Behind the Markets Podcast

In this edition of Behind the Markets hosts Jeremy Siegel and Jeremy Schwartz talk insurance asset management with their guests. They cover everything from fixed index annuities and 60/40 portfolios to the retirement crisis. Check it out! Guests: Tom Haines - Senior Vice President, Capital Markets & Index Solutions, at Annexus Follow Annexus on Twitter @Annexus Find out more about his work here: https://www.annexus.com/ Adam Politzer - Vice President of Product Management at Athene Holdings Find out more about his work here: https://www.athene.com/

This is a special episode of Behind the Markets with Wharton alumni for SiriusXM's Reunion Radio. Hosts Jeremy Schwartz and Wes Gray talk to the founders of Malabar Investments and Cygnus Capital about their entrepreneurial journeys. They cover everything from investing to starting a financial investment company in India. Tune in! Guest Info: Sumeet Nagar - A co-founder of Malabar Investments Akshay Mansukhani - A co-founder and managing partner at Malabar Investments Link to their website: http://www.malabarinvest.com/ Christopher Swann - Founder and Portfolio Manager at the hedge fund Cygnus Capital Link to website: http://www.cygnusvc.com/

In this episode of the Behind the Markets Podcast, host Jeremy Schwartz talks fixed income and investment strategy with his guests. They also delve into factors impacting global markets and geopolitics. Tune in and check it out! Guests: Andrew Baron - Chief Investment Officer at Butterfield Asset Management http://www.butterfieldgroup.com/Pages/default.aspx Jonathan Heckscher - Director of Fixed Income and Investment Strategy at Pennsylvania Trust http://www.penntrust.com/

In this episode of the Behind the Markets Podcast host Jeremy Schwartz dives into a bunch of topics from Bonds and GDP to Geopolitical Developments. He talks with Peter Tchir about market dynamics and the future of currency. Then he brings on CEO of Santiago Capital, Brent Johnson, to discuss investing in gold and portfolios. Tune in and check it out! Guest Info: Peter Tchir - who is head of Macro Strategy at Academy Securities Follow him on Twitter @TFMkts Brent Johnson - CEO of Santiago Capital Follow Santiago Capital on Twitter @SantiagoAuFund

In this episode of Behind the Markets hosts Wes Gray & Doug Pugliese take us through the marvelous world of employee stock ownership plans. They cover the benefits of having employees feel a deep connection to their work because they own part of it! Plus Professor Jeremy Siegel talks market outlook. All that and more, tune in! Guests: Ken Baker - CEO of NewAge Industries More info at: http://www.newageindustries.com/default.asp Jim Steiker - Chairman and CEO of SES Advisors More info at: http://sesadvisors.com/ Doug Pugliese - Director of Portfolio Services at Alpha Architect *Follow host Wes Gray on twitter @alphaarchitect

This week on Behind the Markets hosts Jeremy Schwartz and Wes Gray get market commentary from Jeremy Siegel in the wake of all the China tariffs. Then they talk to Michael Batnick about trading strategy and the major mistakes investors make. Mike has a book coming out June 6th titled "Big Mistakes: The Best Investors and Their Worst Investments" which you can order on Amazon via the link below. Tune in and check it out! Follow his podcast: http://theirrelevantinvestor.com/ Amazon book link: https://www.amazon.com/Big-Mistakes-Investors-Investments-Bloomberg/dp/1119366550 You can also follow him on twitter: @michaelbatnick Guest Info: Michael Batnick - Director of Research at Ritholtz Wealth Management. Michael is one of the contributors to Ritholtz’s The Irrelevant Investor blog, where he aims to educate people about investing. He’s also the author of a book being published later this year called Big Mistakes: The Best Investors and Their Worst Investments.

In this episode of Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk high frequency trading, cryptocurrency, & the future of investing with new tech. Also check out the video below of our guest Dave blowing up a bridge which he mentions at the start of our interview! Link to Bridge Demolition in Benton County MO - https://www.youtube.com/watch?v=ObaKFHi-Fkk Guests: Alex Sadowski - KCG Holdings Dave Babulak - Strongpoint Holdings

In this episode of Behind the Markets, host Jeremy Schwartz delves into something a little different, investing in farmland. Today’s guests include Paul Pittman of Farmland, Inc and Brandon Zick of Ceres Partners, who focuses on the private side of farmland investing… And of course the Siegel Market wrap. Take a listen!

Jeremy Siegel speaks to former Chair of the Board of Governors of the Federal Reserve System, Janet Yellen. In this conversation they discuss the new Fed chair, how to keep the economy growing and digital currencies.

In this episode of Behind the Markets Podcast host, Jeremy Schwartz discusses the new financial advisor for the White House, tax cuts effect on mid-term elections & ETFs. Guest: Eric Balchunas - Senior ETF Analyst for Bloomberg Intelligence and author of The Institutional ETF Toolbox.

In this episode of Behind the Markets Podcast hosts Chris Gannatti and Jeremy Schwartz discuss Brexit, the Italian economy, Macro Markets, Politics, and the Europe. They also delve into fed policy and consider the future of raising rates under Jerome Powell. Tune in! Guests: Manish Singh - Chief Investment Officer (CIO) at Crossbridge Capital, overseeing $3 billion in multi-asset investments Professor Tim Duy - A prominent Fed watcher who writes a blog about monetary policy and economics.

In this edition of the Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk to Annie Duke about her new book "Thinking in Bets" as well as how to use poker strategy in investing. Annie covers everything from prediction models to 'Tilt,' a state of distress that causes you to make emotionally charged decisions. Take a listen! Guest Info: Annie Duke - Former professional poker player who has just published her first book for general audiences called Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts. Follow Annie on twitter: @AnnieDuke

Our hosts Jeremy Schwartz of WisdomTree and Wes Gray of Alpha Architect talk to Kathryn Kaminski about systematic investing and trend-following strategies. Kathryn also delves into going long and short based on the direction of the market and discusses crisis alpha. Take a listen! Additional information about the guest and contacts below. Kathryn Kaminski - Visiting Lecturer in Finance at the MIT Sloan School of Management. She co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha, which was published in 2014. Her work has appeared in a range of industry publications as well as academic journals. In 2015, Kathryn was listed as one of the top 50 leading women in hedge funds. Kathryn holds a BS in electrical engineering from MIT and a PhD in operations research from MIT Sloan. Contact: [email protected]

Guest: Jonathan Steinberg - President and CEO of WisdomTree. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc.

Guests: Samuel Hartzmark - Assistant Professor of Finance and the William Ladany Memorial Faculty Scholar at the University of Chicago’s Booth School of Business Patrick O’Shaughnessy - the Chief Executive Officer at O’Shaughnessy Asset Management.

Guest: Kendrick Wakeman - CEO of FinMason David Yates - Chief Information Officer at WisdomTree

Guests: Matt Topley - Chief Investment Officer at Fortis Wealth Don Riley - who is Chief Investment Officer at the Wiley Group Ryan Kirlin - Head of Capital Markets at Alpha Architect

Guests: Graham Allison - The Douglas Dillon Professor of Government at Harvard University's Kennedy School of Government, who is a leading analyst of U.S. national security and defense policy with a special interest in nuclear weapons, terrorism, and decision-making. His latest book is Destined for War: Can America and China Escape Thucydides’s Trap? Perth Tolle - The founder of Life + Liberty Indexes. Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation

Guests: Frederik Ducrozet - Senior Economist for Europe at Pictet Wealth Management in Geneva, Switzerland Tamim Bayoumi - Deputy Director in the Strategy, Policy, and Review department of the International Monetary Fund. He’s also the author of a great book called Unfinished Business: The Unexplored Causes of the Financial Crisis and the Lessons Yet to be Learned

Guests: Reggie Browne - Senior Managing Director of the ETF Group at Cantor Fitzgerald Ryan Kirlin - Head of Capital Markets at Alpha Architect DeAnne Steele - Head of National Portfolio Management and Consultancy Practice for U. S. Trust, Bank of America Private Wealth Management

Guests: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Bruce Lavine - Senior Strategy Advisor at Astoria Portfolio Advisors

Co-Host: Jeff Weniger - CFA serves as Asset Allocation Strategist at WisdomTree Guests: Nick Chamie, Chief Investment Officer, International Wealth Management at Scotiabank. Previously, he held the position of Global Head of FX Strategy & Emerging Markets Research at a major global investment bank, focused on investment strategy research for 17 years. Michael Philbrick - President and Portfolio Manager at ReSolve Asset Management. Prior to co-founding ReSolve in 2015, Mike was a Portfolio Manager at Dundee Private Wealth, Richardson GMP and Macquarie Private Wealth

Guests: Wesley Gray - CEO of Alpha Architect Andrew Weisman - Managing Partner at Windham Capital Management Rich Wiggins - A strategist at Saudi Aramco

Guest: James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis

Guests: Constance Hunter - Chief Economist of KPMG LLP Brian Wesbury - Chief Economist at First Trust Advisors

Guest: Andrew Lo - the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of the MIT Laboratory for Financial Engineering. He’s going to talk to us about his book Adaptive Markets: Financial Evolution at the Speed of Thought, which has been shortlisted for the 2017 Financial Times and McKinsey Business Book of the Year Award

Guests: Jesper Koll - CEO of WisdomTree Japan Brad Bechtel - Currency Strategist at Jefferies LLC

Guests: Howard Silverblatt - Senior Index Analyst at S&P Dow Jones Indices Danielle DiMartino Booth - Founder of MoneyStrong, an economic consultancy, and the author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America

Wesley Gray - CEO of Alpha Architect Dr. Lu Zhang - The John W. Galbreath Chair, Professor of Finance, at the Fisher College of Business at The Ohio State University

Guest: Arvind Gupta - Head of the Digital India Foundation which works on Digital Inclusion, Internet Government and Smart Cities. He also leads BJP’s information and technology team. BJP is India’s ruling party as well as the world’s biggest party

Guest: Timothy Reynolds, Senior Portfolio Manager for the Employees Retirement System of Texas

Guests: Peter Boockvar - Chief Market Analyst with the Lindsey Group, a macro-economic and market research firm Leland Miller - Chief Executive Officer of China Beige Book International, the world’s leading analytics and economic-forecasting firm focused on China

Guests: Richard Cancro - Co-Founder and Chief Executive Officer for AdvisorEngine Inc. Joel Bruckenstein - President of Technology Tools for Today

Guests: Richard Roll - the Linde Institute Professor of Finance at the California Institute of Technology Nick Roussanov - Associate Professor of Finance at the Wharton School. He also led a panel discussion this morning on a global macroeconomic risk model (title of paper is A Global Macroeconomic Risk Model for Value, Momentum, and Other Asset Classes)

Guests: Dan Sichel - Professor of Economics at Wellesley College, where he teaches courses in macroeconomics and economic policy Chris Geczy - Adjunct Professor of Finance at Wharton and Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research

Guests: Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound Research Steve Blumenthal - Executive Chairman and Chief Investment Officer at CMG Capital Management Group

Guests: Greg Valliere - Chief Global Strategist at Horizon Investments Jared Dillian - Investment Strategist at Mauldin Economics and editor of "The Daily Dirt Nap" a market newsletter for market professionals

Guests: Wesley Gray - CEO of Alpha Architect Nickolai Roussanov - the Moise Y. Safra Associate Professor of Finance at the Wharton School

Guests: Martin Barnes - Chief Economist at BCA Research James Bianco - President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate

Guest: John Davi - Founder, CIO at Astoria Portfolio Advisors LLC Pankaj Patel - Head of quantitative research, co-manager of investment advisory business at Cirrus Research

Guests: Bill Stone - Executive Vice President and Global Chief Investment Strategist for PNC Asset Management Group Jesper Koll - the CEO of WisdomTree Japan

Guests: Robert J. Gordon - Stanley G. Harris Professor in the Social Sciences and Professor of Economics at Northwestern University. He is one of the world’s leading experts on inflation, unemployment, and long-term economic growth. Joel Mokyr - Robert H. Strotz Professor of Arts and Sciences and Professor of Economics and History at Northwestern University and Sackler Professor (by special appointment) at the Eitan Berglas School of Economics at the University of Tel Aviv.

Guests: Wesley Gray - CEO of Alpha Architect, an asset-management firm a firm that believes in empowering investors through education Dr. Charlie Tian - the Founder and CEO of Guru Focus-dot-com, a value investing website

Guests: Viral Acharya - Deputy Governor at the Reserve Bank of India (RBI) in charge of Monetary Policy, Financial Markets Operations and Regulation, and Research and Statistics Ridham Desai - Heads Morgan Stanley’s Indian Equity Research team, which is the top ranked team in the country Guarav Sinha - an Asset Allocation Strategist at WisdomTree who is an expert on India

Guests: Marc Chandler - Senior Vice President and Global Head of Markets Strategy at Brown Brothers Harriman in New York Jason Pride - Director of Investment Strategy at Glenmede

Guests: Guy Petcho - Global macro portfolio manager for Voya Investment Management Dan Weiskopf - Founder and Managing Partner of Access ETF Solutions

Guests: Michael Churchill - the Founder of Churchill Research Sal Bruno - Chief Investment Officer at IndexIQ

Guests: Martin Fridson - Chief Investment Officer at Lehmann Livian Fridson Advisors Ben Lavine - Chief Investment Officer for 3D Asset Management Brad Krom - a fixed income strategist for WisdomTree in New York

Guests: Chris Meyer - Managing Principal at Truepoint Institutional Advisors Raoul Pal - publisher of The Global Macro Investor, a research service for the world’s leading hedge funds, pension funds and sovereign wealth funds

Guests: Ron Albahary - Chief Investment Officer, Threshold Group, Wharton Grad 1990 Beeneet Kothari - CEO of Tekne Capital Management