Behind the Markets Podcast

Behind the Markets
undefined
Feb 5, 2021 • 31min

Behind The Markets Podcast: Eric Felder & James Palmisciano

Show on 2/5/21 How should you evaluate the preferred market? Interested in learning more about hybrid securities? Host Jeremy Schwartz talks to experts in the fixed income space about contingent convertibles in Europe, high yield strategy, and more. Guests: Eric Felder- CEO of Moelis Asset Management, previously co-head of Global Fixed income at Lehman Brothers Visit Moelis Asset Management's Website: https://moelisassetmanagement.com/ James Palmisciano - Managing Partner at Gracie Asset Management Visit Gracie Asset Management's Website: https://moelisassetmanagement.com/gracie-asset-management/ Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
undefined
Jan 22, 2021 • 53min

Behind The Markets Podcast: Grant Wilson

Show from 1/22/21 Wharton Finance Professor Jeremy Siegel covers the latest economic news from monetary stimulus and jobless claims to the potential increase in the minimum wage. Plus a look at digital currency markets and the changing consumer market during the pandemic. Guest: Grant Wilson - Head of Asia Pacific at Exante Data Follow Exante on Twitter: @ExanteData Check out Exante's website: https://www.exantedata.com Keep up with the latest news by subscribing to their blog: https://moneyinsideout.exantedata.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
undefined
Jan 14, 2021 • 27min

Behind The Markets Podcast: Applico CEO Alex Moazed

Show from 1/15/21 The show kicks off with Wharton Finance Professor Jeremy Siegel's latest takes on 2021 earnings, Biden regulations, jobless claims, COVID-19 vaccine distribution and more. Then Jeremy Schwartz discusses platform companies with an expert in the space. How are tech and content platform companies performing? What is the impact of Trumps ban on Chinese tech monopolies? Guest: Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model. Follow Alex on Twitter: @AlexMoazed Check out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896 Visit the Applico Website: https://www.applicoinc.com/author/amoazed/ Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
undefined
Jan 14, 2021 • 29min

Behind the Markets Podcast: CEO of New Constructs David Trainer

Show from 1/15/21 Host Jeremy Schwartz and Guest Co-Host Kara Marsascano talk to CEO of New Constructs David Trainer about how to measure core earnings in the face of uncertainty. He talks about evaluating data such as past credit ratings and debt inequity rates to accurately assess the value of assets. Guest: David Trainer - Founder and CEO of New Constructs Follow New Constructs on Twitter for the latest data: @NewConstructs Check out New Constructs website: https://www.newconstructs.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
undefined
Jan 8, 2021 • 53min

Behind The Markets Podcast: John Davi

Show from 1/8/20 Happy New Year from all of us at Behind the Markets! This is our first show of the new year and we're starting it off right. Wharton Finance Professor Jeremy Siegel discusses the democratic control of the Senate, federal spending, tax increases, emerging markets and more. Then Host Jeremy Schwartz brings on returning guest from Astoria Advisors, John Davi to talk about Tesla, inflation, a steepening yield curve, and the COVID-19 vaccine stocks. Here's to a year full of financial education and portfolio management! Guest: John Davi - Founder, CIO at Astoria Portfolio Advisors LLC Check out Astoria Advisors' website: https://www.astoriaadvisors.com/ Follow Astoria Advisors on Twitter: @AstoriaAdvisors 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
undefined
Dec 11, 2020 • 54min

Behind The Markets Podcast: Kevin Flanagan & Karthik Sankaran

Show from 12/11/20 Wharton Finance Professor Jeremy Siegel gives his end of year market forecast discussing COVID-19 vaccine approval and the latest on the stimulus bill. Then, how should you strategize and invest in foreign markets? Host Jeremy Schwartz talks to an emerging markets expert about US vs foreign investing, Brexit's effect on the Eurozone, European bonds, and much more. Guests: Karthik Sankaran - Portfolio Manager and Strategist. Most recently the director of global strategy for Eurasia Group. Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management More on his work here: https://www.wisdomtree.com/blog/author/kevin%20flanagan 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
undefined
Dec 5, 2020 • 29min

Behind The Markets Podcast: Marc Chandler

Show from 12/4/20 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the positive news regarding fiscal stimulus packages, COVID-19 vaccines, and the election of Chris Weller to the Fed. Then Marc Chandler joins Host Jeremy Schwartz to discuss the declining dollar valuation, emerging markets, China, trade, high beta currencies and much more. Find out how to read the current state of national and international markets so that you can properly allocate your portfolio. Guest: Marc Chandler - Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market. Chandler is a frequent guest on CNBC, Bloomberg Television, FOX Business, Business News Network, and Nightly Business Report where he provides his insights on the global capital markets. Chandler has been published in the Financial Times, Foreign Affairs, Barrons, The Nation, Euromoney Institutional Investor, and Corporate Finance. He is regularly published by Seeking Alpha and TheStreet.com. Follow him on Twitter: @marcmakingsense 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
undefined
Dec 4, 2020 • 25min

Behind The Markets Podcast: Dan Russo

Show from 12/4/20 Host Jeremy Schwartz discusses ETFs and small caps with an expert in the space. They get into the state of energy, the COVID-19 vaccine, reopening expectations, bitcoin, and other various asset classes. Guest: Dan Russo - Chief market strategist at Chaikin Analytics, a quantitative equity research firm. For more on Chaikin Analytics visit their website: https://www.chaikinanalytics.com/ Check out Dan's blog: https://www.chaikinanalytics.com/author/dan-russo/ Twitter: @DanRusso_CMT 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
undefined
Nov 27, 2020 • 19min

Behind The Markets Podcast: Greg Valliere

Show from 11/27/20 Wharton Finance Professor Jeremy Siegel says the dramatic expansion of M1 money supply, the COVID-19 vaccine rollout, and the election results all point to positive market news. Then Host Jeremy Schwartz introduces an expert on politics, Greg Valliere, to talk about the impact of the 2020 election results. Greg discusses about the potential of the next stimulus, the future of small businesses, taxes and much more. Guest Greg Valliere - Chief US Policy Strategist at AGF Investments More on AGF Investments: https://www.agf.com/us/index.jsp Follow AGF Investments on Twitter: @agf 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
undefined
Nov 27, 2020 • 35min

Behind The Markets Podcast: Adam Kobor & Thomas Philips

Show from 11/27/20 Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework. Guests: Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten" Thomas Philips - Adjunct professor in the department of finance and risk engineering at NYU's Tandon School of Engineering, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten" Read their paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3443289 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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app