Behind the Markets Podcast

Show from 11/22/19 In this special edition of the Behind the Markets Podcast Professor Jeremy Siegel and Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of Philadelphia. They kick off the show discussing job markets, labor force participation, interest rates, and monetary policy. Then they get into the likelihood of a recession and the intricacies of lending practices. Plus they touch upon the fears that tech will replace jobs and the impact that transition could have on the economy. Guest: Pat Harker: The 11th president and chief executive officer of the Federal Reserve Bank of Philadelphia. In this role, Harker participates on the Federal Open Market Committee, which formulates the nation’s monetary policy. For more information on him visit this site: https://www.philadelphiafed.org/about-the-fed/senior-executives/harker

Show from 11/15/19 Markets are green at the market and host Jeremy Siegel tells us why. He talks about the impact of earnings, trade deals, etc. Then Nir Kaissar of Unison Advisors gives his personal take on asset allocation and portfolio management. Hosts Jeremy Schwartz and Liqian Ren talk to Nir about global market returns in terms of China trade deals, WeWork, and tech, among other factors. Plus they get into dollar vs euro valuation. Guest: Nir Kaissar - Founder of Unison Advisors and writes for Bloomberg Opinion. Find out more about Unison Advisors: https://unisonadvisors.com/ Find out more about Nir's experience:https: //www.financial-planning.com/author/nir-kaissar

Show from 11/8/19 In this special edition of the Behind the Markets Podcast hosts Jeremy Schwartz and Jeremy Siegel speak to one of America's top economists, Bob Shiller. They kick off the show discussing politics and how the election will influence markets. Then they get into Shiller's newest book "Narrative Economics: How Stories Go Viral and Drive Major Economic Events." Shiller argues that studying popular stories that affect individual and collective economic behavior, what he calls "narrative economics" has the potential to vastly improve our ability to predict, prepare for, and lessen the damage of financial crises. Guest: Robert Shiller - He is an american economist, academic, and best-selling author. As of 2018, he serves as a Sterling Professor of Economics at Yale University and is a fellow at the Yale School of Management's International Center for Finance. Eugene Fama, Lars Peter Hansen and Shiller jointly received the 2013 Nobel Memorial Prize in Economic Sciences, "for their empirical analysis of asset prices" For more information on him and his research click here: http://www.econ.yale.edu/~shiller/ Follow him on Twitter: @RobertJShiller Purchase the book: https://press.princeton.edu/books/hardcover/9780691182292/narrative-economics

Show from 11/1/19 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing positive market news and what he calls a Goldilocks jobs report. He gets into a variety of topics including the latest news about labor markets and how they went up 1/10 which means we're supplying enough workers and wages are not inflationary. Then Jeremy schwartz and Liqian Ren talk with political expert Greg Valliere about what is going on in Washington. 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

Show from 11/1/19 In this episode of Behind the Markets Jeremy Schwartz and Liqian Ren discuss asset management with an expert from Goldman Sachs, Caesar Maasry. They start out discussing the importance of US asset markets and then move to discuss international markets such as China, the largest economy in the EM world for equities. Guest: Caesar Maasry - He leads the emerging markets cross asset strategy team at Goldman Sachs More information on Goldman Sachs: https://www.goldmansachs.com/ Follow them on Twitter: @GoldmanSachs

Show from 10/25/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to a returning guest from Astoria Portfolio Advisors about topics such as low volatility, sector constraints, ETFs, emerging markets, and more. Guest: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Follow him on Twitter: @AstoriaAdvisors Find out more about Astoria Portfolio Advisors: https://www.astoriaadvisors.com/

Show from 10/25/19 In this episode Jeremy Schwartz and Jeremy Siegel discuss this weeks financial news including highs in the market and the S&P 500 breakout. Then Jeremy Schwartz talks to returning guest Marc Chandler of Bannockburn Global Forex about a wide range of topics such as currency markets, interest rates, the bond market, and the global economy. Guest: Marc Chandler, who is a 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 Check out his Marc Chandler's articles here: www.marctomarket.com/2019/07/interv…and-bluff.html

Show from 10/18/19 In this episode of Behind the Markets host Jeremy Siegel gives his weekly market update addressing recent weaknesses and the impact of trade deals. Then host Jeremy Schwartz talks to a technical strategist about internal market behavior as well as across asset classes from stocks to bonds and commodities. Guest: Mike Hurley: Chief Market Strategist for Highland Capital Management and portfolio manager for the Highland Socially Responsible Equity Fund. More Information on Highland Capital Management: https://www.highlandcapital.com/ Check out his work on the Highland Socially Responsible Equity Fund: https://www.highlandfunds.com/socially-responsible-equity-fund/

Show from 10/11/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Stephen Sexauer, Jose Brito & Jillian Fornito about Market Growth and The European Outlook. Guest: Stephen Sexauer oversees SDCERA's investment strategy for the Fund's public and private investments, investment team and investment consultants. In addition to the day-to-day operation of SDCERA's Investment Division, he also assists SDCERA's Board with determining the Fund's investment policies, strategy and asset allocation. Check out more information here https://www.conference-board.org/bio/index.cfm?bioid=1036 Guest: José Brito, Ph.D, has previously worked as an economist at the Monetary Authority of Macau and the Bank of Portugal. Currently he works at Millenniumbcp, the biggest Portuguese private banking group, as the institution’s chief economist after having held the position of head of financial markets research. He has published several papers in international refereed academic journals and op-eds in the Portuguese and international press, including the Financial Times and the Handelsblatt. Check out more information here: https://www.researchgate.net/profile/Jose_Brito5 Guests: Jill Fornito joined the Global Interdependence Center in 2008 as the assistant director with a broad scope of responsibilities including organizational and program management. In 2011, Jill assumed the role of director of operations, focusing mainly on the planning and execution of GIC’s domestic and international conferences. Jill was named the executive director in 2017 as she continues to oversee the daily operations of the GIC office, including development, financial administration, program coordination and communications. She is also the author of GIC’s Travel Blog Check out more information here: https://www.interdependence.org/author/jfornitointerdependence-org/

Show from 10/04/19 In this episode of Behind the Markets hosts Jeremy Schwartz talk with guest Charles Evans about the financial innovation and size premium. Guest: Charles L. Evans has served as president and chief executive officer of the Federal Reserve Bank of Chicago since September 2007. In that capacity, he serves on the Federal Open Market Committee (FOMC), the Federal Reserve System's monetary policymaking body. Check out more information here: https://www.chicagofed.org/people/e/evans-charles