siegel's latest takes on 2021 earnings, Biden regulations, jobless claims, COVID-19 vaccine distribution and more. Then Jeremy Schwartz discusses platform companies with an expert in the space. How are tech and content platform companies performing? What is the impact of Trumps ban on Chinese tech monopolies?

Guest:

Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model.

Follow Alex on Twitter: @AlexMoazed

Check out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896

Visit the Applico Website: https://www.applicoinc.com/author/amoazed/

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Happy New Year from all of us at Behind the Markets! This is our first show of the new year and we're starting it off right. Wharton Finance Professor Jeremy Siegel discusses the democratic control of the Senate, federal spending, tax increases, emerging markets and more. Then Host Jeremy Schwartz brings on returning guest from Astoria Advisors, John Davi to talk about Tesla, inflation, a steepening yield curve, and the COVID-19 vaccine stocks. Here's to a year full of financial education and portfolio management!

Guest:

John Davi - Founder, CIO at Astoria Portfolio Advisors LLC

Check out Astoria Advisors' website: https://www.astoriaadvisors.com/

Follow Astoria Advisors on Twitter: @AstoriaAdvisors

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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This is the last episode of 2020 and Wharton Finance Professor Jeremy Siegel wraps up the year with his market outlook . He gets into the SolarWinds and FireEye software breeches, the stimulus bill, vaccines, and more. Then Jeremy Schwartz and Jeremy Siegel talk to a Nobel Prize winning economist about his updated market views and valuation models. Plus a discussion on the recent CAPE ratio research.

Guests:

Robert Shiller - American economist, 2013 Nobel Laureate, academic, and best-selling author. As of 2019, he serves as a Sterling Professor of Economics at Yale University and is a fellow at the Yale School of Management's International Center for Finance.

Follow him on Twitter: @RobertJShiller

Read one of his many books: http://www.econ.yale.edu/~shiller/books.htm

Meb Faber - Founder and Chief Investment Officer at Cambria Investment Management

Check out his Podcast "The Meb Faber Show:" https://mebfaber.com/podcast/

Read his book "Global Asset Allocation: A Survey of the World's Top Investment Strategies:" https://www.amazon.com/Global-Asset-Allocation-Survey-Strategies-ebook/dp/B00TYY3F3C

Follow him on Twitter: @MebFaber

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel gives his end of year market forecast discussing COVID-19 vaccine approval and the latest on the stimulus bill. Then, how should you strategize and invest in foreign markets? Host Jeremy Schwartz talks to an emerging markets expert about US vs foreign investing, Brexit's effect on the Eurozone, European bonds, and much more.

Guests:

Karthik Sankaran - Portfolio manager and strategist. Most recently director of global strategy for Eurasia Group.

Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management

More on his work here: https://www.wisdomtree.com/blog/author/kevin%20flanagan

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Host Jeremy Schwartz discusses ETFs and small caps with an expert in the space. They get into the state of energy, the COVID-19 vaccine, reopening expectations, bitcoin, and other various asset classes.

Guest:

Dan Russo - Chief market strategist at Chaikin Analytics, a quantitative equity research firm.

For more on Chaikin Analytics visit their website: https://www.chaikinanalytics.com/

Check out Dan's blog: https://www.chaikinanalytics.com/author/dan-russo/

Twitter: @DanRusso_CMT

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel kicks off the show talking about the positive news regarding fiscal stimulus packages, COVID-19 vaccines, and the election of Chris Weller to the Fed. Then Marc Chandler joins Host Jeremy Schwartz to discuss the declining dollar valuation, emerging markets, China, trade, high beta currencies and much more. Find out how to read the current state of national and international markets so that you can properly allocate your portfolio.

Guest:

Marc Chandler - Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market.

Chandler is a frequent guest on CNBC, Bloomberg Television, FOX Business, Business News Network, and Nightly Business Report where he provides his insights on the global capital markets. Chandler has been published in the Financial Times, Foreign Affairs, Barrons, The Nation, Euromoney Institutional Investor, and Corporate Finance. He is regularly published by Seeking Alpha and TheStreet.com.

Follow him on Twitter: @marcmakingsense

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework.

Guests:

Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"

Thomas Philips - Adjunct professor in the department of finance and risk engineering at NYU's Tandon School of Engineering, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"

Read their paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3443289

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel says the dramatic expansion of M1 money supply, the COVID-19 vaccine rollout, and the election results all point to positive market news. Then Host Jeremy Schwartz introduces an expert on politics, Greg Valliere, to talk about the impact of the 2020 election results. Greg discusses about the potential of the next stimulus, the future of small businesses, taxes and much more.

Guest

Greg Valliere - Chief US Policy Strategist at AGF Investments

More on AGF Investments: https://www.agf.com/us/index.jsp

Follow AGF Investments on Twitter: @agf

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk market news at the top of the show discussing the rise in coronavirus cases, reopening the economy, Judy Shelton, the Fed, and more. Then New York University Stern School of Business Professor Baruch Lev joins the show to explain what he calls the "end of accounting." He says financial reports are largely irrelevant now because of the change from physical assets to intangible assets like R&D or IT. Today, the total corporate investment in intangible assets is $2.5 trillion and physicals assets only equal half of this. Find out how this affects earnings reports.

Guests:

Baruch Lev - Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business.

For more on Baruch's research visit his faculty page: https://www.stern.nyu.edu/faculty/bio/baruch-lev

Check out his book "The End of Accounting and the Path Forward for Investors and Managers": https://www.amazon.com/Accounting-Forward-Investors-Managers-Finance/dp/1119191092

Matt Wagner - Senior Analyst at WisdomTree

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Hosts Jeremy Schwartz and Liqian Ren talk about the future of US/ China relations with a professor of finance from Shanghai.

Guest:

Li Nan - Professor of Finance and Economics at Antai College of Economics and Management, Shanghai Jiao Tong University

Check out her research on her website: https://www.nanlifinance.org/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest COVID-19 vaccine and the spike in virus cases. Professor Siegel says reopening stocks are doing well and he expects that if the vaccine is successful the economy could open early next year. Then Jeremy Schwartz discusses the current economic climate in the US post election, the future of taxes, asset class returns, and more with a wealth management expert.

Guest:

Paul Esposito - Senior Portfolio Manager at Prestige Wealth Management Group 

For more on Prestige Wealth Management visit their website: https://prestigewmg.com/

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In this special edition of the podcast Hosts Jeremy Siegel and Jeremy Schwartz talk about the 2020 election results from senate to president. They talk to two political experts about the future of poll analytics, the repercussions of the election results for each political party, and much more. Plus they get into the positive employment report, COVID-19, and market news.

Guests:

Brian Wesbury - Chief Economist at First Trust Advisors

Follow him on Twitter: @wesbury

For more on First Trust Advisors visit their website: www.ftportfolios.com/

John Zogby - Founder and Senior Partner at John Zogby Strategies

For more on John Zogby Strategies visit their website: https://johnzogbystrategies.com/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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The show kicks off with Wharton Finance Professor Jeremy Siegel's market update focusing specifically on the 2020 election odds.

Then Hosts Jeremy Schwartz and Liqian Ren talk to an expert on international relations from the Global Interdependence Center about the future of the US/ China relationship.

Guest:

William Kennedy - Vice Chair of the Global Interdependence Center (GIC), Co-Founder, CIO, and CEO of Risk Bridge Advisors

For more on the GIC visit their website: https://www.interdependence.org/about/directors/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest election odds. Jeremy Siegel says the last debate will not likely change anything. They also discuss the good news in earnings, the S&P reported 81% beating. Then they bring on political strategist Greg Valliere to discuss the Biden vs Trump odds further. Plus, the latest news on the antitrust lawsuit against Google. What will be the future of monopolies like Google and what does this mean for financial market? Alex Moazed of Applico joins the show to talk about Google's impact on the election, buying ads, two sided network effects, the future of content platforms, and much more.

Guests:

Greg Valliere - Chief U.S. Policy Strategist at AGF Investments

For more on AGF Investments visit their website: https://www.agf.com/ca/en/index.jsp

Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of Applico

For more on Applico visit their website: https://www.applicoinc.com/

Follow Alex on Twitter: @AlexMoazed

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel kicks off the show with a political update on the Biden vs Trump election odds. Plus Host Jeremy Schwartz interviews an expert on China strategy, Jonathan Ward. According to Jonathan, China sees themselves as a dominant world power coming back to prominence. He mentions their attention to building a large military, their ideological push to denounce western values as well as their initiative to consolidate and dominate trade.

Guests:

Jonathan Ward -Founder of Atlas Organization, author of the book "China's Vision of Victory."

For More on Atlas visit their website: https://atlasorganization.com/

Check out his book: https://www.amazon.com/Chinas-Vision-Victory-Jonathan-Ward/dp/0578438100

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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White House Chief Economic Adviser Larry Kudlow announced a deal for the second stimulus package and the Dow Jones is up 21 points, according to Wharton Finance Professor Jeremy Siegel's market update. Siegel said this stimulus deal will be positive for the stock market. Then Host Jeremy Schwartz talks to an expert on ESG investing trends from Morgan Stanley. They discuss politics, sustainability, waste reduction, and asset management strategy in this space.

