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 v ..read more

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 ..read more

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   Foll ..read more

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 ..read more

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: Ho ..read more

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 As ..read more

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.c ..read more

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 ..read more

Show from 3/25/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing bonds crashing, the spike in yields, fed policy, bitcoin, and more. Then, how can you effectively trade cryptocurrency? What are the security risks? Host Jeremy Schwartz talks security and decentralization of bitcoin, Solana, Ethereum, and more with two experts in the cryptocurrency space. Guest: Caitlin Cook – Head of community and vice president of operations at Onramp Academy For more on Onramp Academy visit their website: https://academy.onrampinvest.com/ Follow Onramp on Twitte ..read more

Show from 3/18/22 Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. Emerging markets have been a difficult place to invest recently. Ruchir discusses the trend towards international investing, short tech vs long commodities, China, and more. Guest: Ruchir Sharma – chairman of international business at Rockefeller Capital A NY Times article about Ruchir: https://www.nytimes.com/2022/02/10/business/ruchir-sharma-rockefeller-capital.html Follow Rockefeller Capital Management on Twitter: @RockCapMgmt For more on Roc ..read more