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 reports and the possibility of a recession to unemployment rates. Then, will the Russia-Ukraine crisis continue to impact oil? Will there be a harder push for green energy and how will that impact commodities? Host Jeremy Schwartz and Co-Host Liqian Ren talk to an expert on geopolitics about the impact of international news on asset markets. 

Guest:
Marko Papic - Partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.
Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics/ 
For more on Clocktower, visit their website: https://www.clocktowergroup.com/ 
For the latest, follow Marko on Twitter: @Geo_papic

Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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 reports and the possibility of a recession to unemployment rates. Then, will the Russia-Ukraine crisis continue to impact oil? Will there be a harder push for green energy and how will that impact commodities? Host Jeremy Schwartz and Co-Host Liqian Ren talk to an expert on geopolitics about the impact of international news on asset markets. Guest: Marko Papic - Partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics/ For more on Clocktower, visit their website: https://www.clocktowergroup.com/ For the latest, follow Marko on Twitter: @Geo_papic Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Marko Papic

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.

Business

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.

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&amp;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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