Guest:

Audrey Choi - Chief Marketing Officer and Chief Sustainability Officer of Morgan Stanley

For more about Audrey check out her bio: https://www.morganstanley.com/profiles/audrey-choi-morgan-stanley

Visit Morgan Stanley's website: https://www.morganstanley.com/

Follow Morgan Stanley on Twitter: @MorganStanley

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Siegel kicks off the show talking about the possibility for a physical stimulus bill, Trump going down in betting markets after the debate, and the future of stocks and inflation. Then Host Jeremy Schwartz talks to experts in the commodities space. They discuss prompt vs deferred pricing in commodity baskets, supply changes, high frequency data, valuing gold and much more.

Guests:

Ed Morse- Managing Director, Global Head of Commodity Research at Citi Group

Follow Citi on Twitter: @Citi

Visit Citi's Website: https://www.citigroup.com/citi/

Mobeen Tahir - Associate Director of Research at WisdomTree UK

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel's market update includes the death of Ruth Bader Ginsberg, the potential of a stimulus bill before the 2020 presidential election, unemployment insurance running out, and expectations for next weeks employment report. Then host Jeremy Schwartz talks to a managing partner at Salesforce Ventures about platform based business models, AI, ESG funds, emerging technology, and much more.

Guest:

Matt Garratt - Managing Partner, Salesforce Ventures

Follow Matt on Twitter: @mdgarratt

For more information on Salesforce, visit their website: https://www.salesforce.com/company/ventures/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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The show kicks off with Wharton Finance Professor Jeremy Siegel's market update. He discusses the fed and stimulus packages, the IPO price, and inflation. Then Jeremy Schwartz brings on the CEO of WisdomTree Japan to talk about Prime Minister Shinzo Abe's resignation, rebalancing Japan's tax system, monetary policy, trade, corporate governance and much more.

Guest:

Jesper Koll - Chief Executive Officer of WisdomTree Japan. Over the past two decades Jesper has been consistently ranked as one of the top Japan strategists/economists, working as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government advisory committees and Jesper is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific.

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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The show starts with our usual market update. Wharton Finance Professor Jeremy Siegel talks about the start of the NFL season, Coronavirus cases, and election stats. Then Hosts Jeremy Schwartz and Liqian Ren bring on a US/China relations expert. They discuss US/ China trade disputes, China's handling of the Coronavirus, growth in China's private market in areas such as internet, and much more.

Guest:

Tao Wang - Chief China Economist/Head:Asia Economic Research, UBS AG

For more on UBS visit their website: https://www.ubs.com/us/en.html

Follow UBS on Twitter: @UBS

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Wharton Finance Professor Jeremy Siegel kicks off the show talking about the unemployment rate and the potential of reopening the economy. Then Host Jeremy Schwartz and Guest Co-Host Jeff Weniger bring on two political forecasting experts to discuss potential 2020 election outcomes and what it will mean for your financial portfolios.

Guests:

Helmut Norpoth - Professor of Political Science at Stony Brook University

Visit his Faculty Page: https://www.stonybrook.edu/commcms/polisci/people/_faculty/Norpoth_Helmut.php

Check out recent articles and interviews with Professor Norpoth: stonybrook.edu/experts/profile/helmut-norpoth

Ed Clissold - Chief US Strategist for Ned Davis Research

Follow him on Twitter: @edclissold

Ned Davis Research Website: https://www.ndr.com/

Jeff Weniger - Director of Asset Allocation at WisdomTree

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Ask Siegel (NEW!)

If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel talks about the Fed inflation rates and the political state in America. Then the head of the research investment committee at Bank of America joins the show to talk about the end of the 60/40 stocks/bonds spread, current market trends, and secular stagnation.

Guest:

Jared Woodward - Head of the Research Investment Committee at Bank of America.

Visit Bank of America's website: https://www.bankofamerica.com/

Ask Siegel (NEW!)

If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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Wharton Finance Professor Jeremy Siegel kicks off the show with his markets update discussing the impact of the upcoming election and political atmosphere in the US. Then, one of the hot topics in the finance is ESG investing. Host Jeremy Schwartz talks to a data analytics expert focusing on making the world a better place. CEO of Owl Analytics, Ben Webster, studies the sales and operations of businesses to ensure the companies you're investing in have ethical values.

Guest:

Ben Webster - CEO and Co-Founder of OWL Analytics

Find out more by visiting their website: http://owlanalytics.net/

-You can sign up for their newsletter!

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Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of politics, the November election, and COVID-19 on markets. Then Host Jeremy Schwartz talks to three experts on cloud based software. They get into growth rates, investments, and earnings as it applies to wealth management during these high risk times.

Guests:

Jamin Ball - VP of Redpoint Ventures

Follow him on Twitter: @jaminball

Follow Redpoint on Twitter: @redpointvc

Steve Zahm - Chief Culture Officer at Procore Technologies

For more on Procore visit their website: https://www.procore.com/

Brian Feinstein - Managing Partner at Bessemer Venture Partners

To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/

Follow Bessemer Venture Partners on Twitter: @BessemerVP

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Wharton Finance Professor Jeremy Siegel gives his market update covering the political landscape and the jobs report. Professor Siegel says we need to focus on the future looking at virus trends and stimulus trends. Then hosts Jeremy Schwartz and Liqian Ren continue the conversation with Professor Siegel and bring on Greg Valliere. Greg says that the election will likely tighten between Trump and Biden as we near November. Then Jeremy Schwartz and Liqian bring on Jeff Weniger and discuss China/ US relations.

Guests:

Greg Valliere - Chief US Policy Strategist at AGF Investments

More on AGF Investments: https://www.agf.com/us/index.jsp 

Follow AGF Investments on Twitter: @agf

Jeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree

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Host Jeremy Schwartz and WisdomTree Guest Hosts Kara Marciscano and Rafi Aviav talk to an expert on platform business models. They discuss the dual nature of these platforms: consumers and producers. The producers contribute the inventory that the the consumers come to the platform for. Think Youtube or Instagram. According to our guest, these platforms have a winner take all scale because it's difficult to overcome network effects. This conversation tries to codify and make sense of these large platform monopolies and provides insights into investing in the space.

Guest:

Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model.

Follow Alex on Twitter: @AlexMoazed

Check out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896

Visit the Applico Website: https://www.applicoinc.com/author/amoazed/

Wisdom Tree Growth Leaders Fund:

https://www.wisdomtree.com/etfs/thematic/plat

The WisdomTree Growth Leaders Fund* seeks to track the investment results of high growth, mid and large-cap companies leveraging platform-based business. 

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Host Jeremy Schwartz talks to a portfolio manager at Beaumont Capital Management about sector investing, market timing, equity exposure, and machine learning. Find out how behavioral finance and data collection impact a portfolio.

Guests:

Brendan Ryan - Assistant Portfolio Manager at Beaumont Capital Management (BCM)

To learn more about BCM visit their website: https://investbcm.com/

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Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel discuss the big market updates of the last few weeks. Professor Siegel gets into gold prices, the politics behind the stimulus package, and COVID-19 news. Then they bring on a US Equity Strategist from Credit Suisse who discusses the equity bond spread, interest rates, and earnings trends.

Guests:

Jonathan Golub - Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in New York.

To learn more about Credit Suisse visit their website: www.credit-suisse.com

Follow Credit Suisse on Twitter: @CreditSuisse

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Host Jermey Schwartz talks global markets and online business platforms with two experts in the space. Adam Fisher, Managing Partner at Bessemer Venture Partners, discusses global investment opportunities especially in Israel. Then Nir Zohar, COO of Wix, discusses managing a business online, creating online databases for clients, and the importance of a website in today's digital world.

Guests:

Adam Fisher - Managing Partner at Bessemer Venture Partners

To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/

Follow Bessemer Venture Partners on Twitter: @BessemerVP

Nir Zohar - Chief Operating Officer at Wix

To find out more about Wix visit their website: https://www.wix.com/

Follow Wix on Twitter: @Wix

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Hosts Jeremy Schwartz and Liqian Ren talk to Marc Chandler, Managing Director and Chief Market Strategist at Bannockburn Global Forex, about the state of the COVID-19 crisis and the stock market. They also discuss currency markets, stimulus and liquidity relief measures, and international trade especially as it pertains to China.

Guest:

Marc Chandler - Managing Director and Chief Market Strategist at Bannockburn Global Forex

For more information about Bannockburn Global Forex visit their website: https://www.bannockburnglobal.com/

Follow Bannockburn Global Forex on Twitter: @BannockburnFX

Check out his Blog Marc to Market: http://www.marctomarket.com/

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Wharton Finance Professor Jeremy Siegel discusses the market news including Remdesivir treatments and the economic consequences of the increased number of COVID-19 cases. Then Host Jeremy Schwartz discusses stock, ETFs, and measuring earnings with the CEO of New Constructs. They also discuss the distortions in earnings reports, write downs in assets, etc.

