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 09/05/25

Host Jeremy Schwartz and Professor Siegel discuss the latest job report, which showed weaker-than-expected numbers, particularly in manufacturing and healthcare. The Professor highlights that while the household survey showed a gain, it's too volatile to weigh heavily. He emphasizes that the labor market is softening, which aligns with the bond market's pricing-in of rate cuts at upcoming Fed meetings. Siegel also notes productivity data remains unimpressive despite a recent bounce and reiterates his belief that equity markets remain in a bull phase, supported by anticipated rate cuts and broader AI optimism. (11:51) Jeremy is then joined by Sam Rines and Jeff Weniger, who analyze consumer behavior through companies like Costco and Lululemon, noting that middle- and upper-income consumers remain resilient. They dive into the struggles of traditional staples like Kraft-Heinz and Pepsi, which are facing breakup speculation and activist investor pressure, while also discussing historical examples of value creation through corporate spin-offs. The conversation expands to gold and gold miners, which are benefiting from central bank buying, falling interest rates, and improved operational efficiencies. In the second half of the episode, Blake Heimann and Chris Gannatti join to unpack insights from a tech conference, highlighting AI infrastructure trends, chip supply dynamics, and the rising relevance of companies like NVIDIA, Broadcom, and SoftBank. They also explore pressures in the software sector from private competitors and ongoing leadership transitions. The group discusses how firms are building agentic AI workflows atop specialized datasets, creating opportunities and risks as Big Tech integrates AI across platforms. The show closes with a detailed conversation on AI compute economics, GPU payback cycles, and the sustainability of massive CapEx spending in AI infrastructure.

Blake Heimann on LinkedIn: https://www.linkedin.com/in/blakeheimann/?originalSubdomain=uk

WisdomTree: https://www.wisdomtree.com/investments

Will AI Peak Eventually Rival 2000 Bubble Levels?

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.

Will AI Peak Eventually Rival 2000 Bubble Levels?

Behind the Markets

Related tracks