Shows
Behind the Markets PodcastBehind the Markets Podcast: Liqian & JeffShow from 01/19/24
Host 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 current state of the Chinese Market. (06:03) Liqian and Jeff join to discuss in depth what is happening geopolitically across the world. Liqian covers the Taiwan election and how that will affect the world markets. Jeff asks her about the potential for stimulation in China and if it is necessary. Weniger joins in to comment on China’s current market state and how Ta...
2024-01-1953 min
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Prof. Siegel joins Jeremy Schwartz and their colleagues Jeff and Liqian with his reaction to the softer tones of the market this week. He feels that China’s threat to remove Apple is a bit out of proportion which has affected the market. Although the market is not doing strong, he feels we aren’t anywhere near a recession. He doesn’t think the Fed should increase rates in September, nor does he think they will. He also explains how rising bond correlations affect the market. (12:42) Jeff begins by describing his take on the current job market and great...
2023-09-0852 min
TBC China Tech Livecast by PandailyTBC Livecast #15: Dr. Liqian Ren on China Markets & MacroLiqian Ren 任丽倩, Ph.D., is the Director of Modern Alpha at WisdomTree Investments where she manages, among other things, an ETF focused on non-state-owned companies in China using quantitative strategies. She was a quantitative portfolio manager at Vanguard for 11 years, worked for the Federal Reserve Bank of Chicago, and has an MBA and a Ph.D. in economics from the University of Chicago. Hear about: Why macro is usually not the main or only factor when it comes to investment research; Why investors should be more discernible to headlines and rumors when investing in China; How muc...
2022-02-1726 min
Analyse PodcastEvergrande's endgame with Ren Liqian"I will say that in the end, the Evergrande situation will be similar, particularly to like HNA group. So I think right now they have not filed for an event bankruptcy cases. Yet their hope is still can can muddle through. But in the end, the likely end of Evergrande is going to turn out to be much more similar than people realize." - Ren Liqian Podcast Information:The show is hosted and produced by Bernard Leong (@bernardleong, Linkedin) and Carol Yin (@CarolYujiaYin, LinkedIn). Sound credits for the intro and end music: "Run it" by DJ Snake, Rick Ross...
2021-12-1545 min
Behind the Markets PodcastBehind The Markets Podcast: Mary D'Onofrio, Kara Marciscano, & Liqian RenShow from 10/1/21Wharton Finance Professor Jeremy Siegel shares his market updates to start the show discussing everything from volatility and inflation to CPI projections. Then Host Jeremy Schwartz brings an expert in the cloud computing space who talks about growth and efficiency scores. Fintech, security, and data infrastructure are leading in the cloud industry. Plus Director of Modern Alpha at WisdomTree Liqian Ren gives her take on China, education regulation, the Evergrande debt crisis, and more.Guests:Mary D’Onofio – partner and co-founder of the growth investment practice at Bessemer Venture Part...
2021-10-0252 minBehind the Markets PodcastBehind The Markets Podcast: Mary D'Onofrio, Kara Marciscano, & Liqian RenShow from 10/1/21
Wharton Finance Professor Jeremy Siegel shares his market updates to start the show discussing everything from volatility and inflation to CPI projections. Then Host Jeremy Schwartz brings an expert in the cloud computing space who talks about growth and efficiency scores. Fintech, security, and data infrastructure are leading in the cloud industry. Plus Director of Modern Alpha at WisdomTree Liqian Ren gives her take on China, education regulation, the Evergrande debt crisis, and more.
Guests:
Mary D’Onofio – partner and co-founder of the growth investment practice at Bessemer Venture Partners
To find out more about Bessemer Venture Partners visi...
2021-10-0152 min
Capital Allocators – Inside the Institutional Investment IndustrySustainable Investing 2: Liqian Ma – Allocator PerspectiveLiqian Ma is the Head of Impact Investing Research at Cambridge Associates. Liqian developed an early interest in the climate growing up in a coal-dependent city in China. He began focusing on sustainable investing over a decade ago and leads Cambridge Associates work with its 150 clients focused on the space. Our conversation provides an allocator's overview of sustainable investing. We start with Liqian's path and turn to how interested investors go about creating and implementing sustainable investment strategies. Along the way, we touch on manager selection, portfolio integration, investment opportunities and risks, and the implementation of sustainable...
2020-06-111h 06
Flirting with ModelsLiqian Ren - In Search of Modern Alpha (S2E8)In this episode I am joined by Liqian Ren, Director of Modern Alpha at WisdomTree. After receiving her degree in Computer Science, Liqian came to the United States to pursue her Masters in Economics. Liqian then did a quick stint at the Federal Bank of Chicago as an associate economist, before returning back to academia to pursue her PhD at the University of Chicago. In 2007, Liqian joined Vanguard’s Investment Strategy Group, where she leveraged her background to perform economic and capital market forecasts, studies on asset allocation, and research into topics such as retirement inc...
