Behind the Markets Podcast

Behind the Markets
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Jun 4, 2021 • 34min

Behind The Markets Podcast Special on Oil Pricing

Show from 6/2/21 In this Behind the Markets Special Jeremy Schwartz brings on an expert in the energy sector in light of the rising oil prices. Wharton Finance Professor Erik Gilje talks declining US oil production, incremental demand, OPEC and more. Guest: Erik Gilje - Assistant Professor of Finance, The Wharton School To view his research visit his faculty page: https://fnce.wharton.upenn.edu/profile/gilje/#research Mobeen Tahir - Associate Director, Research at WisdomTree in Europe
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Jun 4, 2021 • 53min

Behind The Markets Podcast: Mike Dickson

Show from 6/4/21 Wharton Finance Professor Jeremy Siegel discusses the jobs report, hourly earnings, bond markets, and inflation. Then, interested in trying new investing models? Host Jeremy Schwartz talks to the Head of Portfolio Management at Horizon Investments Mike Dickson, a company focused on goals based planning. Mike explains how to accumulate assets and avoid losses at the same time. Guest: Mike Dickson - Head of Portfolio Management at Horizon Investments For more on Horizon Investments visit their website: https://www.horizoninvestments.com/ Follow Horizon Investments on Twitter: @HorizonInvest Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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May 28, 2021 • 53min

Behind The Markets Podcast: Bob Blakely, Brian Dunphy, & David Yates

Show from 5/28/21 Wharton Finance Professor Jeremy Siegel starts off the show discussing the trade report deficit, the S&P 500, the upcoming employment report, and much more. Then, in light of the recent Colonial Pipeline hack, Host Jeremy Schwartz brings on a panel of cyber security experts to discuss how businesses can protect themselves against malware. What measures can you put in place to ensure your network is safe? What are steps you can take to minimize risk? All that and more. Guests: Bob Blakely - Operating Partner at Team8 For more on Team8 visit their website: https://team8.vc/ Brian Dunphy - Vice President Of Product Management at Claroty For more on Claroty visit their website: https://www.claroty.com/ David Yates - Chief Information Officer at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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May 20, 2021 • 54min

Behind The Markets Podcast: Corey Hoffstein On Model Portfolios

Show from 5/21/21 Wharton Finance Professor Jeremy Siegel opens the show talking about the Fed and inflation, bitcoin, equity markets, and more. Then Host Jeremy Schwartz discusses model portfolios with returning guest Corey Hoffstein of Newfound Research. Corey discusses how it has become harder to achieve a reasonable rate of return from an expectations perspective, risk assets, the global central banks moving into an active player role, a dramatic rise in passive investing vehicles, and a large rise in volatility contingent investors. Guest: Corey Hoffstein - Chief Investment Officer of Newfound Research For more on Newfound Research visit their website: https://www.thinknewfound.com/ Follow him on Twitter: @choffstein Listen to his podcast here: https://blog.thinknewfound.com/podcast/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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May 14, 2021 • 54min

Behind The Markets Podcast: Donald Kohn & James Lebenthal

Show from 5/14/21 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk Fed news and inflation with the former federal reserve vice chairman and an expert on equity strategy. Siegel says the inflation forecast is way above expectations and the fed needs to reevaluate the way they measure it. Guests: Donald Kohn - Senior Fellow at the Brookings Institute, Former Federal Reserve Vice Chairman For more on the Brookings Institute visit their website: https://www.brookings.edu/ Follow Brookings Institute on Twitter: @BrookingsInst James Lebenthal - Equity Strategist at Cerity Partners For more on Cerity Partners visit their website: https://ceritypartners.com/ Follow James on Twitter: @jlebenthal Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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May 7, 2021 • 1h 8min

Behind The Markets Podcast Special: Ethereum, The Triple Halving with Squish Chaos

Show from 5/7/21 In this Behind the Markets Podcast special Host Jeremy Schwartz and Guest Host Corey Hoffstein talk to the brains behind the Twitter famous account SquishChaos, Nikhil Shamapant. "In the past week, I’ve spent sleepless nights working on what I believe to be an institutional grade research report on Ethereum. In my report, I will explain why I believe a $150,000 price target in the next 18 months is actually achievable. My thesis is entirely based upon the concept of “The Triple Halving,” where I show that Ethereum will have a sell pressure reduction equivalent to undergoing all three of Bitcoin’s halving events consecutively." - Squish Chaos Guests: Nikhil Shamapant - From the Twitter famous account Squish Chaos Follow Nikil on Twitter: @SquishChaos For more information on his paper please visit: https://squish.substack.com/p/ethereum-the-triple-halving Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound Research Follow Corey on Twitter: @choffstein For more on Newfound Research: https://www.thinknewfound.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
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May 7, 2021 • 53min

Behind The Markets Podcast: Michael Heller

Show from 5/7/21 Curious about how property and ownership guides our lives? Host Jeremy Schwartz and Guest Host Matthew Kress find out how businesses control the narrative to steer customers to do what they want with a Columbia Law School professor. From digital privacy to climate change and wealth inequality, our guest discusses the complex nature of engineering the feeling of ownership. Guests: Michael Heller - Lawrence A. Wien Professor of Real Estate Law at the Columbia Law School and Author of the new book "Mine! How the Hidden Rules of Ownership Control Our Lives" Visit his webpage: https://www.law.columbia.edu/faculty/michael-heller Purchase his book "Mine! How the Hidden Rules of Ownership Control Our Lives": https://www.minethebook.com/ Matthew Kress - Director of Advisor Innovation at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Apr 30, 2021 • 54min

Behind The Markets Podcast: Sailesh Radha & Drew Edwards

Show from 4/30/21 Wharton Finance Professor Jeremy Siegel kicks off the show with the latest finance news from the GDP report to tax policy. Then, how do you manage yield forecasts? Host Jeremy Schwartz talks to the founder of Borealis Global Advisory LLC about how they developed their own version of the CAPE ratio to capture the investment attributes of emerging countries. Plus a close look at the Japanese market and small-cap stocks with the Head of Japan Value Equities at GMO. Guests: Sailesh Radha - Founder & Chief Investment Officer - Borealis Global Advisory LLC For more on Borealis Global Advisory LLC visit their website: https://borealisga.com/ Drew Edwards - Head of Japan Value Equities | Portfolio Manager at GMO For more on GMO visit their website: https://www.gmo.com/americas/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Apr 22, 2021 • 53min

Behind The Markets Podcast: Ed Chin & Thejas Nalval

Show from 4/23/21 We kick off this show with Wharton Finance Professor Jeremy Siegel discussing the latest market news from the capital gains tax and COVID-19 vaccinations to cryptocurrency risks. The Host Jeremy Schwartz and his Guest Co-Host Will Peck talk to experts in the digital asset space. Want to understand how Bitcoin performs globally? What trading strategies are more popular in cryptocurrency vs traditional markets? Our guests will help you be more tactical if you're interested in investing in this space. Guests: Ed Chin - Co-Founder and CEO of Parataxis Capital Thejas Nalval - Co-founder and CIO of Parataxis Capital Follow Parataxis Capital on Twitter: @parataxis_cap For more on Parataxis Capital visit their website: https://www.parataxis.io/ Will Peck - Head of Strategy Emerging Technologies at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
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Apr 15, 2021 • 32min

Behind The Markets Podcast: Jamie McLaughlin

Show from 4/16/21 Working in the wealth management space? Wondering where clients can get good advice? Host Jeremy Schwartz talks to an expert on wealth management consulting. They discuss ultra high net worth investing, firm economics, calculated risks, service pricing, and much more. Guest: Jamie McLaughlin - Founder and CEO of J. H. McLaughlin & Co. For more on J.H. McLaughlin & Co visit their website: https://jhmclaughlin.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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