Behind the Markets Podcast

Show from 3/13/2020 As the COVID-19 effects take a toll on the economy, Behind the Markets Podcast is here to give you the latest outlook. Hosts Jeremy Schwartz and Jeremy Siegel discuss the immediate threat of Coronavirus for the economy. This is "the biggest retreat from record highs to a bear market in history," according to Professor Siegel. Then they bring on market research expert James Bianco who says Coronavirus cases are doubling every 3 days and the US is on track to have 10's of 1000's in the next few weeks. James says we need to ensure proper measures are taken so the US can rebound to pre-virus levels. Guest: James Bianco - Head of Bianco Research Check out Bianco Research here: https://www.biancoresearch.com/visitor-home/

Show from 6/24/22 This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his market update discussing rising inflation, commodities, and earnings. Then Host Jeremy Schwartz talks inflation indicators, asset allocation, building expected returns for commodities, growth vs value, and more with Jim Masturzo of Research Affiliates. Guest: Jim Masturzo – Partner and CIO of Multi-Asset Strategies of Research Affiliates For more on Research Affiliates, visit their website: https://www.researchaffiliates.com/home Follow Jim on Twitter: @JimMasturzoII Follow Jim on LinkedIn: https://www.linkedin.com/in/jimmasturzo/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 11/4/22 Host Jeremy Schwartz is joined by author and Managing Director at Corbu LLC, Sam Rines, to discuss Professor Siegel's view on inflation (or de-inflation), Chinese tech and markets, and trends in employment numbers, among other topics. Guest: Sam Rines - Managing Director, Corbu LLC, Author of "After Normal: Making Sense of the Global Economy" Follow the Jared on Twitter: @SamuelRines Buy Sam's book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198 Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Show from 08/09/24 Host Jeremy Schwartz and Professor Siegel dive into the week’s market developments, focusing on the Fed’s approach to interest rates. Professor Siegel strongly argues that the Fed should implement a significant rate cut, possibly 75 basis points. He believes the Fed’s models indicate that the Fed funds rate should already be lower. Siegel also discusses his concerns about the Fed’s lack of clear communication regarding their decision-making process, stressing the importance of adjusting rates sooner rather than later to maintain economic stability. (10:09) Jeremy continues the conversation with Samuel Rines who provides a detailed analysis of the current economic landscape. Rines touches on the noise in recent jobless claims data due to external factors like weather events. He discusses the normalization of inflation rates and how companies are beginning to see improvements in margins as input costs stabilize. Rines also highlights specific investment opportunities, including the potential in Japanese equities following recent market disruptions, the strategic importance of Poland within emerging markets, and the long-term growth prospects in India. Rines and Jeremy also discuss how geopolitical risks and currency fluctuations are influencing global investment strategies. Guest: Samuel Rines is the Managing Director of CORBU, a research intelligence and advisory platform at the intersection of markets, policy, and national security. Based in CORBU’s Houston, Texas office, Samuel is a global macro expert focused on the investment implications of politics and policy. His PolyMacro research and model portfolios are widely followed. Learn more about Samuel at: https://www.linkedin.com/in/samuelerines Follow Samuel on LinkedIn: @SamuelRines