Show from 8/27/21

Curious about how countries around the world manage market risk and bonds? Host Jeremy Schwartz brings on a bond market expert who works for the Inter-American Development Bank in Latin America. They get into global debt, emerging markets, volatility, and more.

Guest:

Claudia Franco - Head of Treasury Client Solutions at the Inter-American Development Bank 

For more on the IDB visit their website: https://www.iadb.org/en/about-us/overview

Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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Camp Kotok Special from 8/13/21

In this Behind the Markets special, we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. Host Jeremy Schwartz and Chief Economist at Avalon Advisors Samual Rines discuss the uncertainty in market forecasting from inflation and employment to the delta variant. How can investors better understand the purpose of the portfolio before making decisions? What are the current transitory trends and how can you position around that? All that and more.

Guest:

Sam Rines – Chief Economist at Avalon Advisors, LLC

Follow Sam on Twitter: @SamuelRines

For more on Avalon Advisors visit their website: https://avalonadvisors.com/

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Show from 8/13/21

Wharton Finance Professor Jeremy Siegel kicks off the show with his market update from PPI data to consumer trends. Then how do you balance innovation and growth investing in a portfolio? The founder of Evolutionary Tree Capital Management joins Host Jeremy Schwartz to discuss how to find leading innovators, develop them, and benefiting from that.

Guest:

Tom Ricketts – Founder and Chief Investment Officer at Evolutionary Tree Capital Management

For more on Evolutionary Tree visit their website: https://evolutionarytree.com/

Follow Evolutionary Tree on Twitter: @ETreeCapital

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Show from 8/5/21

Interested in spicing up your 60/40 spread? Host Jeremy Schwartz brings on the Founder and Chief Strategist at Mill Street Research Sam Burns to cover the latest investing trends. Sam discusses the benefit of combining top down and bottom-up inputs to analyze markets as well as how to watch for weakening risk appetite in equities. They also get into Fed policy and the recent decision to support the corporate debt market.

Guest:

Sam Burns – Founder and Chief Strategist at Mill Street Research

Follow Mill Street Research on Twitter: @MillStResearch

Find out more about Mill Street Research on their website: https://www.millstreetresearch.com/

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