Behind the Markets Podcast

Show from 5/31/19 Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the founder of Creative Planning, named the #1 Independent Wealth Management Firm in America by Barron’s. What is his strategy in this volatile market? Tune in and find out Creative Planning Legal Disclosures: https://creativeplanning.com/important-disclosure-information/ Guest: Peter Mallouk - Founder and President of Creative Planning Follow Peter on Twitter: @PeterMallouk Check out their website: creativeplanning.com/

Show from 5/24/19 In this episode of the Behind the Markets podcast host Jeremy Schwartz talks to the Founder and CEO of Applico, a company that helps new and existing businesses build their own platforms. He’ll explain that while a traditional business model creates value through linear supply chain production, a platform business is non-linear and can connect interdependent groups of consumers and producers. Companies like Amazon, Walmart and Microsoft have made the switch—so is this the business model you should consider for your company? Guests Alex Moazed, Founder of Applico. He founded Applico in 2009 when he was 20 years old and funded the company with his own credit cards. Alex co-authored the best-selling book, Modern Monopolies, which defines the platform business model dominating the 21st century economy. In his role as CEO, he works directly with Fortune 500 C-suites and boards to help them build or buy their own platform businesses. Alex is a graduate of Babson College, Choate Rosemary Hall and Greenwich Country Day School. For more on Applico visit this link: https://www.applicoinc.com/ Rafi Aviav - Head Of Product Development at WisdomTree in Europe. He has an MBA in Analytic (Quantitative) Finance from the University of Chicago’s Booth School of Business, as well as a BA in economics from Tel Aviv University.

Show from 5/17/19 Tune in for this special Reunion Radio edition of Behind the Markets featuring two experts on China! JeremySchwartz and Liqian Ren get into China/ US trade, the Asia Credit Bond Index, and more. Guests: Chad Liu - Founder and Chairman of Prudence Investment Management More about them here: http://www.prudenceinv.com/ Dali Yang - The William Claude Reavis Professor of Political Science at the University of Chicago. Check out his work here: https://political-science.uchicago.edu/directory/dali-yang

Show from 5/10/19 Investors are nervous about trade talks between China and the U.S. and stocks have been off their highs as a result. In this episode of Behind the Markets, Jeremy Schwartz talks to his guests about the outlook for a new agreement without President Trump imposing tariffs. Jeremy also discusses a report from the Philadelphia Federal Reserve Bank that has advice for job seekers without a college degree—stay out of big cities! Tune in Guests: David Lai - A Partner and Co-Chief Investment Officer of Premia Partners More info here: https://www.premia-partners.com/ Keith Wardrip - Who is Community Development Research Manager at the Philadelphia Federal Reserve Bank. He’s one of the authors of a report on what are known as “opportunity occupations” Read the report here: https://www.philadelphiafed.org/-/media/community-development/publications/special-reports/identifying_opportunity_occupations/opportunity_occupations_revisited.pdf?la=en

Show from 5/3/19 In this episode of Behind the Markets our hosts Jeremy Schwartz and Liqian Ren talk about innovation in finance. First they bring on Wharton Professor Jeremy Siegel for his weekly update, this week he discussed stagnant Fed rates and the slowdown in business investment and household spending. Then they bring on the CIO and Executive Vice President of Investment Management at Financial Engines to talk about retirement planning and robo-investors. Then we bring on the author of the book "How Innovation Really Works." She gets into RQ having the same predictive factor as momentum and multinational companies vs non-multinationals in regards to innovation. Tune in! Guests: Chris Jones - Chief Investment Officer and Executive Vice President of Investment Management at Financial Engines. More about Financial Engines here: https://financialengines.com/ Anne Marie Knott - Robert and Barbara Frick Professor in Business at Olin Business School at Washington University and author of “How Innovation Really Works” Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School. Follow her research here: https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott Check out her book here: https://www.amazon.com/How-Innovation-Really-Works-Trillion-Dollar/dp/1259860930

Show from 4/26/19 In this episode our hosts Jeremy Schwartz and Liqian Ren start off the show talking to the Executive Vice President and Director of Equity Strategies at Cumberland Advisors about European markets, sector investing, South Africa, market momentum, and much more. Then they bring on economist and author of the new book "An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk." She gets into retirement, managing risk, and trading bonds. Guests: Matt McAleer- Executive Vice President and Director of Equity Strategies at Cumberland Advisors. Follow Cumberland Advisors on Twitter: @CumberlandADV Allison Schrager - An economist who is co-founder of the risk advisory firm LifeCycle Finance Partners, LLC and a journalist at Quartz. She’s also the author of a great new book called AN ECONOMIST WALKS INTO A BROTHEL: And Other Unexpected Places to Understand Risk. Follow Allison on Twitter: @AllisonSchrager More on Allison & her book here: https://www.allisonschrager.com/

In this special edition of Behind the Markets Jeremy Schwartz and Gaurav Sinha of WisdomTree talk to Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center, about economic trends in India. They discuss what sectors to pay attention to in India, consumption in the country, the benefits of export driven economy, and more. Guests: Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center Follow Sri on Twitter: @teasri Fore More on the Jerome Levy Forcasting Center: www.levyforecast.com/ Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree You can also follow our host on twitter: @JeremyDSchwartz

Show from 4/12/19 How much money will you really need to retire? In this episode of Behind the Markets hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren talk to the CEO of the Cordasco Financial Network, named one of the top financial advisers in the Philadelphia Area by Smart Asset. They also focus on investment opportunities in Japan, China and India. Tune in Guests: Steve Cordasco, Founder and CEO of the Cordasco Financial Network Follow CFN on Twitter: @CFNPlan For more info on CFN visit their website: https://cfnplan.com/ Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center Follow Sri on Twitter: @teasri Fore More on the Jerome Levy Forcasting Center: https://www.levyforecast.com/ Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree You can also follow our hosts on twitter: @JeremyDSchwartz and @RLiqian

Show from 4/5/19 Today’s show is all about Federal Reserve policy! Hosts Jeremy Schwartz and Liqian Ren talk to a Fed watcher who thinks fears about a recession can’t be dismissed. They get into inverted yield curves, interest rates, wage growth, and much more. Then they get into robo-trading platforms and investment strategy. Tune in! Guests: Tim Duy - A professor of practice in the Economics Department at the University of Oregon. He’s also the Senior Director of the Oregon Economic Forum, and writes a regular blog called “Tim Duy’s Fed Watch”. Read the blog: https://blogs.uoregon.edu/timduyfedwatch/ Follow him on Twitter: @TimDuy Josh Brown - The CEO of RItholtz Wealth Management, a New York City-based investment advisory firm. Josh has been named by The Wall Street Journal, Barron's and TIME Magazine as the most important financial follow on Twitter, and his blog, The Reformed Broker, is read by millions of investors, traders and advisors around the world. He is also a CNBC Contributor. Follow him on Twitter: @ReformedBroker You can follow our hosts on twitter: @JeremyDSchwartz and @RLiqian

Show from 3/29/19 We go global when host Jeremy Schwartz talks to an economist from the European Central Bank. What impact are the Brexit negotiations having on the global economy, and why is the ECB’s President worried about negative interest rates? We also talk about whether the Fed’s hints that it’s done raising interest rates will affect the markets and Italy's impact on the ECB. Tune in! Guests: Dr. Diego Rodriguez Palenzuela - Head of the Business Analysis Division, DG-Economics, at the European Central Bank. He’s been with the ECB since 1999 and has a PhD in economics from MIT. More about Diego on the ECB's website: https://www.ecb.europa.eu/pub/research/authors/profiles/diego-rodriguez-palenzuela.en.html Jillian Fornito - Executive Director of the Global Interdependence Center, a nonprofit organization established in 1976 and headquartered inside the Federal Reserve Bank of Philadelphia. GIC’s mission is to facilitate an international dialogue on economics and Diego came to us through her. More on the Global Interdependence Center: https://www.interdependence.org/ Check out the GIC travel blog Jill writes for: https://www.interdependence.org/blog/ Kevin Flanagan– Head of Fixed Income Strategy at WisdomTree