

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

Apr 1, 2022 • 53min
Behind The Markets Podcast: Samuel Rines
Show from 4/1/22
Wharton Finance Professor Jeremy Siegel kicks off the show with a market update. Professor Siegel gives his take on wage increases, Fed pricing, inflation, and more. Then, from agriculture and oil to commodities and inflation…how should you be forecasting for 2022? Host Jeremy Siegel talks to Samuel Rines of Corbu LLC about global markets, geopolitics, and more.
Guest:
Samuel Rines – Managing Director at Corbu LLC, a research intelligence advisory platform focusing on the intersection of markets, policy, and national security. He is also author of "After Normal: Making Sense of the Global Economy"
Purchase his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198
Follow him on Twitter: @SamuelRines
Follow him on LinkedIn: https://www.linkedin.com/in/samuelerines/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Mar 25, 2022 • 53min
Behind The Markets Podcast: Dan Gunsberg & Caitlin Cook
Show from 3/25/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing bonds crashing, the spike in yields, fed policy, bitcoin, and more. Then, how can you effectively trade cryptocurrency? What are the security risks? Host Jeremy Schwartz talks security and decentralization of bitcoin, Solana, Ethereum, and more with two experts in the cryptocurrency space.
Guest:
Caitlin Cook – Head of community and vice president of operations at Onramp Academy
For more on Onramp Academy visit their website: https://academy.onrampinvest.com/
Follow Onramp on Twitter: @OnrampAcademy
Follow Caitlin on LinkedIn: https://www.linkedin.com/in/caitlincook22/
Dan Gunsberg – Co-Founder and CEO of HXRO Foundation
For more on HXRO visit their website: https://hxro.network
Follow Dan on LinkedIn: https://www.linkedin.com/in/daniel-gunsberg-9986901a2/?originalSubdomain=bm
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Mar 18, 2022 • 52min
Behind The Markets Podcast: Ruchir Sharma
Show from 3/18/22
Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. Emerging markets have been a difficult place to invest recently. Ruchir discusses the trend towards international investing, short tech vs long commodities, China, and more.
Guest:
Ruchir Sharma – chairman of international business at Rockefeller Capital
A NY Times article about Ruchir: https://www.nytimes.com/2022/02/10/business/ruchir-sharma-rockefeller-capital.html
Follow Rockefeller Capital Management on Twitter: @RockCapMgmt
For more on Rockefeller Capital Management’s visit their website: https://rcm.rockco.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Mar 11, 2022 • 53min
Behind The Markets Podcast: Jim Bianco & Jeff Weniger
Show from 3/11/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earnings, and more. Then, what are the biggest market trends? How can we look to the inverted yield curve as a predictor of market health? What is the future of the commodity market considering the Russia - Ukraine War? Jeremy Schwartz talks to an expert on global macro.
Guests:
Jim Bianco – Bianco Research
Follow Bianco Research on Twitter: @biancoresearch
For more on Bianco Research visit their website: https://www.biancoresearch.com/visitor-home/
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

Mar 4, 2022 • 53min
Behind the Markets Podcast: Chrissy Bargeron & Gareth Shepherd
Show from 3/4/22
Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing the impact of the Russian/ Ukraine crisis, commodity and oil prices, the employment report, inflation and more. Then, what are the most powerful machine learning patterns? How can you manage overlapping data when working with competition on modeling? Host Jeremy Schwartz talks to two guests in the machine learning and AI modeling space about how to apply these techniques in quantitative investing. They get into the intricacies of setting up the data set, pattern recognition, and prediction time frames.
Guests:
Chrissy Bargeron – Client Portfolio manager at Voya Investment Management
Gareth Shepherd – Co-head of equity machine intelligence (EMI) and a portfolio manager at Voya Investment Management
For more on Voya Investment Management visit their website: https://investments.voya.com/
For the latest news follow Voya on Twitter: @Voya

Feb 25, 2022 • 53min
Behind the Markets Podcast Special: St. Louis Fed President Jim Bullard
Show from 2/25/22
Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss high inflation and the Russia/ Ukraine crisis with President of the Federal Reserve Bank of St. Louis James Bullard. They get into Russia’s attack on the Ukraine and the impact this will have on markets, the continued reopening after Omicron, unemployment, housing, and more. James Bullard says he would like to see the Fed policy rate at over 1% and the balance sheet runoff begin in the second quarter by July 1st. Plus a look at the state of cryptocurrency
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

Feb 18, 2022 • 53min
Behind The Markets Podcast: Josh Young & Nitesh Shah
Show from 2/18/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexes, import prices, the Russia/ Ukraine situation, and more. Then, what is the current state of the demand and supply of oil? Jeremy Schwartz brings on an expert on oil and energy stocks. They get into the issue of underinvestment in oil and the lack of discovery over the years. Plus, trading through the futures market. What is the impact of backwardation in the oil and energy sector?
Guests:
Josh Young – Founder and Chief Investment Officer at Bison Interests
For more on Bison Interests, visit their website: https://bisoninterests.com/
Follow Bison Interests on Twitter: @BisonInterests
Follow Josh on Twitter: @Josh_Young_1
Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree Europe
Follow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Feb 11, 2022 • 53min
Behind The Markets Podcast: Dave Donabedian & Kevin Flannagan
Show from 2/11/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing worsening inflation, high duration stocks, and more. Then, how should you navigate fixed income strategy in the current market? Host Jeremy Schwartz talks to an expert in the space about managing duration risk and balancing portfolios. Plus, volatility in the Fed cycle, earnings, goods consumption and more with the chief investment officer at CIBC Private Wealth Management.
Guests:
Dave Donabedian – Chief Investment Officer for CIBC Private Wealth Management
Follow him on Twitter: @ddonabedian
For more on CIBC visit their website: https://private-wealth.us.cibc.com/
Kevin Flanagan – Senior Fixed Income Strategist at WisdomTree Asset Management
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Feb 4, 2022 • 53min
Behind The Markets Podcast: J.C. Parets
Show from 2/4/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market updates from the bond market and earnings to inflation. What is the impact of the positive jobs report? Will the Fed raise rates? Professor Siegel answers these questions and more. Then, the commodity supercycle, gold, and interest rates. Host Jeremy Schwartz talks to the founder of All Star Charts, a technical analysis publication, to see how he measures key performance indicators.
Guest:
J.C. Parets – CEO and Founder of All Star Charts
Follow JC on Twitter: @allstarcharts
For more on All Star Charts visit their website: https://allcharts.com
Check out the All Star Charts podcast on Technical Analysis Radio: https://allcharts.com/podcast/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Jan 28, 2022 • 52min
Behind The Markets Podcast: Wes Gray & Harris Kupperman
Show from 1/28/22
Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflation, stock rotation, supply shortages, and more. Then Host Jeremy Schwartz talks value rotation and 2022 market outlook with two experts in the space. Founder and CIO of Praetorian Capital Harris Kupperman and Founder, CEO, and Chief Investment Officer of Alpha Architect Wes Gray get into what is driving oil prices, the value of gold, real estate markets, overvalued stocks, and more.
Guest:
Harris Kupperman – Founder and CIO of Praetorian Capital. He is also Chairman and CEO of Mongolia Growth Group.
Check out his blog “Adventures in Capitalism”: https://adventuresincapitalism.com/
For more on Praetorian Capital check out their website: https://www.praetorianvc.com/praetoriancapital/
For more on Mongolia Growth Group visit their website: http://mongoliagrowthgroup.com/
Wes Gray - Founder, CEO, and Chief Investment Officer of Alpha Architect
For more on Alpha Architect visit their website: https://alphaarchitect.com/
Follow Alpha Architect on Twitter: @alphaarchitect
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz