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 8, 2021 • 53min
Behind The Markets Podcast: John Davi
Show from 1/8/20
Happy New Year from all of us at Behind the Markets! This is our first show of the new year and we're starting it off right. Wharton Finance Professor Jeremy Siegel discusses the democratic control of the Senate, federal spending, tax increases, emerging markets and more. Then Host Jeremy Schwartz brings on returning guest from Astoria Advisors, John Davi to talk about Tesla, inflation, a steepening yield curve, and the COVID-19 vaccine stocks. Here's to a year full of financial education and portfolio management!
Guest:
John Davi - Founder, CIO at Astoria Portfolio Advisors LLC
Check out Astoria Advisors' website: https://www.astoriaadvisors.com/
Follow Astoria Advisors on Twitter: @AstoriaAdvisors
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
Dec 11, 2020 • 54min
Behind The Markets Podcast: Kevin Flanagan & Karthik Sankaran
Show from 12/11/20
Wharton Finance Professor Jeremy Siegel gives his end of year market forecast discussing COVID-19 vaccine approval and the latest on the stimulus bill. Then, how should you strategize and invest in foreign markets? Host Jeremy Schwartz talks to an emerging markets expert about US vs foreign investing, Brexit's effect on the Eurozone, European bonds, and much more.
Guests:
Karthik Sankaran - Portfolio Manager and Strategist. Most recently the director of global strategy for Eurasia Group.
Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management
More on his work here: https://www.wisdomtree.com/blog/author/kevin%20flanagan
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
Dec 5, 2020 • 29min
Behind The Markets Podcast: Marc Chandler
Show from 12/4/20
Wharton Finance Professor Jeremy Siegel kicks off the show talking about the positive news regarding fiscal stimulus packages, COVID-19 vaccines, and the election of Chris Weller to the Fed. Then Marc Chandler joins Host Jeremy Schwartz to discuss the declining dollar valuation, emerging markets, China, trade, high beta currencies and much more. Find out how to read the current state of national and international markets so that you can properly allocate your portfolio.
Guest:
Marc Chandler - Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market.
Chandler is a frequent guest on CNBC, Bloomberg Television, FOX Business, Business News Network, and Nightly Business Report where he provides his insights on the global capital markets. Chandler has been published in the Financial Times, Foreign Affairs, Barrons, The Nation, Euromoney Institutional Investor, and Corporate Finance. He is regularly published by Seeking Alpha and TheStreet.com.
Follow him on Twitter: @marcmakingsense
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
Dec 4, 2020 • 25min
Behind The Markets Podcast: Dan Russo
Show from 12/4/20
Host Jeremy Schwartz discusses ETFs and small caps with an expert in the space. They get into the state of energy, the COVID-19 vaccine, reopening expectations, bitcoin, and other various asset classes.
Guest:
Dan Russo - Chief market strategist at Chaikin Analytics, a quantitative equity research firm.
For more on Chaikin Analytics visit their website: https://www.chaikinanalytics.com/
Check out Dan's blog: https://www.chaikinanalytics.com/author/dan-russo/
Twitter: @DanRusso_CMT
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
Nov 27, 2020 • 35min
Behind The Markets Podcast: Adam Kobor & Thomas Philips
Show from 11/27/20
Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework.
Guests:
Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"
Thomas Philips - Adjunct professor in the department of finance and risk engineering at NYU's Tandon School of Engineering, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten"
Read their paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3443289
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
Nov 27, 2020 • 19min
Behind The Markets Podcast: Greg Valliere
Show from 11/27/20
Wharton Finance Professor Jeremy Siegel says the dramatic expansion of M1 money supply, the COVID-19 vaccine rollout, and the election results all point to positive market news. Then Host Jeremy Schwartz introduces an expert on politics, Greg Valliere, to talk about the impact of the 2020 election results. Greg discusses about the potential of the next stimulus, the future of small businesses, taxes and much more.
Guest
Greg Valliere - Chief US Policy Strategist at AGF Investments
More on AGF Investments: https://www.agf.com/us/index.jsp
Follow AGF Investments on Twitter: @agf
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
Nov 19, 2020 • 54min
Behind The Markets Podcast: Baruch Lev
Show from 11/20/20
Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk market news at the top of the show discussing the rise in coronavirus cases, reopening the economy, Judy Shelton, the Fed, and more. Then New York University Stern School of Business Professor Baruch Lev joins the show to explain what he calls the "end of accounting." He says financial reports are largely irrelevant now because of the change from physical assets to intangible assets like R&D or IT. Today, the total corporate investment in intangible assets is $2.5 trillion and physicals assets only equal half of this. Find out how this affects earnings reports.
Guests:
Baruch Lev - Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business.
For more on Baruch's research visit his faculty page: https://www.stern.nyu.edu/faculty/bio/baruch-lev
Check out his book "The End of Accounting and the Path Forward for Investors and Managers": https://www.amazon.com/Accounting-Forward-Investors-Managers-Finance/dp/1119191092
Matt Wagner - Senior Analyst 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
Nov 13, 2020 • 30min
Behind The Markets Podcast: Li Nan
Show from 11/13/20
Hosts Jeremy Schwartz and Liqian Ren talk about the future of US/ China relations with a professor of finance from Shanghai.
Guest:
Li Nan - Professor of Finance and Economics at Antai College of Economics and Management, Shanghai Jiao Tong University
Check out her research on her website: https://www.nanlifinance.org/
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
Nov 13, 2020 • 26min
Behind The Markets Podcast: Paul Esposito
Show from 11/13/20
Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest COVID-19 vaccine and the spike in virus cases. Professor Siegel says reopening stocks are doing well and he expects that if the vaccine is successful the economy could open early next year. Then Jeremy Schwartz discusses the current economic climate in the US post election, the future of taxes, asset class returns, and more with a wealth management expert.
Guest:
Paul Esposito - Senior Portfolio Manager at Prestige Wealth Management Group
For more on Prestige Wealth Management visit their website: https://prestigewmg.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
Nov 6, 2020 • 53min
Behind The Markets Podcast: Jeremy Siegal, Brian Wesbury, & John Zogby
Show from 11/6/20
In this special edition of the podcast Hosts Jeremy Siegel and Jeremy Schwartz talk about the 2020 election results from senate to president. They talk to two political experts about the future of poll analytics, the repercussions of the election results for each political party, and much more. Plus they get into the positive employment report, COVID-19, and market news.
Guests:
Brian Wesbury - Chief Economist at First Trust Advisors
Follow him on Twitter: @wesbury
For more on First Trust Advisors visit their website: www.ftportfolios.com/
John Zogby - Founder and Senior Partner at John Zogby Strategies
For more on John Zogby Strategies visit their website: https://johnzogbystrategies.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
