233 episodes

Hosts Jeremy Schwartz, Director of Research at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program “Behind the Markets” on SiriusXM 111. Jeremy is also a member of the CFA Society of Philadelphia.
See acast.com/privacy for privacy and opt-out information.

Behind the Markets Podcas‪t‬ Behind the Markets on Wharton Business Radio

    • Business
    • 4.6 • 7 Ratings

Hosts Jeremy Schwartz, Director of Research at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio. Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program “Behind the Markets” on SiriusXM 111. Jeremy is also a member of the CFA Society of Philadelphia.
See acast.com/privacy for privacy and opt-out information.

    Behind The Markets Podcast: Kai Wu & Alex Moazed

    Behind The Markets Podcast: Kai Wu & Alex Moazed

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

    See acast.com/privacy for privacy and opt-out information.

    • 52 min
    Behind The Markets Podcast: Nir Kassar & Wes Gray

    Behind The Markets Podcast: Nir Kassar & Wes Gray

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

    See acast.com/privacy for privacy and opt-out information.

    • 53 min
    Behind The Markets Podcast: Warren Pies

    Behind The Markets Podcast: Warren Pies

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

    See acast.com/privacy for privacy and opt-out information.

    • 53 min
    Behind The Markets Podcast: Amanda Agati

    Behind The Markets Podcast: Amanda Agati

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

    See acast.com/privacy for privacy and opt-out information.

    • 53 min
    Behind the Markets Podcast: St. Louis Fed President Jim Bullard

    Behind the Markets Podcast: St. Louis Fed President Jim Bullard

    Show from 3/5/21
    Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of St. Louis James Bullard about the state of the economy in 2021. They discuss the positive jobs report, vaccinations, the stimulus bill, and more. Curious about the pressures of inflation? Professor Siegel raises concern about the money surge and gets Bullard's take on interest rates and debt.
    Guest:
    James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis
    Follow the St. Louis Fed on Twitter: @stlouisfed
    For more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president
    Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
    Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

    See acast.com/privacy for privacy and opt-out information.

    • 53 min
    Behind The Markets Podcast: Alex Pickard

    Behind The Markets Podcast: Alex Pickard

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

    See acast.com/privacy for privacy and opt-out information.

    • 52 min

Customer Reviews

4.6 out of 5
7 Ratings

7 Ratings

juldion ,

Podcast 152 - one of your best!

Podcast 152 was one of your most informative discussion. Well done!

Contango32 ,

Slight tweak may help a lot!

I enjoy this podcast; I think it would benefit a lot by briefly explaining what is being discussed in the title of the episode as most podcasts do. I enjoy the macro discussions but get more out of some of the adjacent discussions around asset allocation and other topics, however, I have to read the description in full to get a feel for the subject matter. As a subscriber to 20-odd podcasts with time to listen to maybe 3-4 total episodes per week, this would be a material benefit and I’m sure I’m not alone.

Top Podcasts In Business

Listeners Also Subscribed To