Behind the Markets Podcast

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

Show from 1/18/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren discuss Chinese foreign policy with Dingding Chen of Jinan University. They talk about how he was the first to predict Trump's victory 3 years ago and China's stance on the current trade war. They also get into emerging technology and government tracking in China. All that and more! Guest: Dingding Chen - Professor of International Relations and Associate Dean of Institute for 21st Century Silk Road Studies at Jinan University, Guangzhou, China. He is also the Founding Director of Intellisia Institute, a newly established independent think tank focusing on international affairs in China. His research interests include Chinese foreign policy, Asian security, Chinese politics, and human rights. Read articles he's written for The Diplomat: https://thediplomat.com/authors/dingding-chen/ His Academic Papers: http://jinan.academia.edu/DingdingChen Follow him on Twitter: @ChenDingding

Show from 1/11/19 In this episode of Behind the Markets Jeremy Siegel starts off the show with his weekly market update talking about everything from unemployment to Fed fund rates and reserves. Then hosts Liqian Ren and Jeremy Schwartz talk about China's economy, the new year, and the one child policy. Plus Michael Oyster joins the show to discuss his most recent book "Success in a Low-Return World." Tune in! Guest: Michael Oyster - Author of Success in a Low-Return World. He is also an investment strategist, researcher and creator of the Options Income Index. He began his professional investment career in 1994 with options advisory firm Schaeffer’s Investment Research. As Schaeffer’s senior quantitative analyst, he conducted detailed analysis of options and volatility metrics while managing product offerings including an S&P 500 Index options spread strategy. Follow him on twitter @oystermichael

Show from 12/21/18 In this special edition of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to the president and CEO of the Federal Reserve Bank of Cleveland! They discuss everything from the recent Fed meeting to job growth. Tune in Guest: Loretta Mester - President and CEO of the Federal Reserve Bank of Cleveland More about her here: https://www.clevelandfed.org/people-search?pid=51d503bc-e964-4f3a-b26e-5c472e868348

Show from 12/14/18 In this episode of Behind the Markets host Jeremy Schwartz talks to the chief financial officer at Ally Invest about wealth management and retirement. They talk about the fed intervening in markets, millennials vs baby boomers, investing in ETFs, and much more. Tune in! Guest Info: Thomas Desmond - Chief Financial Officer at a company called Ally Invest. Ally Invest is an online securities broker and wealth management company and subsidiary of Ally Financial Inc, and Tom is responsible for overseeing the company’s finance, accounting, reporting and strategic development activities. More about Ally Invest here: https://www.ally.com/ Follow Ally Invest on Twitter: @AllyInvest

In this episode of Behind the Markets our hosts kick off the show with Jeremy Siegel’s market update. Then hosts Liqian Ren and Wes Gray talk to experts on commodity markets. Plus an in depth look at the production cuts at OPEC. All that and more! Guests: Geetesh Bhardwaj - A Managing Director in Research at SummerHaven Investment Management. Nitesh Shah - Who is Director of Research at WisdomTree Europe.

Episode from 11/30/18 In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz, Jeremy Siegel, and Liqian Ren discuss the latest news from the G20 Summit, Fed Policy, and China. They get into the liklihood of rate hikes and the future of trade with China. Plus they get into the potential impacts of Brexit and the ECB Meeting. All that and more Guests: Marc Chandler - Chief Market Strategist at Bannockburn Global Forex Follow him on Twitter @marcmakingsense Andy Rothman - Who is Investment Strategist at Matthews Asia. Andy lived and worked in China for more than 20 years, analyzing the country’s economic and political environment, before joining Matthews Asia in 2014. As Investment Strategist, he has a leading role in shaping and presenting the firm’s thoughts on how China should be viewed at the country, regional and global level. Learn more about Matthews Asia here: https://matthewsasia.com/portal.fs

In this episode of Behind the Markets from 11/16/18 hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel find out more about an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas. They also talk Federal Reserve, global strategy, factor investing & portfolios. Special guest host Liqian Ren joins us as well. Tune in! Guests: Maura Pape - a strategist and Director of Business Development at DeepMacro, a technology company that’s developed an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas For more information visit this link: https://beta.deepmacro.com/welcome Liqian Ren - Director of Modern Alpha at WisdomTree

In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel kick off the show discussing the outcome of the 2018 Midterm Elections and the impact the results will have on markets. Then they talk bonds, interest rates, and inflation. Plus a broader look at markets and investment strategy. This politically charged episode tries to provide listeners with the right investing tools to consider big market risks. You don't want to miss this one! Guests: Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management More on his work herehttps://www.wisdomtree.com/blog/author/kevin%20flanagan Jared Dillian - Editor of the Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008 Find out more about The Daily Dirtnap here http://www.dailydirtnap.com/ Follow him on Twitter @dailydirtnap

In this episode of Behind the Markets host Jeremy Schwartz gets a market update from Co-Host and Wharton Finance Professor Jeremy Siegel. Then he talks to Public Policy Analyst at Raymond James, Ed Mill, about the upcoming midterm elections. Plus he discusses everything from jobs to cryptocurrency with Tom Lee of Fundstrat Global Advisors. Tune in! Guests: Ed Mills - Managing Director and Public Policy Analyst at Raymond James Find out more on their website https://www.raymondjames.com/ Follow them on Twitter @RaymondJames Tom Lee - Managing Partner and Head of Research at Fundstrat Global Advisors Find out more on their website https://www.fundstrat.com/ Follow him on Twitter @fundstrat

In this episode of Behind the Markets, our guest co-host Wes Gray of Alpha Architect brings on cybersecurity experts to discuss breaches and the steps to keep your information safe. Tune in! Guests: Patrick Cleary, Chief Operations Officer at Alpha Architect Brandon Koepke, Chief Technical Officer at Alpha Architect

In this episode of Behind the Markets our hosts Jeremy Schwartz and Jeremy Siegel tackle global markets. They get into Japan, debt, emerging markets, and currency wars relating to China. All that and more Guests: Jesper Koll - Chief Executive Officer of WisdomTree Japan Ed Cole - Portfolio Manager at Man GLG More about his company here https://www.glgpartners.com/

Confused by all the hype about Blockchain and cyber-currencies? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy get a crash course from the Chief Commercial Officer for BANKEX, a global financial technology firm. He will explain why his firm thinks this is the future of banking. We’ll also have Professor Siegel’s take on this week’s market drop—and whether we’re now entering a bear market. Tune in! Guests: Syed Hussain - Chief Commercial Officer for BANKEX. Let me tell you more about BANKEX Follow the firm on Twitter @BANKEX Or check out their website https://bankex.com/en/ Will Peck - Director of Corporate Strategy at WisdomTree

Host Jeremy Schwartz talks to three investment managers about their current strategies in this sometimes volatile market, as well as how they are managing withdrawal rates for clients that are retiring. Should you be moving some money into bonds? And what is a better bet right now—large cap stocks or small caps? Tune in Guests: Preston McSwain – Fiduciary Wealth Partners Adam Butler – CIO of Resolve Asset Management Andrew Miller – CIO of Miller Financial Management

In this special of the Behind the Markets podcast Jeremy Schwartz and Jeremy Siegel talk to the President and CEO of the Federal Reserve Bank of St. Louis James Bullard. They get into the interest rate hikes, monetary policy, the job market, and much more. Guest: James Bullard - President and CEO of the St. Louis Federal Reserve Bank More info about him here: https://www.stlouisfed.org/from-the-president

In this episode of the Behind the Markets Podcast host Jeremy Schwartz talks to Brandon Zick, Director of Acquisitions & Portfolio Management at Ceres Partners, about investing in the farming sector. They also discuss the effects of tariffs on the farm markets. Guest: Brandon Zick - Director of Acquisitions & Portfolio Management at Ceres Partners More info here: https://www.cerespartners.com/

In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to top economists at the Jacobs Levy Conference. They give their take on market outlook incorporating everything from robots and tech to health care. Tune in! Guests: Robert Shiller - Nobel Prize winning economist Robin Greenwood - the George Gund Professor of Finance and Banking at Harvard Business School

In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel interview the Vice President and Economist at the Federal Reserve Bank of Philadelphia Leonard Nakamura. They discuss excess production, education, healthcare, human capital and more. Guest: Leonard Nakamura - Vice President of the Federal Reserve Bank of Philadelphia More info on his research: https://www.philadelphiafed.org/research-and-data/economists/nakamura

In this episode of Behind the Markets Jeremy talks to the CIO of Newfound Research about risk management, portfolios, 60/40 investments, and much more. Tune in! Guest: Corey Hoffstein - Co-Founder and CIO of Newfound Research More about him here: https://www.thinknewfound.com/about-us Follow him on Twitter @choffstein Listen to his podcast here: https://blog.thinknewfound.com/podcast/

In this episode of the Behind the Markets podcast host Jeremy Schwartz gets into market outlook. What is the future of trade with China and what are the effects of the Fed rate hikes? Then we bring on an expert on portfolio management, Trump, and politics. We get into investment strategies in a time of increasing uncertainty. All that and more! Guests: Guy Petcho: Global Macro Portfolio Manager for Voya Investment Management, focusing on interest rate and foreign exchange markets Greg Valliere: Chief Global Strategist at Horizon Investments

In this episode of Behind the Markets 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. What’s their outlook for the markets—and how are they adjusting in advance of another expected Fed rate hike? We also talk sector rotation and how that works to keep your portfolio in check. Tune in! Guests: Matthew McAleer - Executive Vice President and Director of Equity Strategies at Cumberland Advisors More about Cumberland Advisors here http://www.cumber.com/ Andrew Stewart -Exchange Capital Management Senior Portfolio Manager Ann Arbor, MI More about Exchange Capital Management here https://www.exchangecapital.com/

