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
Oct 5, 2018 • 54min
10/5/18 Behind The Markets Podcast: Preston McSwain, Adam Butler, Andrew Miller
Host Jeremy Schwartz talks to three investment managers about their current strategies in this sometimes volatile market, as well as how they are managing withdrawal rates for clients that are retiring. Should you be moving some money into bonds? And what is a better bet right now—large cap stocks or small caps? Tune in
Guests:
Preston McSwain – Fiduciary Wealth Partners
Adam Butler – CIO of Resolve Asset Management
Andrew Miller – CIO of Miller Financial Management
Sep 28, 2018 • 54min
Behind The Markets Podcast: Special w/ James Bullard of the Federal Reserve
In this special of the Behind the Markets podcast Jeremy Schwartz and Jeremy Siegel talk to the President and CEO of the Federal Reserve Bank of St. Louis James Bullard. They get into the interest rate hikes, monetary policy, the job market, and much more.
Guest:
James Bullard - President and CEO of the St. Louis Federal Reserve Bank
More info about him here: https://www.stlouisfed.org/from-the-president
Sep 21, 2018 • 54min
Behind The Markets Podcast: Brandon Zick
In this episode of the Behind the Markets Podcast host Jeremy Schwartz talks to Brandon Zick, Director of Acquisitions & Portfolio Management at Ceres Partners, about investing in the farming sector. They also discuss the effects of tariffs on the farm markets.
Guest:
Brandon Zick - Director of Acquisitions & Portfolio Management at Ceres Partners
More info here: https://www.cerespartners.com/
Sep 13, 2018 • 53min
Behind The Market's Jacobs Levy Conference Special: Robert Shiller & Robin Greenwood
In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to top economists at the Jacobs Levy Conference. They give their take on market outlook incorporating everything from robots and tech to health care. Tune in!
Guests:
Robert Shiller - Nobel Prize winning economist
Robin Greenwood - the George Gund Professor of Finance and Banking at Harvard Business School
Sep 7, 2018 • 53min
Behind The Markets Podcast: Leonard Nakamura
In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel interview the Vice President and Economist at the Federal Reserve Bank of Philadelphia Leonard Nakamura. They discuss excess production, education, healthcare, human capital and more.
Guest:
Leonard Nakamura - Vice President of the Federal Reserve Bank of Philadelphia
More info on his research: https://www.philadelphiafed.org/research-and-data/economists/nakamura
Aug 30, 2018 • 54min
Behind The Markets Podcast: Corey Hoffstein
In this episode of Behind the Markets Jeremy talks to the CIO of Newfound Research about risk management, portfolios, 60/40 investments, and much more. Tune in!
Guest:
Corey Hoffstein - Co-Founder and CIO of Newfound Research
More about him here: https://www.thinknewfound.com/about-us
Follow him on Twitter @choffstein
Listen to his podcast here: https://blog.thinknewfound.com/podcast/
Aug 17, 2018 • 53min
Behind The Markets Podcast: Guy Petcho & Greg Valliere
In this episode of the Behind the Markets podcast host Jeremy Schwartz gets into market outlook. What is the future of trade with China and what are the effects of the Fed rate hikes? Then we bring on an expert on portfolio management, Trump, and politics. We get into investment strategies in a time of increasing uncertainty. All that and more!
Guests:
Guy Petcho: Global Macro Portfolio Manager for Voya Investment Management, focusing on interest rate and foreign exchange markets
Greg Valliere: Chief Global Strategist at Horizon Investments
Aug 10, 2018 • 54min
Behind The Markets Podcast: Matthew McAleer & Andrew Stewart
In this episode of Behind the Markets we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. What’s their outlook for the markets—and how are they adjusting in advance of another expected Fed rate hike? We also talk sector rotation and how that works to keep your portfolio in check. Tune in!
Guests:
Matthew McAleer - Executive Vice President and Director of Equity Strategies at Cumberland Advisors
More about Cumberland Advisors here http://www.cumber.com/
Andrew Stewart -Exchange Capital Management Senior Portfolio Manager Ann Arbor, MI
More about Exchange Capital Management here https://www.exchangecapital.com/
Aug 2, 2018 • 54min
Behind The Markets Podcast: Morgan Housel
In this episode of Behind the Markets host Jeremy Schwartz talks with award winning financial journalist Morgan Housel, who is also a partner at a firm that invests in socially responsible companies. He talks about how investors these days are more informed and that all advisers should be transparent with their clients.
Guest:
Morgan Housel, Partner at the Collaborative Fund and the man who writes the firm’s blog about the markets and investing. Morgan is a former columnist at The Motley Fool and The Wall Street Journal. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He was selected by the Columbia Journalism Review for the Best Business Writing 2012 anthology. In 2013 he was a finalist for the Scripps Howard Award.
Follow him on Twitter @morganhousel
Jul 25, 2018 • 54min
Behind The Markets Podcast w/ Wes Gray: Liqian Ren & Jack Vogel
In this episode of Behind the Markets host Wes Grey talks factor investing as a strategy with one of the few female portfolio managers in finance. She’ll talk about growing up in a small village in China and how she ended up managing money for Vanguard!
Guest Info:
Liqian Ren, Ph.D. - A portfolio manager in the Vanguard Quantitative Equity Group (QEG), where she manages Vanguard's factor funds and conducts research on factor strategies.
Jack Vogel - CIO and CFO of Alpha Architect
