Behind the Markets Podcast
Episodes
Behind the Markets Podcast: Liqian & Jeff
19 Jan 2024
Contributed by Lukas
Show from 01/19/24 Host Jeremy Schwartz and Professor Siegel begin this week's episode discussing how the market is hitting an all time high. They co...
Behind the Markets Podcast: Eric Golden
12 Jan 2024
Contributed by Lukas
Show from 01/12/24 Host Jeremy Schwartz begins by asking Professor Siegel about all the new data that has come out this past week. The Prof gives us ...
Behind the Markets Podcast: Kevin & Chris
05 Jan 2024
Contributed by Lukas
Show from 1/5/24 Hosts Jeremy Schwartz and Professor Siegel start the year off by reviewing the holiday market. The Prof explains productivity growth...
Behind the Markets Podcast: Jim Bianco
22 Dec 2023
Contributed by Lukas
Show from 12/22/23 Hosts Jeremy Schwartz and Professor Siegel end the year with a discussion on the Professor's prediction on what markets will do in...
Behind the Markets Podcast: Eric Biegeleisen
14 Dec 2023
Contributed by Lukas
Show from 12/15/23 Hosts Jeremy Schwartz and Professor Siegel talk about the Fed this week. The Prof is surprised by how flexible the Fed has been. H...
Behind the Markets Podcast: Uma Moriarty
08 Dec 2023
Contributed by Lukas
Show from 12/08/23 Hosts Jeremy Schwartz and Professor Siegel begin today's show by covering all the data coming in from the last two weeks. The Prof...
Behind the Markets Podcast: Liza Tobin
01 Dec 2023
Contributed by Lukas
Show from 12/01/23 Hosts Jeremy Schwartz and Professor Siegel are back from the holidays this week to summarize how great November was. Professor Sie...
Behind the Markets Podcast: Brian Drubetsky
17 Nov 2023
Contributed by Lukas
Show from 11/17/23 Hosts Jeremy Schwartz and Professor Siegel discuss their views on the Fed and inflation this week. CPI and PPI came in below expec...
Behind the Markets Podcast: Richard Bernstein
10 Nov 2023
Contributed by Lukas
Show from 11/10/23 Hosts Jeremy Schwartz and Professor Siegel begin this week by discussing the Profs views on current market activity. He mentions s...
Behind the Markets Podcast: Paul & Tim
03 Nov 2023
Contributed by Lukas
Show from 11/03/23 Hosts Jeremy Schwartz and Professor Siegel begin this week with a current market overview. Professor Siegel states that the market...
Behind the Markets Podcast - Michael Green
27 Oct 2023
Contributed by Lukas
Show from 10/27/23 Hosts Jeremy Schwartz and Professor Siegel start this week's discussion with mixed reactions. The market data is still strong this...
Behind the Markets Podcast: Jack Farley & Dave Goodson
20 Oct 2023
Contributed by Lukas
Show from 10/20/23 Hosts Jeremy Schwartz and Professor Siegel begin by summarizing current rate reports that are being released. Professor Siegel doe...
Behind the Markets Podcast: Samuel Rines
14 Oct 2023
Contributed by Lukas
Show from 10/13/23 Hosts Jeremy Schwartz and Professor Siegel discuss the economic uncertainties, such as rising inflation, geopolitical risks, and p...
Behind the Markets Podcast: Daniel & Anton
06 Oct 2023
Contributed by Lukas
Show from 10/06/23 Prof. Siegel joins Jeremy Schwartz with his weekly review of the current market. They cover the most recent jobs report and the st...
Behind the Markets: Howe Ng
29 Sep 2023
Contributed by Lukas
Show from 9/29/23 Prof. Siegel joins Jeremy Schwartz beginning with some more data this week on the market. He feels the economy is doing very well, ...
Behind the Markets Podcast: Future Proof Festival
22 Sep 2023
Contributed by Lukas
Show from 9/22/23 Jeremy Schwartz asks Prof. Siegel his views on the current weekly market activity and his reaction to The Fed. (8:05) Jeremy joins ...
Behind the Markets Podcast: Robert Novy-Marx
15 Sep 2023
Contributed by Lukas
Show from 9/15/23 Prof. Siegel joins Jeremy Schwartz with a breakdown of a very big week for the market. He does note an increase in inflation but it...
Behind the Markets Podcast: Jeff & Liqian
08 Sep 2023
Contributed by Lukas
Show from 9/8/23 Prof. Siegel joins Jeremy Schwartz and their colleagues Jeff and Liqian with his reaction to the softer tones of the market this wee...
