Show from 09/27/24

Host Jeremy Schwartz and Professor Jeremy Siegel discuss the latest market data, focusing on US economic indicators and the impact of monetary policy. Professor Siegel highlights the increase in M2 money supply, home price trends, and the PCE deflator, suggesting the Fed may continue to lower rates. He shares his outlook on the 10-year treasury yield, China's economic stimulus, and Japanese equities before signing off. (10:00) Jeremy continues with guest Tom Morgan, who shares insights from his experience on Wall Street, his interest in human behavior, and his transition to a more holistic approach to decision-making. Tom discusses the impact of left versus right brain dominance on investing and personal life, emphasizing the importance of balance and intuition. He also talks about his network, the Leading Edge, where he helps people explore new identities and enhance their intuitive decision-making.

Guest: Tom Morgan is a former financier and founder of The Leading Edge, a media platform and transformational community dedicated to sharing world-changing ideas and facilitating life-changing experiences.
 
Learn more about Tom at: https://www.theleading-edge.org/

Follow Tom on LinkedIn: https://www.linkedin.com/in/tom-morgan-3a619372

Show from 09/27/24 Host Jeremy Schwartz and Professor Jeremy Siegel discuss the latest market data, focusing on US economic indicators and the impact of monetary policy. Professor Siegel highlights the increase in M2 money supply, home price trends, and the PCE deflator, suggesting the Fed may continue to lower rates. He shares his outlook on the 10-year treasury yield, China's economic stimulus, and Japanese equities before signing off. (10:00) Jeremy continues with guest Tom Morgan, who shares insights from his experience on Wall Street, his interest in human behavior, and his transition to a more holistic approach to decision-making. Tom discusses the impact of left versus right brain dominance on investing and personal life, emphasizing the importance of balance and intuition. He also talks about his network, the Leading Edge, where he helps people explore new identities and enhance their intuitive decision-making. Guest: Tom Morgan is a former financier and founder of The Leading Edge, a media platform and transformational community dedicated to sharing world-changing ideas and facilitating life-changing experiences. Learn more about Tom at: https://www.theleading-edge.org/ Follow Tom on LinkedIn: https://www.linkedin.com/in/tom-morgan-3a619372

Finding Your Leading Edge

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and Jeremy Siegel, professor of finance at Wharton and author of Stocks for the Long Run, host this long-running podcast that dives into 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.
Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide.
Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction.
Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit.
Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha.
Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate.
Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.

Business

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and Jeremy Siegel, professor of finance at Wharton and author of Stocks for the Long Run, host this long-running podcast that dives into 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. Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide. Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction. Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit. Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha. Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate. Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and&nbsp;Jeremy Siegel, professor of finance at Wharton and author of&nbsp;Stocks for the Long Run, host this long-running podcast that dives into 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.
Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide.
Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction.
Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit.
Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha.
Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate.
Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.

Share Finding Your Leading Edge

Sign up to save your podcasts

Finding Your Leading Edge

Finding Your Leading Edge

More shows like Behind the Markets Podcast

Exchanges

Macro Voices

Top Traders Unplugged

Masters in Business

The Meb Faber Show - Better Investing

Animal Spirits Podcast

The Compound and Friends

RenMac

Excess Returns

Macro Hive Conversations With Bilal Hafeez

Barron's Live

RiskReversal Pod

On The Tape with Danny Moses

Forward Guidance

Monetary Matters with Jack Farley