Show from 4/23/21

We kick off this show with Wharton Finance Professor Jeremy Siegel discussing the latest market news from the capital gains tax and COVID-19 vaccinations to cryptocurrency risks. The Host Jeremy Schwartz and his Guest Co-Host Will Peck talk to experts in the digital asset space. Want to understand how Bitcoin performs globally? What trading strategies are more popular in cryptocurrency vs traditional markets? Our guests will help you be more tactical if you're interested in investing in this space.

Guests:
Ed Chin - Co-Founder and CEO of Parataxis Capital
Thejas Nalval - Co-founder and CIO of Parataxis Capital

Follow Parataxis Capital on Twitter: @parataxis_cap
For more on Parataxis Capital visit their website: https://www.parataxis.io/

Will Peck - Head of Strategy Emerging Technologies at WisdomTree

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

Behind The Markets Podcast: Ed Chin & Thejas Naval

Behind The Markets Podcast: Ed Chin & Thejas Nalval

Show from 11/11/22

Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update discussing US inflation data, housing, international exchange rates, and cryptocurrency. Then experts on the UK market join Hosts Jeremy Schwartz and Professor Siegel to talk about interest rates, quantitative easing, bonds, pensions, and more.

Guests: 
Andrew Okrongly – Director, Model Portfolios at WisdomTree
Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrew-okrongly-1a572420/

Ben Clissold – Head of Fixed Income & Treasury at USS
Follow Ben on LinkedIn: https://www.linkedin.com/in/ben-clissold-b4b1a017/?originalSubdomain=uk

Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Andrew Okrongly & Ben Clissold

Show from 1/20/22

Wharton Professor Jeremy Siegel kicks off the show with his market update. He talks about positive price data, inflation expectations, a strong labor market, and more. Then Host Jeremy Schwartz brings CEO of Manhattan West Lorenzo Esperanza on to discuss fed planning, the labor economy, pricing, jobless claims, and alternative investments.

Guests: 
Lorenzo Esparza – CEO, Founding Principal at Manhattan West
Follow Lorenzo on LinkedIn: https://www.linkedin.com/in/lorenzo-esparza-a2b6967/ 
Follow Lorenzo on Twitter: @LorenzoEsparza

Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Lorenzo Esparza

Show from 2/03/23

Jeremy Schwartz and Prof. Jeremy Siegel react to a big week in finance, including US earnings and productivity stats, market and GDP tailwinds post-COVID, news from the Fed, and much more. Drawing from his research, our guest Skanda Amarnath dives deeper into the effects of global and domestic issues on inflation, wages, and labor in the US. In light of promising macroeconomic trends, Skanda is optimistic for the sustainability of the American workforce. Listen in to learn more about the challenges and opportunities he foresees for 2023.

Guest:
Skanda Amarnath is the Executive Director of Employ America, a research organization advocating for full employment. To take action on his passion for sustainably tighter labor markets, he creates analytical content from macroeconomic and market data. Amarnath was a Vice President at MKP Capital Management, a global alternative investment manager where he also served as a market economist and strategist. Earlier in his career, he worked as an Analyst within New York Fed's Research Group.

For more information on Skanda and his work, visit the Employ America website: https://www.employamerica.org/about/

Follow him on Twitter: @IrvingSwisher

Behind The Markets Podcast: Skanda Amarnath

Show from 2/09/23

Jeremy Schwartz broadcasts live from the GIC conference in La Jolla, with guests Jim Bianco and Will Peck. Topics covered include wage inflation, crypto and DeFi, where the Phillips curve plays into the Fed’s plan, and the correlation between inflation and money supply. Bianco brings decades of expertise to the conversation, with fresh perspectives on digital currencies from central banks, and DeFi as a whole.

Guest:

Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows, and positioning in financial markets.

For more information, visit the Bianco Research website: https://www.biancoresearch.com/about-us/

Follow him on Twitter: @biancoresearch

Additional guest: Will Peck

Will Peck is Head of Digital Assets at WisdomTree. In this role, Mr. Peck leads the firm's Strategy Group, leads corporate development, and drives other strategic initiatives for the firm, including the launch of WisdomTree Prime, a financial services app built from the ground up on blockchain rails with DeFi concepts.

Follow him on Twitter: @wbpeck

Behind The Markets Podcast: Jim Bianco

Show from 2/10/23

Esteemed guest Patrick Harker joins Jeremy Schwartz and Prof. Jeremy Siegel to broadcast live from the GIC conference in La Jolla. They focus on trends in monetary policy, workforce, liquidity, and inflation in the US, through 2022 and into the new year. Harker draws from his STEM background, making a case for Fed policies that are data-driven and based on strong indices. 

Guest:

Patrick Harker is the 11th President and Chief Executive Officer of the Federal Reserve Bank of Philadelphia. Harker is also a former Dean of the Wharton School. Harker participates on the Federal Open Market Committee, which formulates the nation’s monetary policy. As an engineer by training, Harker has continued to apply his research and receive patents throughout his career. He considers the effect of automation on the labor force as “the perfect intersection” of engineering and economics. Other technological influences, including artificial intelligence and machine learning, are also playing a part in the Third District’s and the nation’s economy.


For more information, visit the Philadelphia Fed website: https://www.philadelphiafed.org/our-people/patrick-t-harker

Follow them on Twitter: @philadelphiafed

Behind The Markets Podcast: Patrick Harker

My first official song! Hope you like it.

Boy Crazy

Show from 02/14/25

Host Jeremy Schwartz and Professor Siegel reflect on the Eagles' Super Bowl victory and discuss key economic data, including CPI and PPI surprises, the market's reaction to inflation expectations, and the impact of potential tariff negotiations. Siegel notes that while inflation data was hotter than expected, markets found relief in the lower-than-expected PCE components. He also discusses retail sales disappointments, GDP outlook adjustments, and global economic trends. (13:19) Jeremy continues with Sam Rines, Jeff Weniger, and Christopher Gannatti from WisdomTree to break down geopolitical and market trends. The group covers Modi's U.S. visit and tariff negotiations, India's potential for a free trade agreement, the outperformance of China's "Terrific 10" stocks over the "Mag 7," and Europe's investment push into AI. They also touch on macroeconomic themes such as U.S. debt management strategies and shifting global alliances in trade and security.

Guest: Samuel Rines is a Macro Strategist at WisdomTree, where he extends the firm's custom model portfolio management capabilities. Before joining WisdomTree in 2024, he was the Managing Director at CORBU, LLC, leading the PolyMacro advisory product.

Christopher Gannatti began at WisdomTree as a Research Analyst in December 2010, working directly with Jeremy Schwartz, CFA®, Director of Research. In January of 2014, he was promoted to Associate Director of Research where he was responsible to lead different groups of analysts and strategists within the broader Research team at WisdomTree. In February of 2018, Christopher was promoted to Head of Research, Europe, where he was based out of WisdomTree’s London office and was responsible for the full WisdomTree research effort within the European market, as well as supporting the UCITs platform globally. In November 2021, Christopher was promoted to Global Head of Research, now responsible for numerous communications on investment strategy globally, particularly in the thematic equity space

Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets.

Follow Sam Rines on X: https://x.com/SamuelRines
Follow Chri Gannatti on X: https://x.com/SamuelRines
Follow Jeff Weiniger on X: https://x.com/JeffWeniger
Wisdom Tree: https://www.wisdomtree.com/investments

Fly Tariffs Fly: On the Road to Victory?

Show from 5/29/20

Wharton Finance Professor Jeremy Siegel opens the show saying people shouldn't be surprised by the current bull market because the money from the Fed was bound to find its way into equity markets. Professor Siegel also discusses uncertainty regarding international trade and developments on the virus front with Liqian Ren. Then host Jeremy Schwartz talks with a Wharton Professor focused on management technology to discuss opening the economy and trends in tech. Plus he talks to two experts in the cloud computing space.

Guests:

Gad Allon - Professor of Operations, Information and Decisions
Director of the Jerome Fisher Program in Management & Technology
Find out more about Professor Allon here: https://oid.wharton.upenn.edu/profile/gadallon/ 
Follow Professor Allon on Twitter: @g_allon

Rowan Trollope- CEO of Five9
To find out more about Five9 visit their website: https://www.five9.com/
Follow Five9 on Twitter: @Five9 

Ethan Kurzweil -Bessemer Venture Partners
To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/
Follow them on Twitter: @BessemerVP

Behind the Markets Podcast: Gad Allon, Rowan Trollope, & Ethan Kurzweil

Show on 2/5/21

How should you evaluate the preferred market? Interested in learning more about hybrid securities? Host Jeremy Schwartz talks to experts in the fixed income space about contingent convertibles in Europe, high yield strategy, and more.

Guests:
Eric Felder- CEO of Moelis Asset Management, previously co-head of Global Fixed income at Lehman Brothers
Visit Moelis Asset Management's Website: https://moelisassetmanagement.com/ 

James Palmisciano - Managing Partner at Gracie Asset Management
Visit Gracie Asset Management's Website: https://moelisassetmanagement.com/gracie-asset-management/ 

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind The Markets Podcast: Eric Felder & James Palmisciano

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

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

Hosts Jeremy Schwartz, Global CIO 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 WisdomTree’s Global Chief Investment Officer since November 2021 and leads the 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 in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. 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 a member of the CFA Society of Philadelphia.

Fly Tariffs Fly: On the Road to Victory?

Behind the Markets

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