Behind the Markets Podcast: Jack Farley
01 Sep 2023
Contributed by Lukas
Show from 9/1/23 Prof. Siegel joins Jeremy Schwartz this week with his analysis of the new employment report and the fade of fear in the labor market...
Behind the Markets Podcast: Daniel Di Martino
25 Aug 2023
Contributed by Lukas
Show from 8/25/23 Prof. Siegel joins Jeremy Schwartz this week to discuss his disappointment in the Powell speech as well as the Nvidia stock drop. T...
Behind the Markets Podcast: Julia Pollak & Peter Boockvar
17 Aug 2023
Contributed by Lukas
Show from 8/18/23 Prof. Siegel and Jeremy Schwartz begin by highlighting the significant surge in 10-year and TIPS (Treasury Inflation-Protected Secu...
Behind the Markets Podcast: Dom Rizzo
11 Aug 2023
Contributed by Lukas
Show from 8/11/23 Prof. Siegel joins Jeremy Schwartz to dissect the current state of the economy. They discuss everything from jobless claims and inf...
Behind the Markets Podcast: Doomberg
04 Aug 2023
Contributed by Lukas
Show from 8/4/23 Doomberg begins by telling us about who they are and what their newsletter is about. The writers are able to stay anonymous and writ...
Behind the Markets Podcast: Torsten Slok
27 Jul 2023
Contributed by Lukas
Show from 7/28/23 Prof. Siegel kicks off with his take on the recent news conference from the Fed. He believes that we are not as close to a recessio...
Behind the Markets Podcast: Alejandro Lopez-Lira
20 Jul 2023
Contributed by Lukas
Show from 7/21/23 Prof. Siegel calls in live from his cruise to share his big takes on today's current market. He explains to us his shift of opinion...
Behind the Markets Podcast: Warren Pies & Nitesh Shah
14 Jul 2023
Contributed by Lukas
Show from 7/14/23 Prof. Siegel begins with the positive news of inflation coming in below expectations. He highlights the strength of the real econo...
Behind the Markets Podcast: Simon Johnson
07 Jul 2023
Contributed by Lukas
Show from 07/07/23 Prof. Siegel talks to us about the new market data and the current unemployment rate reports this week (10:35). Jeremy and Chris ...
Behind the Markets Podcast: Raymond Micaletti
29 Jun 2023
Contributed by Lukas
Show from 06/30/23 Prof. Siegel talks to us about the current positive market standings this week and his hesitation with the Feds ongoing decisions....
Behind the Markets Podcast: Daniel Rock
24 Jun 2023
Contributed by Lukas
Show from 6/23/23 Jeremy Schwartz and Prof. Siegel discuss how the recent job reports and global manufacturing data have raised concerns about a soft...
Behind the Markets Podcast: Brandon Zick & Nora Pickens
16 Jun 2023
Contributed by Lukas
Jeremy and the professor are joined today by both Brandon and Nora as they discuss their views on the economy, inflation and what’s happening to far...
Behind the Markets Podcast: Nir Kaissar
10 Jun 2023
Contributed by Lukas
Jeremy, Jeremy and Nir discuss their market theories for the upcoming week and where the market is headed. Nir defends the Fed and gives his opinion o...
Behind the Markets Podcast: Eric Rothman
01 Jun 2023
Contributed by Lukas
Show from 6/2/23 Jeremy, Chris, and Eric dive into the current real estate market. Eric discusses how his firm is moving into the single family home ...
Behind the Markets Podcast - Samuel Rines
26 May 2023
Contributed by Lukas
Show from 5/26/23 Hosts Jeremy Schwartz and Jeremy Siegel are joined by Samuel Rines as they discuss today's market and economy. Sam dives into why t...
Behind the Markets Podcast: Guy LeBas
20 May 2023
Contributed by Lukas
Show from 5/19/23 Join your hosts and Guy LeBas as they delve into the markets this week. Prof. Siegel purports there will be a debt deal, prompting ...
Behind the Markets Podcast: Mark Mills
12 May 2023
Contributed by Lukas
Show from 5/12/23 Join Jeremy Schwartz, Prof. Siegel, and Chris Gannatti as they talk about Mark Mills’s path through academia and his career in te...
Behind the Markets Podcast: Bilal Hafeez
02 May 2023
Contributed by Lukas
Show from 5/5/23 Join Jeremy Schwartz and Prof. Siegel as they discuss the current state of the labor market; the concerning trend of rising unemploy...
Behind the Markets Podcast: Dave Goodson
29 Apr 2023
Contributed by Lukas
Join Jeremy Schwartz and Prof. Siegel as they dive deep into fixed income and recent economic reports. Some other key topics include the S&P 500 index...
Behind the Markets Podcast: Vincent Reinhart
22 Apr 2023
Contributed by Lukas
Show from 4/21/23 Jeremy Schwartz and Prof. Siegel speak on the ever-changing stats coming out of the Fed. Much is evolving as the data begin to refl...
Behind the Markets Podcast: Nathaniel Bullard & Christopher Gannatti
14 Apr 2023
Contributed by Lukas
Show from 4/14/23 Chris Gannatti joins Jeremy Schwartz and Prof. Siegel this week as they speak to esteemed guest Nathaniel “Nat” Bullard. Despit...
Behind the Markets Podcast: Jonathan Ward
07 Apr 2023
Contributed by Lukas
Show from 4/7/23 Jeremy Schwartz and Prof. Siegel review some weak and unfortunate macro-level data from the markets this past week. Even the labor f...
Behind the Markets Podcast: David Zervos
31 Mar 2023
Contributed by Lukas
Show from 3/31/23 Jeremy Schwartz and Prof. Siegel kick off the episode with a positive outlook on US macro trends. Inflationary pressures are leveli...
Behind The Markets Podcast: Wim Schoutens And Catherine LeGraw
23 Mar 2023
Contributed by Lukas
Show from 3/24/23 Prof. Siegel takes a break from his vacation to call in and discuss this week’s big market news. The spotlight is on some disturb...
Behind The Markets Podcast: Trevor Greetham
17 Mar 2023
Contributed by Lukas
Show from 3/17/23 Jeremy Schwartz and Prof. Jeremy Siegel tackle the banking crisis, continuing inflation, and market sentiment as volatility dominat...
Behind The Markets Podcast - Blake Heimann
10 Mar 2023
Contributed by Lukas
Show from 3/10/23 Chris Gannatti fills in for Jeremy Schwartz this week and joins Prof. Jeremy Siegel to talk big swings in macroeconomic trends. Cry...
Behind The Markets Podcast: Warren Mosler
03 Mar 2023
Contributed by Lukas
Show from 3/3/23 Jeremy Schwartz and Prof. Jeremy Siegel are optimistic in light of the restabilization of markets and GDP. As the Fed continues to t...
Behind The Markets Podcast: Greg Valliere
24 Feb 2023
Contributed by Lukas
Show from 2/24/23 Jeremy Schwartz and Prof. Jeremy Siegel discuss the year-over-year indices and expectations that are affecting pessimism in market ...
Behind The Markets Podcast: Todd Thompson
17 Feb 2023
Contributed by Lukas
Show from 2/17/23 Jeremy Schwartz and Prof. Jeremy Siegel dive deep into the effects of a resurging market on wages and costs for Americans. As infla...
Behind The Markets Podcast: Patrick Harker
09 Feb 2023
Contributed by Lukas
Show from 2/10/23 Esteemed guest Patrick Harker joins Jeremy Schwartz and Prof. Jeremy Siegel to broadcast live from the GIC conference in La Jolla. ...
Behind The Markets Podcast: Jim Bianco
08 Feb 2023
Contributed by Lukas
Show from 2/09/23 Jeremy Schwartz broadcasts live from the GIC conference in La Jolla, with guests Jim Bianco and Will Peck. Topics covered include w...
Behind The Markets Podcast: Skanda Amarnath
02 Feb 2023
Contributed by Lukas
Show from 2/03/23 Jeremy Schwartz and Prof. Jeremy Siegel react to a big week in finance, including US earnings and productivity stats, market and GD...
Behind The Markets Podcast: Peter Lazaroff
27 Jan 2023
Contributed by Lukas
Show from 1/27/23 Jeremy Schwartz and Prof. Jeremy Siegel talk Fed tightening, recession potential, US money supply, and its effect on liquidity and ...
Behind The Markets Podcast: Lorenzo Esparza
20 Jan 2023
Contributed by Lukas
Show from 1/20/22 Wharton Professor Jeremy Siegel kicks off the show with his market update. He talks about positive price data, inflation expectatio...
Behind The Markets Podcast: Haim Israel
13 Jan 2023
Contributed by Lukas
Show from 1/13/22 What is the status of inflation? Host Jeremy Schwartz starts the show discussing the fed, market inflation indicators, and more. Th...
Behind The Markets Podcast: John Davi
06 Jan 2023
Contributed by Lukas
Show from 1/6/23 Happy New Year! In this episode of Behind the Markets, Host Jeremy Schwartz kicks off 2023 with Wharton Finance Professor Jeremy Si...
Behind The Markets Podcast: Steven Hou
23 Dec 2022
Contributed by Lukas
Show from 12/23/22 Wharton Finance Professor Jeremy Siegel starts the final episode of 2022 talking about favorable inflation data, fed year end proj...
Behind The Markets Podcast: Bob Pisani
16 Dec 2022
Contributed by Lukas
Show from 12/16/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the Fed, raising rates, a...
Behind The Markets Podcast: Nitesh Shah & Aneeka Gupta
09 Dec 2022
Contributed by Lukas
Show from 12/9/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update talking about the Fed, inflation, labor costs, risin...
Behind The Markets Podcast: Robert Rich & Edward S Knotek II
02 Dec 2022
Contributed by Lukas
Show from 12/2/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the status of inflation, t...
Behind The Markets Podcast: Michael McClary
19 Nov 2022
Contributed by Lukas
Show from 11/18/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the Fed, changes in the l...
Behind The Markets Podcast: Andrew Okrongly & Ben Clissold
11 Nov 2022
Contributed by Lukas
Show from 11/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update discussing US inflation data, housing, in...
Behind The Markets Podcast: Sam Rines
04 Nov 2022
Contributed by Lukas
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 infla...
Behind The Markets Podcast: Jared Dillian
28 Oct 2022
Contributed by Lukas
Show from 10/28/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about fluctuations in the tech ...
Behind The Markets Podcast: James Bullard
21 Oct 2022
Contributed by Lukas
Show from 10/21/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the status of inflation, ...
Behind The Markets Podcast: John Mousseau & Jordan Howell
13 Oct 2022
Contributed by Lukas
Show from 10/14/22 Wharton Finance Professor Jeremy Siegel discusses how the core rate rose above expectations, the recession, consumer expectations,...
Behind The Markets Podcast: Jason Draho
07 Oct 2022
Contributed by Lukas
Show from 10/7/22 Wharton Finance Professor Jeremy Siegel talks about the unemployment rate dropping, inflation pressures, mid-term elections, and mo...
Behind The Markets Podcast: Chris Miller
30 Sep 2022
Contributed by Lukas
Show from 9/30/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss 5-10 year inflation predictions and some possible explanat...
Behind The Markets Podcast: Brian Spinelli
23 Sep 2022
Contributed by Lukas
Show from 9/23/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. He talks about why he thinks the fed and Powell ...
Behind The Markets Podcast: The 2022 Jacobs Levy Quantitative Finance Conference
15 Sep 2022
Contributed by Lukas
Show from 9/16/22 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel broadcast from The Jacobs Levy Quantitative Finance Conference in...
Behind The Markets Podcast: Peter Boockvar
08 Sep 2022
Contributed by Lukas
Show from 9/9/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss the slowing rate of inflation combined with rising interest...
Behind The Markets Podcast: Matt Topley
02 Sep 2022
Contributed by Lukas
Show from 9/2/22 Wharton Finance Professor Jeremy Siegel gives his market update talking about the unemployment rates, hourly earnings coming in unde...
Behind The Markets Podcast: Robin Brooks
27 Aug 2022
Contributed by Lukas
Show from 8/27/22 Wharton Finance Professor Jeremy Siegel kicks off the show discussing Chair of the Federal Reserve Jerome Powell’s hawkish commen...
Behind The Markets Podcast: Hal Brands
19 Aug 2022
Contributed by Lukas
Show from 8/19/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update talking interest rate increases, earnings, and th...
Behind The Markets Podcast: Chris Gannatti, Blake Heimann, & Jeff Weniger
12 Aug 2022
Contributed by Lukas
Show from 8/12/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing import prices, commodities, deterioration...
Behind The Markets Podcast: Gaurav Sinha on Investing in India
05 Aug 2022
Contributed by Lukas
Show from 8/5/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing GDP vs productivity reports, commoditie...
Behind The Markets Podcast: Don Kohn & Dave Goodson
28 Jul 2022
Contributed by Lukas
Show from 7/29/22 As inflation increases and the Fed continues to raise interest rates, how will this effect the markets in the coming months? Hosts ...
Behind The Markets Podcast: Tobias Harris & Jeff Weniger
22 Jul 2022
Contributed by Lukas
Show from 7/22/22 How are the markets responding to the upcoming Fed meeting? Will there be more interest rate hikes? Host Jeremy Schwartz and Co-Hos...
Behind The Markets Podcast: John Davi & Bruce Lavine
14 Jul 2022
Contributed by Lukas
Show from 7/15/22 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the night market rally, inflation, retail sales, and more....
Behind The Markets Podcast: Rob Thummel
08 Jul 2022
Contributed by Lukas
Show from 7/8/22 This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel joins to give his market update. He covers everything from ...
Behind The Markets Podcast: Marko Papic
01 Jul 2022
Contributed by Lukas
Show from 7/1/22 This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his take on the market from negative GDP repor...
Behind The Markets Podcast: Jim Masturzo
24 Jun 2022
Contributed by Lukas
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...
Behind The Markets Podcast: Ed Morse & John Silvia
17 Jun 2022
Contributed by Lukas
Show from 6/17/22 This week on Behind the Markets Wharton Finance Professor Jeremy Siegel kicks off the show discussing negative GDP growth, recessio...
Behind The Markets Podcast: Jason Hsu
09 Jun 2022
Contributed by Lukas
Show from 6/10/22 This week on Behind the Markets, Host Jeremy Schwartz and Co-Host Liqian Ren interview an expert on investing in using alpha-driven...
Behind The Markets Podcast: WookieeIndex
27 May 2022
Contributed by Lukas
Show from 5/27/22 This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel goes through his market update from the long bond, money s...
Behind The Markets Podcast: Andrew Beer
20 May 2022
Contributed by Lukas
Show from 5/20/22 This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel talks Walmart/ Target, GDP, money supply, and commodity pr...
Behind The Markets Podcast: Eric Ervin
13 May 2022
Contributed by Lukas
Show from 5/13/22 Wharton Finance Professor Jeremy Siegel kicks off the show talking real estate, rising gasoline prices, worsening inflation, new no...
Behind The Markets Podcast: Thomas Tzitzouris
06 May 2022
Contributed by Lukas
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 conv...
Behind The Markets Podcast: Scott Crowe
29 Apr 2022
Contributed by Lukas
Show from 4/29/22 Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidi...
Behind The Markets Podcast: Jim Rogers on Commodities
22 Apr 2022
Contributed by Lukas
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, commo...
Behind The Markets Podcast: John Davi on Inflation
15 Apr 2022
Contributed by Lukas
Show from 4/15/22 Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jerem...
Behind The Markets Podcast: Brian Wesbury & Brent Donnelly
07 Apr 2022
Contributed by Lukas
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 F...
Behind The Markets Podcast: Samuel Rines
01 Apr 2022
Contributed by Lukas
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, ...
Behind The Markets Podcast: Dan Gunsberg & Caitlin Cook
25 Mar 2022
Contributed by Lukas
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, f...
Behind The Markets Podcast: Ruchir Sharma
18 Mar 2022
Contributed by Lukas
Show from 3/18/22 Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. E...
Behind The Markets Podcast: Jim Bianco & Jeff Weniger
11 Mar 2022
Contributed by Lukas
Show from 3/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earni...
Behind the Markets Podcast: Chrissy Bargeron & Gareth Shepherd
04 Mar 2022
Contributed by Lukas
Show from 3/4/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing the impact of the Russian/ Ukraine crisis,...
Behind the Markets Podcast Special: St. Louis Fed President Jim Bullard
25 Feb 2022
Contributed by Lukas
Show from 2/25/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss high inflation and the Russia/ Ukraine crisis with Preside...
Behind The Markets Podcast: Josh Young & Nitesh Shah
18 Feb 2022
Contributed by Lukas
Show from 2/18/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexe...
Behind The Markets Podcast: Dave Donabedian & Kevin Flannagan
11 Feb 2022
Contributed by Lukas
Show from 2/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing worsening inflation, high duration sto...
Behind The Markets Podcast: J.C. Parets
04 Feb 2022
Contributed by Lukas
Show from 2/4/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market updates from the bond market and earnings to inflation. W...
Behind The Markets Podcast: Wes Gray & Harris Kupperman
28 Jan 2022
Contributed by Lukas
Show from 1/28/22 Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflat...