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Behind the Markets Podcast

Behind the Markets on Wharton Business Radio

Behind the Markets Podcast

A Business podcast
Good podcast? Give it some love!
Behind the Markets Podcast

Behind the Markets on Wharton Business Radio

Behind the Markets Podcast

Episodes
Behind the Markets Podcast

Behind the Markets on Wharton Business Radio

Behind the Markets Podcast

A Business podcast
Good podcast? Give it some love!
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Best Episodes of Behind the Markets Podcast

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Show from 04/19/24Hosts Jeremy Schwartz and Jeremy Siegel begin the discussion by addressing the latest Federal Reserve's maneuvers regarding interest rates. Professor Siegel offers his insights, suggesting cautious optimism due to the stron
Show from 04/12/24Host Jeremy Schwartz and Professor Siegel start off this week's episode by discussing a potential attack by Iran on Israel, inflation panic and moving markets. The Prof continues on to pinpoint which shift in the market led
Show from 04/05/24Host Jeremy Schwartz and Professor Siegel report on another positive week in the market. The Prof notes the payroll report was strong. He was happy to see average hourly work increase. The Prof mentions to watch for CPI, PPI
Show from 03/29/24Host Jeremy Schwartz and Professor Siegel begin this holiday special by discussing the ups and downs of this week's market. Above average PPI and CPI as well as low retail sales and housing reports balance out for a strong u
Show from 03/29/24Host Jeremy Schwartz and Professor Siegel begin this holiday weekend with positive reflections on the market. Inflation numbers came out as expected. The Prof notes a surprise rise in personal spending and a decline in the h
Show from 03/22/24Host Jeremy Schwartz and Professor Siegel discuss this week's market and Powels dovish announcement. The Prof states that the Fed believes trends are decreasing however he feels the economy is still moving along nicely. He n
Show from 03/15/24Host Jeremy Schwartz and Professor Siegel dig in this week on the most current market information, starting off by talking about the CPI and PPI outcomes. The Prof states the market seems to have bottomed out and is not goin
Show from 03/08/24Host Jeremy Schwartz and Professor Siegel begin by discussing this week's exciting market moves. The Prof says this week’s employment report is very good, revising the shocking report from January. He continues by diving int
Show from 03/01/24Host Jeremy Schwartz and Professor Siegel begin with an old saying “make the trend your friend”. The Prof gives us a detailed look at this week's market data. He continues talking about the interview he listened to of Austan
Show from 02/23/24Host Jeremy Schwartz and Professor Siegel jump right in to talk about the blow out week for tech. The Prof touches base on the job markets decrease and the mention of rate cuts by the Fed. Nvidia brought the entire tech stoc
Show from 02/16/24Host Jeremy Schwartz and Professor Siegel begin this week's episode discussing the big data on inflation. The Prof gets into detail on the reports, giving us an indepth look at the current market. The two also talk about the
Show from 02/09/24Host Jeremy Schwartz and Professor Siegel start off by talking about the light market week. The Prof notes that next week will be much bigger following the release of many important reports. He is confident that if the Fed c
Show from 02/02/24Host Jeremy Schwartz and Professor Siegel begin this week's discussion with a look at the latest jobs report. The Prof says the plunge in hours reported is only ever seen in recession times and stresses the importance of fur
Show from 01/26/24Host Jeremy Schwartz and Professor Siegelbegin this week with the Prof describing the market as Goldilocks. Inventory build up may weigh on the first quarter says the Prof. The Fed will not be raising rates next week, but wi
Show from 01/19/24Host Jeremy Schwartz and Professor Siegel begin this week's episode discussing how the market is hitting an all time high. They comment on the current labor market and upcoming layoffs. Jeff asks the professor about the curr
Show from 01/12/24Host Jeremy Schwartz begins by asking Professor Siegel about all the new data that has come out this past week. The Prof gives us a breakdown of all this new data stating that the economy keeps moving along positively. Jerem
Show from 1/5/24Hosts Jeremy Schwartz and Professor Siegel start the year off by reviewing the holiday market. The Prof explains productivity growth as the difference between inflation and wage increases. He notes that next week's reports wil
Show from 12/22/23Hosts Jeremy Schwartz and Professor Siegel end the year with a discussion on the Professor's prediction on what markets will do in the new year. The Prof gives his opinion on two strong topics about the Fed. He doesn’t belie
Show from 12/15/23Hosts Jeremy Schwartz and Professor Siegel talk about the Fed this week. The Prof is surprised by how flexible the Fed has been. He states that this flexibility has shown promise for the markets future of a soft landing due
Show from 12/08/23Hosts Jeremy Schwartz and Professor Siegel begin today's show by covering all the data coming in from the last two weeks. The Prof states that the data is relatively weak, but not recession weak. There is no inflationary pre
Show from 12/01/23Hosts Jeremy Schwartz and Professor Siegel are back from the holidays this week to summarize how great November was. Professor Siegel gets into detail about Fed fund action, not only currently but an estimate into the future
Show from 11/17/23Hosts Jeremy Schwartz and Professor Siegel discuss their views on the Fed and inflation this week. CPI and PPI came in below expectation. The Prof states the economy is not falling apart but it should be watched closely. He
Show from 11/10/23Hosts Jeremy Schwartz and Professor Siegel begin this week by discussing the Profs views on current market activity. He mentions some noteworthy changes in the job market, a jump in inflationary expectations, and which repor
Show from 11/03/23Hosts Jeremy Schwartz and Professor Siegel begin this week with a current market overview. Professor Siegel states that the market didn’t fare too well for lower rates. He goes over the current labor market report which has
Show from 10/27/23Hosts Jeremy Schwartz and Professor Siegel start this week's discussion with mixed reactions. The market data is still strong this week according to the Professor. He mentions that the money supply is showing weakness and co
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