Behind the Markets Podcast
Behind the Markets
Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio.
Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.
Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.
Episodes
Mentioned books
Aug 27, 2022 • 53min
Behind The Markets Podcast: Robin Brooks
Show from 8/27/22
Wharton Finance Professor Jeremy Siegel kicks off the show discussing Chair of the Federal Reserve Jerome Powell’s hawkish comments on the market, the selling off of high duration stocks and crypto, the 10-year Treasury yield’s downward spiral, and commodity prices. Then Jeremy Schwartz talks with an expert on currencies about the Powell speech, the Euro in light of the upcoming ECB meeting, Asia, and more.
Guest:
Robin Brooks – Managing Director and Chief Economist at the Institute of International Finance (IIF). Previously, Brooks was the Chief FX Strategist at Goldman Sachs based in New York, where he was responsible for the firm’s foreign exchange forecasts and publishing international macro research
Follow Robin on Twitter: @RobinBrooksIIF
Follow the IIF on Twitter: @IIF
For more on the IIF, visit their website: https://www.iif.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Aug 19, 2022 • 53min
Behind The Markets Podcast: Hal Brands
Show from 8/19/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update talking interest rate increases, earnings, and the disconnect between workers and GDP. Then, what is the path forward in US China relations? As we look at China’s conflicts with Taiwan, its military buildup, and its efforts to dominate the critical technologies, what will become of the US. Host Jeremy Schwartz talks to the author of the new book “Danger Zone: The Coming Conflict with China” about
Guest:
Hal Brands – Author of the new book “Danger Zone: The Coming Conflict with China.” American scholar of U.S. foreign policy. He is the Henry A. Kissinger Distinguished Professor of Global Affairs at the Johns Hopkins University School of Advanced International Studies and a Resident Scholar at the American Enterprise Institute.
Purchase his book “Danger Zone” here: https://www.amazon.com/Danger-Zone-Coming-Conflict-China/dp/1324021306
Follow Hal on Twitter - @HalBrands
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Aug 12, 2022 • 53min
Behind The Markets Podcast: Chris Gannatti, Blake Heimann, & Jeff Weniger
Show from 8/12/22
Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing import prices, commodities, deterioration of the real economy, and more. Plus Guest Hosts Chris Gannatti, Blake Heimann, and Jeff Weniger discuss inflation, the corporate tax code, fed policy, and value vs growth stocks.
Guest:
Chris Gannatti – Head of Global Research at WisdomTree
Blake Heimann - Research Analyst at WisdomTree Asset Management
Jeff Weniger - CFA serves as Head of Equity Strategy at WisdomTree
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Aug 5, 2022 • 53min
Behind The Markets Podcast: Gaurav Sinha on Investing in India
Show from 8/5/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing GDP vs productivity reports, commodities, employment, inflation, and more. Then Host Jeremy Schwartz talks to an expert on India’s economy about banking, positive employment, privatization of businesses, and geopolitics.
Guest:
Guarav Sinha - Former Managing Director, Head of Americas, Global Research & Design at S&P Global
For the latest, follow Guarav on LinkedIn: https://www.linkedin.com/in/gaurav-sinha-4041766/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jul 28, 2022 • 53min
Behind The Markets Podcast: Don Kohn & Dave Goodson
Show from 7/29/22
As inflation increases and the Fed continues to raise interest rates, how will this effect the markets in the coming months? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the former fed vice chair about the possibility of a recession, negative growth in the money supply, food and energy prices, labor markets, and much more. Plus, a look at what is going on in fixed income with an expert on mortgage and securitized credit.
Guests:
Don Kohn – Former Fed Vice Chair, Senior Fellow at the Brookings Institution
Follow the Brookings Institution on Twitter: @BrookingsInst
For more on Donald Kohn, visit his page on the Brookings Institution website: https://www.brookings.edu/experts/donald-kohn/
Dave Goodson – Head of Securitized Fixed Income and Senior Portfolio Manager at Voya Investment Management
For more on Voya Investment Management, visit their website: https://investments.voya.com/
Follow Voya Investment Management on Twitter: @VoyaInvestments
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jul 22, 2022 • 53min
Behind The Markets Podcast: Tobias Harris & Jeff Weniger
Show from 7/22/22
How are the markets responding to the upcoming Fed meeting? Will there be more interest rate hikes? Host Jeremy Schwartz and Co-Host Jeff Weniger discuss that and more during the market update. Then, they bring on a Japan expert to discuss the state of the country after the death of Shinzo Abe.
Guest:
Tobias Harris – Author of the book “The Iconoclast: Shinzo Abe and the New Japan” and the Senior Fellow at the Asia at the Center for American Progress
Purchase his book here: https://www.amazon.com/Iconoclast-Shinzo-Abe-New-Japan/dp/1787383105
For more information on the Center for American Progress visit their website: https://www.americanprogress.org
Follow the Center for American Progress on Twitter: @amprog
Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management
Follow Jeff on Twitter: @JeffWeniger
Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jul 14, 2022 • 53min
Behind The Markets Podcast: John Davi & Bruce Lavine
Show from 7/15/22
Wharton Finance Professor Jeremy Siegel kicks off the show talking about the night market rally, inflation, retail sales, and more. Then, how can you create a well balanced, inflation sensitive portfolio? How can you account for the Night effect? Host Jeremy Shwartz brings on two experts to discuss everything from energy stocks and risk averse portfolio modeling to ETFs and the night effect.
Guest:
John Davi – CIO and Founder of Astoria Advisors
Follow John on LinkedIn: https://www.linkedin.com/in/john-davi-93414510/
For the latest, follow John on Twitter: @AstoriaAdvisors
For more on Astoria Advisors, visit their website: https://www.astoriaadvisors.com/
Bruce Levine – Founder and CEO of NightShares
Follow Bruce on LinkedIn: https://www.linkedin.com/in/bruce-lavine-bb05434/
For more on NIghtShares, visit their website: https://www.nightshares.com/
Jul 8, 2022 • 53min
Behind The Markets Podcast: Rob Thummel
Show from 7/8/22
This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel joins to give his market update. He covers everything from the jobs report to interest rates. Then, Host Jeremy Schwartz takes a deep dive into the energy sector with an expert from TortoiseEcofin. What is the possibility of accessing oil infrastructure in North America? Where are the best opportunities in Energy? Tune in to find out.
Guest:
Rob Thummel - Managing Director, Senior Portfolio Manager and Investment Strategist – Energy at TortoiseEcofin
For the latest, follow Rob on Twitter: @thummelrob
Follow TortoiseEcofin on Twitter: @TortoiseEcofin
For more on TortoiseEcofin, check out their website: https://tortoiseecofin.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jul 1, 2022 • 53min
Behind The Markets Podcast: Marko Papic
Show from 7/1/22
This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his take on the market from negative GDP reports and the possibility of a recession to unemployment rates. Then, will the Russia-Ukraine crisis continue to impact oil? Will there be a harder push for green energy and how will that impact commodities? Host Jeremy Schwartz and Co-Host Liqian Ren talk to an expert on geopolitics about the impact of international news on asset markets.
Guest:
Marko Papic - Partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.
Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics/
For more on Clocktower, visit their website: https://www.clocktowergroup.com/
For the latest, follow Marko on Twitter: @Geo_papic
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jun 24, 2022 • 53min
Behind The Markets Podcast: Jim Masturzo
Show from 6/24/22
This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his market update discussing rising inflation, commodities, and earnings. Then Host Jeremy Schwartz talks inflation indicators, asset allocation, building expected returns for commodities, growth vs value, and more with Jim Masturzo of Research Affiliates.
Guest:
Jim Masturzo – Partner and CIO of Multi-Asset Strategies of Research Affiliates
For more on Research Affiliates, visit their website: https://www.researchaffiliates.com/home
Follow Jim on Twitter: @JimMasturzoII
Follow Jim on LinkedIn: https://www.linkedin.com/in/jimmasturzo/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
