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

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Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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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/

For more on Onramp Invest, visit their website: 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

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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/

Follow Strategas on Twitter for the latest: @StrategasRP

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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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

For the latest, follow CenterSquare on Twitter: @CtrSquare

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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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/

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/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Show from 4/15/22

Wharton 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 LLC

Check out Astoria Advisors' website: https://www.astoriaadvisors.com/

Follow Astoria Advisors on Twitter: @AstoriaAdvisors

Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management

Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Show from 4/8/22

Wharton 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 Advisors

For more on First Trust Advisors, visit their website: https://www.ftportfolios.com/

Check out his blog here: https://www.ftportfolios.com/retail/blogs/economics/index.aspx

Follow him on LinkedIn: https://www.linkedin.com/in/brianwesbury/

Follow Brian on Twitter: @wesbury

Brent Donnelly – President of Spectra Markets

For more on Spectra Markets, visit their website: https://www.spectramarkets.com/

Purchase his book “Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading” here: https://www.amazon.com/Alpha-Trader-Methodology-Mathematics-Professional-ebook/dp/B095MF9JRW

Follow Brent on Twitter: @donnelly_brent

Sign up for Brent’s AM/FX daily macro letter: https://www.spectramarkets.com/am-fx/

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Show from 4/1/22

Wharton Finance Professor Jeremy Siegel kicks off the show with a market update. Professor Siegel gives his take on wage increases, Fed pricing, inflation, and more. Then, from agriculture and oil to commodities and inflation…how should you be forecasting for 2022? Host Jeremy Siegel talks to Samuel Rines of Corbu LLC about global markets, geopolitics, and more.

Guest:

Samuel Rines – Managing Director at Corbu LLC, a research intelligence advisory platform focusing on the intersection of markets, policy, and national security. He is also author of "After Normal: Making Sense of the Global Economy"

Purchase his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198

Follow him on Twitter: @SamuelRines

Follow him on LinkedIn: https://www.linkedin.com/in/samuelerines/

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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