

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

May 14, 2021 • 54min
Behind The Markets Podcast: Donald Kohn & James Lebenthal
Show from 5/14/21
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 - Senior Fellow at the Brookings Institute, Former Federal Reserve Vice Chairman
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

May 7, 2021 • 1h 8min
Behind The Markets Podcast Special: Ethereum, The Triple Halving with Squish Chaos
Show from 5/7/21
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

May 7, 2021 • 53min
Behind The Markets Podcast: Michael Heller
Show from 5/7/21
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

Apr 30, 2021 • 54min
Behind The Markets Podcast: Sailesh Radha & Drew Edwards
Show from 4/30/21
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

Apr 22, 2021 • 53min
Behind The Markets Podcast: Ed Chin & Thejas Nalval
Show from 4/23/21
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

Apr 15, 2021 • 23min
Behind The Markets Podcast: Mary D'Onofrio
Show from 4/16/21
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

Apr 15, 2021 • 32min
Behind The Markets Podcast: Jamie McLaughlin
Show from 4/16/21
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

Apr 9, 2021 • 52min
Behind The Markets Podcast: Kai Wu & Alex Moazed
Show from 4/19/21
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

Mar 26, 2021 • 53min
Behind The Markets Podcast: Nir Kassar & Wes Gray
Show from 3/26/21
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

Mar 19, 2021 • 53min
Behind The Markets Podcast: Warren Pies
Show from 3/19/21
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