Behind the Markets Podcast

Show from 12/16/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the Fed, raising rates, and what he feels is incorrect data from BLS. Then, Bob Pisani joins Host Jeremy Schwartz to discuss markets and market history and his upcoming book "Shut Up and Keep Talking: Lessons on Life and Investing From the Floor of the New York Stock Exchange". Guest: Bob Pisani- CNBC On-Air Stocks Editor, he also covers initial public offerings (IPOs), exchange-traded funds (ETFs) and financial market structure for CNBC For more from Bob visit: https://www.cnbc.com/trader-talk/ Follow Bob on Twitter: @BobPisani Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 12/9/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update talking about the Fed, inflation, labor costs, rising productivity, and GDP. Host Jeremy Schwartz broadcasts from London and discusses the global macro and European markets with his colleagues who are experts in the space. They discuss ESG investing, the energy sector in the wake of the Russia Ukraine war, commodities, and more. Guests: Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree Europe Follow Nitesh on Twitter for the latest: @NiteshShahWT Follow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk Aneeka Gupta – Equity & Commodity Strategist, WisdomTree Europe Follow Aneeka on LinkedIn: https://www.linkedin.com/in/aneekaperis/?originalSubdomain=uk Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 12/2/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the status of inflation, the money supply, unemployment, and wages. Then Host Jeremy Schwartz brings on two guests from the Federal Reserve Bank of Cleveland to further discuss inflation, trends in productivity growth, the spike in bond yields, and more. Guests: Robert Rich – Director of the Center for Inflation Research and a senior economic and policy advisor in the Research Department at the Federal Reserve For more on Robert, visit his page on the Federal Reserve’s website: https://www.clevelandfed.org/people/profiles/r/rich-robert-w Follow the Cleveland Federal Reserve on Twitter: @ClevelandFed Edward S. Knotek II – Senior vice president and the associate research director at the Federal Reserve Bank of Cleveland For more on Edward, visit his page on the Federal Reserve’s website: https://www.clevelandfed.org/people/profiles/k/knotek-edward-s-ii Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 11/18/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the Fed, changes in the labor market, and estimates of Q4 consumer spending. Then, Michael McClary joins Host Jeremy Schwartz to discuss inflation, recession, China, and much more. Guest: Michael McClary- Chief Investment Officer of Valmark Advisers, Inc. and Valmark Financial Group, LLC Follow Valmark on Twitter: @ValmarkFG For more from Michael visit: www.etf.com/contributors/michael-mcclary Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. To obtain a prospectus containing this and other important information, call 866.909.9473 or visit WisdomTree.com. Read the prospectus carefully before you invest. There are risks associated with investing, including possible loss of principal. The Fund is actively managed and implements a strategy similar to the methodology of the TOPS® Global Equity Target Range™ Index (the “Index”), which seeks to track the performance of a cash-secured call spread option strategy. There can be no assurance that the Index or the Fund will achieve its respective investment objectives, or that the Fund will successfully implement its investment strategy. Moreover, while the Fund seeks to target returns within a prescribed range thereby minimizing downside investment loss, there can be no guarantee that an investor in the Fund will experience limited downside protection, particularly short-term investors, investors that seek to time the market and/or investors that invest over a period other than the annual period. The Fund’s options strategy will subject Fund returns to an upside limitation on returns attributable to the assets underlying the options. The Fund’s investments in options may be subject to volatile swings in price influenced by changes in the value of the underlying ETFs or other reference asset. The return on an options contract may not correlate with the return of its underlying reference asset. The Fund may utilize FLEX Options to carry out its investment strategy. FLEX Options may be less liquid than standard options, which may make it more difficult for the Fund to close out of its FLEX Options positions at desired times and prices. The Fund’s use of derivatives will give rise to leverage and derivatives can be volatile and may be less liquid than other securities. As a result, the value of an investment in the Fund may change quickly and without warning and you may lose money. Investment exposure to securities and instruments traded in non-U.S., developing or emerging markets can involve additional risks relating to political, economic, or regulatory conditions not associated with investments in U.S. securities and more developed international markets. These and other factors can make investments in the Fund more volatile and potentially less liquid than other types of investments. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile. WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S.Foreside Fund Services, LLC, is not affiliated with the entities mentioned.

Show from 11/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update discussing US inflation data, housing, international exchange rates, and cryptocurrency. Then experts on the UK market join Hosts Jeremy Schwartz and Professor Siegel to talk about interest rates, quantitative easing, bonds, pensions, and more. Guests: Andrew Okrongly – Director, Model Portfolios at WisdomTree Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrew-okrongly-1a572420/ Ben Clissold – Head of Fixed Income & Treasury at USS Follow Ben on LinkedIn: https://www.linkedin.com/in/ben-clissold-b4b1a017/?originalSubdomain=uk Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 11/4/22 Host Jeremy Schwartz is joined by author and Managing Director at Corbu LLC, Sam Rines, to discuss Professor Siegel's view on inflation (or de-inflation), Chinese tech and markets, and trends in employment numbers, among other topics. Guest: Sam Rines - Managing Director, Corbu LLC, Author of "After Normal: Making Sense of the Global Economy" Follow the Jared on Twitter: @SamuelRines Buy Sam's book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198 Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 10/28/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about fluctuations in the tech market, inflation finally showing signs of slowing, and the Fed's data lagging with what's really happening in the housing market. Then, author Jared Dillian joins Host Jeremy Schwartz to discuss rate hikes, Europe's market future, and commodity trading. Guest: Jared Dillian - Editor of The Daily Dirtnap, host of Be Smart podcast, Author of "All the Evil Of This World" Follow the Jared on Twitter: @dailydirtnap For more from Jared visit www.jareddillianmoney.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 10/21/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the status of inflation, the slowdown in money supply, and the inconsistencies in GDP data. Then, the 12th president of the Federal Reserve Bank of St. Louis James Bullard joins Professor Siegel and Host Jeremy Schwartz to discuss the economic events of 2022, productivity numbers, labor markets, the inverted yield curve, and more. Guest: James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis Follow the St. Louis Fed on Twitter: @stlouisfed For more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 10/14/22 Wharton Finance Professor Jeremy Siegel discusses how the core rate rose above expectations, the recession, consumer expectations, and the money supply. Then Host Jeremy Schwartz broadcasts from Rowan University talking to 2 finance experts, one in the bond market and the other in ESG investing. Guest: John Mousseau – The President, Chief Executive Officer, and Director of Fixed Income at Cumberland Advisors Follow Cumberland Advisors on Twitter: @CumberlandADV For more on Cumberland Advisors, visit their website: https://www.cumber.com/ Jordan Howell, Ph.D. – Associate Professor of Sustainable Business at Rowan University Visit Jordan’s website: https://www.jordanphowell.org/ Visit Jordan’s Rowan faculty profile: https://business.rowan.edu/faculty-staff/howell_faculty.html Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 10/7/22 Wharton Finance Professor Jeremy Siegel talks about the unemployment rate dropping, inflation pressures, mid-term elections, and more. Then Host Jeremy Schwartz and Head of Asset Allocation Americas of UBS Global Wealth Management Jason Draho discuss the overall macro environment, the effects of stagflation, wage growth, and economy versus the markets. Guest: Jason Draho – Head of Asset Allocation Americas of UBS Global Wealth Management and Chair of the US Investment Strategy Committee Follow Jason on LinkedIn: https://www.linkedin.com/in/jason-draho-707b064/ For more on UBS, visit their website: https://www.ubs.com/us/en.html For the latest, follow UBS on Twitter: @UBS Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 9/30/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss 5-10 year inflation predictions and some possible explanations on the low productivity numbers seen as of late. Then, Host Jeremy Schwartz and Chris Ganatti, global head of research at Wisdom Tree, talk to Chris Miller, economic historian and author of upcoming book "Chip War: The Fight for the World's Most Critical Technology." They get into the history of semiconductors production and supply chain, Taiwan's role in semiconductor production, and how shifting technologies will affect both chip production and geopolitics. Guest: Chris Miller- Associate Professor of International History at the Fletcher School of Law and Diplomacy at Tufts University Read more from Chris here: https://www.christophermiller.net/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 9/23/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. He talks about why he thinks the fed and Powell are being too hawkish, negative GDP growth, the threat of a serious recession, UK yields, and more. Then Host Jeremy Schwartz talks to Brian Spinelli, an expert in the wealth management space about investing in a heightening recession and the death of the 60/40 model. Guest: Brian Spinelli - CFP®, AIF® Senior Wealth Advisor/Chair of Investment Committee at Halbert Hargrove For more on Brian check out his bio here: https://www.halberthargrove.com/member/brian-m-spinelli-2/ For more on Halbert Hargrove, visit their website: https://www.halberthargrove.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 9/16/22 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel broadcast from The Jacobs Levy Quantitative Finance Conference in Manhattan. Professor Siegel starts with his market update discussing housing, fed policy, the threat of recession, GDP estimates, and more. Then our hosts talk to the award winners of the 2021 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation for their research on momentum investing. They discuss mutual funds, passive strategy, benchmarking, and more Guest: Narashimhan Jegadeesh - Dean's Distinguished Chair in Finance at the Goizueta Business School For more on Narashimhan, visit his faculty page: https://goizueta.emory.edu/faculty/profiles/narasimhan-jegadeesh Sheridan Titman - Walter W. McAllister Centennial Chair in Financial Services at the McCombs School of Business For more on Sheridan, visit his faculty page: https://www.mccombs.utexas.edu/faculty-and-research/faculty-directory/sheridan-titman/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 9/9/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss the slowing rate of inflation combined with rising interest rates with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report. They get into the questionable decisions being made by the fed, the economy in Europe, and readjustments of the labor market. Peter discusses the possible end of interest rate hikes as the economy cools. Plus a discussion on the longterm outlook of the Asian economy. Guest: Peter Boockvar - Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report on Twitter: @pboockvar Subscribe to the Boock Report here: https://boockreport.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 9/2/22 Wharton Finance Professor Jeremy Siegel gives his market update talking about the unemployment rates, hourly earnings coming in under expectation, and ISM numbers. Then Host Jeremy Schwartz and his guest Founder & President of Lansing Street Advisors Matt Topley discuss the best way to weight your portfolio. They get into growth vs value, stocks vs bonds, fixed income, advanced planning, charitable giving, deal by deal real estate, and more. Guest: Matt Topley - the Founder & President of Lansing Street Advisors For more on Matt, visit his website: https://matttopley.com/about/ To find out more about Lansing Street Advisors, visit their website: https://www.lansingadv.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 8/27/22 Wharton Finance Professor Jeremy Siegel kicks off the show discussing Chair of the Federal Reserve Jerome Powell’s hawkish comments on the market, the selling off of high duration stocks and crypto, the 10-year Treasury yield’s downward spiral, and commodity prices. Then Jeremy Schwartz talks with an expert on currencies about the Powell speech, the Euro in light of the upcoming ECB meeting, Asia, and more. Guest: Robin Brooks – Managing Director and Chief Economist at the Institute of International Finance (IIF). Previously, Brooks was the Chief FX Strategist at Goldman Sachs based in New York, where he was responsible for the firm’s foreign exchange forecasts and publishing international macro research Follow Robin on Twitter: @RobinBrooksIIF Follow the IIF on Twitter: @IIF For more on the IIF, visit their website: https://www.iif.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 8/19/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update talking interest rate increases, earnings, and the disconnect between workers and GDP. Then, what is the path forward in US China relations? As we look at China’s conflicts with Taiwan, its military buildup, and its efforts to dominate the critical technologies, what will become of the US. Host Jeremy Schwartz talks to the author of the new book “Danger Zone: The Coming Conflict with China” about Guest: Hal Brands – Author of the new book “Danger Zone: The Coming Conflict with China.” American scholar of U.S. foreign policy. He is the Henry A. Kissinger Distinguished Professor of Global Affairs at the Johns Hopkins University School of Advanced International Studies and a Resident Scholar at the American Enterprise Institute. Purchase his book “Danger Zone” here: https://www.amazon.com/Danger-Zone-Coming-Conflict-China/dp/1324021306 Follow Hal on Twitter - @HalBrands Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 8/12/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing import prices, commodities, deterioration of the real economy, and more. Plus Guest Hosts Chris Gannatti, Blake Heimann, and Jeff Weniger discuss inflation, the corporate tax code, fed policy, and value vs growth stocks. Guest: Chris Gannatti – Head of Global Research at WisdomTree Blake Heimann - Research Analyst at WisdomTree Asset Management Jeff Weniger - CFA serves as Head of Equity Strategy at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 8/5/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing GDP vs productivity reports, commodities, employment, inflation, and more. Then Host Jeremy Schwartz talks to an expert on India’s economy about banking, positive employment, privatization of businesses, and geopolitics. Guest: Guarav Sinha - Former Managing Director, Head of Americas, Global Research & Design at S&P Global For the latest, follow Guarav on LinkedIn: https://www.linkedin.com/in/gaurav-sinha-4041766/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 7/29/22 As inflation increases and the Fed continues to raise interest rates, how will this effect the markets in the coming months? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the former fed vice chair about the possibility of a recession, negative growth in the money supply, food and energy prices, labor markets, and much more. Plus, a look at what is going on in fixed income with an expert on mortgage and securitized credit. Guests: Don Kohn – Former Fed Vice Chair, Senior Fellow at the Brookings Institution Follow the Brookings Institution on Twitter: @BrookingsInst For more on Donald Kohn, visit his page on the Brookings Institution website: https://www.brookings.edu/experts/donald-kohn/ Dave Goodson – Head of Securitized Fixed Income and Senior Portfolio Manager at Voya Investment Management For more on Voya Investment Management, visit their website: https://investments.voya.com/ Follow Voya Investment Management on Twitter: @VoyaInvestments Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 7/22/22 How are the markets responding to the upcoming Fed meeting? Will there be more interest rate hikes? Host Jeremy Schwartz and Co-Host Jeff Weniger discuss that and more during the market update. Then, they bring on a Japan expert to discuss the state of the country after the death of Shinzo Abe. Guest: Tobias Harris – Author of the book “The Iconoclast: Shinzo Abe and the New Japan” and the Senior Fellow at the Asia at the Center for American Progress Purchase his book here: https://www.amazon.com/Iconoclast-Shinzo-Abe-New-Japan/dp/1787383105 For more information on the Center for American Progress visit their website: https://www.americanprogress.org Follow the Center for American Progress on Twitter: @amprog Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management Follow Jeff on Twitter: @JeffWeniger Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 7/15/22 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the night market rally, inflation, retail sales, and more. Then, how can you create a well balanced, inflation sensitive portfolio? How can you account for the Night effect? Host Jeremy Shwartz brings on two experts to discuss everything from energy stocks and risk averse portfolio modeling to ETFs and the night effect. Guest: John Davi – CIO and Founder of Astoria Advisors Follow John on LinkedIn: https://www.linkedin.com/in/john-davi-93414510/ For the latest, follow John on Twitter: @AstoriaAdvisors For more on Astoria Advisors, visit their website: https://www.astoriaadvisors.com/ Bruce Levine – Founder and CEO of NightShares Follow Bruce on LinkedIn: https://www.linkedin.com/in/bruce-lavine-bb05434/ For more on NIghtShares, visit their website: https://www.nightshares.com/

Show from 7/8/22 This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel joins to give his market update. He covers everything from the jobs report to interest rates. Then, Host Jeremy Schwartz takes a deep dive into the energy sector with an expert from TortoiseEcofin. What is the possibility of accessing oil infrastructure in North America? Where are the best opportunities in Energy? Tune in to find out. Guest: Rob Thummel - Managing Director, Senior Portfolio Manager and Investment Strategist – Energy at TortoiseEcofin For the latest, follow Rob on Twitter: @thummelrob Follow TortoiseEcofin on Twitter: @TortoiseEcofin For more on TortoiseEcofin, check out their website: https://tortoiseecofin.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 7/1/22 This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his take on the market from negative GDP reports and the possibility of a recession to unemployment rates. Then, will the Russia-Ukraine crisis continue to impact oil? Will there be a harder push for green energy and how will that impact commodities? Host Jeremy Schwartz and Co-Host Liqian Ren talk to an expert on geopolitics about the impact of international news on asset markets. Guest: Marko Papic - Partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics/ For more on Clocktower, visit their website: https://www.clocktowergroup.com/ For the latest, follow Marko on Twitter: @Geo_papic Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 6/24/22 This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his market update discussing rising inflation, commodities, and earnings. Then Host Jeremy Schwartz talks inflation indicators, asset allocation, building expected returns for commodities, growth vs value, and more with Jim Masturzo of Research Affiliates. Guest: Jim Masturzo – Partner and CIO of Multi-Asset Strategies of Research Affiliates For more on Research Affiliates, visit their website: https://www.researchaffiliates.com/home Follow Jim on Twitter: @JimMasturzoII Follow Jim on LinkedIn: https://www.linkedin.com/in/jimmasturzo/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 6/17/22 This week on Behind the Markets Wharton Finance Professor Jeremy Siegel kicks off the show discussing negative GDP growth, recession, oil prices, and more. Then Host Jeremy Schwartz brings on an expert to talk about the state of commodities and supply chains. Plus a long time economic strategist joins the show to cover fed policy, the macro, and global trade. Guest: Ed Morse – Managing Director, Global Head of Commodity Research - Citi Group For more on Citi, visit their website: https://www.citigroup.com/citi/ For the latest news, follow Citi Research on Twitter: @CitiResearch Follow Ed on LinkedIn: https://www.linkedin.com/in/edward-morse-3440157/ John Silvia – Dynamic Economic Strategy. John recently retired from his position as Managing Director and Chief Economist for Wells Fargo For more on John, visit his website: https://www.johnesilvia.com/about-john/ For the latest, follow John on Twitter: @JohnESilviaPhD Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 6/10/22 This week on Behind the Markets, Host Jeremy Schwartz and Co-Host Liqian Ren interview an expert on investing in using alpha-driven strategies blended with behavioral finance. They discuss capturing alpha through value with quality, growth sectors in China based on local insights, how to use probabilities when investing, and more. Then, in the second half of the program, Wharton Finance Professor Jeremy Siegel joins to discuss inflation reports. Guest: Jason Hsu – Founder and chairman of Rayliant Global Advisors For more on Rayliant Global Advisors, visit their website: https://rayliant.com/ Follow Jason on Twitter: @hsu_jason Follow Rayliant Global Advisors on Twitter: @rayliant Liqian Ren - Director of Modern Alpha at WisdomTree Asset Management Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 5/27/22 This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel goes through his market update from the long bond, money supply, and loans to inflation and oil prices. Then, what is the future or cryptocurrency and what can it be used for? Host Jeremy Schwartz talks to an expert on cryptocurrency about the investing risks as well as the benefits and potential credits. They also debunk the popularized narrative of bitcoin being the new digital gold. Guest: WookieeIndex – Anonymous twitter handle. He is an engineer and focuses on Cryptocurrency at his day job. Follow him on Twitter: @WookieeIndex Check out his substack here: furballfinancial.substack.com Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 5/20/22 This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel talks Walmart/ Target, GDP, money supply, and commodity prices. Then, what are the key issues for hedge funds? How should you manage your investments in this inflated environment? Host Jeremy Schwartz discusses hedging risks, how often to trade managed futures, long short strategies, and more with Founder of Dynamic Beta Andrew Beer. Guest: Andrew Beer – Founder and Managing member at Dynamic Beta Investments Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrewdbeer/ For more on Dynamic Beta visit their website: https://www.dynamicbeta.com/ Follow Andrew on Twitter: @andrewdbeer1 Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 5/13/22 Wharton Finance Professor Jeremy Siegel kicks off the show talking real estate, rising gasoline prices, worsening inflation, new normal real interest rate for the 10 year and more. Then, why is the crypto market falling? Host Jeremy Schwartz and Co-Host Benjamin Dean talk to an expert on digital assets about stable coins and crypto ecosystem risks. Guest: Eric Ervin – Co-founder of Onramp Invest, a platform enabling investment advisors to access the crypto asset economy. Follow Eric on LinkedIn: https://www.linkedin.com/in/eric-ervin/ For more on Onramp Invest, visit their website: https://onrampinvest.com/ Follow Eric on Twitter: @eervin1 Follow Onramp Invest on Twitter: @Onrampinvest Benjamin Dean – Director of Digital Assets WisdomTree Europe Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 5/6/22 Wharton Finance Professor Jeremy Siegel talks fed policy, inflation, wages, and why he thinks we’re in a bear market. Then, a conversation on fixed income strategy with an expert from Strategas. Host Jeremy Schwartz brings on Thomas Tzitzouris to discuss fed funds rate, mortgage costs, the 10-year real rates, and the increasing value of the Yen. Guest: Thomas Tzitzouris - Managing Director and Head of Fixed Income Research at Strategas For more on Strategas, visit their website: https://www.strategasrp.com/ Follow Strategas on Twitter for the latest: @StrategasRP Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 4/29/22 Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidity growth, and more. Then, how do you identify companies that are benefiting and growing from changing demand patterns in the new economy? Host Jeremy Schwartz and his guest talk about the impact of covid on the markets, working from home, and the declining need for physical retail stores. Guest: Scott Crowe - Chief Investment Officer at CenterSquare Investment management For more on CenterSquare visit their website: https://www.centersquare.com/home For the latest, follow CenterSquare on Twitter: @CtrSquare Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 4/22/22 Wharton Finance Professor Jeremy Siegel opens up the show with his market update talking interest rates and fed policy. Then, commodity expert Jim Rogers joins Host Jeremy Schwartz for a discussion that looks at the global outlook on that asset class, what could replace the dollar, gold, and more. Guest: Jim Rogers – Founder of the Rogers International Commodity Index; Author of: Investment Biker, Adventure Capitalist, Hot Commodities, and more Follow Jim on Twitter: @iamjimrogers For more on Jim visit his website: https://www.jimrogers.com/ To purchase “Hot Commodities: How Anyone Can Invest Profitably in the World's Best Market” visit Jim’s website: https://www.jimrogers.com/book/hot-commodities/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 4/15/22 Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more. Guests: John Davi - Founder, CIO at Astoria Portfolio Advisors LLC Check out Astoria Advisors' website: https://www.astoriaadvisors.com/ Follow Astoria Advisors on Twitter: @AstoriaAdvisors Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 4/8/22 Wharton Finance Professor Jeremy Siegel talks Fed policy during his market update. Then, Host Jeremy Schwartz and Guest Host Kevin Flanagan cover the latest financial conditions. They take a deep dive into interest rates, inflation pressures, US vs Europe and more with experts in the space. Guests: Brian Wesbury - Chief Economist at First Trust Advisors For more on First Trust Advisors, visit their website: https://www.ftportfolios.com/ Check out his blog here: https://www.ftportfolios.com/retail/blogs/economics/index.aspx Follow him on LinkedIn: https://www.linkedin.com/in/brianwesbury/ Follow Brian on Twitter: @wesbury Brent Donnelly – President of Spectra Markets For more on Spectra Markets, visit their website: https://www.spectramarkets.com/ Purchase his book “Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading” here: https://www.amazon.com/Alpha-Trader-Methodology-Mathematics-Professional-ebook/dp/B095MF9JRW Follow Brent on Twitter: @donnelly_brent Sign up for Brent’s AM/FX daily macro letter: https://www.spectramarkets.com/am-fx/

Show from 4/1/22 Wharton Finance Professor Jeremy Siegel kicks off the show with a market update. Professor Siegel gives his take on wage increases, Fed pricing, inflation, and more. Then, from agriculture and oil to commodities and inflation…how should you be forecasting for 2022? Host Jeremy Siegel talks to Samuel Rines of Corbu LLC about global markets, geopolitics, and more. Guest: Samuel Rines – Managing Director at Corbu LLC, a research intelligence advisory platform focusing on the intersection of markets, policy, and national security. He is also author of "After Normal: Making Sense of the Global Economy" Purchase his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198 Follow him on Twitter: @SamuelRines Follow him on LinkedIn: https://www.linkedin.com/in/samuelerines/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 3/25/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing bonds crashing, the spike in yields, fed policy, bitcoin, and more. Then, how can you effectively trade cryptocurrency? What are the security risks? Host Jeremy Schwartz talks security and decentralization of bitcoin, Solana, Ethereum, and more with two experts in the cryptocurrency space. Guest: Caitlin Cook – Head of community and vice president of operations at Onramp Academy For more on Onramp Academy visit their website: https://academy.onrampinvest.com/ Follow Onramp on Twitter: @OnrampAcademy Follow Caitlin on LinkedIn: https://www.linkedin.com/in/caitlincook22/ Dan Gunsberg – Co-Founder and CEO of HXRO Foundation For more on HXRO visit their website: https://hxro.network Follow Dan on LinkedIn: https://www.linkedin.com/in/daniel-gunsberg-9986901a2/?originalSubdomain=bm Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 3/18/22 Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. Emerging markets have been a difficult place to invest recently. Ruchir discusses the trend towards international investing, short tech vs long commodities, China, and more. Guest: Ruchir Sharma – chairman of international business at Rockefeller Capital A NY Times article about Ruchir: https://www.nytimes.com/2022/02/10/business/ruchir-sharma-rockefeller-capital.html Follow Rockefeller Capital Management on Twitter: @RockCapMgmt For more on Rockefeller Capital Management’s visit their website: https://rcm.rockco.