Behind The Markets Podcast Series
Previewing Wharton’s NYC 9/15 Fall Conference and a Bull Case on Productivity
Last week on his podcast, Jeremy Schwartz had two very interesting conversations. The first half of the show focused on the economy, the Fed and the future of productivity with Dan Sichel, currently a professor at Wellesley. The second half of the discussion was with Chris Geczy, finance professor at Wharton and the academic director of the Jacobs Levy Center.
Discussing Portfolio Management with Two ETF Strategists
Last week on our podcast we had the pleasure of speaking with two exchange traded fund (ETF) strategists live in our studio for the hour—Steve Blumenthal, founder of CMG Capital Management, and Corey Hoffstein, Founder and Chief Investment Officer of Newfound Research.
Discussing Politics, Indexing, Macro and Myrtle Beach Conference
Discussing FX, Carry Trades and Smart Hedging
On last week’s show, we had the pleasure of speaking with Nikolai Roussanov and Wesley Gray. Gray describes Roussanov as a Russian math genius who went to Harvard, and someone he studied with at the University of Chicago for his PhD. Roussanov came to Wharton in 2007—his first job out of graduate school—and his research has focused on global macro, foreign exchange, carry trades and commodity currencies, as well as fracking and oil.