Behind the Markets Podcast

Behind the Markets
undefined
Sep 25, 2020 • 53min

Behind The Markets Podcast: Matt Garratt

Show from 9/25/20 Wharton Finance Professor Jeremy Siegel's market update includes the death of Ruth Bader Ginsberg, the potential of a stimulus bill before the 2020 presidential election, unemployment insurance running out, and expectations for next weeks employment report. Then host Jeremy Schwartz talks to a managing partner at Salesforce Ventures about platform based business models, AI, ESG funds, emerging technology, and much more. Guest: Matt Garratt - Managing Partner, Salesforce Ventures Follow Matt on Twitter: @mdgarratt For more information on Salesforce, visit their website: https://www.salesforce.com/company/ventures/
undefined
Sep 18, 2020 • 53min

Behind The Markets Podcast: Jesper Koll

Show from 9/18/20 The show kicks off with Wharton Finance Professor Jeremy Siegel's market update. He discusses the fed and stimulus packages, the IPO price, and inflation. Then Jeremy Schwartz brings on the CEO of WisdomTree Japan to talk about Prime Minister Shinzo Abe's resignation, rebalancing Japan's tax system, monetary policy, trade, corporate governance and much more. Guest: Jesper Koll - Chief Executive Officer of WisdomTree Japan. Over the past two decades Jesper has been consistently ranked as one of the top Japan strategists/economists, working as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government advisory committees and Jesper is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific. 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
Sep 11, 2020 • 53min

Behind the Markets Podcast: Tao Wang

Show from 9/11/20 The show starts with our usual market update. Wharton Finance Professor Jeremy Siegel talks about the start of the NFL season, Coronavirus cases, and election stats. Then Hosts Jeremy Schwartz and Liqian Ren bring on a US/China relations expert. They discuss US/ China trade disputes, China's handling of the Coronavirus, growth in China's private market in areas such as internet, and much more. Guest: Tao Wang - Chief China Economist/Head:Asia Economic Research, UBS AG For more on UBS visit their website: https://www.ubs.com/us/en.html Follow UBS on Twitter: @UBS
undefined
Sep 4, 2020 • 54min

Behind The Markets Podcast: Helmut Norpoth, Ed Clissord, & Jeff Weniger

Show from 9/4/20 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the unemployment rate and the potential of reopening the economy. Then Host Jeremy Schwartz and Guest Co-Host Jeff Weniger bring on two political forecasting experts to discuss potential 2020 election outcomes and what it will mean for your financial portfolios. Guests: Helmut Norpoth - Professor of Political Science at Stony Brook University Visit his Faculty Page: https://www.stonybrook.edu/commcms/polisci/people/_faculty/Norpoth_Helmut.php Check out recent articles and interviews with Professor Norpoth: stonybrook.edu/experts/profile/helmut-norpoth Ed Clissord - Chief US Strategist for Ned Davis Research Follow him on Twitter: @edclissold Ned Davis Research Website: https://www.ndr.com/ Jeff Weniger - Director of Asset Allocation at WisdomTree Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel (NEW!) If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
undefined
Aug 28, 2020 • 54min

Behind The Markets Podcast: Jared Woodard

Show from 8/28/20 Wharton Finance Professor Jeremy Siegel talks about the Fed inflation rates and the political state in America. Then the head of the research investment committee at Bank of America joins the show to talk about the end of the 60/40 stocks/bonds spread, current market trends, and secular stagnation. Guest: Jared Woodward - Head of the Research Investment Committee at Bank of America. Visit Bank of America's website: https://www.bankofamerica.com/ Ask Siegel (NEW!) If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
undefined
Aug 21, 2020 • 54min

Behind the Markets Podcast: Ben Webster

Show from 8/21/20 Wharton Finance Professor Jeremy Siegel kicks off the show with his markets update discussing the impact of the upcoming election and political atmosphere in the US. Then, one of the hot topics in the finance is ESG investing. Host Jeremy Schwartz talks to a data analytics expert focusing on making the world a better place. CEO of Owl Analytics, Ben Webster, studies the sales and operations of businesses to ensure the companies you're investing in have ethical values. Guest: Ben Webster - CEO and Co-Founder of OWL Analytics Find out more by visiting their website: http://owlanalytics.net/ -You can sign up for their newsletter!
undefined
Aug 14, 2020 • 53min

Behind The Markets Podcast: Jamin Ball, Steve Zahm, & Brian Feinstein

Show from 8/14/20 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of politics, the November election, and COVID-19 on markets. Then Host Jeremy Schwartz talks to three experts on cloud based software. They get into growth rates, investments, and earnings as it applies to wealth management during these high risk times. Guests: Jamin Ball - VP of Redpoint Ventures Follow him on Twitter: @jaminball Follow Redpoint on Twitter: @redpointvc Steve Zahm - Chief Culture Officer at Procore Technologies For more on Procore visit their website: https://www.procore.com/ Brian Feinstein - Managing Partner at Bessemer Venture Partners To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/ Follow Bessemer Venture Partners on Twitter: @BessemerVP
undefined
Aug 7, 2020 • 54min

Behind The Markets Podcast: Greg Valliere & Jeff Weniger

Show from 8/7/20 Wharton Finance Professor Jeremy Siegel gives his market update covering the political landscape and the jobs report. Professor Siegel says we need to focus on the future looking at virus trends and stimulus trends. Then hosts Jeremy Schwartz and Liqian Ren continue the conversation with Professor Siegel and bring on Greg Valliere. Greg says that the election will likely tighten between Trump and Biden as we near November. Then Jeremy Schwartz and Liqian bring on Jeff Weniger and discuss China/ US relations. Guests: 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 Jeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree
undefined
Jul 29, 2020 • 1h 5min

Behind The Markets Podcast: Alex Moazed

Show from 7/31/20 Host Jeremy Schwartz and WisdomTree Guest Hosts Kara Marciscano and Rafi Aviav talk to an expert on platform business models. They discuss the dual nature of these platforms: consumers and producers. The producers contribute the inventory that the the consumers come to the platform for. Think Youtube or Instagram. According to our guest, these platforms have a winner take all scale because it's difficult to overcome network effects. This conversation tries to codify and make sense of these large platform monopolies and provides insights into investing in the space. 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/ Wisdom Tree Growth Leaders Fund: https://www.wisdomtree.com/etfs/thematic/plat The WisdomTree Growth Leaders Fund* seeks to track the investment results of high growth, mid and large-cap companies leveraging platform-based business.
undefined
Jul 24, 2020 • 32min

Behind The Markets Podcast: Jonathan Golub

Show from 7/24/20 Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel discuss the big market updates of the last few weeks. Professor Siegel gets into gold prices, the politics behind the stimulus package, and COVID-19 news. Then they bring on a US Equity Strategist from Credit Suisse who discusses the equity bond spread, interest rates, and earnings trends. Guests: Jonathan Golub - Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in New York. To learn more about Credit Suisse visit their website: www.credit-suisse.com Follow Credit Suisse on Twitter: @CreditSuisse

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