Behind the Markets Podcast

Hosts Jeremy Schwartz, Director of Research at Wi…

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  • 295. Behind The Markets Podcast: Andrew Beer

    Show from 5/20/22This 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 InvestmentsFollow Andrew on LinkedIn: more on Dynamic Beta visit their website: Follow Andrew on Twitter: @andrewdbeer1Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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  • 294. Behind The Markets Podcast: Eric Ervin

    Show from 5/13/22Wharton 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: For more on Onramp Invest, visit their website: Follow Eric on Twitter: @eervin1Follow Onramp Invest on Twitter: @OnrampinvestBenjamin Dean – Director of Digital Assets WisdomTree Europe Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
  • 293. Behind The Markets Podcast: Thomas Tzitzouris

    Show from 5/6/22Wharton 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 StrategasFor more on Strategas, visit their website: Follow Strategas on Twitter for the latest: @StrategasRP Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
  • 292. Behind the Markets Podcast: Scott Crowe

    Show from 4/29/22Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidity growth, and more. Then, how do you identify companies that are benefiting and growing from changing demand patterns in the new economy? Host Jeremy Schwartz and his guest talk about the impact of covid on the markets, working from home, and the declining need for physical retail stores.Guest:Scott Crowe - Chief Investment Officer at CenterSquare Investment management For more on CenterSquare visit their website: For the latest, follow CenterSquare on Twitter: @CtrSquare Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
  • 291. Behind The Markets Podcast: Jim Rogers on Commodities

    Show from 4/22/22Wharton Finance Professor Jeremy Siegel opens up the show with his market update talking interest rates and fed policy. Then, commodity expert Jim Rogers joins Host Jeremy Schwartz for a discussion that looks at the global outlook on that asset class, what could replace the dollar, gold, and more.Guest:Jim Rogers – Founder of the Rogers International Commodity Index; Author of: Investment Biker, Adventure Capitalist, Hot Commodities, and moreFollow Jim on Twitter: @iamjimrogersFor more on Jim visit his website: To purchase “Hot Commodities: How Anyone Can Invest Profitably in the World's Best Market” visit Jim’s website:  Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
  • 290. Behind The Markets Podcast: John Davi on Inflation

    Show from 4/15/22Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more.Guests:John Davi - Founder, CIO at Astoria Portfolio Advisors LLCCheck out Astoria Advisors' website: Follow Astoria Advisors on Twitter: @AstoriaAdvisors Jeff Weniger – Head of Equity Strategy at WisdomTree Asset ManagementFollow Jeff on LinkedIn: Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz
  • 289. Behind The Markets Podcast: Brian Wesbury & Brent Donnelly

    Show from 4/8/22Wharton Finance Professor Jeremy Siegel talks Fed policy during his market update. Then, Host Jeremy Schwartz and Guest Host Kevin Flanagan cover the latest financial conditions. They take a deep dive into interest rates, inflation pressures, US vs Europe and more with experts in the space. Guests:Brian Wesbury - Chief Economist at First Trust AdvisorsFor more on First Trust Advisors, visit their website: Check out his blog here: Follow him on LinkedIn: Follow Brian on Twitter: @wesbury Brent Donnelly – President of Spectra Markets For more on Spectra Markets, visit their website: Purchase his book “Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading” here: Follow Brent on Twitter: @donnelly_brentSign up for Brent’s AM/FX daily macro letter: