Behind the Markets Podcast

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 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 1/15/21 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 1/8/20 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]

Show from 12/4/20 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the positive news regarding fiscal stimulus packages, COVID-19 vaccines, and the election of Chris Weller to the Fed. Then Marc Chandler joins Host Jeremy Schwartz to discuss the declining dollar valuation, emerging markets, China, trade, high beta currencies and much more. Find out how to read the current state of national and international markets so that you can properly allocate your portfolio. Guest: Marc Chandler - Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market. Chandler is a frequent guest on CNBC, Bloomberg Television, FOX Business, Business News Network, and Nightly Business Report where he provides his insights on the global capital markets. Chandler has been published in the Financial Times, Foreign Affairs, Barrons, The Nation, Euromoney Institutional Investor, and Corporate Finance. He is regularly published by Seeking Alpha and TheStreet.com. Follow him on Twitter: @marcmakingsense 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 12/4/20 Host Jeremy Schwartz discusses ETFs and small caps with an expert in the space. They get into the state of energy, the COVID-19 vaccine, reopening expectations, bitcoin, and other various asset classes. Guest: Dan Russo - Chief market strategist at Chaikin Analytics, a quantitative equity research firm. For more on Chaikin Analytics visit their website: https://www.chaikinanalytics.com/ Check out Dan's blog: https://www.chaikinanalytics.com/author/dan-russo/ Twitter: @DanRusso_CMT 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 11/27/20 Wharton Finance Professor Jeremy Siegel says the dramatic expansion of M1 money supply, the COVID-19 vaccine rollout, and the election results all point to positive market news. Then Host Jeremy Schwartz introduces an expert on politics, Greg Valliere, to talk about the impact of the 2020 election results. Greg discusses about the potential of the next stimulus, the future of small businesses, taxes and much more. Guest Greg Valliere - Chief US Policy Strategist at AGF Investments More on AGF Investments: https://www.agf.com/us/index.jsp Follow AGF Investments on Twitter: @agf 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 11/27/20 Host Jeremy Schwartz interviews the co-authors of a paper that try's to conquer setting long-term expectations. They get into how to define a long-term expected return for US equity markets and re-evaluate the CAPE framework. Guests: Adam Kobor - Managing Director of Investments at New York University, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten" Thomas Philips - Adjunct professor in the department of finance and risk engineering at NYU's Tandon School of Engineering, co-author of an article "Ultra-Simple Shiller's CAPE: How One Year's Data Can Predict Equity Market Returns Better Than Ten" Read their paper here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3443289 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 11/20/20 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk market news at the top of the show discussing the rise in coronavirus cases, reopening the economy, Judy Shelton, the Fed, and more. Then New York University Stern School of Business Professor Baruch Lev joins the show to explain what he calls the "end of accounting." He says financial reports are largely irrelevant now because of the change from physical assets to intangible assets like R&D or IT. Today, the total corporate investment in intangible assets is $2.5 trillion and physicals assets only equal half of this. Find out how this affects earnings reports. Guests: Baruch Lev - Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business. For more on Baruch's research visit his faculty page: https://www.stern.nyu.edu/faculty/bio/baruch-lev Check out his book "The End of Accounting and the Path Forward for Investors and Managers": https://www.amazon.com/Accounting-Forward-Investors-Managers-Finance/dp/1119191092 Matt Wagner - Senior Analyst 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 11/13/20 Hosts Jeremy Schwartz and Liqian Ren talk about the future of US/ China relations with a professor of finance from Shanghai. Guest: Li Nan - Professor of Finance and Economics at Antai College of Economics and Management, Shanghai Jiao Tong University Check out her research on her website: https://www.nanlifinance.org/ 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 11/13/20 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest COVID-19 vaccine and the spike in virus cases. Professor Siegel says reopening stocks are doing well and he expects that if the vaccine is successful the economy could open early next year. Then Jeremy Schwartz discusses the current economic climate in the US post election, the future of taxes, asset class returns, and more with a wealth management expert. Guest: Paul Esposito - Senior Portfolio Manager at Prestige Wealth Management Group For more on Prestige Wealth Management visit their website: https://prestigewmg.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 11/6/20 In this special edition of the podcast Hosts Jeremy Siegel and Jeremy Schwartz talk about the 2020 election results from senate to president. They talk to two political experts about the future of poll analytics, the repercussions of the election results for each political party, and much more. Plus they get into the positive employment report, COVID-19, and market news. Guests: Brian Wesbury - Chief Economist at First Trust Advisors Follow him on Twitter: @wesbury For more on First Trust Advisors visit their website: www.ftportfolios.com/ John Zogby - Founder and Senior Partner at John Zogby Strategies For more on John Zogby Strategies visit their website: https://johnzogbystrategies.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 10/30/20 The show kicks off with Wharton Finance Professor Jeremy Siegel's market update focusing specifically on the 2020 election odds. Then Hosts Jeremy Schwartz and Liqian Ren talk to an expert on international relations from the Global Interdependence Center about the future of the US/ China relationship. Guest: William Kennedy - Vice Chair of the Global Interdependence Center (GIC), Co-Founder, CIO, and CEO of Risk Bridge Advisors For more on the GIC visit their website: https://www.interdependence.org/about/directors/ 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 10/24/20 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest election odds. Jeremy Siegel says the last debate will not likely change anything. They also discuss the good news in earnings, the S&P reported 81% beating. Then they bring on political strategist Greg Valliere to discuss the Biden vs Trump odds further. Plus, the latest news on the antitrust lawsuit against Google. What will be the future of monopolies like Google and what does this mean for financial market? Alex Moazed of Applico joins the show to talk about Google's impact on the election, buying ads, two sided network effects, the future of content platforms, and much more. Guests: Greg Valliere - Chief U.S. Policy Strategist at AGF Investments For more on AGF Investments visit their website: https://www.agf.com/ca/en/index.jsp Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of Applico 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 10/16/20 Wharton Finance Professor Jeremy Siegel kicks off the show with a political update on the Biden vs Trump election odds. Plus Host Jeremy Schwartz interviews an expert on China strategy, Jonathan Ward. According to Jonathan, China sees themselves as a dominant world power coming back to prominence. He mentions their attention to building a large military, their ideological push to denounce western values as well as their initiative to consolidate and dominate trade. Guests: Jonathan Ward -Founder of Atlas Organization, author of the book "China's Vision of Victory." For More on Atlas visit their website: https://atlasorganization.com/ Check out his book: https://www.amazon.com/Chinas-Vision-Victory-Jonathan-Ward/dp/0578438100 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 10/9/20 White House Chief Economic Adviser Larry Kudlow announced a deal for the second stimulus package and the Dow Jones is up 21 points, according to Wharton Finance Professor Jeremy Siegel's market update. Siegel said this stimulus deal will be positive for the stock market. Then Host Jeremy Schwartz talks to an expert on ESG investing trends from Morgan Stanley. They discuss politics, sustainability, waste reduction, and asset management strategy in this space. Guest: Audrey Choi - Chief Marketing Officer and Chief Sustainability Officer of Morgan Stanley For more about Audrey check out her bio: https://www.morganstanley.com/profiles/audrey-choi-morgan-stanley Visit Morgan Stanley's website: https://www.morganstanley.com/ Follow Morgan Stanley on Twitter: @MorganStanley 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 10/1/20 Wharton Finance Professor Siegel kicks off the show talking about the possibility for a physical stimulus bill, Trump going down in betting markets after the debate, and the future of stocks and inflation. Then Host Jeremy Schwartz talks to experts in the commodities space. They discuss prompt vs deferred pricing in commodity baskets, supply changes, high frequency data, valuing gold and much more. Guests: Ed Morse- Managing Director, Global Head of Commodity Research at Citi Group Follow Citi on Twitter: @Citi Visit Citi's Website: https://www.citigroup.com/citi/ Mobeen Tahir - Associate Director of Research at WisdomTree UK 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 9/25/20 Wharton Finance Professor Jeremy Siegel's market update includes the death of Ruth Bader Ginsberg, the potential of a stimulus bill before the 2020 presidential election, unemployment insurance running out, and expectations for next weeks employment report. Then host Jeremy Schwartz talks to a managing partner at Salesforce Ventures about platform based business models, AI, ESG funds, emerging technology, and much more. Guest: Matt Garratt - Managing Partner, Salesforce Ventures Follow Matt on Twitter: @mdgarratt For more information on Salesforce, visit their website: https://www.salesforce.com/company/ventures/

Show from 9/18/20 The show kicks off with Wharton Finance Professor Jeremy Siegel's market update. He discusses the fed and stimulus packages, the IPO price, and inflation. Then Jeremy Schwartz brings on the CEO of WisdomTree Japan to talk about Prime Minister Shinzo Abe's resignation, rebalancing Japan's tax system, monetary policy, trade, corporate governance and much more. Guest: Jesper Koll - Chief Executive Officer of WisdomTree Japan. Over the past two decades Jesper has been consistently ranked as one of the top Japan strategists/economists, working as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government advisory committees and Jesper is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific. 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 9/11/20 The show starts with our usual market update. Wharton Finance Professor Jeremy Siegel talks about the start of the NFL season, Coronavirus cases, and election stats. Then Hosts Jeremy Schwartz and Liqian Ren bring on a US/China relations expert. They discuss US/ China trade disputes, China's handling of the Coronavirus, growth in China's private market in areas such as internet, and much more. Guest: Tao Wang - Chief China Economist/Head:Asia Economic Research, UBS AG For more on UBS visit their website: https://www.ubs.com/us/en.html Follow UBS on Twitter: @UBS