Behind the Markets Podcast

Show from 11/5/21 Wharton Finance Professor Jeremy Siegel delivers a positive market update this week. He says Powell is not worried about inflation or rate increases, employment numbers are above expectations, and reopening trades are doing well. Then, how should you think about quantitative models and research? Host Jeremy Schwartz talks to the founder of 3Fourteen Research where they run regression trend lines through every market to ensure accuracy of data. All that and more. Guest: Warren Pies – Founder and Strategist at 3Fourteen Research Follow Warren on Twitter: @WarrenPies For more on 3Fourteen Research visit their website: https://www.3fourteenresearch.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 10/29/21 Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update. He discusses the 1.3% increase in the Employment Cost Index, inflation, labor costs, fed pricing and more. Then Host Jeremy Schwartz brings on an ETF expert from Valmark Advisers, Inc. They get into common mistakes made when building portfolios such as active management and decisions based on one variable. Plus a look at Valmark Advisers, LLC’s new index focused on equities. Guest: Michael McClary – Chief Investment Officer at ValMark Advisers, Inc For more on ValMark Advisors visit their website: https://www.valmarkfg.com/site/ Follow ValMark on Twitter: @ValmarkFG Definitions: Put option: an option to sell assets at an agreed price on or before a particular date. Call options: Financial contracts that give the option buyer the right, but not the obligation, to buy a stock, bond, commodity or other asset or instrument at a specified price within a specific time period. Long/short: An investing strategy that takes long positions in stocks that are expected to appreciate and short positions in stocks that are expected to decline. In the money: An in-the-money call option is an option with a strike price below the current market price. Out of the money: An out-of-the-money call option is an option with a strike price above the current market price. Strike Price: The set price at which a derivative contract can be bought or sold when it is exercised.

Show from 10/22/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market outlook. What are possible supply side disruptions? What are the current inflation expectations? Then Host Jeremy Schwartz brings on the Chief Investment Officer at Raymond James to discuss market strategy and portfolio management. They cover everything from earnings growth and inflation pressures to energy prices. Guest: Larry Adam – Chief Investment Officer at Raymond James Follow him on Twitter: @LarryAdamRJ For more on Raymond James visit their website: https://www.raymondjames.com/palmerplanellswealth/larry-adam.htm#:~:text=Larry%20Adam%20joined%20Raymond%20James,Deutsche%20Bank%20Private%20Wealth%20Management. Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 10/15/21 Host Jeremy Schwartz talks to an expert on the Fintech space to discuss the growing ecommerce space. They discuss changing payment flows, incorporating new software, improved transactions, and more. They get into all of the new ways businesses are working to digitize commerce. Guest: Ken Gavrity – Executive Vice President and Head of Enterprise Payments, KeyCorp For more on KeyBank visit their website: https://www.key.com/about/index.jsp Follow KeyBank on Twitter: @keybank

Show from 10/15/21 Wharton Finance Professor Jeremy Siegel kicks off the show with the topic on everyone’s mind, inflation. He discusses the impact on housing and gasoline and says his biggest fear is an accelerated tightening. According to Professor Siegel, bitcoin is the new hedge against inflation instead of gold. Then, Host Jeremy Schwartz brings on Marc Chandler of Bannockburn Global Forex to discuss global currencies, the dollar, China, emerging markets, and much more. Guest: Marc Chandler – Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market. 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

Show from 10/8/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the employment report, fed posture, volatility in overseas commodities, and more. Then, are you interested in using an adaptive approach to investing? Host Jeremy Schwartz brings on the authors of a new paper titled “Return Stacking” about how to leverage to boost returns. Learn how to create an inflation sensitive basket of commodities, emerging market currencies, and more. Guest: Corey Hoffstein – Co-Founder and Chief Investment Officer of Newfound Research. Co-author of a new paper called “Return Stacking.” For more on Newfound Research visit their website: https://www.thinknewfound.com/ Follow him on Twitter: @choffstein Listen to his podcast here: https://blog.thinknewfound.com/podcast/ Rodrigo Gordillo – President and Portfolio Manager at Resolve Asset Management. Co-author of the book “Adaptive: Asset Allocation, Dynamic Global Portfolios Profits in Good Times and Bad.” Co-author of a new paper called “Return Stacking.” Follow him on Twitter: @RodGordilloP For more on Resolve Asset Management visit their website: https://investresolve.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Definitions: CRB index: Commodity Research Bureau Index acts as a representative indicator of today's global commodity markets. It measures the aggregated price direction of various commodity sectors. CPI: Consumer Price Index is a measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, food, and medical care. It is calculated by taking price changes for each item in the predetermined basket of goods and averaging them. PPI: Producer Price Index measures the average change over time in the selling prices received by domestic producers for their output. The prices included in the PPI are from the first commercial transaction for many products and some services. TIPS: Treasury Inflation Protected Securities. Derivative: a security whose value is determined by another asset. Sharpe ratio: Measure of risk-adjusted return. Higher values indicate greater return per unit of risk, specifically standard deviation, which is viewed as being desirable. Beta: A measure of the volatility of a security or a portfolio in comparison to a benchmark. In general, a beta less than 1 indicates that the investment is less volatile than the benchmark, while a beta more than 1 indicates that the investment is more volatile than the benchmark. Coupons: The annual interest rate stated on a bond when it’s issued. The coupon is typically paid semiannually. This is also referred to as the “coupon rate” or “coupon percent rate. Basis point: 1/100th of 1 percent. Drawdown: Periods of sustained negative trends of return. Put option: an option to sell assets at an agreed price on or before a particular date.

Show from 10/1/21 Wharton Finance Professor Jeremy Siegel shares his market updates to start the show discussing everything from volatility and inflation to CPI projections. Then Host Jeremy Schwartz brings an expert in the cloud computing space who talks about growth and efficiency scores. Fintech, security, and data infrastructure are leading in the cloud industry. Plus Director of Modern Alpha at WisdomTree Liqian Ren gives her take on China, education regulation, the Evergrande debt crisis, and more. Guests: Mary D’Onofio – partner and co-founder of the growth investment practice at Bessemer Venture Partners To find out more about Bessemer Venture Partners visit their website: www.bvp.com/ For the latest news follow BVP on Twitter: @BessemerVP Kara Marciscano- Research Analyst at Wisdomtree Liqian Ren - Director of Modern Alpha at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 9/24/21 Wharton Finance Professor Jeremy Siegel talks about the Fed meeting, inflation, tapering, bonds vs equities and more. Then Host Jeremy Schwartz brings on the author of a new book "Alpha Trader" to discuss specific strategies, tactics, and habits that lead to professional trading success. Guest: Brent Donnelly - President of Spectra Markets and author of Alpha Trader You can purchase his book on Amazon: Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading For more on Spectra Markets visit their website: https://www.spectramarkets.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 9/17/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the CPI and volatility in the markets.. Then, Hosts Jeremy Schwartz and Jeremy Siegel talk to an expert in the management of high net worth individuals. They get into 60/40 allocation alternatives, weighing stocks in a portfolio, risk management, and much more. Guest: Peter Mallouk - CEO of Creative Planning For more on Creative Planning visit their website: https://creativeplanning.com/ For the latest follow Creative Planning on Twitter: @CPIWealth

Show from 9/10/21 What are the risks and opportunities created by technological change? How does it work on an economic, social, and financial level? Host Jeremy Schwartz talks to an expert on emerging technologies about the development of cryptocurrency and the future of the market. Guest: Benjamin Dean – Director of Digital Assets at WisdomTree in Europe Follow Benjamin on LinkedIn: https://www.linkedin.com/in/benjamin-c-dean-2018/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 9/10/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the Covid Delta Variant’s impact on the fed, inflation risk, and the vaccine recovery plan. Then, with Covid numbers back on the rise, how can we increase vaccination rates? Host Jeremy Schwartz brings on an innovator in the health care space who talks about a needleless vaccine, compliance, and how pharma companies can advance immunization efforts. Guest: Heather Callender-Potters – Chief Advocate and Shareholder Relations Officer For more information visit PharmaJet’s website: https://pharmajet.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 8/27/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. This week he discusses the Fed, inflation, raising rates, the gold rally, and more. Then Host Jeremy Schwartz brings on Wharton Real Estate Professor Joe Gyourko to get into real estate markets. Professor Gyourko said in the last month commercial real estate from industrial to malls are at almost pre-COVID levels. He explains how COVID accelerated trends that were happening pre-COVID and predicts for future events. Guest: Joe Gyourko - Professor of Real Estate at the Wharton School Visit his faculty page to check out his research: https://real-estate.wharton.upenn.edu/profile/gyourko/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 8/20/21 Host Jeremy Schwartz talks to an expert on macro research about COVID forecasting, Chinese markets, developed currencies and more. Guest: Jens Nordvig: Founder & CEO of Exante Data For more on Extante Data visit their website: https://www.exantedata.com/ Follow Extante Data on Twitter: @ExanteData Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 8/20/21 Wharton Finance Professor Jeremy Siegel joins at the start of the show to discuss the latest market news from the pandemics impact on supply chains to Chinese tech stocks. Then Host Jeremy Schwartz talks to the the Chief Investment Officer at Key Bank about identifying high quality companies that generate strong returns, equities, navigating the risk from the Delta variant and more. Guest: George Mateyo - Chief Investment Officer at KeyBank Follow him on LinkedIn: https://www.linkedin.com/in/george-mateyo-63409b13/ For more on KeyBank visit their website: https://www.key.com/personal/index.jsp Follow KeyBank on Twitter for the latest: @keybank Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Camp Kotok Special from 8/13/21 In this Behind the Markets special, we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. Host Jeremy Schwartz and Chief Economist at Avalon Advisors Samual Rines discuss the uncertainty in market forecasting from inflation and employment to the delta variant. How can investors better understand the purpose of the portfolio before making decisions? What are the current transitory trends and how can you position around that? All that and more. Guest: Sam Rines – Chief Economist at Avalon Advisors, LLC Follow Sam on Twitter: @SamuelRines For more on Avalon Advisors visit their website: https://avalonadvisors.com/

Show from 8/13/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update from PPI data to consumer trends. Then how do you balance innovation and growth investing in a portfolio? The founder of Evolutionary Tree Capital Management joins Host Jeremy Schwartz to discuss how to find leading innovators, develop them, and benefiting from that. Guest: Tom Ricketts – Founder and Chief Investment Officer at Evolutionary Tree Capital Management For more on Evolutionary Tree visit their website: https://evolutionarytree.com/ Follow Evolutionary Tree on Twitter: @ETreeCapital

Show from 8/5/21 Interested in spicing up your 60/40 spread? Host Jeremy Schwartz brings on the Founder and Chief Strategist at Mill Street Research Sam Burns to cover the latest investing trends. Sam discusses the benefit of combining top down and bottom-up inputs to analyze markets as well as how to watch for weakening risk appetite in equities. They also get into Fed policy and the recent decision to support the corporate debt market. Guest: Sam Burns – Founder and Chief Strategist at Mill Street Research Follow Mill Street Research on Twitter: @MillStResearch Find out more about Mill Street Research on their website: https://www.millstreetresearch.com/

Show from 7/31/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the recent Fed meeting, Powell's stance on high inflation, the employment report, and the impact of the covid delta variant. Then, what's the best way to take advantage of minor fluctuations in stocks? Are we leaning towards a bear market? CEO and Chief investment Officer at MB Advisors Milton Berg gets into his firm's research methods and how to optimize your portfolio. Guest: Milton Berg - CEO and Chief Investment Officer at MB Advisors, LLC For more on MB Advisors visit their website: http://miltonberg.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 7/23/21 Wharton Finance Professor Jeremy Siegel kicks off the show covering market news from vaccination rates and reopening the US economy to the inflation rate, and more. Then, how do you evaluate small-cap stocks? What is the best quantitative strategy and how do you measure ESG growth? Host Jeremy Schwartz discusses these topics and more with an expert in US equity strategy. Guest: Savita Subramanian - Head of U.S. equity strategy and quantitative strategy at BofA Securities. For more on BofA Securities: https://www.bofaml.com/en-us/content/about-us.html Follow her on LinkedIn: https://www.linkedin.com/in/savita-subramanian-4021571a/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 7/16/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the future of inflation, the 10 year under 1%, housing not being in the CPI, money supply and more. Then, Host Jeremy Schwartz and Guest Host Will Peck get into emerging technologies and digital assets with an expert in the space. Guests: Dan Doney - CEO of Securrency, Inc Follow him on LinkedIn: https://www.linkedin.com/in/ddoney/ For more on Securrency visit their website: https://securrency.com/ Follow Securrency on Twitter: @Securrency Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 7/2/21 What are the implications of populism on markets? What does this mean for the US? Curious about the race to zero? Host Jeremy Schwartz discusses macro trends with Partner and Chief Strategist at Clocktower Group Marko Papic. Marko explains how the pandemic changed fiscal expectations and what the future looks like for global markets. Guest: Marko Papic - Partner and Chief Strategist at Clocktower Group Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics For more on Clocktower Group visit their website: https://www.clocktowergroup.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 6/25/21 Curious about the new inflation data? Need to know the stock/ bond outlook and what the 10-year yield looks like? Wharton Finance Professor Jeremy Siegel kicks off the show covering all that and more with his market update. Then, Host Jeremy Schwartz talks with the Chief Investment Officer for O'Neil Global Advisors about growth and momentum investing. Guest: Randy Watts - Chief Investment Officer for O'Neil Global Advisors Follow Randy on Twitter: Chief Investment Officer for O'Neil Global Advisors For more on O'Neil Global Advisors visit their website: https://www.oneilglobaladvisors.com/ The full holdings for any securities discussed in this podcast can be found here: https://www.wisdomtree.com/etfs/equity/wgro Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 6/18/21 From reopening trades and commodity stocks to inflation and low yields, Wharton Finance Professor Jeremy Siegel takes a look at the latest market news. Then, what is the state of geopolitics? Interested in the new biorevolution, innovations transforming economies, societies, and our lives? Host Jeremy Schwartz talks to an expert on geopolitics about advancing genetics technology, the future of food production, the healthcare industry, and more. Guests: Jamie Metzl - leading technology and healthcare futurist, geopolitical expert, novelist, entrepreneur, and media commentator, founder of the global social movement OneShared.World, and an Atlantic Council Senior Fellow and Singularity University faculty member. Follow Jamie on Twitter: @JamieMetzl For more on Jamie's research visit his website: https://jamiemetzl.com/ Purchase his newest book "Hacking Darwin: Genetic Engineering and the Future of Humanity": https://www.amazon.com/Hacking-Darwin-Genetic-Engineering-Humanity/dp/1728214130 Kara Marciscano- Research Analyst at Wisdomtree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 6/11/21 Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update discussing inflation numbers, bonds, labor markets, and more. Then Host Jeremy Schwartz talks about the four categories of alternative credit: below investment grade traded credit, structured credit, distressed debt, and private lending with the CEO and Chief Investment Officer at Gapstow Capital Partners Chris Acito. Chris outlines the process of managing risk and diversifying portfolios using alternative credit. Guest: Chris Acito - CEO & Chief Investment Officer at Gapstow Capital Partners Find out more about Gapstow by visiting their website: https://gapstow.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 6/2/21 In this Behind the Markets Special Jeremy Schwartz brings on an expert in the energy sector in light of the rising oil prices. Wharton Finance Professor Erik Gilje talks declining US oil production, incremental demand, OPEC and more. Guest: Erik Gilje - Assistant Professor of Finance, The Wharton School To view his research visit his faculty page: https://fnce.wharton.upenn.edu/profile/gilje/#research Mobeen Tahir - Associate Director, Research at WisdomTree in Europe

Show from 6/4/21 Wharton Finance Professor Jeremy Siegel discusses the jobs report, hourly earnings, bond markets, and inflation. Then, interested in trying new investing models? Host Jeremy Schwartz talks to the Head of Portfolio Management at Horizon Investments Mike Dickson, a company focused on goals based planning. Mike explains how to accumulate assets and avoid losses at the same time. Guest: Mike Dickson - Head of Portfolio Management at Horizon Investments For more on Horizon Investments visit their website: https://www.horizoninvestments.com/ Follow Horizon Investments on Twitter: @HorizonInvest Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 5/28/21 Wharton Finance Professor Jeremy Siegel starts off the show discussing the trade report deficit, the S&P 500, the upcoming employment report, and much more. Then, in light of the recent Colonial Pipeline hack, Host Jeremy Schwartz brings on a panel of cyber security experts to discuss how businesses can protect themselves against malware. What measures can you put in place to ensure your network is safe? What are steps you can take to minimize risk? All that and more. Guests: Bob Blakely - Operating Partner at Team8 For more on Team8 visit their website: https://team8.vc/ Brian Dunphy - Vice President Of Product Management at Claroty For more on Claroty visit their website: https://www.claroty.com/ David Yates - Chief Information Officer at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 5/21/21 Wharton Finance Professor Jeremy Siegel opens the show talking about the Fed and inflation, bitcoin, equity markets, and more. Then Host Jeremy Schwartz discusses model portfolios with returning guest Corey Hoffstein of Newfound Research. Corey discusses how it has become harder to achieve a reasonable rate of return from an expectations perspective, risk assets, the global central banks moving into an active player role, a dramatic rise in passive investing vehicles, and a large rise in volatility contingent investors. Guest: Corey Hoffstein - Chief Investment Officer of Newfound Research For more on Newfound Research visit their website: https://www.thinknewfound.com/ Follow him on Twitter: @choffstein Listen to his podcast here: https://blog.thinknewfound.com/podcast/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 5/14/21 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk Fed news and inflation with the former federal reserve vice chairman and an expert on equity strategy. Siegel says the inflation forecast is way above expectations and the fed needs to reevaluate the way they measure it. Guests: Donald Kohn - Senior Fellow at the Brookings Institute, Former Federal Reserve Vice Chairman For more on the Brookings Institute visit their website: https://www.brookings.edu/ Follow Brookings Institute on Twitter: @BrookingsInst James Lebenthal - Equity Strategist at Cerity Partners For more on Cerity Partners visit their website: https://ceritypartners.com/ Follow James on Twitter: @jlebenthal Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 5/7/21 Curious about how property and ownership guides our lives? Host Jeremy Schwartz and Guest Host Matthew Kress find out how businesses control the narrative to steer customers to do what they want with a Columbia Law School professor. From digital privacy to climate change and wealth inequality, our guest discusses the complex nature of engineering the feeling of ownership. Guests: Michael Heller - Lawrence A. Wien Professor of Real Estate Law at the Columbia Law School and Author of the new book "Mine! How the Hidden Rules of Ownership Control Our Lives" Visit his webpage: https://www.law.columbia.edu/faculty/michael-heller Purchase his book "Mine! How the Hidden Rules of Ownership Control Our Lives": https://www.minethebook.com/ Matthew Kress - Director of Advisor Innovation at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 5/7/21 In this Behind the Markets Podcast special Host Jeremy Schwartz and Guest Host Corey Hoffstein talk to the brains behind the Twitter famous account SquishChaos, Nikhil Shamapant. "In the past week, I’ve spent sleepless nights working on what I believe to be an institutional grade research report on Ethereum. In my report, I will explain why I believe a $150,000 price target in the next 18 months is actually achievable. My thesis is entirely based upon the concept of “The Triple Halving,” where I show that Ethereum will have a sell pressure reduction equivalent to undergoing all three of Bitcoin’s halving events consecutively." - Squish Chaos Guests: Nikhil Shamapant - From the Twitter famous account Squish Chaos Follow Nikil on Twitter: @SquishChaos For more information on his paper please visit: https://squish.substack.com/p/ethereum-the-triple-halving Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound Research Follow Corey on Twitter: @choffstein For more on Newfound Research: https://www.thinknewfound.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 4/30/21 Wharton Finance Professor Jeremy Siegel kicks off the show with the latest finance news from the GDP report to tax policy. Then, how do you manage yield forecasts? Host Jeremy Schwartz talks to the founder of Borealis Global Advisory LLC about how they developed their own version of the CAPE ratio to capture the investment attributes of emerging countries. Plus a close look at the Japanese market and small-cap stocks with the Head of Japan Value Equities at GMO. Guests: Sailesh Radha - Founder & Chief Investment Officer - Borealis Global Advisory LLC For more on Borealis Global Advisory LLC visit their website: https://borealisga.com/ Drew Edwards - Head of Japan Value Equities | Portfolio Manager at GMO For more on GMO visit their website: https://www.gmo.com/americas/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 4/23/21 We kick off this show with Wharton Finance Professor Jeremy Siegel discussing the latest market news from the capital gains tax and COVID-19 vaccinations to cryptocurrency risks. The Host Jeremy Schwartz and his Guest Co-Host Will Peck talk to experts in the digital asset space. Want to understand how Bitcoin performs globally? What trading strategies are more popular in cryptocurrency vs traditional markets? Our guests will help you be more tactical if you're interested in investing in this space. Guests: Ed Chin - Co-Founder and CEO of Parataxis Capital Thejas Nalval - Co-founder and CIO of Parataxis Capital Follow Parataxis Capital on Twitter: @parataxis_cap For more on Parataxis Capital visit their website: https://www.parataxis.io/ Will Peck - Head of Strategy Emerging Technologies at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 4/16/21 Working in the wealth management space? Wondering where clients can get good advice? Host Jeremy Schwartz talks to an expert on wealth management consulting. They discuss ultra high net worth investing, firm economics, calculated risks, service pricing, and much more. Guest: Jamie McLaughlin - Founder and CEO of J. H. McLaughlin & Co. For more on J.H. McLaughlin & Co visit their website: https://jhmclaughlin.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 4/16/21 Are you thinking about investing in cloud companies? Host Jeremy Schwartz welcomes returning guest Mary D'Onofrio to the show to discuss the state of the cloud market. They get into pandemic driven cloud business, the M&A pipeline, IPOs, cloud software growth rates, and more. Guest: Mary D'Onofrio - Bessemer Venture Partners To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/ For the latest news follow BVP on Twitter: @BessemerVP Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 4/19/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update predicting a rise in inflation this year and a positive outlook for stocks. He also discusses COVID-19 vaccines. reopening the economy, and government debt. Then, what are the new technology trends and how can you best position yourself in this market? Host Jeremy Schwartz brings on two experts in the platform economy space. They get into research models, measuring platform success over time, and more. Guests: Kai Wu – Founder and CIO at Sparkline Capital an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets. For more on Sparkline Capital visit their website: https://www.sparklinecapital.com/ Follow Kai on Twitter: @ckaiwu Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of Applico a business consultancy that provides services for traditional enterprises adapting to a platform business model. For more on Applico visit their website: https://www.applicoinc.com/ Follow