Behind the Markets Podcast

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 [https://acast.com/privacy] for more information.

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/ [https://www.linkedin.com/in/eric-ervin/] For more on Onramp Invest, visit their website: https://onrampinvest.com/ [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 [https://acast.com/privacy] for more information.

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/ [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 [https://acast.com/privacy] for more information.

Show from 4/29/22 Wharton 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: https://www.centersquare.com/home [https://www.centersquare.com/home] For the latest, follow CenterSquare on Twitter: @CtrSquare Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Show from 4/22/22 Wharton 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 more Follow Jim on Twitter: @iamjimrogers For more on Jim visit his website: https://www.jimrogers.com/ [https://www.jimrogers.com/] To purchase “Hot Commodities: How Anyone Can Invest Profitably in the World's Best Market” visit Jim’s website: https://www.jimrogers.com/book/hot-commodities/ [https://www.jimrogers.com/book/hot-commodities/] Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.