Behind the Markets Podcast

Show from 1/27/23 Jeremy Schwartz and Prof. Jeremy Siegel talk Fed tightening, recession potential, US money supply, and its effect on liquidity and profitability. Peter Lazaroff joins the show to discuss financial planning, portfolio construction, and how he makes money simple for clients. He goes deep into 2022’s inflationary bear market and how he’s seen investors react going into 2023. Peter also shares tips for your portfolio based on time horizon and ever-rising interest rates. Guest: Peter Lazaroff is the Chief Investment Officer at Plancorp, a financial advisor, speaker, author of the book Making Money Simple, and host of The Long Term Investor podcast. Peter is known for taking complex financial strategies and sharing them in easy to understand language everyone can apply to improve their wealth and financial habits. His insights are regularly seen around the world on major media platforms like The Wall Street Journal, Forbes, CNBC, and The New York Times. For more information, visit his website: https://peterlazaroff.com/ Follow him on Twitter: @PeterLazaroff Get his book for free: https://peterlazaroff.com/freebook

Show from 1/20/22 Wharton Professor Jeremy Siegel kicks off the show with his market update. He talks about positive price data, inflation expectations, a strong labor market, and more. Then Host Jeremy Schwartz brings CEO of Manhattan West Lorenzo Esperanza on to discuss fed planning, the labor economy, pricing, jobless claims, and alternative investments. Guests: Lorenzo Esparza – CEO, Founding Principal at Manhattan West Follow Lorenzo on LinkedIn: https://www.linkedin.com/in/lorenzo-esparza-a2b6967/ Follow Lorenzo on Twitter: @LorenzoEsparza Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 1/13/22 What is the status of inflation? Host Jeremy Schwartz starts the show discussing the fed, market inflation indicators, and more. Then he brings on Heim Israel of Bank of America Merrill Lynch to discuss how to approach thematic investing and mega trends. Heim explains that people need to take a wholistic approach to looking at trends, events are impacted by other sectors. Guests: Haim Israel - Managing director of research and global strategist, head of the global thematic research team at Bank of America Merrill Lynch For the latest, follow Bank of America on Twitter: @BankofAmerica Chris Gannatti – Head of Global Research at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 1/6/23 Happy New Year! In this episode of Behind the Markets, Host Jeremy Schwartz kicks off 2023 with Wharton Finance Professor Jeremy Siegel giving his projections for the new year. Professor Siegel talks about the latest jobs report, jobless claims dropping, inflation, Dow Jones Industrial, and more. Then Jeremy Schwartz brings on John Davi of Astoria Advisors to discuss investing in 2023 from the S&P, momentum, the energy sector, and commodities to bonds and alternatives vs equities. Guest: John Davi - CEO and CIO of Astoria Portfolio Advisors For more on Astoria, visit their website: https://www.astoriaadvisors.com/ Follow Astoria on Twitter: @AstoriaAdvisors Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 12/23/22 Wharton Finance Professor Jeremy Siegel starts the final episode of 2022 talking about favorable inflation data, fed year end projections, earnings growth, labor, wages, and more. The Jeremy Schwartz brings on an expert on systematic equity strategies from Bloomberg. They talk about the structural drivers of inflation, the cheapening energy sector, shifting S&P indexes, pricing power, and suggested commodities. Happy Holidays from everyone on The Behind the Markets production team! See you in 2023 Guests: Steven Hou - Quantitative Researcher at Bloomberg LP Follow Steve on Twitter: @stevehouf Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 12/16/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the Fed, raising rates, and what he feels is incorrect data from BLS. Then, Bob Pisani joins Host Jeremy Schwartz to discuss markets and market history and his upcoming book "Shut Up and Keep Talking: Lessons on Life and Investing From the Floor of the New York Stock Exchange". Guest: Bob Pisani- CNBC On-Air Stocks Editor, he also covers initial public offerings (IPOs), exchange-traded funds (ETFs) and financial market structure for CNBC For more from Bob visit: https://www.cnbc.com/trader-talk/ Follow Bob on Twitter: @BobPisani Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 12/9/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update talking about the Fed, inflation, labor costs, rising productivity, and GDP. Host Jeremy Schwartz broadcasts from London and discusses the global macro and European markets with his colleagues who are experts in the space. They discuss ESG investing, the energy sector in the wake of the Russia Ukraine war, commodities, and more. Guests: Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree Europe Follow Nitesh on Twitter for the latest: @NiteshShahWT Follow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk Aneeka Gupta – Equity & Commodity Strategist, WisdomTree Europe Follow Aneeka on LinkedIn: https://www.linkedin.com/in/aneekaperis/?originalSubdomain=uk Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 12/2/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the status of inflation, the money supply, unemployment, and wages. Then Host Jeremy Schwartz brings on two guests from the Federal Reserve Bank of Cleveland to further discuss inflation, trends in productivity growth, the spike in bond yields, and more. Guests: Robert Rich – Director of the Center for Inflation Research and a senior economic and policy advisor in the Research Department at the Federal Reserve For more on Robert, visit his page on the Federal Reserve’s website: https://www.clevelandfed.org/people/profiles/r/rich-robert-w Follow the Cleveland Federal Reserve on Twitter: @ClevelandFed Edward S. Knotek II – Senior vice president and the associate research director at the Federal Reserve Bank of Cleveland For more on Edward, visit his page on the Federal Reserve’s website: https://www.clevelandfed.org/people/profiles/k/knotek-edward-s-ii Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 11/18/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the Fed, changes in the labor market, and estimates of Q4 consumer spending. Then, Michael McClary joins Host Jeremy Schwartz to discuss inflation, recession, China, and much more. Guest: Michael McClary- Chief Investment Officer of Valmark Advisers, Inc. and Valmark Financial Group, LLC Follow Valmark on Twitter: @ValmarkFG For more from Michael visit: www.etf.com/contributors/michael-mcclary Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. To obtain a prospectus containing this and other important information, call 866.909.9473 or visit WisdomTree.com. Read the prospectus carefully before you invest. There are risks associated with investing, including possible loss of principal. The Fund is actively managed and implements a strategy similar to the methodology of the TOPS® Global Equity Target Range™ Index (the “Index”), which seeks to track the performance of a cash-secured call spread option strategy. There can be no assurance that the Index or the Fund will achieve its respective investment objectives, or that the Fund will successfully implement its investment strategy. Moreover, while the Fund seeks to target returns within a prescribed range thereby minimizing downside investment loss, there can be no guarantee that an investor in the Fund will experience limited downside protection, particularly short-term investors, investors that seek to time the market and/or investors that invest over a period other than the annual period. The Fund’s options strategy will subject Fund returns to an upside limitation on returns attributable to the assets underlying the options. The Fund’s investments in options may be subject to volatile swings in price influenced by changes in the value of the underlying ETFs or other reference asset. The return on an options contract may not correlate with the return of its underlying reference asset. The Fund may utilize FLEX Options to carry out its investment strategy. FLEX Options may be less liquid than standard options, which may make it more difficult for the Fund to close out of its FLEX Options positions at desired times and prices. The Fund’s use of derivatives will give rise to leverage and derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money. Investment exposure to securities and instruments traded in non-U.S., developing or emerging markets can involve additional risks relating to political, economic, or regulatory conditions not associated with investments in U.S. securities and more developed international markets. These and other factors can make investments in the Fund more volatile and potentially less liquid than other types of investments. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile. WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S.Foreside Fund Services, LLC, is not affiliated with the entities mentioned.

Show from 11/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update discussing US inflation data, housing, international exchange rates, and cryptocurrency. Then experts on the UK market join Hosts Jeremy Schwartz and Professor Siegel to talk about interest rates, quantitative easing, bonds, pensions, and more. Guests: Andrew Okrongly – Director, Model Portfolios at WisdomTree Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrew-okrongly-1a572420/ Ben Clissold – Head of Fixed Income & Treasury at USS Follow Ben on LinkedIn: https://www.linkedin.com/in/ben-clissold-b4b1a017/?originalSubdomain=uk Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz