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
Jan 21, 2022 • 53min
Behind The Markets Podcast: David George
Show from 1/21/22
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
Jan 14, 2022 • 53min
Behind The Markets Podcast: Harindra De Silva
Show from 1/14/22
How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra 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
Jan 7, 2022 • 34min
Behind The Markets Podcast: Greg Valliere
Show from 1/7/21
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
Jan 6, 2022 • 21min
Behind The Markets Podcast: Tim Duy
Show from 1/7/21
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
Dec 24, 2021 • 53min
Behind The Markets Podcast: Michael Batnick & Larry Cermak
Show from 12/24/21
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
Dec 16, 2021 • 23min
Behind The Markets Podcast: Jay Jacobs
Show from 12/17/21
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
Dec 16, 2021 • 31min
Behind the Markets Podcast: Former VC of the Federal Reserve Donald Kohn
Show from 12/17/21
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
Dec 10, 2021 • 52min
Behind The Markets Podcast: David Cohen & Matthew Patterson
Show from 12/10/21
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
Dec 3, 2021 • 51min
Behind The Markets Podcast: Phil Huber
Show from 12/3/21
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
Nov 19, 2021 • 53min
Behind The Markets Podcast: Damon Ficklin
Show from 11/19/21
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
