162 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.

Behind the Markets Podcast Behind the Markets on Wharton Business Radio

    • Business

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.

    Behind The Markets: Tim Reynolds

    Behind The Markets: Tim Reynolds

    Show from 2/21/20
    Jeremy Schwartz and Liqian Ren discuss international equities with Tim Reynolds. Tim talks about the Employees Retirement of Texas' (ERS) bottom up stocks method and valuing growth. He said the ERS weighs more heavily on emerging markets and developing markets such as Europe and Japan.
    Guest:
    Tim Reynolds: Senior Portfolio Manager and Head of International Equities for the Employees Retirement System of Texas (ERS)
    ERS Website: https://ers.texas.gov/Active-Employees/Retirement/State-of-Texas-Retirement

    • 24 min
    Behind The Markets Podcast: Andy Rothman

    Behind The Markets Podcast: Andy Rothman

    Show from 2/21/20
    In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing the most recent impact of the Coronavirus, low earnings, and fed rates. Then hosts Jeremy Schwartz and Liqian Ren take a deeper dive into the effects of the Coronavirus on markets. They talk to an expert on US/ China relations, Andy Rothman, who discusses the future of trade and technology transfer with China.
    Guest:
    Andy Rothman: Investment Strategist for Matthews Asia
    Sinology Blog: https://us.matthewsasia.com/perspectives-on-asia/sinology/default.fs
    Matthews Asia Website: https://us.matthewsasia.com/default.fs?set=true&gclid=Cj0KCQiAnL7yBRD3ARIsAJp_oLayWiYE4hnI9RTLuTPTAJX7Twedon5jPmre0k4OhOGZLObJBBOv6hgaAqFUEALw_wcB

    • 30 min
    Behind the Markets Podcast: Ken-Ho Lyn

    Behind the Markets Podcast: Ken-Ho Lyn

    Show from 2/7/20
    Hosts Jeremy Schwartz and Liqian Ren interview the author of the recently released book "Divested: Inequality in the Age of Finance." The book discusses why widening inequality cannot be understood without examining the rise of big finance. Ken-Hou will explain how the growth of the financial sector has dramatically transformed the American economy by redistributing resources from workers and families into the hands of owners, executives, and financial professionals.
    Guest:
    Ken-Hou Lin - Associate Professor of Sociology at the University of Texas at Austin. He studies the intersection of inequality, finance, organization, and race. Co-author of "Divested: Inequality in the Age of Finance."
    Find out more about Ken-Hou here: https://liberalarts.utexas.edu/sociology/faculty/kl26483
    You can purchase the book here: https://www.amazon.com/Divested-Inequality-Finance-Ken-Hou-Lin/dp/0190638311

    • 23 min
    Behind the Markets Podcast: Yanzhong Huang

    Behind the Markets Podcast: Yanzhong Huang

    Show from 2/7/20
    Professor Jeremy Siegel kicks off the show with his usual market report. He notes a strong jobs report characterized by an increase in job growth, low jobless reports, and a participation rate that hit a new 9 year high. Plus he gives his take on the upcoming US election and how that will potentially affect markets. Then hosts Jeremy Schwartz and Liqian Ren take over for an interview with an expert on foreign relations to discuss the impact of the Wuhan Coronavirus on international trade.
    Guests:
    Yanzhong Huang - Associate Professor at the John C. Whitehead School of Diplomacy and International Relations, Seton Hall University, and a Senior Fellow for Global Health at the Council on Foreign Relations.
    Council on Foreign Relations: https://www.cfr.org/expert/yanzhong-huang
    Check out his research here: https://www.shu.edu/profiles/yanzhonghuang.cfm

    • 31 min
    Behind the Markets Podcast: David Trainer & Kara Marciscano

    Behind the Markets Podcast: David Trainer & Kara Marciscano

    Show from 1/24/20
    Professor Siegel gives his take on markets. He talks about Trump's tweets and the Wuhan coronavirus in China causing volatility in global markets. He also discusses the future of value investing and momentum players. Then hosts Jeremy Schwartz and Liqian Ren talk to experts in the area of finance research about machine learning algorithms and building out cleaner earnings metrics.
    Guests:
    David Trainer- Founder and CEO of New Constructs. New Constructs provides insights into the fundamentals and valuation of private & public businesses.
    For more information visit New Constructs website: https://www.newconstructs.com/about-us/
    Follow New Constructs on Twitter: @NewConstructs
    Kara Marciscano- Research Analyst at Wisdomtree
    For more finance news check out WisdomTree's blog: https://www.wisdomtree.com/blog

    • 52 min
    Behind the Markets Podcast: Don Doney & Will Peck

    Behind the Markets Podcast: Don Doney & Will Peck

    Show Originally Aired 1/17/20
    Professor Jeremy Siegel kicks off the show with a market update discussing the stock highs and his skepticism with the amount of market increases. He also talks about positive housing news, the long term value of equities, calm money markets, and following trends. Then Jeremy Schwartz brings in two experts on blockchain and fintech to discuss the future of the industry. The guests talk about the disruption of black markets using blockchain and the importance of recent changes to make the ledgers transparent.
    Guests:
    Dan Doney- CEO of Securrency, Inc, a financial services company that combines world class security, advantages of distributed ledgers, and a global compliance framework
    Follow Securrency on Twitter: @Securrency
    Find out more about Securrency here: https://securrency.com/
    William Peck - Director of Corporate Strategy at WisdomTree

    • 53 min

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