Behind the Markets Podcast

Show from 1/11/19In 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 Hosted on Acast. See acast.com/privacy for more information.

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 inGuest:Loretta Mester - President and CEO of the Federal Reserve Bank of ClevelandMore about her here: https://www.clevelandfed.org/people-search?pid=51d503bc-e964-4f3a-b26e-5c472e868348 Hosted on Acast. See acast.com/privacy for more information.

Show from 12/14/18In 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 Hosted on Acast. See acast.com/privacy for more information.

Episode from 12/7/18In 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!GuestsGeetesh Bhardwaj - A Managing Director in Research at SummerHaven Investment Management. Nitesh Shah - Who is Director of Research at WisdomTree Europe. Hosted on Acast. See acast.com/privacy for more information.

Episode from 11/30/18In 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 moreGuests:Marc Chandler - Chief Market Strategist at Bannockburn Global ForexFollow him on Twitter @marcmakingsenseAndy 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 Hosted on Acast. See acast.com/privacy for more information.

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 overseasFor more information visit this link: https://beta.deepmacro.com/welcome Liqian Ren - Director of Modern Alpha at WisdomTree Hosted on Acast. See acast.com/privacy for more information.

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 overseasFor more information visit this link: https://beta.deepmacro.com/welcome Liqian Ren - Director of Modern Alpha at WisdomTree Hosted on Acast. See acast.com/privacy for more information.

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 ManagementMore 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 2008Find out more about The Daily Dirtnap here http://www.dailydirtnap.com/ Follow him on Twitter @dailydirtnap Hosted on Acast. See acast.com/privacy for more information.

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 JamesFind out more on their website https://www.raymondjames.com/Follow them on Twitter @RaymondJamesTom Lee - Managing Partner and Head of Research at Fundstrat Global AdvisorsFind out more on their website https://www.fundstrat.com/Follow him on Twitter @fundstrat Hosted on Acast. See acast.com/privacy for more information.

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 ArchitectBrandon Koepke, Chief Technical Officer at Alpha Architect Hosted on Acast. See acast.com/privacy for more information.

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 moreGuests:Jesper Koll - Chief Executive Officer of WisdomTree Japan Ed Cole - Portfolio Manager at Man GLGMore about his company here https://www.glgpartners.com/ Hosted on Acast. See acast.com/privacy for more information.

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 BANKEXFollow the firm on Twitter @BANKEXOr check out their website https://bankex.com/en/Will Peck - Director of Corporate Strategy at WisdomTree Hosted on Acast. See acast.com/privacy for more information.

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 inGuests:Preston McSwain – Fiduciary Wealth PartnersAdam Butler – CIO of Resolve Asset ManagementAndrew Miller – CIO of Miller Financial Management Hosted on Acast. See acast.com/privacy for more information.

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 BankMore info about him here: https://www.stlouisfed.org/from-the-president Hosted on Acast. See acast.com/privacy for more information.

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 PartnersMore info here: https://www.cerespartners.com/ Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.

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 PhiladelphiaMore info on his research: https://www.philadelphiafed.org/research-and-data/economists/nakamura Hosted on Acast. See acast.com/privacy for more information.

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 ResearchMore about him here: https://www.thinknewfound.com/about-usFollow him on Twitter @choffsteinListen to his podcast here: https://blog.thinknewfound.com/podcast/ Hosted on Acast. See acast.com/privacy for more information.

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 marketsGreg Valliere: Chief Global Strategist at Horizon Investments Hosted on Acast. See acast.com/privacy for more information.

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 AdvisorsMore about Cumberland Advisors here http://www.cumber.com/ Andrew Stewart -Exchange Capital Management Senior Portfolio Manager Ann Arbor, MIMore about Exchange Capital Management here https://www.exchangecapital.com/ Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.

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: 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 Hosted on Acast. See acast.com/privacy for more information.

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/ Hosted on Acast. See acast.com/privacy for more information.

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! Guests: 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 Hosted on Acast. See acast.com/privacy for more information.

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: 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 Hosted on Acast. See acast.com/privacy for more information.

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 Guests: 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 Hosted on Acast. See acast.com/privacy for more information.

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! Guests: 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/ Hosted on Acast. See acast.com/privacy for more information.

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/ Hosted on Acast. See acast.com/privacy for more information.

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/ Hosted on Acast. See acast.com/privacy for more information.

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! Guests: 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/ Hosted on Acast. See acast.com/privacy for more information.

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/ Hosted on Acast. See acast.com/privacy for more information.

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! Guests: 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 Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.

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 that came 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 Guests: 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. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk high frequency trading, cryptocurrency, & the future of investing with new tech. Also check out the video below of our guest Dave blowing up a bridge which he mentions at the start of our interview! Link to Bridge Demolition in Benton County MO - https://www.youtube.com/watch?v=ObaKFHi-Fkk Guests: Alex Sadowski - KCG Holdings Dave Babulak - Strongpoint Holdings Hosted on Acast. See acast.com/privacy for more information.

