Behind the Markets Podcast

Oct 24 2024 414 ep. 48 mins 786
Behind the Markets Podcast artwork

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.

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What we learned at Stocktoberfest

Oct 24 2024 52 mins  
Show from 10/25/24 Host Jeremy Schwartz and Professor Siegel cover recent economic trends, highlighting a slight drop in jobless claims and strong third-quarter GDP forecasts. Professor Siegel notes market stability, a potential November Fed rate pause, and rising bond yields driven by election dynamics. (11:10) Jeremy continues with guest Howard Lindzon, co-founder of StockTwits

Going Beyond Stocks and Bonds: How Much is Too Much and Cliffwater's Solutions

Oct 17 2024 52 mins  
Show from 10/18/24 Host Jeremy Schwartz and Professor Jeremy Siegel discuss the latest market trends, starting with strong retail sales, the bond yield increases, and a solid third-quarter GDP outlook. Siegel highlights positive productivity growth and deposit expansion, suggesting that the neutral interest rate might be higher than expected. He also comments on upcoming midterm e

The Latest Market Pulse and Another Alt Jobs Indicator

Oct 10 2024 52 mins  
Show from 10/11/24 Host Jeremy Schwartz and Professor Siegel discuss the latest inflation data, particularly focusing on the CPI, PPI, and jobless claims. Professor Siegel expresses mixed reactions, noting improvements in the PPI but concerns about other inflation indicators like car insurance and housing costs. He also mentions the market's resilience and optimism despite weaker

Was that Jobs Report Really Hot? And a Special Tribute

Oct 03 2024 52 mins  
Show from 10/04/24 Host Jeremy Schwartz and Professor Siegel open this week’s episode discussing the strong market report, noting gains in productivity despite a decline in hours worked, and the potential for a quarter-point rate cut by the Fed. Professor Siegel highlights the recalibration of long-term interest rates, predicting they may settle around 4-4.5%, and emphasizes the

Finding Your Leading Edge

Sep 26 2024 52 mins  
Show from 09/27/24 Host Jeremy Schwartz and Professor Jeremy Siegel discuss the latest market data, focusing on US economic indicators and the impact of monetary policy. Professor Siegel highlights the increase in M2 money supply, home price trends, and the PCE deflator, suggesting the Fed may continue to lower rates. He shares his outlook on the 10-year treasury yield, China's ec

A New Predictive Edge

Sep 19 2024 52 mins  
Show from 09/20/24 Host Jeremy Schwartz and Professor Siegel discussed the recent Federal Reserve meeting, with Professor Siegel expressing surprise that the Fed didn't raise rates by a quarter point despite strong data. He explained the Fed's recalibration in its approach, focusing on reaching the long-run neutral rate, which he estimates is around 3.5%. He also shared his expect

The Best Conference for Quant Finance Researchers

Sep 19 2024 55 mins  
Show from 09/13/24 Host Jeremy Schwartz and Professor Siegel discuss this week’s market movements, highlighting the implications of recent inflation data and the Federal Reserve’s policy outlook. Professor Siegel emphasizes his expectation for a series of gradual rate cuts over the coming months, expressing concerns about the Fed’s pace of adjustments. (15:00) Jeremy continu

What's next for the Fed, Gold, and traditional 60/40 portfolios?

Sep 05 2024 52 mins  
Show from 09/06/24 Host Jeremy Schwartz and Professor Siegel discuss the latest jobs report, noting it was weaker than expected but not disastrous. Professor Siegel also highlights concerns about the Fed being behind the curve, the impact of rising rates on the bond market, and his view on where the Fed funds rate should be. (12:47) Jeremy continues with guest Peter Boockvar, CIO

Rents and Realities: Perspectives on Multi-family Housing

Aug 29 2024 55 mins  
Show from 08/30/24 Host Jeremy Schwartz and Professor Siegel discuss the latest market data, including recent jobless claims, the inflation outlook, and upcoming Fed decisions. Professor Siegel emphasizes the need for the Fed to lower rates to avoid unnecessary recession risks and comments on the stable but unimpressive economic performance. (09:08) Jeremy continues the discussion

Powell Surprises: Time to Pivot to Value, Partner?

Aug 22 2024 52 mins  
Show from 08/23/24 Host Jeremy Schwartz and Professor Siegel discuss Powell’s recent speech at Jackson Hole, noting its dovish tone and implications for future Fed rate cuts. Professor Siegel emphasizes the ongoing strength in economic data, such as jobless claims and new home sales, while expressing concern over the timing and scale of rate cuts. He predicts that value stocks,