Behind the Markets Podcast

Show from 11/1/19 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing positive market news and what he calls a Goldilocks jobs report. He gets into a variety of topics including the latest news about labor markets and how they went up 1/10 which means we're supplying enough workers and wages are not inflationary. Then Jeremy schwartz and Liqian Ren talk with political expert Greg Valliere about what is going on in Washington. 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

Show from 11/1/19 In this episode of Behind the Markets Jeremy Schwartz and Liqian Ren discuss asset management with an expert from Goldman Sachs, Caesar Maasry. They start out discussing the importance of US asset markets and then move to discuss international markets such as China, the largest economy in the EM world for equities. Guest: Caesar Maasry - He leads the emerging markets cross asset strategy team at Goldman Sachs More information on Goldman Sachs: https://www.goldmansachs.com/ Follow them on Twitter: @GoldmanSachs

Show from 10/25/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to a returning guest from Astoria Portfolio Advisors about topics such as low volatility, sector constraints, ETFs, emerging markets, and more. Guest: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Follow him on Twitter: @AstoriaAdvisors Find out more about Astoria Portfolio Advisors: https://www.astoriaadvisors.com/

Show from 10/25/19 In this episode Jeremy Schwartz and Jeremy Siegel discuss this weeks financial news including highs in the market and the S&P 500 breakout. Then Jeremy Schwartz talks to returning guest Marc Chandler of Bannockburn Global Forex about a wide range of topics such as currency markets, interest rates, the bond market, and the global economy. Guest: Marc Chandler, who is a 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 Check out his Marc Chandler's articles here: www.marctomarket.com/2019/07/interv…and-bluff.html

Show from 10/18/19 In this episode of Behind the Markets host Jeremy Siegel gives his weekly market update addressing recent weaknesses and the impact of trade deals. Then host Jeremy Schwartz talks to a technical strategist about internal market behavior as well as across asset classes from stocks to bonds and commodities. Guest: Mike Hurley: Chief Market Strategist for Highland Capital Management and portfolio manager for the Highland Socially Responsible Equity Fund. More Information on Highland Capital Management: https://www.highlandcapital.com/ Check out his work on the Highland Socially Responsible Equity Fund: https://www.highlandfunds.com/socially-responsible-equity-fund/

Show from 10/11/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Stephen Sexauer, Jose Brito & Jillian Fornito about Market Growth and The European Outlook. Guest: Stephen Sexauer oversees SDCERA's investment strategy for the Fund's public and private investments, investment team and investment consultants. In addition to the day-to-day operation of SDCERA's Investment Division, he also assists SDCERA's Board with determining the Fund's investment policies, strategy and asset allocation. Check out more information here https://www.conference-board.org/bio/index.cfm?bioid=1036 Guest: José Brito, Ph.D, has previously worked as an economist at the Monetary Authority of Macau and the Bank of Portugal. Currently he works at Millenniumbcp, the biggest Portuguese private banking group, as the institution’s chief economist after having held the position of head of financial markets research. He has published several papers in international refereed academic journals and op-eds in the Portuguese and international press, including the Financial Times and the Handelsblatt. Check out more information here: https://www.researchgate.net/profile/Jose_Brito5 Guests: Jill Fornito joined the Global Interdependence Center in 2008 as the assistant director with a broad scope of responsibilities including organizational and program management. In 2011, Jill assumed the role of director of operations, focusing mainly on the planning and execution of GIC’s domestic and international conferences. Jill was named the executive director in 2017 as she continues to oversee the daily operations of the GIC office, including development, financial administration, program coordination and communications. She is also the author of GIC’s Travel Blog Check out more information here: https://www.interdependence.org/author/jfornitointerdependence-org/

Show from 10/04/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Anne Marie Knott & Chris Jones about investment management and they break down the term research quotient. Guest: Anne Marie Knott, the Robert and Barbara Frick Professor in Business at Olin Business School at Washington University in St Louis. Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School. Check out more information here:https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott Guest: Chris Jones, Chief Investment Officer and Executive Vice President of Investment Management at an advisory firm called Financial Engines. Check out more information here: https://www.institutionalinvestor.com/article/b14z9xvj12xyf7/financial-engines-cio-chris-jones-champions-conflict-free-advice

