Behind the Markets Podcast

By: Behind the Markets on Wharton Business Radio
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  • Summary

  • 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 has served as Global Chief Investment Officer for WisdomTree since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long Run and The Future for Investors. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is also a member of the CFA Society of Philadelphia.

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Episodes
  • Behind The Markets Podcast: Andrew Beer

    Behind The Markets Podcast: Andrew Beer
    May 21 2022

    Show from 5/20/22


    This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel talks Walmart/ Target, GDP, money supply, and commodity prices. Then, what are the key issues for hedge funds? How should you manage your investments in this inflated environment? Host Jeremy Schwartz discusses hedging risks, how often to trade managed futures, long short strategies, and more with Founder of Dynamic Beta Andrew Beer.


    Guest:

    Andrew Beer – Founder and Managing member at Dynamic Beta Investments

    Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrewdbeer/

    For more on Dynamic Beta visit their website: https://www.dynamicbeta.com/ 

    Follow Andrew on Twitter: @andrewdbeer1


    Follow WisdomTree on Twitter: @WisdomTreeETFs

    Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz


    Hosted on Acast. See acast.com/privacy for more information.
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    53 mins
  • Behind The Markets Podcast: Eric Ervin

    Behind The Markets Podcast: Eric Ervin
    May 14 2022

    Show from 5/13/22


    Wharton Finance Professor Jeremy Siegel kicks off the show talking real estate, rising gasoline prices, worsening inflation, new normal real interest rate for the 10 year and more. Then, why is the crypto market falling? Host Jeremy Schwartz and Co-Host Benjamin Dean talk to an expert on digital assets about stable coins and crypto ecosystem risks.


    Guest:

    Eric Ervin – Co-founder of Onramp Invest, a platform enabling investment advisors to access the crypto asset economy.

    Follow Eric on LinkedIn: https://www.linkedin.com/in/eric-ervin/

    For more on Onramp Invest, visit their website: https://onrampinvest.com/

    Follow Eric on Twitter: @eervin1

    Follow Onramp Invest on Twitter: @Onrampinvest


    Benjamin Dean – Director of Digital Assets WisdomTree Europe

     

    Follow WisdomTree on Twitter: @WisdomTreeETFs

    Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz


    Hosted on Acast. See acast.com/privacy for more information.
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    53 mins
  • Behind The Markets Podcast: Thomas Tzitzouris

    Behind The Markets Podcast: Thomas Tzitzouris
    May 6 2022

    Show from 5/6/22


    Wharton Finance Professor Jeremy Siegel talks fed policy, inflation, wages, and why he thinks we’re in a bear market. Then, a conversation on fixed income strategy with an expert from Strategas. Host Jeremy Schwartz brings on Thomas Tzitzouris to discuss fed funds rate, mortgage costs, the 10-year real rates, and the increasing value of the Yen.


    Guest:

    Thomas Tzitzouris - Managing Director and Head of Fixed Income Research at Strategas

    For more on Strategas, visit their website: https://www.strategasrp.com/

    Follow Strategas on Twitter for the latest: @StrategasRP

     

    Follow WisdomTree on Twitter: @WisdomTreeETFs

    Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz


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