Behind the Markets Podcast

Behind the Markets
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May 6, 2022 • 53min

Behind The Markets Podcast: Thomas Tzitzouris

Show from 5/6/22 Wharton Finance Professor Jeremy Siegel talks fed policy, inflation, wages, and why he thinks we’re in a bear market. Then, a conversation on fixed income strategy with an expert from Strategas. Host Jeremy Schwartz brings on Thomas Tzitzouris to discuss fed funds rate, mortgage costs, the 10-year real rates, and the increasing value of the Yen. Guest: Thomas Tzitzouris - Managing Director and Head of Fixed Income Research at Strategas For more on Strategas, visit their website: https://www.strategasrp.com/ Follow Strategas on Twitter for the latest: @StrategasRP Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Apr 29, 2022 • 53min

Behind The Markets Podcast: Scott Crowe

Show from 4/29/22 Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidity growth, and more. Then, how do you identify companies that are benefiting and growing from changing demand patterns in the new economy? Host Jeremy Schwartz and his guest talk about the impact of covid on the markets, working from home, and the declining need for physical retail stores. Guest: Scott Crowe - Chief Investment Officer at CenterSquare Investment management For more on CenterSquare visit their website: https://www.centersquare.com/home For the latest, follow CenterSquare on Twitter: @CtrSquare Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Apr 22, 2022 • 53min

Behind The Markets Podcast: Jim Rogers on Commodities

Show from 4/22/22 Wharton Finance Professor Jeremy Siegel opens up the show with his market update talking interest rates and fed policy. Then, commodity expert Jim Rogers joins Host Jeremy Schwartz for a discussion that looks at the global outlook on that asset class, what could replace the dollar, gold, and more. Guest: Jim Rogers – Founder of the Rogers International Commodity Index; Author of: Investment Biker, Adventure Capitalist, Hot Commodities, and more Follow Jim on Twitter: @iamjimrogers For more on Jim visit his website: https://www.jimrogers.com/ To purchase “Hot Commodities: How Anyone Can Invest Profitably in the World's Best Market” visit Jim’s website: https://www.jimrogers.com/book/hot-commodities/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Apr 15, 2022 • 53min

Behind The Markets Podcast: John Davi on Inflation

Show from 4/15/22 Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more. Guests: John Davi - Founder, CIO at Astoria Portfolio Advisors LLC Check out Astoria Advisors' website: https://www.astoriaadvisors.com/ Follow Astoria Advisors on Twitter: @AstoriaAdvisors Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Apr 7, 2022 • 53min

Behind The Markets Podcast: Brian Wesbury & Brent Donnelly

Show from 4/8/22 Wharton Finance Professor Jeremy Siegel talks Fed policy during his market update. Then, Host Jeremy Schwartz and Guest Host Kevin Flanagan cover the latest financial conditions. They take a deep dive into interest rates, inflation pressures, US vs Europe and more with experts in the space. Guests: Brian Wesbury - Chief Economist at First Trust Advisors For more on First Trust Advisors, visit their website: https://www.ftportfolios.com/ Check out his blog here: https://www.ftportfolios.com/retail/blogs/economics/index.aspx Follow him on LinkedIn: https://www.linkedin.com/in/brianwesbury/ Follow Brian on Twitter: @wesbury Brent Donnelly – President of Spectra Markets For more on Spectra Markets, visit their website: https://www.spectramarkets.com/ Purchase his book “Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading” here: https://www.amazon.com/Alpha-Trader-Methodology-Mathematics-Professional-ebook/dp/B095MF9JRW Follow Brent on Twitter: @donnelly_brent Sign up for Brent’s AM/FX daily macro letter: https://www.spectramarkets.com/am-fx/
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Apr 1, 2022 • 53min

Behind The Markets Podcast: Samuel Rines

Show from 4/1/22 Wharton Finance Professor Jeremy Siegel kicks off the show with a market update. Professor Siegel gives his take on wage increases, Fed pricing, inflation, and more. Then, from agriculture and oil to commodities and inflation…how should you be forecasting for 2022? Host Jeremy Siegel talks to Samuel Rines of Corbu LLC about global markets, geopolitics, and more. Guest: Samuel Rines – Managing Director at Corbu LLC, a research intelligence advisory platform focusing on the intersection of markets, policy, and national security. He is also author of "After Normal: Making Sense of the Global Economy" Purchase his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198 Follow him on Twitter: @SamuelRines Follow him on LinkedIn: https://www.linkedin.com/in/samuelerines/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Mar 25, 2022 • 53min

Behind The Markets Podcast: Dan Gunsberg & Caitlin Cook

Show from 3/25/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing bonds crashing, the spike in yields, fed policy, bitcoin, and more. Then, how can you effectively trade cryptocurrency? What are the security risks? Host Jeremy Schwartz talks security and decentralization of bitcoin, Solana, Ethereum, and more with two experts in the cryptocurrency space. Guest: Caitlin Cook – Head of community and vice president of operations at Onramp Academy For more on Onramp Academy visit their website: https://academy.onrampinvest.com/ Follow Onramp on Twitter: @OnrampAcademy Follow Caitlin on LinkedIn: https://www.linkedin.com/in/caitlincook22/ Dan Gunsberg – Co-Founder and CEO of HXRO Foundation For more on HXRO visit their website: https://hxro.network Follow Dan on LinkedIn: https://www.linkedin.com/in/daniel-gunsberg-9986901a2/?originalSubdomain=bm Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Mar 18, 2022 • 52min

Behind The Markets Podcast: Ruchir Sharma

Show from 3/18/22 Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. Emerging markets have been a difficult place to invest recently. Ruchir discusses the trend towards international investing, short tech vs long commodities, China, and more. Guest: Ruchir Sharma – chairman of international business at Rockefeller Capital A NY Times article about Ruchir: https://www.nytimes.com/2022/02/10/business/ruchir-sharma-rockefeller-capital.html Follow Rockefeller Capital Management on Twitter: @RockCapMgmt For more on Rockefeller Capital Management’s visit their website: https://rcm.rockco.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Mar 11, 2022 • 53min

Behind The Markets Podcast: Jim Bianco & Jeff Weniger

Show from 3/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earnings, and more. Then, what are the biggest market trends? How can we look to the inverted yield curve as a predictor of market health? What is the future of the commodity market considering the Russia - Ukraine War? Jeremy Schwartz talks to an expert on global macro. Guests: Jim Bianco – Bianco Research Follow Bianco Research on Twitter: @biancoresearch For more on Bianco Research visit their website: https://www.biancoresearch.com/visitor-home/ Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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Mar 4, 2022 • 53min

Behind the Markets Podcast: Chrissy Bargeron & Gareth Shepherd

Show from 3/4/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing the impact of the Russian/ Ukraine crisis, commodity and oil prices, the employment report, inflation and more. Then, what are the most powerful machine learning patterns? How can you manage overlapping data when working with competition on modeling? Host Jeremy Schwartz talks to two guests in the machine learning and AI modeling space about how to apply these techniques in quantitative investing. They get into the intricacies of setting up the data set, pattern recognition, and prediction time frames. Guests: Chrissy Bargeron – Client Portfolio manager at Voya Investment Management Gareth Shepherd – Co-head of equity machine intelligence (EMI) and a portfolio manager at Voya Investment Management For more on Voya Investment Management visit their website: https://investments.voya.com/ For the latest news follow Voya on Twitter: @Voya

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