

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 21, 2020 • 54min
Behind the Markets Podcast: Ben Webster
Show from 8/21/20
Wharton Finance Professor Jeremy Siegel kicks off the show with his markets update discussing the impact of the upcoming election and political atmosphere in the US. Then, one of the hot topics in the finance is ESG investing. Host Jeremy Schwartz talks to a data analytics expert focusing on making the world a better place. CEO of Owl Analytics, Ben Webster, studies the sales and operations of businesses to ensure the companies you're investing in have ethical values.
Guest:
Ben Webster - CEO and Co-Founder of OWL Analytics
Find out more by visiting their website: http://owlanalytics.net/
-You can sign up for their newsletter!

Aug 14, 2020 • 53min
Behind The Markets Podcast: Jamin Ball, Steve Zahm, & Brian Feinstein
Show from 8/14/20
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of politics, the November election, and COVID-19 on markets. Then Host Jeremy Schwartz talks to three experts on cloud based software. They get into growth rates, investments, and earnings as it applies to wealth management during these high risk times.
Guests:
Jamin Ball - VP of Redpoint Ventures
Follow him on Twitter: @jaminball
Follow Redpoint on Twitter: @redpointvc
Steve Zahm - Chief Culture Officer at Procore Technologies
For more on Procore visit their website: https://www.procore.com/
Brian Feinstein - Managing Partner at Bessemer Venture Partners
To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/
Follow Bessemer Venture Partners on Twitter: @BessemerVP

Aug 7, 2020 • 54min
Behind The Markets Podcast: Greg Valliere & Jeff Weniger
Show from 8/7/20
Wharton Finance Professor Jeremy Siegel gives his market update covering the political landscape and the jobs report. Professor Siegel says we need to focus on the future looking at virus trends and stimulus trends. Then hosts Jeremy Schwartz and Liqian Ren continue the conversation with Professor Siegel and bring on Greg Valliere. Greg says that the election will likely tighten between Trump and Biden as we near November. Then Jeremy Schwartz and Liqian bring on Jeff Weniger and discuss China/ US relations.
Guests:
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
Jeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree

Jul 29, 2020 • 1h 5min
Behind The Markets Podcast: Alex Moazed
Show from 7/31/20
Host Jeremy Schwartz and WisdomTree Guest Hosts Kara Marciscano and Rafi Aviav talk to an expert on platform business models. They discuss the dual nature of these platforms: consumers and producers. The producers contribute the inventory that the the consumers come to the platform for. Think Youtube or Instagram. According to our guest, these platforms have a winner take all scale because it's difficult to overcome network effects. This conversation tries to codify and make sense of these large platform monopolies and provides insights into investing in the space.
Guest:
Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model.
Follow Alex on Twitter: @AlexMoazed
Check out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896
Visit the Applico Website: https://www.applicoinc.com/author/amoazed/
Wisdom Tree Growth Leaders Fund:
https://www.wisdomtree.com/etfs/thematic/plat
The WisdomTree Growth Leaders Fund* seeks to track the investment results of high growth, mid and large-cap companies leveraging platform-based business.

Jul 24, 2020 • 24min
Behind the Markets Podcast: Brendan Ryan
Show from 7/24/20
Host Jeremy Schwartz talks to a portfolio manager at Beaumont Capital Management about sector investing, market timing, equity exposure, and machine learning. Find out how behavioral finance and data collection impact a portfolio.
Guests:
Brendan Ryan - Assistant Portfolio Manager at Beaumont Capital Management (BCM)
To learn more about BCM visit their website: https://investbcm.com/

Jul 24, 2020 • 32min
Behind The Markets Podcast: Jonathan Golub
Show from 7/24/20
Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel discuss the big market updates of the last few weeks. Professor Siegel gets into gold prices, the politics behind the stimulus package, and COVID-19 news. Then they bring on a US Equity Strategist from Credit Suisse who discusses the equity bond spread, interest rates, and earnings trends.
Guests:
Jonathan Golub - Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in New York.
To learn more about Credit Suisse visit their website: www.credit-suisse.com
Follow Credit Suisse on Twitter: @CreditSuisse

Jul 16, 2020 • 58min
Behind The Markets Podcast: Adam Fisher And Nir Zohar
Show from 7/17/20
Host Jermey Schwartz talks global markets and online business platforms with two experts in the space. Adam Fisher, Managing Partner at Bessemer Venture Partners, discusses global investment opportunities especially in Israel. Then Nir Zohar, COO of Wix, discusses managing a business online, creating online databases for clients, and the importance of a website in today's digital world.
Guests:
Adam Fisher - Managing Partner at Bessemer Venture Partners
To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/
Follow Bessemer Venture Partners on Twitter: @BessemerVP
Nir Zohar - Chief Operating Officer at Wix
To find out more about Wix visit their website: https://www.wix.com/
Follow Wix on Twitter: @Wix

Jul 10, 2020 • 32min
Behind The Markets Podcast: David Trainer
Show from 7/10/20
Wharton Finance Professor Jeremy Siegel discusses the market news including Remdesivir treatments and the economic consequences of the increased number of COVID-19 cases. Then Host Jeremy Schwartz discusses stock, ETFs, and measuring earnings with the CEO of New Constructs. They also discuss the distortions in earnings reports, write downs in assets, etc.
Guest:
David Trainer - CEO of New Constructs
For more information about New Constructs visit their website: https://www.newconstructs.com/
For up to date financial news from New Constructs follow them on Twitter: @NewConstructs
Kara Marciscano - Senior Analyst at WisdomTree

Jul 3, 2020 • 28min
Behind The Markets Podcast: Lori Wachs
Show from 7/3/20
Host Jeremy Schwartz discusses private equity deals, investing in female lead companies, and portfolio management during the COVID-19 pandemic with Lori Wachs, Partner at Springboard Growth Capital. Lori discusses the future of the company in these uncertain times as well as their non-profit Springboard Enterprises which provides female lead companies with growth capital.
Guests:
Lori Wachs - Partner at Springboard Growth Capital
To find out more about Springboard Growth Capital visit their website: https://www.springboardgc.com/
Follow Springboard Growth Capital on Instagram: @springboardgrowth
Follow Springboard Enterprises on Twitter: @SpringboardEnt

Jul 2, 2020 • 56min
Behind the Markets Podcast: Cloud Computing Special
Behind the Markets Podcast Special
Host Jeremy Schwartz and Guest Co-Host Kara Marciscano bring on two investing experts to discuss a topic that is increasingly important in our new online world, cloud computing. They discuss the Forbes Cloud 100, a list of the best private cloud companies in the world, and the tremendous growth the cloud computing space has seen over the last few years. They also discuss security concerns, data collection, and global cloud use.
Guests:
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
Check out an article Mary wrote on the State of the Cloud in 2020: https://www.bvp.com/atlas/state-of-the-cloud-2020
Frederic Kerrest- Executive Vice Chairman, Chief Operating Officer, and Co-Founder of Okta, Inc.
To Find out more about Okta visit their website: https://www.okta.com/
For the latest news follow Okta on Twitter: @okta
Kara Marciscano - Senior Analyst at WisdomTree