

Behind the Markets Podcast
Behind the Markets
Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss 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.
Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.
Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.
Episodes
Mentioned books

Jun 17, 2022 • 53min
Behind The Markets Podcast: Ed Morse & John Silvia
Show from 6/17/22
This week on Behind the Markets Wharton Finance Professor Jeremy Siegel kicks off the show discussing negative GDP growth, recession, oil prices, and more. Then Host Jeremy Schwartz brings on an expert to talk about the state of commodities and supply chains. Plus a long time economic strategist joins the show to cover fed policy, the macro, and global trade.
Guest:
Ed Morse – Managing Director, Global Head of Commodity Research - Citi Group
For more on Citi, visit their website: https://www.citigroup.com/citi/
For the latest news, follow Citi Research on Twitter: @CitiResearch
Follow Ed on LinkedIn: https://www.linkedin.com/in/edward-morse-3440157/
John Silvia – Dynamic Economic Strategy. John recently retired from his position as Managing Director and Chief Economist for Wells Fargo
For more on John, visit his website: https://www.johnesilvia.com/about-john/
For the latest, follow John on Twitter: @JohnESilviaPhD
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Jun 9, 2022 • 53min
Behind The Markets Podcast: Jason Hsu
Show from 6/10/22
This week on Behind the Markets, Host Jeremy Schwartz and Co-Host Liqian Ren interview an expert on investing in using alpha-driven strategies blended with behavioral finance. They discuss capturing alpha through value with quality, growth sectors in China based on local insights, how to use probabilities when investing, and more. Then, in the second half of the program, Wharton Finance Professor Jeremy Siegel joins to discuss inflation reports.
Guest:
Jason Hsu – Founder and chairman of Rayliant Global Advisors
For more on Rayliant Global Advisors, visit their website: https://rayliant.com/
Follow Jason on Twitter: @hsu_jason
Follow Rayliant Global Advisors on Twitter: @rayliant
Liqian Ren - Director of Modern Alpha at WisdomTree Asset Management
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

May 27, 2022 • 53min
Behind The Markets Podcast: WookieeIndex
Show from 5/27/22
This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel goes through his market update from the long bond, money supply, and loans to inflation and oil prices. Then, what is the future or cryptocurrency and what can it be used for? Host Jeremy Schwartz talks to an expert on cryptocurrency about the investing risks as well as the benefits and potential credits. They also debunk the popularized narrative of bitcoin being the new digital gold.
Guest:
WookieeIndex – Anonymous twitter handle. He is an engineer and focuses on Cryptocurrency at his day job.
Follow him on Twitter: @WookieeIndex
Check out his substack here: furballfinancial.substack.com
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

May 20, 2022 • 53min
Behind The Markets Podcast: Andrew Beer
Show from 5/20/22
This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel talks Walmart/ Target, GDP, money supply, and commodity prices. Then, what are the key issues for hedge funds? How should you manage your investments in this inflated environment? Host Jeremy Schwartz discusses hedging risks, how often to trade managed futures, long short strategies, and more with Founder of Dynamic Beta Andrew Beer.
Guest:
Andrew Beer – Founder and Managing member at Dynamic Beta Investments
Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrewdbeer/
For more on Dynamic Beta visit their website: https://www.dynamicbeta.com/
Follow Andrew on Twitter: @andrewdbeer1
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

May 13, 2022 • 53min
Behind The Markets Podcast: Eric Ervin
Show from 5/13/22
Wharton Finance Professor Jeremy Siegel kicks off the show talking real estate, rising gasoline prices, worsening inflation, new normal real interest rate for the 10 year and more. Then, why is the crypto market falling? Host Jeremy Schwartz and Co-Host Benjamin Dean talk to an expert on digital assets about stable coins and crypto ecosystem risks.
Guest:
Eric Ervin – Co-founder of Onramp Invest, a platform enabling investment advisors to access the crypto asset economy.
Follow Eric on LinkedIn: https://www.linkedin.com/in/eric-ervin/
For more on Onramp Invest, visit their website: https://onrampinvest.com/
Follow Eric on Twitter: @eervin1
Follow Onramp Invest on Twitter: @Onrampinvest
Benjamin Dean – Director of Digital Assets WisdomTree Europe
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

May 6, 2022 • 53min
Behind The Markets Podcast: Thomas Tzitzouris
Show from 5/6/22
Wharton Finance Professor Jeremy Siegel talks fed policy, inflation, wages, and why he thinks we’re in a bear market. Then, a conversation on fixed income strategy with an expert from Strategas. Host Jeremy Schwartz brings on Thomas Tzitzouris to discuss fed funds rate, mortgage costs, the 10-year real rates, and the increasing value of the Yen.
Guest:
Thomas Tzitzouris - Managing Director and Head of Fixed Income Research at Strategas
For more on Strategas, visit their website: https://www.strategasrp.com/
Follow Strategas on Twitter for the latest: @StrategasRP
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Apr 29, 2022 • 53min
Behind The Markets Podcast: Scott Crowe
Show from 4/29/22
Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidity growth, and more. Then, how do you identify companies that are benefiting and growing from changing demand patterns in the new economy? Host Jeremy Schwartz and his guest talk about the impact of covid on the markets, working from home, and the declining need for physical retail stores.
Guest:
Scott Crowe - Chief Investment Officer at CenterSquare Investment management
For more on CenterSquare visit their website: https://www.centersquare.com/home
For the latest, follow CenterSquare on Twitter: @CtrSquare
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Apr 22, 2022 • 53min
Behind The Markets Podcast: Jim Rogers on Commodities
Show from 4/22/22
Wharton Finance Professor Jeremy Siegel opens up the show with his market update talking interest rates and fed policy. Then, commodity expert Jim Rogers joins Host Jeremy Schwartz for a discussion that looks at the global outlook on that asset class, what could replace the dollar, gold, and more.
Guest:
Jim Rogers – Founder of the Rogers International Commodity Index; Author of: Investment Biker, Adventure Capitalist, Hot Commodities, and more
Follow Jim on Twitter: @iamjimrogers
For more on Jim visit his website: https://www.jimrogers.com/
To purchase “Hot Commodities: How Anyone Can Invest Profitably in the World's Best Market” visit Jim’s website: https://www.jimrogers.com/book/hot-commodities/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Apr 15, 2022 • 53min
Behind The Markets Podcast: John Davi on Inflation
Show from 4/15/22
Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more.
Guests:
John Davi - Founder, CIO at Astoria Portfolio Advisors LLC
Check out Astoria Advisors' website: https://www.astoriaadvisors.com/
Follow Astoria Advisors on Twitter: @AstoriaAdvisors
Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management
Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Apr 7, 2022 • 53min
Behind The Markets Podcast: Brian Wesbury & Brent Donnelly
Show from 4/8/22
Wharton Finance Professor Jeremy Siegel talks Fed policy during his market update. Then, Host Jeremy Schwartz and Guest Host Kevin Flanagan cover the latest financial conditions. They take a deep dive into interest rates, inflation pressures, US vs Europe and more with experts in the space.
Guests:
Brian Wesbury - Chief Economist at First Trust Advisors
For more on First Trust Advisors, visit their website: https://www.ftportfolios.com/
Check out his blog here: https://www.ftportfolios.com/retail/blogs/economics/index.aspx
Follow him on LinkedIn: https://www.linkedin.com/in/brianwesbury/
Follow Brian on Twitter: @wesbury
Brent Donnelly – President of Spectra Markets
For more on Spectra Markets, visit their website: https://www.spectramarkets.com/
Purchase his book “Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading” here: https://www.amazon.com/Alpha-Trader-Methodology-Mathematics-Professional-ebook/dp/B095MF9JRW
Follow Brent on Twitter: @donnelly_brent
Sign up for Brent’s AM/FX daily macro letter: https://www.spectramarkets.com/am-fx/