Behind the Markets Podcast

Behind the Markets
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Feb 14, 2019 • 54min

Behind the Markets Podcast w/ Liqian Ren: Greg Valliere & Simon White

Show from 2/15/19 In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz and Liqian Ren get into politics with Greg Valliere of AGF Investments. They talk about the Fed's reaction to Trump politics, the Russia investigation, the likelihood that Trump will be impeached, and much more. Then they bring on Simon White of Varient Perception to discuss fed rate hikes and global economies. Tune in! Guests: Greg Valliere - Chief U.S. Policy Strategist at AGF Investments Simon White - Managing Editor of Variant Perception, an independent research firm
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Feb 1, 2019 • 53min

Behind the Markets Podcast w/ Liqian Ren: John Davi

Show from 2/1/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to John Davi about market outlook, china, interest rates and much more. They get into everything from liquid asset classes, emerging market debt and equities to large cap growth stocks. Tune in and learn how to manage your portfolio! Guest: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Follow him on Twitter @AstoriaAdvisors For more information visit this link: https://www.astoriaadvisors.com/
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Jan 25, 2019 • 54min

Behind The Markets Podcast: Phil Huber

Show from 1/25/19 In this episode of Behind the Markets host Jeremy Schwartz talks with popular financial markets blogger Phil Huber, who says it’s a mistake to blame any one factor for recent market volatility—whether it’s the Fed, worries about a trade war, or the government shutdown, Huber says you should be thinking about what you can do with your portfolio. Guest: Phil Huber is chief investment officer for Huber Financial, responsible for overseeing all investment and portfolio-management related functions. As chairman of the firm’s Investment Committee, Phil directs all research efforts that he and his team perform on asset managers, investment strategies and portfolio construction techniques. More about him on the Huber Financial website: https://huberfinancial.com/ Follow him on Twitter: @bpsandpieces
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Jan 18, 2019 • 54min

Behind The Markets Podcast w/ Liqian Ren: Dingding Chen

Show from 1/18/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren discuss Chinese foreign policy with Dingding Chen of Jinan University. They talk about how he was the first to predict Trump's victory 3 years ago and China's stance on the current trade war. They also get into emerging technology and government tracking in China. All that and more! Guest: Dingding Chen - Professor of International Relations and Associate Dean of Institute for 21st Century Silk Road Studies at Jinan University, Guangzhou, China. He is also the Founding Director of Intellisia Institute, a newly established independent think tank focusing on international affairs in China. His research interests include Chinese foreign policy, Asian security, Chinese politics, and human rights. Read articles he's written for The Diplomat: https://thediplomat.com/authors/dingding-chen/ His Academic Papers: http://jinan.academia.edu/DingdingChen Follow him on Twitter: @ChenDingding
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Jan 11, 2019 • 54min

Behind the Markets Podcast w/ Liqian Ren: Michael Oyster

Show from 1/11/19 In this episode of Behind the Markets Jeremy Siegel starts off the show with his weekly market update talking about everything from unemployment to Fed fund rates and reserves. Then hosts Liqian Ren and Jeremy Schwartz talk about China's economy, the new year, and the one child policy. Plus Michael Oyster joins the show to discuss his most recent book "Success in a Low-Return World." Tune in! Guest: Michael Oyster - Author of Success in a Low-Return World. He is also an investment strategist, researcher and creator of the Options Income Index. He began his professional investment career in 1994 with options advisory firm Schaeffer’s Investment Research. As Schaeffer’s senior quantitative analyst, he conducted detailed analysis of options and volatility metrics while managing product offerings including an S&P 500 Index options spread strategy. Follow him on twitter @oystermichael
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Dec 21, 2018 • 54min

Behind The Markets Podcast: Loretta Mester

Show from 12/21/18 In this special edition of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to the president and CEO of the Federal Reserve Bank of Cleveland! They discuss everything from the recent Fed meeting to job growth. Tune in Guest: Loretta Mester - President and CEO of the Federal Reserve Bank of Cleveland More about her here: https://www.clevelandfed.org/people-search?pid=51d503bc-e964-4f3a-b26e-5c472e868348
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Dec 14, 2018 • 53min

Behind The Markets Podcast: Thomas Desmond

Show from 12/14/18 In this episode of Behind the Markets host Jeremy Schwartz talks to the chief financial officer at Ally Invest about wealth management and retirement. They talk about the fed intervening in markets, millennials vs baby boomers, investing in ETFs, and much more. Tune in! Guest Info: Thomas Desmond - Chief Financial Officer at a company called Ally Invest. Ally Invest is an online securities broker and wealth management company and subsidiary of Ally Financial Inc, and Tom is responsible for overseeing the company’s finance, accounting, reporting and strategic development activities. More about Ally Invest here: https://www.ally.com/ Follow Ally Invest on Twitter: @AllyInvest
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Dec 6, 2018 • 54min

Behind The Markets Podcast: Geetesh Bhardwaj & Nitesh Shah

In this episode of Behind the Markets our hosts kick off the show with Jeremy Siegel’s market update. Then hosts Liqian Ren and Wes Gray talk to experts on commodity markets. Plus an in depth look at the production cuts at OPEC. All that and more! Guests: Geetesh Bhardwaj - A Managing Director in Research at SummerHaven Investment Management. Nitesh Shah - Who is Director of Research at WisdomTree Europe.
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Nov 29, 2018 • 54min

Behind The Markets Podcast w/ Liqian Ren: Marc Chandler & Andy Rothman

Episode from 11/30/18 In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz, Jeremy Siegel, and Liqian Ren discuss the latest news from the G20 Summit, Fed Policy, and China. They get into the liklihood of rate hikes and the future of trade with China. Plus they get into the potential impacts of Brexit and the ECB Meeting. All that and more Guests: Marc Chandler - Chief Market Strategist at Bannockburn Global Forex Follow him on Twitter @marcmakingsense Andy Rothman - Who is Investment Strategist at Matthews Asia. Andy lived and worked in China for more than 20 years, analyzing the country’s economic and political environment, before joining Matthews Asia in 2014. As Investment Strategist, he has a leading role in shaping and presenting the firm’s thoughts on how China should be viewed at the country, regional and global level. Learn more about Matthews Asia here: https://matthewsasia.com/portal.fs
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Nov 15, 2018 • 53min

Behind The Markets Podcast: Maura Pape & Liqian Ren

In this episode of Behind the Markets from 11/16/18 hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel find out more about an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas. They also talk Federal Reserve, global strategy, factor investing & portfolios. Special guest host Liqian Ren joins us as well. Tune in! Guests: Maura Pape - a strategist and Director of Business Development at DeepMacro, a technology company that’s developed an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas For more information visit this link: https://beta.deepmacro.com/welcome Liqian Ren - Director of Modern Alpha at WisdomTree

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