In this episode of Behind the Markets host Jeremy Schwartz talks with award winning financial journalist Morgan Housel, who is also a partner at a firm that invests in socially responsible companies. He talks about how investors these days are more informed and that all advisers should be transparent with their clients. Guest: Morgan Housel, Partner at the Collaborative Fund and the man who writes the firm’s blog about the markets and investing. Morgan is a former columnist at The Motley Fool and The Wall Street Journal. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He was selected by the Columbia Journalism Review for the Best Business Writing 2012 anthology. In 2013 he was a finalist for the Scripps Howard Award. Follow him on Twitter @morganhousel

In this episode of Behind the Markets host Wes Grey talks factor investing as a strategy with one of the few female portfolio managers in finance. She’ll talk about growing up in a small village in China and how she ended up managing money for Vanguard! Guest Info: Liqian Ren, Ph.D. - A portfolio manager in the Vanguard Quantitative Equity Group (QEG), where she manages Vanguard's factor funds and conducts research on factor strategies. Jack Vogel - CIO and CFO of Alpha Architect

In this episode of the Behind the Markets Podcast host Jeremy Schwartz and Jeremy Siegel talk about Trump and the Fed in light of the presidents comments on rate hikes. Then we get macro outlook with the president of Macro Intelligence 2 Partners. All that and more! Tune in Guests: John Apruzzese - Chief Investment Officer at Evercore Wealth Management More at https://www.evercore.com/ Julian Brigden - Co-Founder and President of Macro Intelligence 2 Partners. As a global macro strategist Julian’s primary focus is exploiting trading opportunities inherent in macroeconomic and policy related developments. He is particularly skilled at exploring correlations in the economy and financial markets. Follow him on Twitter @JulianMI2 More at https://www.mi2partners.com/

In this episode of Behind the Markets Jeremy Schwartz talks to Global Head of Currency Strategy at Brown Brothers Harriman Marc Chandler about trade and foreign exchange. Then you'll hear a panel from the IMN Conference that Jeremy moderated on emerging markets. Tune in! Guest Info: Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman. His analysis blog, www.marctomarket is widely read and picked up by both the traditional and social media. He’s the author of two books: Making Sense of the Dollar: Exposing Dangerous Myths about Trade and Foreign Exchange and Political Economy of Tomorrow Follow him on Twitter @marcmakingsense More about his company here https://www.bbh.com/en-us IMN Conference: https://www.imn.org/investment-management/conference/Global-Indexing-ETFs-2018/Speakers.html

In this episode of the Behind the Markets podcast Jeremy Siegel and Jeremy Schwartz talk to Dan David, Co-Founder of GeoInvesting, about China tariffs, politics, and running for Congress. Tune in! Guest Info: Dan David runs the GeoInvesting Team, which employs equity analysts, CFAs, PRC attorneys, investigators and accomplished authors and editors. During his tenure, thirteen China-based companies have been halted or delisted. More about GeoInvesting here https://geoinvesting.com/ Follow him on Twitter @dan_fgalphamgmt

In this episode of Behind the Markets Jeremy and Wes talk to assistant professor of Finance at Georgetown University and the chief investment strategist at Fifth Third Bank about the labor force and the opioid crisis. Plus they talk about what it takes to start a career in finance and corporate bankruptcy. All that and more! Tune in Guest Info: Kate Waldock- Assistant Professor of Finance at Georgetown University Check out her podcast here: https://www.capitalisnt.com/ Follow her on Twitter @katewaldock Jeff Korzenik - Chief Investment Strategist at Fifth Third Bank More information about Fifth Third Bank here https://www.53.com/content/fifth-third/en.html

In this episode of Behind the Markets Jeremy Siegel gives the latest on the markets. Then Jeremy Schwartz dives into momentum investing with the CIO of Pitcairn. Plus in the second half of the show we add chief economist at First Trust Advisors to the mix to discuss investment opportunities. All that and more, tune in! Guest Info: Rick Pitcairn -Chief Investment Officer at Pitcairn More on Pitcairn at http://www.pitcairn.com/ Brian Wesbury - Chief Economist at First Trust Advisors More info about First Trust Advisors here https://www.ftportfolios.com/

In this episode of the Behind the Markets podcast host Jeremy Schwartz and Jeremy Siegel take us through the latest market trends. Then Jeremy Schwartz talks to his guests about investing in energy infrastructure. Plus we hear about how tariffs are impacting markets. All that and more. Check out this weeks show! Guests: Simon Lack - Managing Partner at SL Advisors Follow him on Twitter @SimonLack More about his company here: http://sl-advisors.com/ Bill Stone - President and chief investment officer of Stone Investment Partners Follow him on Twitter @ewstone More about his company here: https://www.stoneinvestmentpartners.com/

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

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

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

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

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

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