Behind The Markets Podcast Series
Economy and Monetary Policy Update with James Bullard
Alongside my co-host, Wharton School finance professor Jeremy Siegel, I had the opportunity to speak with St. Louis Federal Reserve Bank President James Bullard on our “Behind the Markets” podcast. We would describe Bullard now as having the lowest dot for the future trajectory of policy in the infamous dot plots of future Fed Funds Rates.
Last week on his podcast, Jeremy Schwartz spoke with chief economists Constance Hunter of KPMG and Brian Wesbury of First Trust Advisors about their take on market productivity, the corporate tax war and the Fed chair announcement.
Reflecting on a New Theory: The Adaptive Markets Hypothesis
Last week, Jeremy Schwartz had the pleasure of interviewing MIT Professor Andrew Lo on the “Behind the Markets” podcast with Wharton Professor Jeremy Siegel. They discussed Lo’s new book, which brings forward a theory on market dynamics called the adaptive markets hypothesis.
Abe Landslide: What Does It Mean for Markets?
Retesting Investment Anomalies with Dr. Lu Zhang
Last week’s podcast had a new special-edition format, jointly hosted with Alpha Architect CEO Wesley Gray, a Philadelphia-area PhD and investment manager. Jeremy Schwartz and Gray spoke with Dr. Lu Zhang of Ohio State University regarding his research on anomalies—investment strategies or investment factors found to deliver excess returns.