Behind the Markets Podcast

Behind the Markets
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Sep 17, 2021 • 53min

Behind The Markets Podcast: Peter Mallouk

Show from 9/17/21 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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Sep 10, 2021 • 23min

Behind The Markets Podcast: Benjamin Dean

Show from 9/10/21 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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Sep 10, 2021 • 30min

Behind the Markets Podcast: Heather Callender-Potters

Show from 9/10/21 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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Aug 27, 2021 • 28min

Behind The Markets Podcast: Joe Gyourko

Show from 8/27/21 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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Aug 20, 2021 • 29min

Behind the Markets Podcast: George Mateyo

Show from 8/20/21 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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Aug 20, 2021 • 24min

Behind The Markets Podcast: Jens Nordvig

Show from 8/20/21 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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Aug 13, 2021 • 12min

Behind The Markets Podcast Special: Sam Rines

Camp Kotok Special from 8/13/21 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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Aug 13, 2021 • 53min

Behind the Markets Podcast: Tom Ricketts

Show from 8/13/21 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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Aug 6, 2021 • 57min

Behind The Markets Podcast: Sam Burns

Show from 8/5/21 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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Jul 29, 2021 • 53min

Behind The Markets Podcast: Milton Berg

Show from 7/31/21 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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