Behind the Markets Podcast

Behind the Markets
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Feb 21, 2020 • 31min

Behind The Markets Podcast: Andy Rothman

Show from 2/21/20 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing the most recent impact of the Coronavirus, low earnings, and fed rates. Then hosts Jeremy Schwartz and Liqian Ren take a deeper dive into the effects of the Coronavirus on markets. They talk to an expert on US/ China relations, Andy Rothman, who discusses the future of trade and technology transfer with China. Guest: Andy Rothman: Investment Strategist for Matthews Asia Sinology Blog: https://us.matthewsasia.com/perspectives-on-asia/sinology/default.fs Matthews Asia Website: https://us.matthewsasia.com/default.fs?set=true&gclid=Cj0KCQiAnL7yBRD3ARIsAJp_oLayWiYE4hnI9RTLuTPTAJX7Twedon5jPmre0k4OhOGZLObJBBOv6hgaAqFUEALw_wcB
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Feb 20, 2020 • 24min

Behind The Markets: Tim Reynolds

Show from 2/21/20 Jeremy Schwartz and Liqian Ren discuss international equities with Tim Reynolds. Tim talks about the Employees Retirement of Texas' (ERS) bottom up stocks method and valuing growth. He said the ERS weighs more heavily on emerging markets and developing markets such as Europe and Japan. Guest: Tim Reynolds: Senior Portfolio Manager and Head of International Equities for the Employees Retirement System of Texas (ERS) ERS Website: https://ers.texas.gov/Active-Employees/Retirement/State-of-Texas-Retirement
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Feb 7, 2020 • 24min

Behind the Markets Podcast: Ken-Ho Lyn

Show from 2/7/20 Hosts Jeremy Schwartz and Liqian Ren interview the author of the recently released book "Divested: Inequality in the Age of Finance." The book discusses why widening inequality cannot be understood without examining the rise of big finance. Ken-Hou will explain how the growth of the financial sector has dramatically transformed the American economy by redistributing resources from workers and families into the hands of owners, executives, and financial professionals. Guest: Ken-Hou Lin - Associate Professor of Sociology at the University of Texas at Austin. He studies the intersection of inequality, finance, organization, and race. Author of "Divested: Inequality in the Age of Finance." Find out more about Ken-Hou here: https://liberalarts.utexas.edu/sociology/faculty/kl26483 You can purchase the book here: https://www.amazon.com/Divested-Inequality-Finance-Ken-Hou-Lin/dp/0190638311
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Feb 6, 2020 • 31min

Behind the Markets Podcast: Yanzhong Huang

Show from 2/7/20 Professor Jeremy Siegel kicks off the show with his usual market report. He notes a strong jobs report characterized by an increase in job growth, low jobless reports, and a participation rate that hit a new 9 year high. Plus he gives his take on the upcoming US election and how that will potentially affect markets. Then hosts Jeremy Schwartz and Liqian Ren take over for an interview with an expert on foreign relations to discuss the impact of the Wuhan Coronavirus on international trade. Guests: Yanzhong Huang - Associate Professor at the John C. Whitehead School of Diplomacy and International Relations, Seton Hall University, and a Senior Fellow for Global Health at the Council on Foreign Relations. Council on Foreign Relations: https://www.cfr.org/expert/yanzhong-huang Check out his research here: https://www.shu.edu/profiles/yanzhonghuang.cfm
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Jan 24, 2020 • 53min

Behind The Markets Podcast: David Trainer & Kara Marciscano

Show from 1/24/20 Professor Siegel gives his take on markets. He talks about Trump's tweets and the Wuhan coronavirus in China causing volatility in global markets. He also discusses the future of value investing and momentum players. Then hosts Jeremy Schwartz and Liqian Ren talk to experts in the area of finance research about machine learning algorithms and building out cleaner earnings metrics. Guests: David Trainer- Founder and CEO of New Constructs. New Constructs provides insights into the fundamentals and valuation of private & public businesses. For more information visit New Constructs website: https://www.newconstructs.com/about-us/ Follow New Constructs on Twitter: @NewConstructs Kara Marciscano- Research Analyst at Wisdomtree For more finance news check out WisdomTree's blog: https://www.wisdomtree.com/blog
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Jan 17, 2020 • 53min

Behind the Markets Podcast: Don Doney & Will Peck

Show Originally Aired 1/17/20 Professor Jeremy Siegel kicks off the show with a market update discussing the stock highs and his skepticism with the amount of market increases. He also talks about positive housing news, the long term value of equities, calm money markets, and following trends. Then Jeremy Schwartz brings in two experts on blockchain and fintech to discuss the future of the industry. The guests talk about the disruption of black markets using blockchain and the importance of recent changes to make the ledgers transparent. Guests: Dan Doney- CEO of Securrency, Inc, a financial services company that combines world class security, advantages of distributed ledgers, and a global compliance framework Follow Securrency on Twitter: @Securrency Find out more about Securrency here: https://securrency.com/ William Peck - Director of Corporate Strategy at WisdomTree
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Jan 10, 2020 • 53min

Behind The Markets Podcast: Bruce Mehlman

Show from 1/10/20 This is the first show of 2020 and market news if booming at the start of the year. Jeremy Schwartz kicks off the show discussing the latest headlines from tight labor markets and stock valuation to the future of the oil markets. and Dow crossing $29,000. Then hosts Jeremy Schwartz and Liqian Ren interview an expert on predicting the future. He is the author of a new slideshow called "De-Global: 10 Trends Defining the World," which elaborates on the effects of hyper-globalization and international trends such as US-China relations and populism. Guest: Bruce Mehlman - He is the founder of Mehlman Castagnetti Rosen & Thomas which helps Fortune 500 companies and startups anticipate and navigate the ever-evolving policy environment and trends likely to impact the global marketplace. Check out his website: https://mehlmancastagnetti.com/bipartisan-team/bruce-p-mehlman/ Follow him on Twitter: @bpmehlman Check out his slideshow "De-Global: 10 Trends Defining the World": https://mehlmancastagnetti.com/wp-content/uploads/De-Global-2019.pdf
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Dec 20, 2019 • 53min

Behind the Markets Podcast: JC Parets & Tim Hussar

Show from 12/20/19 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing trade deals in 2020, 3rd quarter GDP, Jobs Report and more. Then hosts Liqian Ren and Jeremy Schwartz talk to market experts about the outlook for 2020. They get into gold commercial hedgers, international asset markets, emerging markets and more. This is the final show of 2019. Happy New Year, see you in 2020! Guests: JC Parets: Founder of All Star Charts, a technical analysis blog about markets. More about All Star Charts: https://get.allstarcharts.com/ Follow All Star Charts on Twitter: @allstarcharts Tim Hussar: Chief Investment Officer at Wharton Hill Advisors More about Wharton Hill Advisors: https://www.whartonhillia.com/
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Dec 14, 2019 • 53min

Behind the Markets Podcast: Charles Plosser & Dennis Lockhart

Show from 12/13/19 In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel interview their guests about the state of global markets and interest rates. They discuss the impact of the recent British elections, trade talks with China, and their time in the Fed. What will the effects of the coming trade shock be? What should the Fed's role be in policy decisions? They will answer these questions and more. Guest: Charles Plosser - Former president of the Federal Reserve Bank of Philadelphia, currently serves as a Public Governor for FINRA, the Financial Industry Regulatory Authority, where he serves on the Investment Committee and the Finance, Operations and Technology Committee Dennis Lockhart - Former president of the Federal Reserve Bank of Atlanta, currently a Senior Fellow in the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School Find out more about them here: https://www.finra.org/about/governance/finra-board-governors/charles-plosser, https://premierespeakers.com/dennis-lockhart
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Dec 6, 2019 • 53min

Behind the Markets Podcast: Mohamed El-Erian

Show from 12/6/19 In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel interview their guest about the state of global markets and interest rates. They discuss the impact of economic divergences, trade wars, Brexit, and ECB negative rates on markets. Why is the interest rate equilibrium lower than it used to be? How can a country spur long term economic growth via interest rates? They will answer these questions and more. Guest: Mohamed El-Erian - Chief Economic Advisor at Allianz, Senior Global Fellow at the Joseph A Lauder Institute at the Wharton School, and a part time professor at the University of Pennsylvania Find out more about him here: https://www.mohamedel-erian.com/ Twitter: @elerianm For mor information on Allianz visit their website: https://www.allianz.com/en.html

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