2019-06-181h 09
Behind the Markets PodcastBehind the Markets Podcast w/ Liqian Ren: Greg Valliere & Simon WhiteShow from 2/15/19In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz and Liqian Ren get into politics with Greg Valliere of AGF Investments. They talk about the Fed's reaction to Trump politics, the Russia investigation, the likelihood that Trump will be impeached, and much more. Then they bring on Simon White of Varient Perception to discuss fed rate hikes and global economies. Tune in!Guests:Greg Valliere - Chief U.S. Policy Strategist at AGF InvestmentsSimon White - Managing Editor of Variant Perception, an i...
2019-02-1553 min
Behind the Markets PodcastBehind the Markets Podcast w/ Liqian Ren: Greg Valliere & Simon WhiteShow from 2/15/19
In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz and Liqian Ren get into politics with Greg Valliere of AGF Investments. They talk about the Fed's reaction to Trump politics, the Russia investigation, the likelihood that Trump will be impeached, and much more. Then they bring on Simon White of Varient Perception to discuss fed rate hikes and global economies. Tune in!
Guests:
Greg Valliere - Chief U.S. Policy Strategist at AGF Investments
Simon White - Managing Editor of Variant Perception, an independent research firm
2019-02-1453 min
Behind the Markets PodcastBehind the Markets Podcast w/ Liqian Ren: John DaviShow from 2/1/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to John Davi about market outlook, china, interest rates and much more. They get into everything from liquid asset classes, emerging market debt and equities to large cap growth stocks. Tune in and learn how to manage your portfolio!Guest:John Davi - Founder and Chief Investment Officer at Astoria Portfolio AdvisorsFollow him on Twitter @AstoriaAdvisorsFor more information visit this link: https://www.astoriaadvisors.com/ Hosted...
2019-02-0153 min
Behind the Markets PodcastBehind the Markets Podcast w/ Liqian Ren: John DaviShow from 2/1/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to John Davi about market outlook, china, interest rates and much more. They get into everything from liquid asset classes, emerging market debt and equities to large cap growth stocks. Tune in and learn how to manage your portfolio!
Guest:
John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors
Follow him on Twitter @AstoriaAdvisors
For more information visit this link: https://www.astoriaadvisors.com/
2019-02-0153 min
Behind the Markets PodcastBehind the Markets Podcast w Liqian Ren: Dingding ChenShow from 1/18/19In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren discuss Chinese foreign policy with Dingding Chen of Jinan University. They talk about how he was the first to predict Trump's victory 3 years ago and China's stance on the current trade war. They also get into emerging technology and government tracking in China. All that and more!Guest:Dingding Chen - Professor of International Relations and Associate Dean of Institute for 21st Century Silk Road Studies at Jinan University, Guangzhou, China. He is...
2019-01-1853 minBehind the Markets PodcastBehind The Markets Podcast w/ Liqian Ren: Dingding ChenShow from 1/18/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren discuss Chinese foreign policy with Dingding Chen of Jinan University. They talk about how he was the first to predict Trump's victory 3 years ago and China's stance on the current trade war. They also get into emerging technology and government tracking in China. All that and more!
Guest:
Dingding Chen - Professor of International Relations and Associate Dean of Institute for 21st Century Silk Road Studies at Jinan University, Guangzhou, China. He is also the Founding Director of Intellisia Institute, a newly established independent think...
2019-01-1853 min
Behind the Markets PodcastBehind the Markets Podcast with Liqian Ren: Michael OysterShow from 1/11/19In this episode of Behind the Markets Jeremy Siegel starts off the show with his weekly market update talking about everything from unemployment to Fed fund rates and reserves. Then hosts Liqian Ren and Jeremy Schwartz talk about China's economy, the new year, and the one child policy. Plus Michael Oyster joins the show to discuss his most recent book "Success in a Low-Return World." Tune in!Guest:Michael Oyster - Author of Success in a Low-Return World. He is also an investment strategist, researcher and creator of the O...
2019-01-1153 min
Behind the Markets PodcastBehind the Markets Podcast w/ Liqian Ren: Michael OysterShow from 1/11/19
In this episode of Behind the Markets Jeremy Siegel starts off the show with his weekly market update talking about everything from unemployment to Fed fund rates and reserves. Then hosts Liqian Ren and Jeremy Schwartz talk about China's economy, the new year, and the one child policy. Plus Michael Oyster joins the show to discuss his most recent book "Success in a Low-Return World." Tune in!
Guest:
Michael Oyster - Author of Success in a Low-Return World. He is also an investment strategist, researcher and creator of the Options Income Index. He began his professional investment career...
2019-01-1153 min
Top Investment Podcasts 2018Behind the Markets with Vanguard's Liqian Ren Podcast: This Week in Business (LS 41 · TOP 1.5% what is this?)Episode: Behind the Markets with Vanguard's Liqian RenPub date: 2018-07-31Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationHost Wesley Gray talks with Jack Vogel, CIO and CFO of Alpha Architect, and Liqian Ren, Ph.D., Portfolio Manager in the Vanguard Quantitative Equity Group, about factor funds and strategies on Behind the Markets. Wharton Professor Jeremy Siegel also gives his take on the recent market activity from last week. Hosted on Acast. See acast.com/pri...
2018-12-1353 minBehind the Markets PodcastBehind the Markets Podcast w/ Liqian Ren: Marc Chandler & Andy Rothman Episode from 11/30/18In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz, Jeremy Siegel, and Liqian Ren discuss the latest news from the G20 Summit, Fed Policy, and China. They get into the liklihood of rate hikes and the future of trade with China. Plus they get into the potential impacts of Brexit and the ECB Meeting. All that and moreGuests:Marc Chandler - Chief Market Strategist at Bannockburn Global ForexFollow him on Twitter @marcmakingsenseAndy Rothman - Who is Investment Strategist...
2018-11-3054 minBehind the Markets PodcastBehind The Markets Podcast w/ Liqian Ren: Marc Chandler & Andy RothmanEpisode from 11/30/18
In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz, Jeremy Siegel, and Liqian Ren discuss the latest news from the G20 Summit, Fed Policy, and China. They get into the liklihood of rate hikes and the future of trade with China. Plus they get into the potential impacts of Brexit and the ECB Meeting. All that and more
Guests:
Marc Chandler - Chief Market Strategist at Bannockburn Global Forex
Follow him on Twitter @marcmakingsense
Andy Rothman - Who is Investment Strategist at Matthews Asia. Andy lived and worked in China for more than 20 years, analyzing...
2018-11-2954 minBehind the Markets PodcastBehind the Markets: Maura Pape & Liqian Ren In this episode of Behind the Markets from 11/16/18 hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel find out more about an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas. They also talk Federal Reserve, global strategy, factor investing & portfolios. Special guest host Liqian Ren joins us as well. Tune in!Guests:Maura Pape - a strategist and Director of Business Development at DeepMacro, a technology company that’s developed an interactive tool that uses real-time data from thousands of sources to help inv...
2018-11-1653 minBehind the Markets PodcastBehind the Markets: Maura Pape & Liqian Ren In this episode of Behind the Markets from 11/16/18 hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel find out more about an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas. They also talk Federal Reserve, global strategy, factor investing & portfolios. Special guest host Liqian Ren joins us as well. Tune in!Guests:Maura Pape - a strategist and Director of Business Development at DeepMacro, a technology company that’s developed an interactive tool that uses real-time data from thousands of sources to help inv...
2018-11-1653 minBehind the Markets PodcastBehind The Markets Podcast: Maura Pape & Liqian RenIn this episode of Behind the Markets from 11/16/18 hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel find out more about an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas. They also talk Federal Reserve, global strategy, factor investing & portfolios. Special guest host Liqian Ren joins us as well. Tune in!
Guests:
Maura Pape - a strategist and Director of Business Development at DeepMacro, a technology company that’s developed an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from ov...
2018-11-1553 min
This Week in BusinessBehind the Markets with Vanguard's Liqian RenHost Wesley Gray talks with Jack Vogel, CIO and CFO of Alpha Architect, and Liqian Ren, Ph.D., Portfolio Manager in the Vanguard Quantitative Equity Group, about factor funds and strategies on Behind the Markets. Wharton Professor Jeremy Siegel also gives his take on the recent market activity from last week. See acast.com/privacy for privacy and opt-out information.
2018-07-3153 min
Behind the Markets PodcastBehind The Markets Podcast w/ Wes Gray: Liqian Ren & Jack VogelIn this episode of Behind the Markets host Wes Grey talks factor investing as a strategy with one of the few female portfolio managers in finance. She’ll talk about growing up in a small village in China and how she ended up managing money for Vanguard!
Guest Info:
Liqian Ren, Ph.D. - A portfolio manager in the Vanguard Quantitative Equity Group (QEG), where she manages Vanguard's factor funds and conducts research on factor strategies.
Jack Vogel - CIO and CFO of Alpha Architect
2018-07-2554 min
Behind the Markets PodcastBehind The Markets Podcast w/ Wes Gray: Liqian Ren & Jack VogelIn this episode of Behind the Markets host Wes Grey talks factor investing as a strategy with one of the few female portfolio managers in finance. She’ll talk about growing up in a small village in China and how she ended up managing money for Vanguard! Guest: Liqian Ren, Ph.D. - A portfolio manager in the Vanguard Quantitative Equity Group (QEG), where she manages Vanguard's factor funds and conducts research on factor strategies. Jack Vogel - CIO and CFO of Alpha Architect Hosted on Acast. See ac...
2018-07-2554 min