Behind the Markets Podcast

Behind the Markets
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Jun 5, 2020 • 32min

Behind the Markets Podcast: Maria Bartiromo & Leeland Miller

Show from 6/5/20 Wharton Finance Professor Jeremy Siegel starts off the show discussing the shocking jobs report. He said as a result of the economy opening there is a huge shift towards value stocks and away from tech stocks. Then Hosts Jeremy Schwartz and Professor Siegel bring on two China experts to talk manufacturing, consumer spending, and demand. Guests: Maria Bartiromo - Host of "Mornings with Maria" on Fox Business Find out more about her show here: https://www.foxbusiness.com/shows/mornings-with-maria Follow her on Twitter: @MariaBartiromo Leeland Miller - Chief Executive Officer of China Beige Book International To find out more about China Beige Book visit their website: https://www.chinabeigebook.com/ Follow them on Twitter: @ChinaBeigeBook
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May 29, 2020 • 53min

Behind the Markets Podcast: Gad Allon, Rowan Trollope, & Ethan Kurzweil

Show from 5/29/20 Wharton Finance Professor Jeremy Siegel opens the show saying people shouldn't be surprised by the current bull market because the money from the Fed was bound to find its way into equity markets. Professor Siegel also discusses uncertainty regarding international trade and developments on the virus front with Liqian Ren. Then host Jeremy Schwartz talks with a Wharton Professor focused on management technology to discuss opening the economy and trends in tech. Plus he talks to two experts in the cloud computing space. Guests: Gad Allon - Professor of Operations, Information and Decisions Director of the Jerome Fisher Program in Management & Technology Find out more about Professor Allon here: https://oid.wharton.upenn.edu/profile/gadallon/ Follow Professor Allon on Twitter: @g_allon Rowan Trollope- CEO of Five9 To find out more about Five9 visit their website: https://www.five9.com/ Follow Five9 on Twitter: @Five9 Ethan Kurzweil -Bessemer Venture Partners To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/ Follow them on Twitter: @BessemerVP
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May 22, 2020 • 25min

Behind the Markets Podcast: Randy Parrish

Show from 5/22/20 Host Jeremy Schwartz talks to an expert in high yield credit markets, Randy Parrish. They get into to pace of reopening the economy, the re-engagement of consumers, and liquidity vs solvency issues. Plus, according to Parrish, there has already been a lot damage to corporate debt markets with default rates ticking up. Guest: Randy Parrish - Managing director, head of credit and a senior high yield portfolio manager at Voya Investment Management For more information about Voya visit their website: https://investments.voya.com/ Follow Voya on Twitter: @VoyaInvestments
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May 21, 2020 • 30min

Behind the Markets Podcast: President & CEO of the Bank of Richmond Tom Barkin

Show from 5/22/20 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel bring on a special guest, the President and CEO of the Bank of Richmond Tom Barkin. They start off the show discussing the potential outcomes of reopening the economy with no vaccine or treatment available. Then they discuss the importance of liquidity and the risk of inflation. Plus Barkin offers insight on normalizing interest rates, re-skilling employees, workforce participation, and the future of flexible work. Guest: Thomas Barkin - President of the Federal Reserve Bank of Richmond For more information on Tom's work visit the Federal Reserve Bank of Richmon'd website: https://www.richmondfed.org/
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May 20, 2020 • 37min

Behind The Markets Podcast Special: Jesper Koll & Jeffrey Weniger

Show from 5/21/20 Jeremy Schwartz talks to his WisdomTree colleagues about the international response to COVID-19. They start the show discussing Japan's low numbers of Coronavirus cases and their economy's excess demand for labor. CEO of WisdomTree Japan Jesper Koll explains that COVID-19 is actually changing cultural behavior in Japanese corporations which is something Abe couldn't even do. He also adds that Japan's largest trading partner, China, is engaging in a V shaped recovery and that provides enormous support. Plus they discuss allocation to private equity companies in Japan. Guests: Jesper Koll-CEO of WisdomTree Japan Jeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree
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May 14, 2020 • 51min

Behind the Markets Podcast: Florian Ginez, Chris King, & Tyrone Ross

Show from 5/15/20 Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel start off the show with market news discussing everything from the fear of more trade wars with China and stimulus packages to drops in tax revenue. Then Jeremy Schwartz talks to experts in the bitcoin cryptocurrency space. They discuss the wealth management market and the benefit of offering bitcoin SMAs. Guests: Florian Ginez - Associate Director of Quantitative Reseach for WisdomTree Europe Limited Chris King - Founder and CEO of Eaglebrook Advisors For more on Eaglebrook Advisors visit their website: https://eaglebrookadvisors.com/ Follow Eaglebrook Advisors on Twitter: @eaglebrook Tyrone Ross - The Head of Advisory at Eaglebrook Advisors
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May 8, 2020 • 53min

Behind the Markets Podcast: David Lyon

Show from 5/8/20 Wharton Finance Professor Jeremy Siegel kicks off the show with his COVID-19 market updates. According to Professor Siegel, things are looking up, global markets have been cautiously opening, the NASDAQ has gone into positive territory, and large caps are doing well. Then hosts Jeremy Schwartz, Liqian Ren, and Guest Host Ryan Krystopowicz bring on FinTech expert David Lyon. They discuss lowering the cost of FinTech investing, providing new world class services for advisors, and the positive impact of mergers on innovation in that space. Guests: David Lyon - CEO of the FinTech platform Oranj For more on Oranj visit their website: https://runoranj.com/ Ryan Krystopowicz - Product Specialist at WisdomTree Asset Management
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Apr 30, 2020 • 53min

Behind The Markets Podcast: Ed Stringham & Brian Kessens

Show from 5/1/2020 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the ISM economic news, positive antivirus news, market liquidity, and more. Then Hosts Jeremy Schwartz, Liqian Ren and Kevin Flanagan interview two expert guests on the possibility of opening the economy, volatility in the oil space (especially with midstream energy companies), and the international response to COVID-19. Guests: Edward Stringham - Professor at Trinity College and President of the American Institute for Economic Research Follow Ed on Twitter: @edstringham For more information on the American Institute of Economic Research visit their website: https://www.aier.org/ Brian Kessens - Portfolio Manager at Tortoise Advisors Follow Tortoise Advisors on Twitter: @tortoise_invest For more information on Tortoise Advisors visit their website: https://tortoiseadvisors.com/
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Apr 24, 2020 • 29min

Behind the Markets Podcast: Kevin Volpp

Show from 4/24/20 Wharton Finance Professor Jeremy Siegel starts off the show with a market update discussing recent oil prices and anti-viral medication news. Then Hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren interview Dr. Kevin Volpp from the Perelman School of Medicine to discuss the medical research being done to combat COVID-19. According to Dr. Volpp, there need to be more careful clinical studies conducted with real control groups to ensure potential treatments do not harm patients. He also notes that Penn Medicine is working on clinical trials, vaccine development, and a Google based chat bot that can be placed on health portals to help with predictive modeling. Guest: Dr. Kevin Volpp - Founders President’s Distinguished Professor of Medicine and Medical Ethics and Policy at the Perelman School of Medicine and Health Care Management at the Wharton School. He is also the founding Director of the Center for Health Incentives and Behavioral Economics (CHIBE), Vice Chairman for Health Policy for the Department of Medical Ethics and Policy, and Director (with Karen Glanz) of the Penn CDC Prevention Research Center. For more information on Dr. Volpp: https://chibe.upenn.edu/faculty-members/kevin-volppmd-phd/
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Apr 23, 2020 • 25min

Behind The Markets Podcast: Chase Taylor

Show from 4/24/20 Hosts Jeremy Schwartz and Liqian Ren talk about macro impacts of COVID-19 with an expert at Pincone Macro Research. They discuss energy markets, low oil prices, commodity exposure, ETFs and more. Guest: Chase Taylor - Macro Strategist at Pinecone Macro Research For more information on Pinecone Macro Research visit their website: https://www.pineconemacro.com/ Follow Pinecone Macro on Twitter: @pineconemacro

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