Show from 10/04/19 In this episode of Behind the Markets hosts Jeremy Schwartz talk with guest Charles Evans about the financial innovation and size premium. Guest: Charles L. Evans has served as president and chief executive officer of the Federal Reserve Bank of Chicago since September 2007. In that capacity, he serves on the Federal Open Market Committee (FOMC), the Federal Reserve System's monetary policymaking body. Check out more information here: https://www.chicagofed.org/people/e/evans-charles

Show from 9/27/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guest Ray Ball about the financial innovation and size premium. Guest: Ray Ball, the Sidney Davidson Distinguished Service Professor of Accounting at the University of Chicago’s Booth School of Business. Ray and his colleague Philip Brown are being honored at the conference with the 2019 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation. Check out more information here: https://www.analysisgroup.com/experts-and-consultants/affiliated-experts/ray-ball/

Show from 9/27/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Matthew Ringgenberg and Mihail Velikov about the studies of anomalies and universal accounting standards. Guest: Matthew Ringgenberg, Associate Professor of Finance at the University of Utah. Matt presented a paper this morning called “Anomaly Time” Check out more information here: https://eccles.utah.edu/team/matthew-ringgenberg/ Guest: Mihail Velikov, an assistant professor of finance at the Smeal College of Business at Penn State University. Prior to Penn State, he spent four years at the Federal Reserve Bank of Richmond. He was part of a panel that gave a trading cost perspective on the Anomaly paper. Check out more information here: https://www.nber.org/people/mihail_velikov

Show from 9/20/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Professor Sigel talks with guest James Bullard about the FOMC Meeting and monetary policy.. Guest: James Bullard is is the president and CEO of the Federal Reserve Bank of St. Louis. In that role, He is a participant on the Federal Reserve’s Federal Open Market Committee (FOMC), which meets regularly to set the direction of U.S. monetary policy. He also oversees the Federal Reserve’s Eighth District, including activities at the St. Louis headquarters and its branches in Little Rock, Arkansas, Louisville, Kentucky., and Memphis, Tennessee. Check out more information here: https://www.stlouisfed.org/about-us/leadership-governance/bank-officers/executive-bios/james-bullard

Show from 9/13/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talks with guest Nicholas Johnson about global markets and platform businesses. Guest: Nicholas Johnson, Principal at Applico, where he works directly with Fortune 500 C-Suites and Boards to help them build and buy their own platform businesses. He is the co-author of Applico’s Amazon-best seller Modern Monopolies Follow him on Twitter: @NLJ_1 Check out his website here: https://www.applicoinc.com/

Show from 9/6/19 In this episode of Behind the Markets hosts Jeremy Schwartz talks with guests Peter Boockvar & Jim Bianco about global monetary policy, investment strategy, and the stock outlook. Guest: Peter Boockvar, is the Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a $4.5b wealth management firm. He is also the Editor of The Boock Report, a macro economic and market newsletter, as well as a CNBC contributor. Follow him on Twitter: @pboockvar Check out his website here: https://boockreport.com Guest: Jim Bianco, President and CEO of Bianco Research. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Follow him on Twitter: @biancoresearch Check out his website here: https://www.biancoresearch.com/free-trial/?source=TWTR

Show from 8/23/19 In this episode of Behind the Markets host Jeremy Schwartz talks with guest Kevin Muir about bond market strategy and government spending. Guest: Kevin Muir who is market strategist at East West Investment Management. He’s also the author of the MacroTourist newsletter and he hosts his own podcast called The Market Huddle. Follow him on Twitter: @kevinmuir Check out his podcast here: https://www.youtube.com/watch?v=_AI_WvHrGV4

Show from 8/23/19 In this episode of Behind the Markets host Jeremy Schwartz talks with guest Dave Donabedian about fed policy and the global market outlook . Guest: Dave Donabedian is the chief investment officer of CIBC Private Wealth Management, whose responsibilities include chairing the Asset Allocation Committee, as well as providing oversight of internal investment strategies and the external manager selection platform. He’s also a proud Wharton alum with a Bachelor of Science in economics and a Bachelor of Arts with honors--1984 Undergrad. Follow him on Twitter: @ddonabedian Check out his company CIBC here: https://private-wealth.us.cibc.com/

Show from 8/16/19 In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talk with guests Samuel Rines and Danielle DiMartino Booth about monetary policy and the fears of a recession. Guest: Samuel E. Rines is Chief Economist at Avalon Advisors. Prior to joining Avalon, Samuel was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along with other media outlets. He was a Student Fellow at the American Institute for Economic Research where he received the Roy Anderson Faulke Award. While working on his degree, Samuel spent two trimesters at Oxford University studying Development Economics. His book, "After Normal: Making Sense of the Global Economy", is available at Amazon.com. Follow him on Twitter: @SamuelRines Check out his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198 Guest: Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill. Follow him on Twitter: @DiMartinoBooth Check out her latest article here: https://www.interdependence.org/blog/modern-meritocracy-theory-pledging-allegiance-to-an-american-mmt/

Show from 8/9/19 In this episode of Behind the Markets host Liqian Ren talks to Professor Wu Alfred Muluan. They discuss everything from the Hong Kong protest to the economic decline in Hong Kong. Guest: Wu Alfred Muluan is a Assistant Dean and Associate Professor in Lee Kuan Yew School of Public Policy at National University of Singapore. He earned his PhD from City University of Hong Kong, where he was the recipient of the German Academic Exchange Service (DAAD) scholarship and the Outstanding Academic Performance Awards for Research Degree Students. He previously served as an associate professor in the Department of Asian and Policy Studies at The Education University of Hong Kong, a senior research associate in the Department of Public and Social Administration at City University of Hong Kong, and from 2000-2007 a senior journalist in Mainland China, where he received over a dozen awards and honours for outstanding journalism both from Chinese and overseas organizations. Follow him on Twitter: @alfredmwu Check out his blog here: https://alfredmwu.wordpress.com/

Show from 8/9/19 In this episode of Behind the Markets host Liqian Ren starts the show off with a market update and the US China trade war with Professor Jeremy Siegel. Liqian Ren discusses everything from US China trade war to the Federal Reserve. Guest: Marc Chandler, who is a 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 Check out his Marc Chandler's articles here: http://www.marctomarket.com/2019/07/intervention-huff-puff-and-bluff.html

Show from 8/2/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren bring in an expert on China's economy. They discuss everything from US foreign trade, to the housing market in China and health care reform. Guest: Hanming Fang is Class of 1965 Term Professor of Economics and Professor of Health Care Management at the University of Pennsylvania. He is also the International Dean of the School of Entrepreneurship and Management at ShanghaiTech University in China. Professor Fang is one of the founders of a company called VoxChina, which is described on its website as a “bridge on economic issues between China and the World”. Follow his work with Vox China on Twitter: @VoxChina2017 Check out his economic research here: https://economics.sas.upenn.edu/people/hanming-fang

Show from 8/2/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren kick off the show getting a market update and talking fed policy with Professor Jeremy Siegel. Then they bring on an economist at First Trust Advisors to talk about trade, China, and the fed. Will job growth increase? What is the outlook for US equity markets? And what will be the effects of President Trump's trade decisions? Our guest will discuss all that and more. Guest: Brian Wesbury is Chief Economist at First Trust Advisors L.P., a financial services firm based in Wheaton, Illinois. Mr. Wesbury was a member of the Academic Advisory Council of the Federal Reserve Bank of Chicago from 1999-2007 and has been a regular attendee of the Economist Roundtable Luncheon at the Chicago Fed since 2007. In 2012, he was named a Fellow of the George W. Bush Presidential Center in Dallas, TX where he worked closely with its 4%-Growth Project. His writing appears in various magazines, newspapers and blogs, and he appears regularly on Fox, Bloomberg, CNBC and BNN Canada TV. In 1995 and 1996, he served as Chief Economist for the Joint Economic Committee of the U.S. Congress. The Wall Street Journal ranked Mr. Wesbury the nation’s #1 U.S. economic forecaster in 2001, and USA Today ranked him as one of the nation’s top 10 forecasters in 2004. Follow him on Twitter: @wesbury For more on First Trust Advisors visit their website: https://www.ftportfolios.com/

