Behind the Markets Podcast

Behind the Markets
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Oct 4, 2019 • 29min

Behind the Markets Podcast: Anne Marie Knott & Chris Jones

Show from 10/04/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Anne Marie Knott & Chris Jones about investment management and they break down the term research quotient. Guest: Anne Marie Knott, the Robert and Barbara Frick Professor in Business at Olin Business School at Washington University in St Louis. Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School. Check out more information here:https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott Guest: Chris Jones, Chief Investment Officer and Executive Vice President of Investment Management at an advisory firm called Financial Engines. Check out more information here: https://www.institutionalinvestor.com/article/b14z9xvj12xyf7/financial-engines-cio-chris-jones-champions-conflict-free-advice
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Sep 25, 2019 • 22min

Behind the Markets Podcast: Ray Ball

Show from 9/27/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guest Ray Ball about the financial innovation and size premium. Guest: Ray Ball, the Sidney Davidson Distinguished Service Professor of Accounting at the University of Chicago’s Booth School of Business. Ray and his colleague Philip Brown are being honored at the conference with the 2019 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation. Check out more information here: https://www.analysisgroup.com/experts-and-consultants/affiliated-experts/ray-ball/
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Sep 24, 2019 • 34min

Behind the Markets Podcast: Matthew Ringgenberg & Mihail Velikov

Show from 9/27/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Matthew Ringgenberg and Mihail Velikov about the studies of anomalies and universal accounting standards. Guest: Matthew Ringgenberg, Associate Professor of Finance at the University of Utah. Matt presented a paper this morning called “Anomaly Time” Check out more information here: https://eccles.utah.edu/team/matthew-ringgenberg/ Guest: Mihail Velikov, an assistant professor of finance at the Smeal College of Business at Penn State University. Prior to Penn State, he spent four years at the Federal Reserve Bank of Richmond. He was part of a panel that gave a trading cost perspective on the Anomaly paper. Check out more information here: https://www.nber.org/people/mihail_velikov
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Sep 19, 2019 • 54min

Behind The Markets Podcast: James Bullard

Show from 9/20/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Professor Sigel talks with guest James Bullard about the FOMC Meeting and monetary policy.. Guest: James Bullard is is the president and CEO of the Federal Reserve Bank of St. Louis. In that role, He is a participant on the Federal Reserve’s Federal Open Market Committee (FOMC), which meets regularly to set the direction of U.S. monetary policy. He also oversees the Federal Reserve’s Eighth District, including activities at the St. Louis headquarters and its branches in Little Rock, Arkansas, Louisville, Kentucky., and Memphis, Tennessee. Check out more information here: https://www.stlouisfed.org/about-us/leadership-governance/bank-officers/executive-bios/james-bullard
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Sep 11, 2019 • 33min

Behind The Markets Podcast: Nicholas Johnson

Show from 9/13/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talks with guest Nicholas Johnson about global markets and platform businesses. Guest: Nicholas Johnson, Principal at Applico, where he works directly with Fortune 500 C-Suites and Boards to help them build and buy their own platform businesses. He is the co-author of Applico’s Amazon-best seller Modern Monopolies Follow him on Twitter: @NLJ_1 Check out his website here: https://www.applicoinc.com/
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Sep 4, 2019 • 54min

Behind The Markets Podcast: Peter Boockvar & Jim Bianco

Show from 9/6/19 In this episode of Behind the Markets hosts Jeremy Schwartz talks with guests Peter Boockvar & Jim Bianco about global monetary policy, investment strategy, and the stock outlook. Guest: Peter Boockvar, is the Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a $4.5b wealth management firm. He is also the Editor of The Boock Report, a macro economic and market newsletter, as well as a CNBC contributor. Follow him on Twitter: @pboockvar Check out his website here: https://boockreport.com Guest: Jim Bianco, President and CEO of Bianco Research. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Follow him on Twitter: @biancoresearch Check out his website here: https://www.biancoresearch.com/free-trial/?source=TWTR
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Aug 22, 2019 • 30min

Behind The Markets Podcast: Dave Donabedian

Show from 8/23/19 In this episode of Behind the Markets host Jeremy Schwartz talks with guest Dave Donabedian about fed policy and the global market outlook . Guest: Dave Donabedian is the chief investment officer of CIBC Private Wealth Management, whose responsibilities include chairing the Asset Allocation Committee, as well as providing oversight of internal investment strategies and the external manager selection platform. He’s also a proud Wharton alum with a Bachelor of Science in economics and a Bachelor of Arts with honors--1984 Undergrad. Follow him on Twitter: @ddonabedian Check out his company CIBC here: https://private-wealth.us.cibc.com/
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Aug 22, 2019 • 25min

Behind The Markets Podcast: Kevin Muir

Show from 8/23/19 In this episode of Behind the Markets host Jeremy Schwartz talks with guest Kevin Muir about bond market strategy and government spending. Guest: Kevin Muir who is market strategist at East West Investment Management. He’s also the author of the MacroTourist newsletter and he hosts his own podcast called The Market Huddle. Follow him on Twitter: @kevinmuir Check out his podcast here: https://www.youtube.com/watch?v=_AI_WvHrGV4
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Aug 16, 2019 • 54min

Behind The Markets Podcast: Samuel Rines & Danielle Booth

Show from 8/16/19 In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talk with guests Samuel Rines and Danielle DiMartino Booth about monetary policy and the fears of a recession. Guest: Samuel E. Rines is Chief Economist at Avalon Advisors. Prior to joining Avalon, Samuel was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along with other media outlets. He was a Student Fellow at the American Institute for Economic Research where he received the Roy Anderson Faulke Award. While working on his degree, Samuel spent two trimesters at Oxford University studying Development Economics. His book, "After Normal: Making Sense of the Global Economy", is available at Amazon.com. Follow him on Twitter: @SamuelRines Check out his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198 Guest: Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill. Follow him on Twitter: @DiMartinoBooth Check out her latest article here: https://www.interdependence.org/blog/modern-meritocracy-theory-pledging-allegiance-to-an-american-mmt/
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Aug 9, 2019 • 29min

Behind The Markets Podcast: Marc Chandler

Show from 8/9/19 In this episode of Behind the Markets host Liqian Ren starts the show off with a market update and the US China trade war with Professor Jeremy Siegel. Liqian Ren discusses everything from US China trade war to the Federal Reserve. 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: http://www.marctomarket.com/2019/07/intervention-huff-puff-and-bluff.html

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