Alex on Twitter: @AlexMoazed Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 3/26/21 Yields have calmed down, personal consumption increased, and there was a 20% jump in money supply. Wharton Finance Professor Jeremy Siegel explains what this means for the economic recovery. Then two experts on ETF factor investing join Host Jeremy Schwartz to discuss low cost portfolio models. Guests: Nir Kassar - Founding Managing Member of Unison Advisors and Bloomberg columnist Read his stories here: Nir Kassar Bloomberg Columns For more on Unison Advisors visit their website: https://unisonadvisors.com/ Wes Gray - CEO of Alpha Architect Follow him on Twitter: @alphaarchitect For more on Alpha Architect visit their website: https://alphaarchitect.com/ Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 3/19/21 This week's market update has Wharton Finance Professor Jeremy Siegel discussing the potential of reopening, inflation, and the state of the Federal Reserve. According to Professor Siegel, the current Fed projections seem inconsistent. Then we turn our attention to momentum funds, cyclical stocks, and more. Host Jeremy Schwartz interviews an expert conducting research on major asset classes using quantitative modeling. Guest: Warren Pies - Founder and Strategist at 3Fourteen Research Follow Warren on Twitter: @WarrenPies Follow 3Fourteen Research on Twitter: @3F_Research For more on 3Fourteen Research visit their website: https://3fourteenresearch.com/ Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 3/12/21 Wharton Finance Professor Jeremy Siegel talks market trends from the negative influence of yields on the tech sector to the impact of inflation on potential foreign buyers. Then, how will inflation impact the economy? In what ways will the switch to digital work transform the way we do business? Host Jeremy Schwartz talks to the managing director and chief investment strategist for PNC Financial Services Group about consumer behavior during a pandemic, harvesting the power of blockchain, and much more. Guest: Amanda Agati - Managing Director and Chief Investment Strategist for the PNC Financial Services Group Follow Amanda on Twitter: @AmandaAgatiPNC For more on PNC visit their website: https://www.pnc.com/en/personal-banking.html Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 3/5/21 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of St. Louis James Bullard about the state of the economy in 2021. They discuss the positive jobs report, vaccinations, the stimulus bill, and more. Curious about the pressures of inflation? Professor Siegel raises concern about the money surge and gets Bullard's take on interest rates and debt. 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 Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 2/26/21 Host Jeremy Schwartz and Guest Co-Host Jason Guthrie, Head of Capital Markets in Europe at WisdomTree, take a deep dive into bitcoin and cryptocurrency. They talk about the history of mining bitcoin and the future of cryptomining with an expert in the space. Guest: Alex Pickard - Research Affiliates Check out his Bitcoin thought piece: https://www.researchaffiliates.com/en_us/publications/articles/820-bitcoin-magic-internet-money.html Twitter: @AlexPickard Visit Research Affiliates' website: https://www.researchaffiliates.com/en_us/home.html Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 2/19/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market highlights getting into producer prices in retail, jobless claims, stimulus checks, and inflation. Then, Host Jeremy Schwartz discusses investing in the face of uncertainty with David Carter of Lenox Wealth Advisors. They get into fixed income portfolios, preferreds, Asian markets, bitcoin and more. Guests: David Carter - Chief Investment Officer for Lenox Wealth Advisors Check out Lenox Wealth Advisors' Website: https://lenox-wealth.com/ Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 2/12/21 Wharton Finance Professor Jeremy Siegel delivers his market update discussing the lingering threat of inflation and bitcoin. Then Host Jeremy Schwartz and Guest Host Will Peck, Head of Strategy and Emerging Technology at WisdomTree, talk cryptoassets with an expert in the space. Find out how to navigate the bitcoin bull market, invest in cryptocurrency, and measure the value of emerging technology. Guests: Ari Paul - Co-Founder and Chief Investment Officer at BlockTower Capital Follow BlockTower Capital on Twitter: @BlockTower Check out BlockTower Capital's website: https://www.blocktower.com/ Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show on 2/5/21 How should you evaluate the preferred market? Interested in learning more about hybrid securities? Host Jeremy Schwartz talks to experts in the fixed income space about contingent convertibles in Europe, high yield strategy, and more. Guests: Eric Felder- CEO of Moelis Asset Management, previously co-head of Global Fixed income at Lehman Brothers Visit Moelis Asset Management's Website: https://moelisassetmanagement.com/ James Palmisciano - Managing Partner at Gracie Asset Management Visit Gracie Asset Management's Website: https://moelisassetmanagement.com/gracie-asset-management/ Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show on 2/5/21 Curious about the digital economy and how social media is driving the markets? Hosts Jeremy Schwartz and Jeremy Siegel get into the latest news about GameStop and the influence of Reddit on stocks with a professor of management, IT, marketing, and data science. They get into the influence of social media and misinformation on the future of markets. Guests: Sinan Aral - David Austin Professor of Management, IT, Marketing and Data Science at MIT, Director of the MIT Initiative on the Digital Economy (IDE) and a founding partner at Manifest Capital. Follow Sinan on Twitter: @sinanaral Check out his book "The Hype Machine": https://www.sinanaral.io/books Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 1/22/21 Wharton Finance Professor Jeremy Siegel covers the latest economic news from monetary stimulus and jobless claims to the potential increase in the minimum wage. Plus a look at digital currency markets and the changing consumer market during the pandemic. Guest: Grant Wilson - Head of Asia Pacific at Exante Data Follow Exante on Twitter: @ExanteData Check out Exante's website: https://www.exantedata.com Keep up with the latest news by subscribing to their blog: https://moneyinsideout.exantedata.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 1/15/21 The show kicks off with Wharton Finance Professor Jeremy Siegel's latest takes on 2021 earnings, Biden regulations, jobless claims, COVID-19 vaccine distribution and more. Then Jeremy Schwartz discusses platform companies with an expert in the space. How are tech and content platform companies performing? What is the impact of Trumps ban on Chinese tech monopolies? Guest: Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model. Follow Alex on Twitter: @AlexMoazed Check out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896 Visit the Applico Website: https://www.applicoinc.com/author/amoazed/ Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 1/15/21 Host Jeremy Schwartz and Guest Co-Host Kara Marsascano talk to CEO of New Constructs David Trainer about how to measure core earnings in the face of uncertainty. He talks about evaluating data such as past credit ratings and debt inequity rates to accurately assess the value of assets. Guest: David Trainer - Founder and CEO of New Constructs Follow New Constructs on Twitter for the latest data: @NewConstructs Check out New Constructs website: https://www.newconstructs.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 1/8/20 Happy New Year from all of us at Behind the Markets! This is our first show of the new year and we're starting it off right. Wharton Finance Professor Jeremy Siegel discusses the democratic control of the Senate, federal spending, tax increases, emerging markets and more. Then Host Jeremy Schwartz brings on returning guest from Astoria Advisors, John Davi to talk about Tesla, inflation, a steepening yield curve, and the COVID-19 vaccine stocks. Here's to a year full of financial education and portfolio management! Guest: John Davi - Founder, CIO at Astoria Portfolio Advisors LLC Check out Astoria Advisors' website: https://www.astoriaadvisors.com/ Follow Astoria Advisors on Twitter: @AstoriaAdvisors Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]

Show from 12/11/20 Wharton Finance Professor Jeremy Siegel gives his end of year market forecast discussing COVID-19 vaccine approval and the latest on the stimulus bill. Then, how should you strategize and invest in foreign markets? Host Jeremy Schwartz talks to an emerging markets expert about US vs foreign investing, Brexit's effect on the Eurozone, European bonds, and much more. Guests: Karthik Sankaran - Portfolio Manager and Strategist. Most recently the director of global strategy for Eurasia Group. Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management More on his work here: https://www.wisdomtree.com/blog/author/kevin%20flanagan Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: [email protected]