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 3/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earnings, and more. Then, what are the biggest market trends? How can we look to the inverted yield curve as a predictor of market health? What is the future of the commodity market considering the Russia - Ukraine War? Jeremy Schwartz talks to an expert on global macro. Guests: Jim Bianco – Bianco Research Follow Bianco Research on Twitter: @biancoresearch For more on Bianco Research visit their website: https://www.biancoresearch.com/visitor-home/ Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 3/4/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing the impact of the Russian/ Ukraine crisis, commodity and oil prices, the employment report, inflation and more. Then, what are the most powerful machine learning patterns? How can you manage overlapping data when working with competition on modeling? Host Jeremy Schwartz talks to two guests in the machine learning and AI modeling space about how to apply these techniques in quantitative investing. They get into the intricacies of setting up the data set, pattern recognition, and prediction time frames. Guests: Chrissy Bargeron – Client Portfolio manager at Voya Investment Management Gareth Shepherd – Co-head of equity machine intelligence (EMI) and a portfolio manager at Voya Investment Management For more on Voya Investment Management visit their website: https://investments.voya.com/ For the latest news follow Voya on Twitter: @Voya

Show from 2/25/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss high inflation and the Russia/ Ukraine crisis with President of the Federal Reserve Bank of St. Louis James Bullard. They get into Russia’s attack on the Ukraine and the impact this will have on markets, the continued reopening after Omicron, unemployment, housing, and more. James Bullard says he would like to see the Fed policy rate at over 1% and the balance sheet runoff begin in the second quarter by July 1st. Plus a look at the state of cryptocurrency Guest: James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis Follow the St. Louis Fed on Twitter: @stlouisfed For more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 2/18/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexes, import prices, the Russia/ Ukraine situation, and more. Then, what is the current state of the demand and supply of oil? Jeremy Schwartz brings on an expert on oil and energy stocks. They get into the issue of underinvestment in oil and the lack of discovery over the years. Plus, trading through the futures market. What is the impact of backwardation in the oil and energy sector? Guests: Josh Young – Founder and Chief Investment Officer at Bison Interests For more on Bison Interests, visit their website: https://bisoninterests.com/ Follow Bison Interests on Twitter: @BisonInterests Follow Josh on Twitter: @Josh_Young_1 Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree Europe Follow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 2/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing worsening inflation, high duration stocks, and more. Then, how should you navigate fixed income strategy in the current market? Host Jeremy Schwartz talks to an expert in the space about managing duration risk and balancing portfolios. Plus, volatility in the Fed cycle, earnings, goods consumption and more with the chief investment officer at CIBC Private Wealth Management. Guests: Dave Donabedian – Chief Investment Officer for CIBC Private Wealth Management Follow him on Twitter: @ddonabedian For more on CIBC visit their website: https://private-wealth.us.cibc.com/ Kevin Flanagan – Senior Fixed Income Strategist at WisdomTree Asset Management Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 2/4/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market updates from the bond market and earnings to inflation. What is the impact of the positive jobs report? Will the Fed raise rates? Professor Siegel answers these questions and more. Then, the commodity supercycle, gold, and interest rates. Host Jeremy Schwartz talks to the founder of All Star Charts, a technical analysis publication, to see how he measures key performance indicators. Guest: J.C. Parets – CEO and Founder of All Star Charts Follow JC on Twitter: @allstarcharts For more on All Star Charts visit their website: https://allcharts.com Check out the All Star Charts podcast on Technical Analysis Radio: https://allcharts.com/podcast/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 1/28/22 Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflation, stock rotation, supply shortages, and more. Then Host Jeremy Schwartz talks value rotation and 2022 market outlook with two experts in the space. Founder and CIO of Praetorian Capital Harris Kupperman and Founder, CEO, and Chief Investment Officer of Alpha Architect Wes Gray get into what is driving oil prices, the value of gold, real estate markets, overvalued stocks, and more. Guest: Harris Kupperman – Founder and CIO of Praetorian Capital. He is also Chairman and CEO of Mongolia Growth Group. Check out his blog “Adventures in Capitalism”: https://adventuresincapitalism.com/ For more on Praetorian Capital check out their website: https://www.praetorianvc.com/praetoriancapital/ For more on Mongolia Growth Group visit their website: http://mongoliagrowthgroup.com/ Wes Gray - Founder, CEO, and Chief Investment Officer of Alpha Architect For more on Alpha Architect visit their website: https://alphaarchitect.com/ Follow Alpha Architect on Twitter: @alphaarchitect Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 1/21/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. According to the professor, the 10-year treasury yield is down due to volatility, value stocks are doing well, and there is increased hawkishness due to inflationary pressure. Then, how will banks and financials do in 2022 with the threat of rising rates? Host Jeremy Schwartz talks to Managing Director and Senior Bank Analyst at Robert W. Baird & Co. who covers US banks about macro vs micro, loan to deposit ratios and liquidity, loan demand, and more. Guest: David George – Managing Director and Senior Bank Analyst at Robert W. Baird & Co. Follow David on LinkedIn: https://www.linkedin.com/in/david-george-cfa-0a11506/ Follow Baird on Twitter: @rwbaird Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz A current listing of all companies covered by Baird U.S. Equity Research and applicable research disclosures can be accessed at http://www.rwbaird.com/research-insights/research/coverage/third-party-research-disclosures.aspx Robert W. Baird & Co. Incorporated and/or its affiliates have been compensated by these companies for non-investment banking-securities related services in the past 12 months. ASB, BAC, TFC, JPM, RF,FITB,SFNC, WFC, KEY

Show from 1/14/22 How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra de Silva of Analytic Investors about rotating factor investing, shorting, and the influence of the pandemic on investing. Harin says we should think of the world through factors, “you have to consider where we are in the cycle, which factors should be important, and what we are seeing in returns.” He also mentions machine learning and says investors can use this to identify which stocks are factor driven by evaluating the historic and high frequency data to see which factors expand their returns. Wharton Finance Professor Jeremy Siegel also joins to give his market update discussing continued inflation, volatility, growth vs value stocks, and more. Guest: Harindra de Silva - Portfolio Manager at Analytic Investors For more information on Analytic Investors visit their website: https://www.allspringglobal.com/investments/teams/detail.html?id=analytic-investors# Follow Harin on LinkedIn: https://www.linkedin.com/in/harindra-de-silva-4a72212/ Follow Allspring Global Investments on Twitter: @Allspring Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 1/7/21 Wharton Finance Professor Jeremy Siegel kicks off the new year with his market projections. The professor discusses the 10 year bond breaking through its previous high and hitting 180, WTI touching 80, and the possibility of the fed slowing the inflation rate. Then Hosts Jeremy Schwartz and Jeremy Siegel bring on a Fed expert. They talk about environmental proposals, more funding for universal pre-kindergarten, fiscal stimulus, the covid response, the regulatory climate, and more. Guest: Greg Valliere – Chief U.S. Policy Strategist at AGF Investments For more on AGF Investments visit their website: https://www.agf.com/us/index.jsp Follow AGF on Twitter: @agf Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 1/7/21 Host Jeremy Schwartz talks to a well-known Fed watcher about rate hikes, pressure on wages, job growth, the 10 year and the shape of the yield curve. They discuss the long-term outlook and the possibility of a positive yield environment. Guest: Tim Duy – Professor of Economics at the University of Oregon and Chief US Economist for SGH Macro Advisors Follow Tim on Twitter: @TimDuy For more on SGH Macro Advisors visit their website: https://www.sghmacro.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 12/24/21 In this Behind the Markets holiday special, Host Jeremy Schwartz talks with cryptocurrency experts about the future of the market in 2022. In 2021 Tesla bought bitcoin and it kickstarted interest in crypto, but how will this asset class look going forward? VP of Research at The Block Larry Cermak says that stable coins are already changing many aspects of how we function today such as funding non-crypto VC deals. They discuss bitcoin mining, Ethereum, NFTs, the metaverse, and more. Guests: Michael Batnick – Director of Research at Ritholtz Wealth Management For more on Ritholtz Wealth Management visit their website: https://ritholtzwealth.com/ Follow Michael on Twitter: @michaelbatnick Follow Ritholtz Wealth Management on Twitter: @RitholtzWealth Listen to his podcast “Animal Spirits”: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007 Larry Cermak – VP of Research at The Block For more on The Block visit their website: https://www.theblockcrypto.com/ Follow Larry on Twitter: @lawmaster Follow The Block on Twitter: @TheBlock__ Benjamin Dean – Director of Digital Assets at WisdomTree in Europe Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz