Behind the Markets Podcast

Behind the Markets
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Jul 24, 2020 • 24min

Behind the Markets Podcast: Brendan Ryan

Show from 7/24/20 Host Jeremy Schwartz talks to a portfolio manager at Beaumont Capital Management about sector investing, market timing, equity exposure, and machine learning. Find out how behavioral finance and data collection impact a portfolio. Guests: Brendan Ryan - Assistant Portfolio Manager at Beaumont Capital Management (BCM) To learn more about BCM visit their website: https://investbcm.com/
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Jul 16, 2020 • 58min

Behind The Markets Podcast: Adam Fisher And Nir Zohar

Show from 7/17/20 Host Jermey Schwartz talks global markets and online business platforms with two experts in the space. Adam Fisher, Managing Partner at Bessemer Venture Partners, discusses global investment opportunities especially in Israel. Then Nir Zohar, COO of Wix, discusses managing a business online, creating online databases for clients, and the importance of a website in today's digital world. Guests: Adam Fisher - 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 Nir Zohar - Chief Operating Officer at Wix To find out more about Wix visit their website: https://www.wix.com/ Follow Wix on Twitter: @Wix
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Jul 10, 2020 • 32min

Behind The Markets Podcast: David Trainer

Show from 7/10/20 Wharton Finance Professor Jeremy Siegel discusses the market news including Remdesivir treatments and the economic consequences of the increased number of COVID-19 cases. Then Host Jeremy Schwartz discusses stock, ETFs, and measuring earnings with the CEO of New Constructs. They also discuss the distortions in earnings reports, write downs in assets, etc. Guest: David Trainer - CEO of New Constructs For more information about New Constructs visit their website: https://www.newconstructs.com/ For up to date financial news from New Constructs follow them on Twitter: @NewConstructs Kara Marciscano - Senior Analyst at WisdomTree
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Jul 3, 2020 • 28min

Behind The Markets Podcast: Lori Wachs

Show from 7/3/20 Host Jeremy Schwartz discusses private equity deals, investing in female lead companies, and portfolio management during the COVID-19 pandemic with Lori Wachs, Partner at Springboard Growth Capital. Lori discusses the future of the company in these uncertain times as well as their non-profit Springboard Enterprises which provides female lead companies with growth capital. Guests: Lori Wachs - Partner at Springboard Growth Capital To find out more about Springboard Growth Capital visit their website: https://www.springboardgc.com/ Follow Springboard Growth Capital on Instagram: @springboardgrowth Follow Springboard Enterprises on Twitter: @SpringboardEnt
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Jul 2, 2020 • 56min

Behind the Markets Podcast: Cloud Computing Special

Behind the Markets Podcast Special Host Jeremy Schwartz and Guest Co-Host Kara Marciscano bring on two investing experts to discuss a topic that is increasingly important in our new online world, cloud computing. They discuss the Forbes Cloud 100, a list of the best private cloud companies in the world, and the tremendous growth the cloud computing space has seen over the last few years. They also discuss security concerns, data collection, and global cloud use. Guests: Mary D'Onofrio - Bessemer Venture Partners To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/ For the latest news follow BVP on Twitter: @BessemerVP Check out an article Mary wrote on the State of the Cloud in 2020: https://www.bvp.com/atlas/state-of-the-cloud-2020 Frederic Kerrest- Executive Vice Chairman, Chief Operating Officer, and Co-Founder of Okta, Inc. To Find out more about Okta visit their website: https://www.okta.com/ For the latest news follow Okta on Twitter: @okta Kara Marciscano - Senior Analyst at WisdomTree
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Jun 26, 2020 • 27min

Behind The Markets Podcast: Laurence Siegel

Show from 6/29/20 Hosts Jeremy Schwartz and Liqian Ren talk to the author of the book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance." The book talks about reinforcing faith in our future in the face of stagnant economic growth, climatic deterioration, dwindling natural resources, and an unsustainable level of population growth. Laurence discusses changing workplaces, new labor needs, upward mobility, and global supply chains. Guest: Laurence Siegel - Gary P. Brinson director of research at the CFA Institute Research Foundation as well as an independent writer, speaker and consultant focusing on investment management. He is the author of the recently release book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance." Check out the book here: https://www.amazon.com/Fewer-Richer-Greener-Prospects-Abundance/dp/1119526892 Follow Laurence on Twitter: @LaurenceBSiegel
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Jun 25, 2020 • 29min

Behind The Markets Podcast: Mike Brusko & Jordan Hicks

Show from 6/26/20 Wharton Finance Professor Jeremy Siegel starts off the show talking about Coronavirus spikes in areas not following social distancing guidelines and the market's reaction to the current circumstances. Then host Jeremy Schwartz talks to Mike Brusko and Jordan Hicks of Top Tier Wealth Management about financial planning and investing in a time of crisis. Jordan is also an NFL Linebacker for the Arizona Cardinals and previously played on the Philadelphia Eagles' Super Bowl LII team. He talks about NFL training camp during COVID-19 and the future of sports during the virus. Guests: Mike Brusko - Partner at Top Tier Wealth Management Jordan Hicks - Partner at Top Tier Wealth Management and Middle Linebacker for the Arizona Cardinals To find out more about Top Tier Wealth Management visit their website: https://toptierwealthmanagement.com/ For more on Jordan Hick's NFL career visit his page: https://www.nfl.com/players/jordan-hicks/ Follow Jordan on Twitter: @JordanHicks Follow Top Tier Wealth Management on Twitter: @TopTierWM
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Jun 19, 2020 • 53min

Behind the Markets Podcast: Ellen Zentner

Show from 6/19/20 Wharton Finance Professor Jeremy Siegel, along with co-host Liqian Ren, kicks off the show with his weekly market update. He says we're headed for a modest, range bound market. He also mentions uncertainty regarding a second outbreak but for now explains that liquidity is still flowing into the markets. Then hosts Jeremy Schwartz and Kevin Flanigan talk to the Chief U.S. Economist at Morgan Stanley, Ellen Zenter, about their midyear outlook. According to Ellen, pent up demand will stimulate the economy as it reopens. She also compares the 2008 crisis to the COVID-19 epidemic saying that they are two very different situations and she expects a quicker recovery in today's economy. Guests: Ellen Zentner - Chief U.S. Economist for Morgan Stanley Follow Morgan Stanley on Twitter: @MorganStanley For more information on the Morgan Stanley's Midyear Outlook visit their website: https://www.morganstanley.com/ To find out more about Ellen visit her profile page: https://www.morganstanley.com/profiles/ellen-zentner-chief-us-economist Kevin Flanagan - Head of Fixed Income Strategy
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Jun 12, 2020 • 53min

Behind The Markets Podcast: Peter Mallouk

Show from 6/12/20 Wharton Finance Professor Jeremy Siegel starts off the show discussing market news. He says that the momentum we were seeing in the markets the past few weeks is being broken by investors jumping off the 'trend train.' He also thinks the Fed will ride low rates for a while until their hand is forced. Then hosts Jeremy Schwartz and Professor Siegel bring on the President and CEO of Creative Planning Peter Mallouk to discuss investing during the crisis. They talk about marketing to young people, ensuring clients don't lose money, bear markets, and financial education. Peter says that these low market events are cyclical. Guest: Peter Mallouk - President and CEO of Creative Planning For more information on Creative Planning visit their website: https://creativeplanning.com/ Follow Creative Planning on Twitter: @CPIWealth
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Jun 5, 2020 • 22min

Behind the Markets Podcast: Chris Meredith

Show from 6/5/20 Host Jeremy Schwartz brings on an expert on factor investing to discuss current events, COVID-19, cloud computing, and other hot topics in the space. They get into earnings growth and value investing, among other topics. Guest: Chris Meredith - Director of Research, Co-Chief Investment Officer, and Portfolio Manager at O'Shaughnessy Asset Management To find out more about O'Shaughnessy Asset Management visit their website: https://osam.com/ Follow them on Twitter: @OSAMResearch

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