196 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
    • 4.3, 46 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: Greg Valliere & Jeff Weniger

    Behind The Markets Podcast: Greg Valliere & Jeff Weniger

    Show from 8/7/20
    Wharton Finance Professor Jeremy Siegel gives his market update covering the political landscape and the jobs report. Professor Siegel says we need to focus on the future looking at virus trends and stimulus trends. Then hosts Jeremy Schwartz and Liqian Ren continue the conversation with Professor Siegel and bring on Greg Valliere. Greg says that the election will likely tighten between Trump and Biden as we near November. Then Jeremy Schwartz and Liqian bring on Jeff Weniger and discuss China/ US relations.
    Guests:
    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
    Jeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree

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

    • 53 min
    Behind The Markets Podcast: Alex Moazed

    Behind The Markets Podcast: Alex Moazed

    Show from 7/31/20
    Host Jeremy Schwartz and WisdomTree Guest Hosts Kara Marciscano and Rafi Aviav talk to an expert on platform business models. They discuss the dual nature of these platforms: consumers and producers. The producers contribute the inventory that the the consumers come to the platform for. Think Youtube or Instagram. According to our guest, these platforms have a winner take all scale because it's difficult to overcome network effects. This conversation tries to codify and make sense of these large platform monopolies and provides insights into investing in the space.
    Guest:
    Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model.
    Follow Alex on Twitter: @AlexMoazed
    Check out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896
    Visit the Applico Website: https://www.applicoinc.com/author/amoazed/
    Wisdom Tree Growth Leaders Fund:
    https://www.wisdomtree.com/etfs/thematic/plat
    The WisdomTree Growth Leaders Fund* seeks to track the investment results of high growth, mid and large-cap companies leveraging platform-based business. 

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

    • 1 hr 5 min
    Behind the Markets Podcast: Brendan Ryan

    Behind the Markets Podcast: Brendan Ryan

    Show from 7/24/20
    Host Jeremy Schwartz talks to a portfolio manager at Beaumont Capital Management about sector investing, market timing, equity exposure, and machine learning. Find out how behavioral finance and data collection impact a portfolio.
    Guests:
    Brendan Ryan - Assistant Portfolio Manager at Beaumont Capital Management (BCM)
    To learn more about BCM visit their website: https://investbcm.com/

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

    • 23 min
    Behind The Markets Podcast: Jonathan Golub

    Behind The Markets Podcast: Jonathan Golub

    Show from 7/24/20
    Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel discuss the big market updates of the last few weeks. Professor Siegel gets into gold prices, the politics behind the stimulus package, and COVID-19 news. Then they bring on a US Equity Strategist from Credit Suisse who discusses the equity bond spread, interest rates, and earnings trends.
    Guests:
    Jonathan Golub - Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in New York.
    To learn more about Credit Suisse visit their website: www.credit-suisse.com
    Follow Credit Suisse on Twitter: @CreditSuisse

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

    • 31 min
    Behind the Markets Podcast: Adam Fisher and Nir Zohar

    Behind the Markets Podcast: Adam Fisher and Nir Zohar

    Show from 7/17/20
    Host Jermey Schwartz talks global markets and online business platforms with two experts in the space. Adam Fisher, Managing Partner at Bessemer Venture Partners, discusses global investment opportunities especially in Israel. Then Nir Zohar, COO of Wix, discusses managing a business online, creating online databases for clients, and the importance of a website in today's digital world.
    Guests:
    Adam Fisher - Managing Partner at Bessemer Venture Partners
    To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/
    Follow Bessemer Venture Partners on Twitter: @BessemerVP
    Nir Zohar - Chief Operating Officer at Wix
    To find out more about Wix visit their website: https://www.wix.com/
    Follow Wix on Twitter: @Wix

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

    • 57 min
    Behind the Markets Podcast: Marc Chandler

    Behind the Markets Podcast: Marc Chandler

    Show from 7/10/20
    Hosts Jeremy Schwartz and Liqian Ren talk to Marc Chandler, Managing Director and Chief Market Strategist at Bannockburn Global Forex, about the state of the COVID-19 crisis and the stock market. They also discuss currency markets, stimulus and liquidity relief measures, and international trade especially as it pertains to China.
    Guest:
    Marc Chandler - Managing Director and Chief Market Strategist at Bannockburn Global Forex
    For more information about Bannockburn Global Forex visit their website: https://www.bannockburnglobal.com/
    Follow Bannockburn Global Forex on Twitter: @BannockburnFX
    Check out his Blog Marc to Market: http://www.marctomarket.com/

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

    • 22 min

Customer Reviews

4.3 out of 5
46 Ratings

46 Ratings

MPWHIT ,

Very smart discussions

This show is great!

cove value ,

Echo Chamber

Anchor on consensus. This is your show.

Derivatives Trader ,

Tom Lee

Fantastic interview with Tom Lee - please have him back at some point.

Top Podcasts In Business

Listeners Also Subscribed To