Guest:

David Trainer - CEO of New Constructs

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

For up to date financial news from New Constructs follow them on Twitter: @NewConstructs

Kara Marciscano - Senior Analyst at WisdomTree

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Host Jeremy Schwartz discusses private equity deals, investing in female lead companies, and portfolio management during the COVID-19 pandemic with Lori Wachs, Partner at Springboard Growth Capital. Lori discusses the future of the company in these uncertain times as well as their non-profit Springboard Enterprises which provides female lead companies with growth capital.

Guests:

Lori Wachs - Partner at Springboard Growth Capital

To find out more about Springboard Growth Capital visit their website: https://www.springboardgc.com/

Follow Springboard Growth Capital on Instagram: @springboardgrowth

Follow Springboard Enterprises on Twitter: @SpringboardEnt

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Host Jeremy Schwartz and Guest Co-Host Kara Marciscano bring on two investing experts to discuss a topic that is increasingly important in our new online world, cloud computing. They discuss the Forbes Cloud 100, a list of the best private cloud companies in the world, and the tremendous growth the cloud computing space has seen over the last few years. They also discuss security concerns, data collection, and global cloud use.

Guests:

Mary D'Onofrio - Bessemer Venture Partners

To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/

For the latest news follow BVP on Twitter: @BessemerVP

Check out an article Mary wrote on the State of the Cloud in 2020: https://www.bvp.com/atlas/state-of-the-cloud-2020

Frederic Kerrest- Executive Vice Chairman, Chief Operating Officer, and Co-Founder of Okta, Inc.

To Find out more about Okta visit their website: https://www.okta.com/

For the latest news follow Okta on Twitter: @okta

Kara Marciscano - Senior Analyst at WisdomTree

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Hosts Jeremy Schwartz and Liqian Ren talk to the author of the book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance." The book talks about reinforcing faith in our future in the face of stagnant economic growth, climatic deterioration, dwindling natural resources, and an unsustainable level of population growth. Laurence discusses changing workplaces, new labor needs, upward mobility, and global supply chains.

Guest:

Laurence Siegel - Gary P. Brinson director of research at the CFA Institute Research Foundation as well as an independent writer, speaker and consultant focusing on investment management. He is the author of the recently release book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance."

Check out the book here: https://www.amazon.com/Fewer-Richer-Greener-Prospects-Abundance/dp/1119526892

Follow Laurence on Twitter: @LaurenceBSiegel

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Wharton Finance Professor Jeremy Siegel starts off the show talking about Coronavirus spikes in areas not following social distancing guidelines and the market's reaction to the current circumstances. Then host Jeremy Schwartz talks to Mike Brusko and Jordan Hicks of Top Tier Wealth Management about financial planning and investing in a time of crisis. Jordan is also an NFL Linebacker for the Arizona Cardinals and previously played on the Philadelphia Eagles' Super Bowl LII team. He talks about NFL training camp during COVID-19 and the future of sports during the virus.

Guests:

Mike Brusko - Partner at Top Tier Wealth Management

Jordan Hicks - Partner at Top Tier Wealth Management and Middle Linebacker for the Arizona Cardinals

To find out more about Top Tier Wealth Management visit their website: https://toptierwealthmanagement.com/

For more on Jordan Hick's NFL career visit his page: https://www.nfl.com/players/jordan-hicks/

Follow Jordan on Twitter: @JordanHicks

Follow Top Tier Wealth Management on Twitter: @TopTierWM

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Wharton Finance Professor Jeremy Siegel, along with co-host Liqian Ren, kicks off the show with his weekly market update. He says we're headed for a modest, range bound market. He also mentions uncertainty regarding a second outbreak but for now explains that liquidity is still flowing into the markets. Then hosts Jeremy Schwartz and Kevin Flanigan talk to the Chief U.S. Economist at Morgan Stanley, Ellen Zenter, about their midyear outlook. According to Ellen, pent up demand will stimulate the economy as it reopens. She also compares the 2008 crisis to the COVID-19 epidemic saying that they are two very different situations and she expects a quicker recovery in today's economy.

