Behind the Markets Podcast
Behind the Markets
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.
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.
Episodes
Mentioned books
Nov 4, 2022 • 53min
Behind The Markets Podcast: Sam Rines
Show from 11/4/22
Host Jeremy Schwartz is joined by author and Managing Director at Corbu LLC, Sam Rines, to discuss Professor Siegel's view on inflation (or de-inflation), Chinese tech and markets, and trends in employment numbers, among other topics.
Guest:
Sam Rines - Managing Director, Corbu LLC, Author of "After Normal: Making Sense of the Global Economy"
Follow the Jared on Twitter: @SamuelRines
Buy Sam's book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Oct 28, 2022 • 53min
Behind The Markets Podcast: Jared Dillian
Show from 10/28/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about fluctuations in the tech market, inflation finally showing signs of slowing, and the Fed's data lagging with what's really happening in the housing market. Then, author Jared Dillian joins Host Jeremy Schwartz to discuss rate hikes, Europe's market future, and commodity trading.
Guest:
Jared Dillian - Editor of The Daily Dirtnap, host of Be Smart podcast, Author of "All the Evil Of This World"
Follow the Jared on Twitter: @dailydirtnap
For more from Jared visit www.jareddillianmoney.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Oct 21, 2022 • 53min
Behind The Markets Podcast: James Bullard
Show from 10/21/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. He talks about the status of inflation, the slowdown in money supply, and the inconsistencies in GDP data. Then, the 12th president of the Federal Reserve Bank of St. Louis James Bullard joins Professor Siegel and Host Jeremy Schwartz to discuss the economic events of 2022, productivity numbers, labor markets, the inverted yield curve, and more.
Guest:
James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis
Follow the St. Louis Fed on Twitter: @stlouisfed
For more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Oct 13, 2022 • 53min
Behind The Markets Podcast: John Mousseau & Jordan Howell
Show from 10/14/22
Wharton Finance Professor Jeremy Siegel discusses how the core rate rose above expectations, the recession, consumer expectations, and the money supply. Then Host Jeremy Schwartz broadcasts from Rowan University talking to 2 finance experts, one in the bond market and the other in ESG investing.
Guest:
John Mousseau – The President, Chief Executive Officer, and Director of Fixed Income at Cumberland Advisors
Follow Cumberland Advisors on Twitter: @CumberlandADV
For more on Cumberland Advisors, visit their website: https://www.cumber.com/
Jordan Howell, Ph.D. – Associate Professor of Sustainable Business at Rowan University
Visit Jordan’s website: https://www.jordanphowell.org/
Visit Jordan’s Rowan faculty profile: https://business.rowan.edu/faculty-staff/howell_faculty.html
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Oct 7, 2022 • 53min
Behind The Markets Podcast: Jason Draho
Show from 10/7/22
Wharton Finance Professor Jeremy Siegel talks about the unemployment rate dropping, inflation pressures, mid-term elections, and more. Then Host Jeremy Schwartz and Head of Asset Allocation Americas of UBS Global Wealth Management Jason Draho discuss the overall macro environment, the effects of stagflation, wage growth, and economy versus the markets.
Guest:
Jason Draho – Head of Asset Allocation Americas of UBS Global Wealth Management and Chair of the US Investment Strategy Committee
Follow Jason on LinkedIn: https://www.linkedin.com/in/jason-draho-707b064/
For more on UBS, visit their website: https://www.ubs.com/us/en.html
For the latest, follow UBS on Twitter: @UBS
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Sep 30, 2022 • 53min
Behind The Markets Podcast: Chris Miller
Show from 9/30/22
Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss 5-10 year inflation predictions and some possible explanations on the low productivity numbers seen as of late.
Then, Host Jeremy Schwartz and Chris Ganatti, global head of research at Wisdom Tree, talk to Chris Miller, economic historian and author of upcoming book "Chip War: The Fight for the World's Most Critical Technology."
They get into the history of semiconductors production and supply chain, Taiwan's role in semiconductor production, and how shifting technologies will affect both chip production and geopolitics.
Guest:
Chris Miller- Associate Professor of International History at the Fletcher School of Law and Diplomacy at Tufts University
Read more from Chris here: https://www.christophermiller.net/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Sep 23, 2022 • 53min
Behind The Markets Podcast: Brian Spinelli
Show from 9/23/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. He talks about why he thinks the fed and Powell are being too hawkish, negative GDP growth, the threat of a serious recession, UK yields, and more. Then Host Jeremy Schwartz talks to Brian Spinelli, an expert in the wealth management space about investing in a heightening recession and the death of the 60/40 model.
Guest:
Brian Spinelli - CFP®, AIF® Senior Wealth Advisor/Chair of Investment Committee at Halbert Hargrove
For more on Brian check out his bio here: https://www.halberthargrove.com/member/brian-m-spinelli-2/
For more on Halbert Hargrove, visit their website: https://www.halberthargrove.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Sep 15, 2022 • 53min
Behind The Markets Podcast: The 2022 Jacobs Levy Quantitative Finance Conference
Show from 9/16/22
Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel broadcast from The Jacobs Levy Quantitative Finance Conference in Manhattan. Professor Siegel starts with his market update discussing housing, fed policy, the threat of recession, GDP estimates, and more. Then our hosts talk to the award winners of the 2021 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation for their research on momentum investing. They discuss mutual funds, passive strategy, benchmarking, and more
Guest:
Narashimhan Jegadeesh - Dean's Distinguished Chair in Finance at the Goizueta Business School
For more on Narashimhan, visit his faculty page: https://goizueta.emory.edu/faculty/profiles/narasimhan-jegadeesh
Sheridan Titman - Walter W. McAllister Centennial Chair in Financial Services at the McCombs School of Business
For more on Sheridan, visit his faculty page: https://www.mccombs.utexas.edu/faculty-and-research/faculty-directory/sheridan-titman/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Sep 8, 2022 • 53min
Behind The Markets Podcast: Peter Boockvar
Show from 9/9/22
Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss the slowing rate of inflation combined with rising
interest rates with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report.
They get into the questionable decisions being made by the fed, the economy in Europe, and readjustments of the labor market.
Peter discusses the possible end of interest rate hikes as the economy cools. Plus a discussion on the longterm outlook
of the Asian economy.
Guest:
Peter Boockvar - Chief Investment Officer of Bleakley Financial Group
and Editor of The Boock Report on Twitter: @pboockvar
Subscribe to the Boock Report here: https://boockreport.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Sep 2, 2022 • 53min
Behind The Markets Podcast: Matt Topley
Show from 9/2/22
Wharton Finance Professor Jeremy Siegel gives his market update talking about the unemployment rates, hourly earnings coming in under expectation, and ISM numbers. Then Host Jeremy Schwartz and his guest Founder & President of Lansing Street Advisors Matt Topley discuss the best way to weight your portfolio. They get into growth vs value, stocks vs bonds, fixed income, advanced planning, charitable giving, deal by deal real estate, and more.
Guest:
Matt Topley - the Founder & President of Lansing Street Advisors
For more on Matt, visit his website: https://matttopley.com/about/
To find out more about Lansing Street Advisors, visit their website: https://www.lansingadv.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz


