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
Mar 22, 2019 • 55min
Behind the Markets Podcast: Gene Goldman
Show from 3/22/19
In this episode host Jeremy Schwartz welcomes Gene Goldman to the show to talk about Europe, Japan, and other emerging markets. They also discuss economic data that their watching such as fed rate hikes and oil prices to see if the U.S. is heading towards a recession.
Guest:
Gene Goldman - Director of Research and Chief Investment Officer at Cetera Investment Management. He provides day-to-day oversight, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics.
More about Cetera here: https://www.cetera.com/cetera_investment_management
Follow him on Twitter: @GeneGoldman1
Mar 14, 2019 • 53min
Behind The Markets Podcast: Guarav Sinha, Jay Hatfield, & Wes Gray
Show from 3/15/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to Wes Gray of AlphaArchitect about the Democratize Quant Conference. Then Guarav Sinha joins the show to discuss tech advances in India and their growing economy. Plus the founder and CEO InfraCap talks about investing in energy and infrastructure and why he's bullish on oil. All that and more
Guests:
Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree
Wes Gray - CEO of Alpha Architect
Follow him on Twitter: @alphaarchitect
Jay Hatfield - the Founder and CEO of a firm called InfraCap
For more on InfraCap visit: https://www.infracapfunds.com/
Mar 7, 2019 • 54min
Behind the Markets Podcast: Danielle DiMartino & David Keller
Show from 3/8/19
In this episode of Behind the Markets host Liqian Ren and Jeremy Schwartz talk to Danielle DiMartino of Quill Intelligence. She offers up a sobering, unique opinion on the February Jobs Report. Plus they discuss fed policy, interest rates, and European markets. Then they discuss behavioral finance and investment strategy with the president and chief strategist at Sierra Alpha Research LLC. Tune in!
Guests:
Danielle DiMartino - Booth is CEO and Director of Intelligence for Quill Intelligence, a new research and analytics firm. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America
Follow her on Twitter: @DiMartinoBooth
Her book: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655
Visit her website: https://dimartinobooth.com/bio/
David Keller - President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness.
Follow him on Twitter: @DKellerCMT
Company website: https://www.marketmisbehavior.com/
Feb 28, 2019 • 55min
Behind The Markets Podcast: Kelvin Zhang & Peter Bookckvar
Show from 3/1/19
On today's show hosts Jeremy Schwartz and Liqian Ren discuss sector based research, the oil industry, and foreign exchange currencies with the CIO and portfolio manager for Bleakley Advisory Group. Then they talk US Dollar, Retail, Global Economies, & China trade with Peter Boockvar, a bearish CIO and portfolio manager for Bleakley Advisory Group. He will explain why he's holding a lot of cash and favors cheap international markets over the US. All that and more!
Guests:
Kelvin Zhang - He is a Partner at AlphaLetters LLC, a quantitative research company serving fund investors worldwide. Kelvin joined AlphaLetters in 2014 and leads its research, and product development—and has an MBA from the Wharton School, class of 2003.
For more info visit: http://www.alphaletters.com/
Peter Boockvar - Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a 4-point 5 billion dollar wealth management firm. Peter is also the Editor of The Boock Report, a macro economic and market newsletter, and a CNBC contributor.
For more info visit: https://www.bleakley.com/
Feb 22, 2019 • 54min
Behind The Markets Podcast: Bill Stone & Martin Fridson
Show from 2/22/19
In this episode of Behind the Markets Jeremy Siegel joins at the top for his market outlook. He discusses the Fed, the deal with China, and emerging markets.Then hosts Jeremy Schwartz and Liqian Ren bring on Bill Stone of Avalon Advisors and discuss global markets, job growth, the housing sector and much more. Plus in the second half of the show Marty Fridson of Lehmann Livian Fridson Advisors joins the hosts to discuss high yield investing.