In this episode of Behind the Markets, host Jeremy Schwartz delves into something a little different, investing in farmland. Guests:Paul Pittman of Farmland, Inc and Brandon Zick of Ceres Partners, who focuses on the private side of farmland investing Hosted on Acast. See acast.com/privacy for more information.

Jeremy Siegel speaks to former Chair of the Board of Governors of the Federal Reserve System, Janet Yellen. In this conversation they discuss the new Fed chair, how to keep the economy growing and digital currencies. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Behind the Markets Podcast host, Jeremy Schwartz discusses the new financial advisor for the White House, tax cuts effect on mid-term elections & ETFs. Guest: Eric Balchunas - Senior ETF Analyst for Bloomberg Intelligence and author of The Institutional ETF Toolbox. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Behind the Markets Podcast hosts Chris Gannatti and Jeremy Schwartz discuss Brexit, the Italian economy, Macro Markets, Politics, and the Europe. They also delve into fed policy and consider the future of raising rates under Jerome Powell. Tune in!Guests:Manish Singh - Chief Investment Officer (CIO) at Crossbridge Capital, overseeing $3 billion in multi-asset investments ProfessorTim Duy - A prominent Fed watcher who writes a blog about monetary policy and economics. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk to Annie Duke about her new book "Thinking in Bets" as well as how to use poker strategy in investing. Annie covers everything from prediction models to 'Tilt,' a state of distress that causes you to make emotionally charged decisions. Take a listen! Guest Info: Annie Duke - Former professional poker player who has just published her first book for general audiences called Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts. Follow Annie on twitter: @AnnieDuke Hosted on Acast. See acast.com/privacy for more information.

Our hosts Jeremy Schwartz of WisdomTree and Wes Gray of Alpha Architect talk to Kathryn Kaminski about systematic investing and trend-following strategies. Kathryn also delves into going long and short based on the direction of the market and discusses crisis alpha. Take a listen! Guests:Kathryn Kaminski - Visiting Lecturer in Finance at the MIT Sloan School of Management. She co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha, which was published in 2014. Her work has appeared in a range of industry publications as well as academic journals. In 2015, Kathryn was listed as one of the top 50 leading women in hedge funds. Kathryn holds a BS in electrical engineering from MIT and a PhD in operations research from MIT Sloan. Contact: [email protected] Hosted on Acast. See acast.com/privacy for more information.

Guest: Jonathan Steinberg - President and CEO of WisdomTree. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc. Hosted on Acast. See acast.com/privacy for more information.

Guests: Samuel Hartzmark - Assistant Professor of Finance and the William Ladany Memorial Faculty Scholar at the University of Chicago’s Booth School of Business Patrick O’Shaughnessy - the Chief Executive Officer at O’Shaughnessy Asset Management. Hosted on Acast. See acast.com/privacy for more information.

Guest: Kendrick Wakeman - CEO of FinMason David Yates - Chief Information Officer at WisdomTree Hosted on Acast. See acast.com/privacy for more information.

Guests: Matt Topley - Chief Investment Officer at Fortis Wealth Don Riley - who is Chief Investment Officer at the Wiley Group Ryan Kirlin - Head of Capital Markets at Alpha Architect Hosted on Acast. See acast.com/privacy for more information.

Guests: Graham Allison - The Douglas Dillon Professor of Government at Harvard University's Kennedy School of Government, who is a leading analyst of U.S. national security and defense policy with a special interest in nuclear weapons, terrorism, and decision-making. His latest book is Destined for War: Can America and China Escape Thucydides’s Trap? Perth Tolle - The founder of Life + Liberty Indexes. 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 Hosted on Acast. See acast.com/privacy for more information.

Guests: Frederik Ducrozet - Senior Economist for Europe at Pictet Wealth Management in Geneva, Switzerland Tamim Bayoumi - Deputy Director in the Strategy, Policy, and Review department of the International Monetary Fund. He’s also the author of a great book called Unfinished Business: The Unexplored Causes of the Financial Crisis and the Lessons Yet to be Learned Hosted on Acast. See acast.com/privacy for more information.

Guests: Reggie Browne - Senior Managing Director of the ETF Group at Cantor Fitzgerald Ryan Kirlin - Head of Capital Markets at Alpha Architect DeAnne Steele - Head of National Portfolio Management and Consultancy Practice for U. S. Trust, Bank of America Private Wealth Management Hosted on Acast. See acast.com/privacy for more information.

Guests: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Bruce Lavine - Senior Strategy Advisor at Astoria Portfolio Advisors Hosted on Acast. See acast.com/privacy for more information.

Guests: Jeff Weniger - CFA serves as Asset Allocation Strategist at WisdomTree Nick Chamie, Chief Investment Officer, International Wealth Management at Scotiabank. Previously, he held the position of Global Head of FX Strategy & Emerging Markets Research at a major global investment bank, focused on investment strategy research for 17 years. Michael Philbrick - President and Portfolio Manager at ReSolve Asset Management. Prior to co-founding ReSolve in 2015, Mike was a Portfolio Manager at Dundee Private Wealth, Richardson GMP and Macquarie Private Wealth Hosted on Acast. See acast.com/privacy for more information.