Guests:

Ellen Zentner - Chief U.S. Economist for Morgan Stanley

Follow Morgan Stanley on Twitter: @MorganStanley

For more information on the Morgan Stanley's Midyear Outlook visit their website: https://www.morganstanley.com/

To find out more about Ellen visit her profile page: https://www.morganstanley.com/profiles/ellen-zentner-chief-us-economist

Kevin Flanagan - Head of Fixed Income Strategy

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Wharton Finance Professor Jeremy Siegel starts off the show discussing market news. He says that the momentum we were seeing in the markets the past few weeks is being broken by investors jumping off the 'trend train.' He also thinks the Fed will ride low rates for a while until their hand is forced. Then hosts Jeremy Schwartz and Professor Siegel bring on the President and CEO of Creative Planning Peter Mallouk to discuss investing during the crisis. They talk about marketing to young people, ensuring clients don't lose money, bear markets, and financial education. Peter says that these low market events are cyclical.

Guest:

Peter Mallouk - President and CEO of Creative Planning

For more information on Creative Planning visit their website: https://creativeplanning.com/

Follow Creative Planning on Twitter: @CPIWealth

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Host Jeremy Schwartz brings on an expert on factor investing to discuss current events, COVID-19, cloud computing, and other hot topics in the space. They get into earnings growth and value investing, among other topics.

Guest:

Chris Meredith - Director of Research, Co-Chief Investment Officer, and Portfolio Manager at O'Shaughnessy Asset Management

To find out more about O'Shaughnessy Asset Management visit their website: https://osam.com/

Follow them on Twitter: @OSAMResearch

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Wharton Finance Professor Jeremy Siegel starts off the show discussing the shocking jobs report. He said as a result of the economy opening there is a huge shift towards value stocks and away from tech stocks. Then Hosts Jeremy Schwartz and Professor Siegel bring on two China experts to talk manufacturing, consumer spending, and demand.

Guests:

Maria Bartiromo - Host of "Mornings with Maria" on Fox Business

Find out more about her show here: https://www.foxbusiness.com/shows/mornings-with-maria

Follow her on Twitter: @MariaBartiromo

Leeland Miller - Chief Executive Officer of China Beige Book International

To find out more about China Beige Book visit their website: https://www.chinabeigebook.com/

Follow them on Twitter: @ChinaBeigeBook

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Wharton Finance Professor Jeremy Siegel opens the show saying people shouldn't be surprised by the current bull market because the money from the Fed was bound to find its way into equity markets. Professor Siegel also discusses uncertainty regarding international trade and developments on the virus front with Liqian Ren. Then host Jeremy Schwartz talks with a Wharton Professor focused on management technology to discuss opening the economy and trends in tech. Plus he talks to two experts in the cloud computing space.

Guests:

Gad Allon - Professor of Operations, Information and Decisions

Director of the Jerome Fisher Program in Management & Technology

Find out more about Professor Allon here: https://oid.wharton.upenn.edu/profile/gadallon/

Follow Professor Allon on Twitter: @g_allon

Rowan Trollope- CEO of Five9

To find out more about Five9 visit their website: https://www.five9.com/

Follow Five9 on Twitter: @Five9

Ethan Kurzweil -Bessemer Venture Partners

To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/

Follow them on Twitter: @BessemerVP

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Host Jeremy Schwartz talks to an expert in high yield credit markets, Randy Parrish. They get into to pace of reopening the economy, the re-engagement of consumers, and liquidity vs solvency issues. Plus, according to Parrish, there has already been a lot damage to corporate debt markets with default rates ticking up.

Guest:

Randy Parrish - Managing director, head of credit and a senior high yield portfolio manager at Voya Investment Management

For more information about Voya visit their website: https://investments.voya.com/

Follow Voya on Twitter: @VoyaInvestments

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Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel bring on a special guest, the President and CEO of the Bank of Richmond Tom Barkin. They start off the show discussing the potential outcomes of reopening the economy with no vaccine or treatment available. Then they discuss the importance of liquidity and the risk of inflation. Plus Barkin offers insight on normalizing interest rates, re-skilling employees, workforce participation, and the future of flexible work.

Guest:

Thomas Barkin - President of the Federal Reserve Bank of Richmond

For more information on Tom's work visit the Federal Reserve Bank of Richmon'd website: https://www.richmondfed.org/ 

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Jeremy Schwartz talks to his WisdomTree colleagues about the international response to COVID-19. They start the show discussing Japan's low numbers of Coronavirus cases and their economy's excess demand for labor. CEO of WisdomTree Japan Jesper Koll explains that COVID-19 is actually changing cultural behavior in Japanese corporations which is something Abe couldn't even do. He also adds that Japan's largest trading partner, China, is engaging in a V shaped recovery and that provides enormous support. Plus they discuss allocation to private equity companies in Japan.

Guests:

Jesper Koll-CEO of WisdomTree Japan

Jeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree

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Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel start off the show with market news discussing everything from the fear of more trade wars with China and stimulus packages to drops in tax revenue. Then Jeremy Schwartz talks to experts in the bitcoin cryptocurrency space. They discuss the wealth management market and the benefit of offering bitcoin SMAs.

Guests:

Florian Ginez - Associate Director of Quantitative Reseach for WisdomTree Europe Limited

Chris King - Founder and CEO of Eaglebrook Advisors

For more on Eaglebrook Advisors visit their website: https://eaglebrookadvisors.com/

Follow Eaglebrook Advisors on Twitter: @eaglebrook

Tyrone Ross - The Head of Advisory at Eaglebrook Advisors

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Wharton Finance Professor Jeremy Siegel kicks off the show with his COVID-19 market updates. According to Professor Siegel, things are looking up, global markets have been cautiously opening, the NASDAQ has gone into positive territory, and large caps are doing well. Then hosts Jeremy Schwartz, Liqian Ren, and Guest Host Ryan Krystopowicz bring on FinTech expert David Lyon. They discuss lowering the cost of FinTech investing, providing new world class services for advisors, and the positive impact of mergers on innovation in that space.

Guests:

David Lyon - CEO of the FinTech platform Oranj

For more on Oranj visit their website: https://runoranj.com/

Ryan Krystopowicz - Product Specialist at WisdomTree Asset Management

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Wharton Finance Professor Jeremy Siegel kicks off the show talking about the ISM economic news, positive antivirus news, market liquidity, and more. Then Hosts Jeremy Schwartz, Liqian Ren and Kevin Flanagan interview two expert guests on the possibility of opening the economy, volatility in the oil space (especially with midstream energy companies), and the international response to COVID-19.

Guests:

Edward Stringham - Professor at Trinity College and President of the American Institute for Economic Research

Follow Ed on Twitter: @edstringham

For more information on the American Institute of Economic Research visit their website: https://www.aier.org/

Brian Kessens - Portfolio Manager at Tortoise Advisors

Follow Tortoise Advisors on Twitter: @tortoise_invest

For more information on Tortoise Advisors visit their website: https://tortoiseadvisors.com/

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Hosts Jeremy Schwartz and Liqian Ren talk about macro impacts of COVID-19 with an expert at Pincone Macro Research. They discuss energy markets, low oil prices, commodity exposure, ETFs and more.

Guest:

Chase Taylor - Macro Strategist at Pinecone Macro Research

For more information on Pinecone Macro Research visit their website: https://www.pineconemacro.com/

Follow Pinecone Macro on Twitter: @pineconemacro

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Wharton Finance Professor Jeremy Siegel starts off the show with a market update discussing recent oil prices and anti-viral medication news. Then Hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren interview Dr. Kevin Volpp from the Perelman School of Medicine to discuss the medical research being done to combat COVID-19. According to Dr. Volpp, there need to be more careful clinical studies conducted with real control groups to ensure potential treatments do not harm patients. He also notes that Penn Medicine is working on clinical trials, vaccine development, and a Google based chat bot that can be placed on health portals to help with predictive modeling.

Guest:

Dr. Kevin Volpp - Founders President’s Distinguished Professor of Medicine and Medical Ethics and Policy at the Perelman School of Medicine and Health Care Management at the Wharton School. He is also the founding Director of the Center for Health Incentives and Behavioral Economics (CHIBE), Vice Chairman for Health Policy for the Department of Medical Ethics and Policy, and Director (with Karen Glanz) of the Penn CDC Prevention Research Center.

For more information on Dr. Volpp: https://chibe.upenn.edu/faculty-members/kevin-volppmd-phd/

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Hosts Jeremy Schwartz and Liqian Ren discuss the long term economic impacts of the COVID-19 pandemic with an expert market strategist from LPL Financial. They discuss topics such as the lows and highs in the stock market in response to volatility and uncertainty. Plus they get into market history and talk about the best ways to work with clients during this crisis.

Guest:

Ryan Detrick - Senior Market Strategist at LPL Financial

For more on LPL Financial: https://www.lpl.com/

Follow him on Twitter: @RyanDetrick

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Wharton Finance Professor Jeremy Siegel kicks off the show with a market update and discusses the news about Remdesivir, an antiviral medicine made by Gilead Sciences. Professor Siegel says a therapeutic is most important at this time so that the economy can start up again. Then, Penn Medicine's Dr. Ronald Barg joins the show to explain the impact of COVID-19 on hospitals and the research being done to contain the virus. Dr. Barg said there is still very little known, they don't understand why people who seem to be doing well become worse.

Guest:

Ronald Barg, MD - Physician Executive, Penn Primary Care at Penn Medicine

For more on him visit his physician page: https://www.pennmedicine.org/providers/profile/ronald-barg

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Hosts Jeremy Schwartz and Liqian Ren talking to small business owners about their experience with lending programs during the COVID19 pandemic. They discuss the impact of Coronavirus, layoffs, and best practices for small businesses to move forward in this time of crisis.

Guests:

Neal Patel - Founder and Chief Appraiser at Reliant Business Valuation

For more information on Reliant Business Valuation visit their website: https://reliantvalue.com/

Enrique Mendoza - CEO of Bowstring Studios

For more information on Bowstring Studios visit their website: https://bowstring.tv/

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Hosts Jeremy Schwartz, Liqian Ren, and Professor Jeremy Siegel kick off the show discussing the current state of market during the COVID19 pandemic. According to Professor Siegel we are plateauing in places where social distancing is taking place and things seem positive right now. They discuss the Fed increasing lending with bond ETFs and high yield bonds as well as the government increasing liquidity. Then the Chief Economist at Avalon Advisors joins the show to discuss the aggressive fed stimulus and monetary theory. Plus he gives advice on talking to clients during this trying time.

Guest:

Sam Rines - Chief Economist at Avalon Advisors

For more on Avalon Advisors visit their website: https://avalonadvisors.com/

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First, Wharton Finance Professor Jeremy Siegel kicks off the show with his updated take on the economy during the COVID19 pandemic. Professor Siegel says the US government and the Fed have reacted properly by providing income support, calming capital markets, and working through trade issues. He says the most important thing the Fed needs to do right now is flatten the yield curve. Then, Hosts Jeremy Schwartz and Liqian Ren spend the first half of the show discussing the international healthcare response to Coronavirus with an expert in the Asian market to get a handle on best practices and takeaways for the US. Plus, oil executives are at the White House for OPEC meetings. Our hosts discuss the COVID19 crisis and the effects it will have on the oil industry with one of the best commentators on the topic.

Guests:

Dr. Ruby Huang - Professor, School of Medicine, College of Medicine, National Taiwan University, Taiwan.

Arthur Berman - is a petroleum geologist with 36 years of oil and gas industry experience. He is an expert on U.S. shale plays and is currently consulting for several E&P companies and capital groups in the energy sector. 

Read his articles here: https://oilprice.com/contributors/Arthur-Berman

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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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As the COVID-19 effects take a toll on the economy, Behind the Markets Podcast is here to give you the latest outlook. Hosts Jeremy Schwartz and Jeremy Siegel discuss the immediate threat of Coronavirus for the economy. This is "the biggest retreat from record highs to a bear market in history," according to Professor Siegel. Then they bring on market research expert James Bianco who says Coronavirus cases are doubling every 3 days and the US is on track to have 10's of 1000's in the next few weeks. James says we need to ensure proper measures are taken so the US can rebound to pre-virus levels.

Guest:

James Bianco - Head of Bianco Research

Check out Bianco Research here: https://www.biancoresearch.com/visitor-home/

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This episode of Behind the Markets starts off with the usual Jeremy Siegel market update. He discusses the jobs report and looking ahead to an economic downturn. Then Jeremy Schwartz and Liqian Ren bring on an expert on monetary policy, Manish Singh. He gets into Coronavirus, safe haven assets, and the promise of fiscal coming from Europe. Plus in the second half of the show the CIO of CIBC Private Wealth Management comes on to talk more about the effects of the Coronavirus, drops in treasury yields, energy markets, and portfolio strategy going forward in the wake of volatility.

Guests:

Manish Singh - Chief Investment Officer at Crossbridge Capital, discusses U.S. monetary policy and financial markets.

For more on Crossbridge Capital visit their website: https://www.crossbridgecapital.com/

Dave Donabedian - Dave Donabedian - Chief Investment Officer of CIBC Private Wealth Management

CIBC Private Wealth website: wealth.us.cibc.com

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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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Jeremy Schwartz and Liqian Ren discuss international equities with Tim Reynolds. Tim talks about the Employees Retirement of Texas' (ERS) bottom up stocks method and valuing growth. He said the ERS weighs more heavily on emerging markets and developing markets such as Europe and Japan.

Guest:

Tim Reynolds: Senior Portfolio Manager and Head of International Equities for the Employees Retirement System of Texas (ERS)

ERS Website: https://ers.texas.gov/Active-Employees/Retirement/State-of-Texas-Retirement

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