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
Jul 19, 2018 • 54min
Behind the Markets Podcast: John Apruzzese & Julian Brigden
In this episode of the Behind the Markets Podcast host Jeremy Schwartz and Jeremy Siegel talk about Trump and the Fed in light of the presidents comments on rate hikes. Then we get macro outlook with the president of Macro Intelligence 2 Partners. All that and more! Tune in
Guests:
John Apruzzese - Chief Investment Officer at Evercore Wealth Management
More at https://www.evercore.com/
Julian Brigden - Co-Founder and President of Macro Intelligence 2 Partners. As a global macro strategist Julian’s primary focus is exploiting trading opportunities inherent in macroeconomic and policy related developments. He is particularly skilled at exploring correlations in the economy and financial markets.
Follow him on Twitter @JulianMI2
More at https://www.mi2partners.com/
Jul 13, 2018 • 55min
Behind The Markets Podcast: Marc Chandler & The IMN Conference
In this episode of Behind the Markets Jeremy Schwartz talks to Global Head of Currency Strategy at Brown Brothers Harriman Marc Chandler about trade and foreign exchange. Then you'll hear a panel from the IMN Conference that Jeremy moderated on emerging markets. Tune in!
Guest Info:
Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman. His analysis blog, www.marctomarket is widely read and picked up by both the traditional and social media. He’s the author of two books: Making Sense of the Dollar: Exposing Dangerous Myths about Trade and Foreign Exchange and Political Economy of Tomorrow
Follow him on Twitter @marcmakingsense
More about his company here https://www.bbh.com/en-us
IMN Conference: https://www.imn.org/investment-management/conference/Global-Indexing-ETFs-2018/Speakers.html
Jun 29, 2018 • 54min
Behind The Markets Podcast: Dan David
In this episode of the Behind the Markets podcast Jeremy Siegel and Jeremy Schwartz talk to Dan David, Co-Founder of GeoInvesting, about China tariffs, politics, and running for Congress. Tune in!
Guest Info:
Dan David runs the GeoInvesting Team, which employs equity analysts, CFAs, PRC attorneys, investigators and accomplished authors and editors. During his tenure, thirteen China-based companies have been halted or delisted.
More about GeoInvesting here https://geoinvesting.com/
Follow him on Twitter @dan_fgalphamgmt
Jun 22, 2018 • 55min
Behind The Markets Podcast w/ Wes Gray: Kate Waldock & Jeff Korzenik
In this episode of Behind the Markets Jeremy and Wes talk to assistant professor of Finance at Georgetown University and the chief investment strategist at Fifth Third Bank about the labor force and the opioid crisis. Plus they talk about what it takes to start a career in finance and corporate bankruptcy. All that and more! Tune in
Guest Info:
Kate Waldock- Assistant Professor of Finance at Georgetown University
Check out her podcast here: https://www.capitalisnt.com/
Follow her on Twitter @katewaldock
Jeff Korzenik - Chief Investment Strategist at Fifth Third Bank
More information about Fifth Third Bank here https://www.53.com/content/fifth-third/en.html
Jun 8, 2018 • 55min
Behind The Markets Podcast: Rick Pitcairn & Brian Wesbury
In this episode of Behind the Markets Jeremy Siegel gives the latest on the markets. Then Jeremy Schwartz dives into momentum investing with the CIO of Pitcairn. Plus in the second half of the show we add chief economist at First Trust Advisors to the mix to discuss investment opportunities. All that and more, tune in!
Guest Info:
Rick Pitcairn -Chief Investment Officer at Pitcairn
More on Pitcairn at http://www.pitcairn.com/
Brian Wesbury - Chief Economist at First Trust Advisors
More info about First Trust Advisors here https://www.ftportfolios.com/
Jun 1, 2018 • 54min
Behind The Markets Podcast: Simon Lack & Bill Stone
In this episode of the Behind the Markets podcast host Jeremy Schwartz and Jeremy Siegel take us through the latest market trends. Then Jeremy Schwartz talks to his guests about investing in energy infrastructure. Plus we hear about how tariffs are impacting markets. All that and more. Check out this weeks show!
Guests:
Simon Lack - Managing Partner at SL Advisors
Follow him on Twitter @SimonLack
More about his company here: http://sl-advisors.com/
Bill Stone - President and chief investment officer of Stone Investment Partners
Follow him on Twitter @ewstone
More about his company here: https://www.stoneinvestmentpartners.com/
May 18, 2018 • 54min
Behind The Markets Podcast: Tom Haines & Adam Politzer
In this edition of Behind the Markets hosts Jeremy Siegel and Jeremy Schwartz talk insurance asset management with their guests. They cover everything from fixed index annuities and 60/40 portfolios to the retirement crisis. Check it out!
Guests:
Tom Haines - Senior Vice President, Capital Markets & Index Solutions, at Annexus
Follow Annexus on Twitter @Annexus
Find out more about his work here: https://www.annexus.com/
Adam Politzer - Vice President of Product Management at Athene Holdings
Find out more about his work here: https://www.athene.com/
May 10, 2018 • 54min
Behind The Markets Podcast w/ Wes Gray: Sumeet Nagar, Akshay Mansukhani, Christopher Swann
This is a special episode of Behind the Markets with Wharton alumni for SiriusXM's Reunion Radio. Hosts Jeremy Schwartz and Wes Gray talk to the founders of Malabar Investments and Cygnus Capital about their entrepreneurial journeys. They cover everything from investing to starting a financial investment company in India. Tune in!
Guest Info:
Sumeet Nagar - A co-founder of Malabar Investments
Akshay Mansukhani - A co-founder and managing partner at Malabar Investments
Link to their website: http://www.malabarinvest.com/
Christopher Swann - Founder and Portfolio Manager at the hedge fund Cygnus Capital
Link to website: http://www.cygnusvc.com/
May 4, 2018 • 55min
Behind The Markets Podcast: Andrew Baron & Jonathan Heckscher
In this episode of the Behind the Markets Podcast, host Jeremy Schwartz talks fixed income and investment strategy with his guests. They also delve into factors impacting global markets and geopolitics. Tune in and check it out!
Guests:
Andrew Baron - Chief Investment Officer at Butterfield Asset Management
http://www.butterfieldgroup.com/Pages/default.aspx
Jonathan Heckscher - Director of Fixed Income and Investment Strategy at Pennsylvania Trust
http://www.penntrust.com/
Apr 27, 2018 • 54min
Behind The Markets Podcast: Peter Tchir & Brent Johnson
In this episode of the Behind the Markets Podcast host Jeremy Schwartz dives into a bunch of topics from Bonds and GDP to Geopolitical Developments. He talks with Peter Tchir about market dynamics and the future of currency. Then he brings on CEO of Santiago Capital, Brent Johnson, to discuss investing in gold and portfolios. Tune in and check it out!
Guest Info:
Peter Tchir - who is head of Macro Strategy at Academy Securities
Follow him on Twitter @TFMkts
Brent Johnson - CEO of Santiago Capital
Follow Santiago Capital on Twitter @SantiagoAuFund