Show from 7/26/19 Jeff Weniger, Director of Asset Allocation at WisdomTree, steps in to host this special edition of Behind the Markets with Jeremy Schwartz and Jeremy Siegel! They talk to David Rosenberg about the European Central Bank, interest rates and the fed. They also review the flood of corporate earnings out this week and what they say about the U.S. economy. Plus a look at global markets from Japan to Switzerland. Guest: David Rosenberg, Chief Economist and Strategist at Gluskin Sheff, a Canadian-based wealth management firm. Dave was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. He also writes a very popular daily newsletter called Breakfast with Dave. Breakfast with Dave: For a three month trial email [email protected] Check out his site: https://www.gluskinsheff.com/Thinking/Research Follow him on Twitter: @EconguyRosie

Show from 7/19/19 In this episode of Behind the Markets Host Liqian Ren flies solo and talks to a doctor who works in the Center for Health Policy at Duke University about the future of health care. He says that people should watch the opinions of presidential candidates on health care after the primaries and that the 2020 elections will be key to industry reforms. They also get into the question of how China will improve its health care system using the private sector. Guest: Dr. Mark McClellan - The Robert J. Margolis Professor of Business, Medicine, and Policy, and Director of the Duke-Margolis Center for Health Policy at Duke University. Dr. McClellan is a former administrator of the Centers for Medicare & Medicaid Services (CMS) and former commissioner of the U.S. Food and Drug Administration (FDA), where he developed and implemented major reforms in health policy. Follow the Duke-Margolis Center on Twitter: @dukemargolis Follow his research here: https://healthpolicy.duke.edu/mark-mcclellan-md-phd

Show from 7/19/19 Host Liqian Ren flies solo in this episode of Behind the Markets all about health care and economic growth. She talks with a health policy adviser to the World Bank Group about how China is developing it's health care system, even implementing some of the systems used in the US. They get into topics such as NHSA, China's national health insurance, and applying Medicare and Medicaid. Tune in to figure out the future of these markets. Guest: Dr. Zhou Yang - Health policy advisor to the World Bank Group, and the founder and CEO of Yang and Partners LLC. Follow her on Twitter: @zyangunc Check out her research here: https://www.sph.emory.edu/faculty/profile/#!ZYANG26

Show from 7/12/19 In this episode of Behind the Markets Jeremy Schwartz talks with an expert on Japan. Investors are closely watching Japan, especially after the country's recent trend of capital return to shareholders. From the success of small to medium domestic companies to the effects of activist investors, you'll learn everything you need to know about investing in Japan. Guest Jesper Koll was appointed Chief Executive Officer of WisdomTree Japan on July 1, 2015. 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. Twitter: @WisdomTreeETFs

Show from 7/12/19 In this episode of Behind the Markets, Jeremy Schwartz talks to the President of the Richmond Fed about of the Richmond Fed.about US economic outlook, interest rates, and fed policy. Guest Tom Barkin - President and Chief Executive Officer of the Richmond Fed. He joined the Richmond Fed in January 2018. In this role, he is responsible for the Bank’s monetary policy, bank supervision and regulation, and payment services as well as oversight of the Federal Reserve System’s information technology organization. Barkin served as a voting member in 2018 on the Federal Reserve’s chief monetary policy body, the Federal Open Market Committee. Prior to joining the Richmond Fed, Barkin was a senior partner and chief financial officer at McKinsey & Company, a worldwide management consulting firm. Barkin oversaw McKinsey’s offices in the southern United States and provided strategic counsel to a diverse portfolio of clients. Barkin also served on the board of directors for the Federal Reserve Bank of Atlanta from 2009 to 2014 and was the board’s chairman from 2013 to 2014. Barkin is a member of the Emory University Board of Trustees and the Greater Washington Partnership. Barkin earned his bachelor’s, master’s and law degrees from Harvard University. Follow him on Twitter: @RichmondFed

Show from 6/28/19 More and more investors want to use their money to support companies that they can feel good about. In this episode of Behind the Markets, host Jeremy Schwartz talks to the founder of the Life and Liberty Freedom 100 Emerging Markets Index—which takes your money and invests it in developing markets that protect and promote human and economic freedoms. Find out how you can do more socially responsible investing! Guests: Perth Tolle: Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation. Perth is a frequent speaker at investment industry events and is quoted in various financial media. She is a member of Women in ETFs and a graduate of Trinity University with a Bachelor of Science in finance and marketing. Twitter handle: @Perth_Tolle Wes Gray: After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in the suburbs of Philadelphia with his wife and three children. Twitter handle: @alphaarchitect Website for Freedom Fund: https://www.lifeandlibertyindexes.com/

Show from 6/21/19 In this special edition of Behind the Markets Hosts Jeremy Schwartz, Jeremy Siegel, Liqian Ren, and Gaurav Sinha talk to the former Governor of the Bank of India, who is now at the University of Chicago. They get insight into monetary policy at its highest levels. Plus an in depth look at European and Asian economies. Find out why he thinks the world cannot continue to rely on cheap money and his opinion on what the slowing growth of the labor force means for global markets. Guest: Professor Raghuram Rajan - Katherine Dusak Miller Distinguished Service Professor of Finance at the University of Chicago’s Booth School of Business. He was the 23rd Governor of the Reserve Bank of India between September 2013 and September 2016. Between 2003 and 2006, Dr. Rajan was the Chief Economist and Director of Research at the International Monetary Fund. He’s just published a new book called The Third Pillar: How the State and Markets are leaving Communities Behind. His Booth Faculty Page: https://www.chicagobooth.edu/faculty/directory/r/raghuram-g-rajan Link to his book "The Third Pillar" https://www.amazon.com/Third-Pillar-Markets-Community-Behind-ebook/dp/B07DSZFVKS

Show from 6/14/19 In this episode Jeremy Schwartz and Guarav Sinha talk to head of emerging markets and chief global strategist at Morgan Stanley Investment Management about India. They talk about the likelihood of a reform process to reverse in India, the centralization of power in the country, and much more. Guest: Ruchir Sharma - Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management. He’s also a successful author and has a new book called Democracy on the Road: A 25-Year Journey through India. He typically spends one week every month in a different country where he meets leading politicians, top CEOs and other local characters. Follow his work here: https://www.morganstanley.com/im/en-us/institutional-investor/about-us/investment-professionals/sharma-ruchir.html

Show from 6/14/19 In this episode Jeremy Schwartz and Guarav Sinha get into US trade with China and how that will impact markets with an expert on the subject. They talk about opportunities for small entrepreneurial ventures in China, stock picking at the micro level, and much more. Guest: Andy Rothman - Investment Strategist for Matthews Asia. Andy writes a blog called Sinology that is closely followed by investors. Follow him on Twitter: @RothmanAndy Check out his blog here: https://matthewsasia.com/perspectives-on-asia/sinology/default.fs

Show from 6/7/19 Jeremy Schwartz brings on the CEO of London-based currency management firm Record PLC to talk global currencies. They get into European markets, hedging, bonds, equities and much more. Tune in Guest: James Wood-Collins - CEO of Record PLC Find out more about Record PLC here: https://www.recordcm.com/ You can also follow Record PLC on Twitter: @RecordCurrency

Show from 6/7/19 Jeremy Schwartz and Jeremy Siegel kick off the show discussing the latest market news from the May jobs report to the Mexico/ China tariffs. Then they talk to a Geneva-based strategist who follows central banks and what the markets are saying about a possible interest rate cut from the Fed. They get into negative interest rates, the tech sector, innovation, ECB habits and more. Tune in Guest: Frederik Ducrozet - Senior Economist and Global Macro Strategist at the Pictet Group, based in Geneva Switzerland. For more on Pictet Group visit their website: https://www.group.pictet/ Follow him on Twiiter: @fwred

Show from 5/31/19 India’s Prime Minister was re-elected in a landslide. Hosts Jeremy Schwartz and Associate Director of Asset Allocation and Modern Alpha at WisdomTree Guarav Sinha talk about what his plans might be for spurring economic growth in the country and what opportunities there might be for investors in that region. Then Wharton Finance Professor Jeremy Siegel joins the show and they talk to the founder of Creative Planning, named the #1 Independent Wealth Management Firm in America by Barron’s. What is his strategy in this volatile market? Tune in and find out Guests: Srinivas Thiruvadanthai - Director of Research for the Jerome Levy Forecasting Center Follow Sri on Twitter: @teasri Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree Peter Mallouk - Founder and President of Creative Planning Follow Peter on Twitter: @PeterMallouk Check out their website: https://creativeplanning.com/

Show from 5/31/19 Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the founder of Creative Planning, named the #1 Independent Wealth Management Firm in America by Barron’s. What is his strategy in this volatile market? Tune in and find out Creative Planning Legal Disclosures: https://creativeplanning.com/important-disclosure-information/ Guest: Peter Mallouk - Founder and President of Creative Planning Follow Peter on Twitter: @PeterMallouk Check out their website: creativeplanning.com/

Show from 5/24/19 In this episode of the Behind the Markets podcast host Jeremy Schwartz talks to the Founder and CEO of Applico, a company that helps new and existing businesses build their own platforms. He’ll explain that while a traditional business model creates value through linear supply chain production, a platform business is non-linear and can connect interdependent groups of consumers and producers. Companies like Amazon, Walmart and Microsoft have made the switch—so is this the business model you should consider for your company? Guests Alex Moazed, Founder of Applico. He founded Applico in 2009 when he was 20 years old and funded the company with his own credit cards. Alex co-authored the best-selling book, Modern Monopolies, which defines the platform business model dominating the 21st century economy. In his role as CEO, he works directly with Fortune 500 C-suites and boards to help them build or buy their own platform businesses. Alex is a graduate of Babson College, Choate Rosemary Hall and Greenwich Country Day School. For more on Applico visit this link: https://www.applicoinc.com/ Rafi Aviav - Head Of Product Development at WisdomTree in Europe. He has an MBA in Analytic (Quantitative) Finance from the University of Chicago’s Booth School of Business, as well as a BA in economics from Tel Aviv University.

Show from 5/17/19 Tune in for this special Reunion Radio edition of Behind the Markets featuring two experts on China! JeremySchwartz and Liqian Ren get into China/ US trade, the Asia Credit Bond Index, and more. Guests: Chad Liu - Founder and Chairman of Prudence Investment Management More about them here: http://www.prudenceinv.com/ Dali Yang - The William Claude Reavis Professor of Political Science at the University of Chicago. Check out his work here: https://political-science.uchicago.edu/directory/dali-yang

Show from 5/10/19 Investors are nervous about trade talks between China and the U.S. and stocks have been off their highs as a result. In this episode of Behind the Markets, Jeremy Schwartz talks to his guests about the outlook for a new agreement without President Trump imposing tariffs. Jeremy also discusses a report from the Philadelphia Federal Reserve Bank that has advice for job seekers without a college degree—stay out of big cities! Tune in Guests: David Lai - A Partner and Co-Chief Investment Officer of Premia Partners More info here: https://www.premia-partners.com/ Keith Wardrip - Who is Community Development Research Manager at the Philadelphia Federal Reserve Bank. He’s one of the authors of a report on what are known as “opportunity occupations” Read the report here: https://www.philadelphiafed.org/-/media/community-development/publications/special-reports/identifying_opportunity_occupations/opportunity_occupations_revisited.pdf?la=en

Show from 5/3/19 In this episode of Behind the Markets our hosts Jeremy Schwartz and Liqian Ren talk about innovation in finance. First they bring on Wharton Professor Jeremy Siegel for his weekly update, this week he discussed stagnant Fed rates and the slowdown in business investment and household spending. Then they bring on the CIO and Executive Vice President of Investment Management at Financial Engines to talk about retirement planning and robo-investors. Then we bring on the author of the book "How Innovation Really Works." She gets into RQ having the same predictive factor as momentum and multinational companies vs non-multinationals in regards to innovation. Tune in! Guests: Chris Jones - Chief Investment Officer and Executive Vice President of Investment Management at Financial Engines. More about Financial Engines here: https://financialengines.com/ Anne Marie Knott - Robert and Barbara Frick Professor in Business at Olin Business School at Washington University and author of “How Innovation Really Works” Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School. Follow her research here: https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott Check out her book here: https://www.amazon.com/How-Innovation-Really-Works-Trillion-Dollar/dp/1259860930

Show from 4/26/19 In this episode our hosts Jeremy Schwartz and Liqian Ren start off the show talking to the Executive Vice President and Director of Equity Strategies at Cumberland Advisors about European markets, sector investing, South Africa, market momentum, and much more. Then they bring on economist and author of the new book "An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk." She gets into retirement, managing risk, and trading bonds. Guests: Matt McAleer- Executive Vice President and Director of Equity Strategies at Cumberland Advisors. Follow Cumberland Advisors on Twitter: @CumberlandADV Allison Schrager - An economist who is co-founder of the risk advisory firm LifeCycle Finance Partners, LLC and a journalist at Quartz. She’s also the author of a great new book called AN ECONOMIST WALKS INTO A BROTHEL: And Other Unexpected Places to Understand Risk. Follow Allison on Twitter: @AllisonSchrager More on Allison & her book here: https://www.allisonschrager.com/

In this special edition of Behind the Markets Jeremy Schwartz and Gaurav Sinha of WisdomTree talk to Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center, about economic trends in India. They discuss what sectors to pay attention to in India, consumption in the country, the benefits of export driven economy, and more. Guests: Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center Follow Sri on Twitter: @teasri Fore More on the Jerome Levy Forcasting Center: www.levyforecast.com/ Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree You can also follow our host on twitter: @JeremyDSchwartz

Show from 4/12/19 How much money will you really need to retire? In this episode of Behind the Markets hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren talk to the CEO of the Cordasco Financial Network, named one of the top financial advisers in the Philadelphia Area by Smart Asset. They also focus on investment opportunities in Japan, China and India. Tune in Guests: Steve Cordasco, Founder and CEO of the Cordasco Financial Network Follow CFN on Twitter: @CFNPlan For more info on CFN visit their website: https://cfnplan.com/ Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center Follow Sri on Twitter: @teasri Fore More on the Jerome Levy Forcasting Center: https://www.levyforecast.com/ Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree You can also follow our hosts on twitter: @JeremyDSchwartz and @RLiqian

Show from 4/5/19 Today’s show is all about Federal Reserve policy! Hosts Jeremy Schwartz and Liqian Ren talk to a Fed watcher who thinks fears about a recession can’t be dismissed. They get into inverted yield curves, interest rates, wage growth, and much more. Then they get into robo-trading platforms and investment strategy. Tune in! Guests: Tim Duy - A professor of practice in the Economics Department at the University of Oregon. He’s also the Senior Director of the Oregon Economic Forum, and writes a regular blog called “Tim Duy’s Fed Watch”. Read the blog: https://blogs.uoregon.edu/timduyfedwatch/ Follow him on Twitter: @TimDuy Josh Brown - The CEO of RItholtz Wealth Management, a New York City-based investment advisory firm. Josh has been named by The Wall Street Journal, Barron's and TIME Magazine as the most important financial follow on Twitter, and his blog, The Reformed Broker, is read by millions of investors, traders and advisors around the world. He is also a CNBC Contributor. Follow him on Twitter: @ReformedBroker You can follow our hosts on twitter: @JeremyDSchwartz and @RLiqian

Show from 3/29/19 We go global when host Jeremy Schwartz talks to an economist from the European Central Bank. What impact are the Brexit negotiations having on the global economy, and why is the ECB’s President worried about negative interest rates? We also talk about whether the Fed’s hints that it’s done raising interest rates will affect the markets and Italy's impact on the ECB. Tune in! Guests: Dr. Diego Rodriguez Palenzuela - Head of the Business Analysis Division, DG-Economics, at the European Central Bank. He’s been with the ECB since 1999 and has a PhD in economics from MIT. More about Diego on the ECB's website: https://www.ecb.europa.eu/pub/research/authors/profiles/diego-rodriguez-palenzuela.en.html Jillian Fornito - Executive Director of the Global Interdependence Center, a nonprofit organization established in 1976 and headquartered inside the Federal Reserve Bank of Philadelphia. GIC’s mission is to facilitate an international dialogue on economics and Diego came to us through her. More on the Global Interdependence Center: https://www.interdependence.org/ Check out the GIC travel blog Jill writes for: https://www.interdependence.org/blog/ Kevin Flanagan– Head of Fixed Income Strategy at WisdomTree

Show from 3/22/19 In this episode host Jeremy Schwartz welcomes Gene Goldman to the show to talk about Europe, Japan, and other emerging markets. They also discuss economic data that their watching such as fed rate hikes and oil prices to see if the U.S. is heading towards a recession. Guest: Gene Goldman - Director of Research and Chief Investment Officer at Cetera Investment Management. He provides day-to-day oversight, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics. More about Cetera here: https://www.cetera.com/cetera_investment_management Follow him on Twitter: @GeneGoldman1

Show from 3/15/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to Wes Gray of AlphaArchitect about the Democratize Quant Conference. Then Guarav Sinha joins the show to discuss tech advances in India and their growing economy. Plus the founder and CEO InfraCap talks about investing in energy and infrastructure and why he's bullish on oil. All that and more Guests: Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree Wes Gray - CEO of Alpha Architect Follow him on Twitter: @alphaarchitect Jay Hatfield - the Founder and CEO of a firm called InfraCap For more on InfraCap visit: https://www.infracapfunds.com/

Show from 3/8/19 In this episode of Behind the Markets host Liqian Ren and Jeremy Schwartz talk to Danielle DiMartino of Quill Intelligence. She offers up a sobering, unique opinion on the February Jobs Report. Plus they discuss fed policy, interest rates, and European markets. Then they discuss behavioral finance and investment strategy with the president and chief strategist at Sierra Alpha Research LLC. Tune in! Guests: Danielle DiMartino - Booth is CEO and Director of Intelligence for Quill Intelligence, a new research and analytics firm. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America Follow her on Twitter: @DiMartinoBooth Her book: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655 Visit her website: https://dimartinobooth.com/bio/ David Keller - President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness. Follow him on Twitter: @DKellerCMT Company website: https://www.marketmisbehavior.com/

Show from 3/1/19 On today's show hosts Jeremy Schwartz and Liqian Ren discuss sector based research, the oil industry, and foreign exchange currencies with the CIO and portfolio manager for Bleakley Advisory Group. Then they talk US Dollar, Retail, Global Economies, & China trade with Peter Boockvar, a bearish CIO and portfolio manager for Bleakley Advisory Group. He will explain why he's holding a lot of cash and favors cheap international markets over the US. All that and more! Guests: Kelvin Zhang - He is a Partner at AlphaLetters LLC, a quantitative research company serving fund investors worldwide. Kelvin joined AlphaLetters in 2014 and leads its research, and product development—and has an MBA from the Wharton School, class of 2003. For more info visit: http://www.alphaletters.com/ Peter Boockvar - Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a 4-point 5 billion dollar wealth management firm. Peter is also the Editor of The Boock Report, a macro economic and market newsletter, and a CNBC contributor. For more info visit: https://www.bleakley.com/

Show from 2/22/19 In this episode of Behind the Markets Jeremy Siegel joins at the top for his market outlook. He discusses the Fed, the deal with China, and emerging markets.Then hosts Jeremy Schwartz and Liqian Ren bring on Bill Stone of Avalon Advisors and discuss global markets, job growth, the housing sector and much more. Plus in the second half of the show Marty Fridson of Lehmann Livian Fridson Advisors joins the hosts to discuss high yield investing. Guests: Bill Stone, Chief Investment Officer at Avalon Advisors Follow him on Twitter @ewstone For more info visit: http://avalonadvisors.com/ Martin Fridson, Chief Investment Officer at Lehmann Livian Fridson Advisors Follow him on Twitter @MartinFridson For more information on Martin visit: http://www.martinfridson.com/ For more info on his firm visit: https://www.llfadvisors.com/

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

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

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