Guests:
Bill Stone, Chief Investment Officer at Avalon Advisors
Follow him on Twitter @ewstone
For more info visit: http://avalonadvisors.com/
Martin Fridson, Chief Investment Officer at Lehmann Livian Fridson Advisors
Follow him on Twitter @MartinFridson
For more information on Martin visit: http://www.martinfridson.com/
For more info on his firm visit: https://www.llfadvisors.com/
Feb 14, 2019 • 54min
Behind the Markets Podcast w/ Liqian Ren: Greg Valliere & Simon White
Show from 2/15/19
In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz and Liqian Ren get into politics with Greg Valliere of AGF Investments. They talk about the Fed's reaction to Trump politics, the Russia investigation, the likelihood that Trump will be impeached, and much more. Then they bring on Simon White of Varient Perception to discuss fed rate hikes and global economies. Tune in!
Guests:
Greg Valliere - Chief U.S. Policy Strategist at AGF Investments
Simon White - Managing Editor of Variant Perception, an independent research firm
Feb 1, 2019 • 53min
Behind the Markets Podcast w/ Liqian Ren: John Davi
Show from 2/1/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to John Davi about market outlook, china, interest rates and much more. They get into everything from liquid asset classes, emerging market debt and equities to large cap growth stocks. Tune in and learn how to manage your portfolio!
Guest:
John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors
Follow him on Twitter @AstoriaAdvisors
For more information visit this link: https://www.astoriaadvisors.com/
Jan 25, 2019 • 54min
Behind The Markets Podcast: Phil Huber
Show from 1/25/19
In this episode of Behind the Markets host Jeremy Schwartz talks with popular financial markets blogger Phil Huber, who says it’s a mistake to blame any one factor for recent market volatility—whether it’s the Fed, worries about a trade war, or the government shutdown, Huber says you should be thinking about what you can do with your portfolio.
Guest:
Phil Huber is chief investment officer for Huber Financial, responsible for overseeing all investment and portfolio-management related functions. As chairman of the firm’s Investment Committee, Phil directs all research efforts that he and his team perform on asset managers, investment strategies and portfolio construction techniques.
More about him on the Huber Financial website: https://huberfinancial.com/
Follow him on Twitter: @bpsandpieces
Jan 18, 2019 • 54min
Behind The Markets Podcast w/ Liqian Ren: Dingding Chen
Show from 1/18/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren discuss Chinese foreign policy with Dingding Chen of Jinan University. They talk about how he was the first to predict Trump's victory 3 years ago and China's stance on the current trade war. They also get into emerging technology and government tracking in China. All that and more!
Guest:
Dingding Chen - Professor of International Relations and Associate Dean of Institute for 21st Century Silk Road Studies at Jinan University, Guangzhou, China. He is also the Founding Director of Intellisia Institute, a newly established independent think tank focusing on international affairs in China. His research interests include Chinese foreign policy, Asian security, Chinese politics, and human rights.
Read articles he's written for The Diplomat: https://thediplomat.com/authors/dingding-chen/
His Academic Papers: http://jinan.academia.edu/DingdingChen
Follow him on Twitter: @ChenDingding
Jan 11, 2019 • 54min
Behind the Markets Podcast w/ Liqian Ren: Michael Oyster
Show from 1/11/19
In this episode of Behind the Markets Jeremy Siegel starts off the show with his weekly market update talking about everything from unemployment to Fed fund rates and reserves. Then hosts Liqian Ren and Jeremy Schwartz talk about China's economy, the new year, and the one child policy. Plus Michael Oyster joins the show to discuss his most recent book "Success in a Low-Return World." Tune in!
Guest:
Michael Oyster - Author of Success in a Low-Return World. He is also an investment strategist, researcher and creator of the Options Income Index. He began his professional investment career in 1994 with options advisory firm Schaeffer’s Investment Research. As Schaeffer’s senior quantitative analyst, he conducted detailed analysis of options and volatility metrics while managing product offerings including an S&P 500 Index options spread strategy.
Follow him on twitter @oystermichael
