Behind the Markets Podcast

Behind the Markets
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Sep 30, 2022 • 53min

Behind The Markets Podcast: Chris Miller

Show from 9/30/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss 5-10 year inflation predictions and some possible explanations on the low productivity numbers seen as of late. Then, Host Jeremy Schwartz and Chris Ganatti, global head of research at Wisdom Tree, talk to Chris Miller, economic historian and author of upcoming book "Chip War: The Fight for the World's Most Critical Technology." They get into the history of semiconductors production and supply chain, Taiwan's role in semiconductor production, and how shifting technologies will affect both chip production and geopolitics. Guest: Chris Miller- Associate Professor of International History at the Fletcher School of Law and Diplomacy at Tufts University Read more from Chris here: https://www.christophermiller.net/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Sep 23, 2022 • 53min

Behind The Markets Podcast: Brian Spinelli

Show from 9/23/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. He talks about why he thinks the fed and Powell are being too hawkish, negative GDP growth, the threat of a serious recession, UK yields, and more. Then Host Jeremy Schwartz talks to Brian Spinelli, an expert in the wealth management space about investing in a heightening recession and the death of the 60/40 model. Guest: Brian Spinelli - CFP®, AIF® Senior Wealth Advisor/Chair of Investment Committee at Halbert Hargrove For more on Brian check out his bio here: https://www.halberthargrove.com/member/brian-m-spinelli-2/ For more on Halbert Hargrove, visit their website: https://www.halberthargrove.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Sep 15, 2022 • 53min

Behind The Markets Podcast: The 2022 Jacobs Levy Quantitative Finance Conference

Show from 9/16/22 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel broadcast from The Jacobs Levy Quantitative Finance Conference in Manhattan. Professor Siegel starts with his market update discussing housing, fed policy, the threat of recession, GDP estimates, and more. Then our hosts talk to the award winners of the 2021 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation for their research on momentum investing. They discuss mutual funds, passive strategy, benchmarking, and more Guest: Narashimhan Jegadeesh - Dean's Distinguished Chair in Finance at the Goizueta Business School For more on Narashimhan, visit his faculty page: https://goizueta.emory.edu/faculty/profiles/narasimhan-jegadeesh Sheridan Titman - Walter W. McAllister Centennial Chair in Financial Services at the McCombs School of Business For more on Sheridan, visit his faculty page: https://www.mccombs.utexas.edu/faculty-and-research/faculty-directory/sheridan-titman/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Sep 8, 2022 • 53min

Behind The Markets Podcast: Peter Boockvar

Show from 9/9/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss the slowing rate of inflation combined with rising interest rates with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report. They get into the questionable decisions being made by the fed, the economy in Europe, and readjustments of the labor market. Peter discusses the possible end of interest rate hikes as the economy cools. Plus a discussion on the longterm outlook of the Asian economy. Guest: Peter Boockvar - Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report on Twitter: @pboockvar Subscribe to the Boock Report here: https://boockreport.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Sep 2, 2022 • 53min

Behind The Markets Podcast: Matt Topley

Show from 9/2/22 Wharton Finance Professor Jeremy Siegel gives his market update talking about the unemployment rates, hourly earnings coming in under expectation, and ISM numbers. Then Host Jeremy Schwartz and his guest Founder & President of Lansing Street Advisors Matt Topley discuss the best way to weight your portfolio. They get into growth vs value, stocks vs bonds, fixed income, advanced planning, charitable giving, deal by deal real estate, and more. Guest: Matt Topley - the Founder & President of Lansing Street Advisors For more on Matt, visit his website: https://matttopley.com/about/ To find out more about Lansing Street Advisors, visit their website: https://www.lansingadv.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Aug 27, 2022 • 53min

Behind The Markets Podcast: Robin Brooks

Show from 8/27/22 Wharton Finance Professor Jeremy Siegel kicks off the show discussing Chair of the Federal Reserve Jerome Powell’s hawkish comments on the market, the selling off of high duration stocks and crypto, the 10-year Treasury yield’s downward spiral, and commodity prices. Then Jeremy Schwartz talks with an expert on currencies about the Powell speech, the Euro in light of the upcoming ECB meeting, Asia, and more. Guest: Robin Brooks – Managing Director and Chief Economist at the Institute of International Finance (IIF). Previously, Brooks was the Chief FX Strategist at Goldman Sachs based in New York, where he was responsible for the firm’s foreign exchange forecasts and publishing international macro research Follow Robin on Twitter: @RobinBrooksIIF Follow the IIF on Twitter: @IIF For more on the IIF, visit their website: https://www.iif.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Aug 19, 2022 • 53min

Behind The Markets Podcast: Hal Brands

Show from 8/19/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update talking interest rate increases, earnings, and the disconnect between workers and GDP. Then, what is the path forward in US China relations? As we look at China’s conflicts with Taiwan, its military buildup, and its efforts to dominate the critical technologies, what will become of the US. Host Jeremy Schwartz talks to the author of the new book “Danger Zone: The Coming Conflict with China” about Guest: Hal Brands – Author of the new book “Danger Zone: The Coming Conflict with China.” American scholar of U.S. foreign policy. He is the Henry A. Kissinger Distinguished Professor of Global Affairs at the Johns Hopkins University School of Advanced International Studies and a Resident Scholar at the American Enterprise Institute. Purchase his book “Danger Zone” here: https://www.amazon.com/Danger-Zone-Coming-Conflict-China/dp/1324021306 Follow Hal on Twitter - @HalBrands Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Aug 12, 2022 • 53min

Behind The Markets Podcast: Chris Gannatti, Blake Heimann, & Jeff Weniger

Show from 8/12/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing import prices, commodities, deterioration of the real economy, and more. Plus Guest Hosts Chris Gannatti, Blake Heimann, and Jeff Weniger discuss inflation, the corporate tax code, fed policy, and value vs growth stocks. Guest: Chris Gannatti – Head of Global Research at WisdomTree Blake Heimann - Research Analyst at WisdomTree Asset Management Jeff Weniger - CFA serves as Head of Equity Strategy at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Aug 5, 2022 • 53min

Behind The Markets Podcast: Gaurav Sinha on Investing in India

Show from 8/5/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing GDP vs productivity reports, commodities, employment, inflation, and more. Then Host Jeremy Schwartz talks to an expert on India’s economy about banking, positive employment, privatization of businesses, and geopolitics. Guest: Guarav Sinha - Former Managing Director, Head of Americas, Global Research & Design at S&P Global For the latest, follow Guarav on LinkedIn: https://www.linkedin.com/in/gaurav-sinha-4041766/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Jul 28, 2022 • 53min

Behind The Markets Podcast: Don Kohn & Dave Goodson

Show from 7/29/22 As inflation increases and the Fed continues to raise interest rates, how will this effect the markets in the coming months? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the former fed vice chair about the possibility of a recession, negative growth in the money supply, food and energy prices, labor markets, and much more. Plus, a look at what is going on in fixed income with an expert on mortgage and securitized credit. Guests: Don Kohn – Former Fed Vice Chair, Senior Fellow at the Brookings Institution Follow the Brookings Institution on Twitter: @BrookingsInst For more on Donald Kohn, visit his page on the Brookings Institution website: https://www.brookings.edu/experts/donald-kohn/ Dave Goodson – Head of Securitized Fixed Income and Senior Portfolio Manager at Voya Investment Management For more on Voya Investment Management, visit their website: https://investments.voya.com/ Follow Voya Investment Management on Twitter: @VoyaInvestments Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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