

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

Sep 17, 2021 • 53min
Behind The Markets Podcast: Peter Mallouk
Show from 9/17/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the CPI and volatility in the markets.. Then, Hosts Jeremy Schwartz and Jeremy Siegel talk to an expert in the management of high net worth individuals. They get into 60/40 allocation alternatives, weighing stocks in a portfolio, risk management, and much more.
Guest:
Peter Mallouk - CEO of Creative Planning
For more on Creative Planning visit their website: https://creativeplanning.com/
For the latest follow Creative Planning on Twitter: @CPIWealth

Sep 10, 2021 • 23min
Behind The Markets Podcast: Benjamin Dean
Show from 9/10/21
What are the risks and opportunities created by technological change? How does it work on an economic, social, and financial level? Host Jeremy Schwartz talks to an expert on emerging technologies about the development of cryptocurrency and the future of the market.
Guest:
Benjamin Dean – Director of Digital Assets at WisdomTree in Europe
Follow Benjamin on LinkedIn: https://www.linkedin.com/in/benjamin-c-dean-2018/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Sep 10, 2021 • 30min
Behind the Markets Podcast: Heather Callender-Potters
Show from 9/10/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the Covid Delta Variant’s impact on the fed, inflation risk, and the vaccine recovery plan. Then, with Covid numbers back on the rise, how can we increase vaccination rates? Host Jeremy Schwartz brings on an innovator in the health care space who talks about a needleless vaccine, compliance, and how pharma companies can advance immunization efforts.
Guest:
Heather Callender-Potters – Chief Advocate and Shareholder Relations Officer
For more information visit PharmaJet’s website: https://pharmajet.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Aug 27, 2021 • 28min
Behind The Markets Podcast: Joe Gyourko
Show from 8/27/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. This week he discusses the Fed, inflation, raising rates, the gold rally, and more. Then Host Jeremy Schwartz brings on Wharton Real Estate Professor Joe Gyourko to get into real estate markets. Professor Gyourko said in the last month commercial real estate from industrial to malls are at almost pre-COVID levels. He explains how COVID accelerated trends that were happening pre-COVID and predicts for future events.
Guest:
Joe Gyourko - Professor of Real Estate at the Wharton School
Visit his faculty page to check out his research: https://real-estate.wharton.upenn.edu/profile/gyourko/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Aug 20, 2021 • 29min
Behind the Markets Podcast: George Mateyo
Show from 8/20/21
Wharton Finance Professor Jeremy Siegel joins at the start of the show to discuss the latest market news from the pandemics impact on supply chains to Chinese tech stocks. Then Host Jeremy Schwartz talks to the the Chief Investment Officer at Key Bank about identifying high quality companies that generate strong returns, equities, navigating the risk from the Delta variant and more.
Guest:
George Mateyo - Chief Investment Officer at KeyBank
Follow him on LinkedIn: https://www.linkedin.com/in/george-mateyo-63409b13/
For more on KeyBank visit their website: https://www.key.com/personal/index.jsp
Follow KeyBank on Twitter for the latest: @keybank
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Aug 20, 2021 • 24min
Behind The Markets Podcast: Jens Nordvig
Show from 8/20/21
Host Jeremy Schwartz talks to an expert on macro research about COVID forecasting, Chinese markets, developed currencies and more.
Guest:
Jens Nordvig: Founder & CEO of Exante Data
For more on Extante Data visit their website: https://www.exantedata.com/
Follow Extante Data on Twitter: @ExanteData
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Aug 13, 2021 • 12min
Behind The Markets Podcast Special: Sam Rines
Camp Kotok Special from 8/13/21
In this Behind the Markets special, we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. Host Jeremy Schwartz and Chief Economist at Avalon Advisors Samual Rines discuss the uncertainty in market forecasting from inflation and employment to the delta variant. How can investors better understand the purpose of the portfolio before making decisions? What are the current transitory trends and how can you position around that? All that and more.
Guest:
Sam Rines – Chief Economist at Avalon Advisors, LLC
Follow Sam on Twitter: @SamuelRines
For more on Avalon Advisors visit their website: https://avalonadvisors.com/

Aug 13, 2021 • 53min
Behind the Markets Podcast: Tom Ricketts
Show from 8/13/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update from PPI data to consumer trends. Then how do you balance innovation and growth investing in a portfolio? The founder of Evolutionary Tree Capital Management joins Host Jeremy Schwartz to discuss how to find leading innovators, develop them, and benefiting from that.
Guest:
Tom Ricketts – Founder and Chief Investment Officer at Evolutionary Tree Capital Management
For more on Evolutionary Tree visit their website: https://evolutionarytree.com/
Follow Evolutionary Tree on Twitter: @ETreeCapital

Aug 6, 2021 • 57min
Behind The Markets Podcast: Sam Burns
Show from 8/5/21
Interested in spicing up your 60/40 spread? Host Jeremy Schwartz brings on the Founder and Chief Strategist at Mill Street Research Sam Burns to cover the latest investing trends. Sam discusses the benefit of combining top down and bottom-up inputs to analyze markets as well as how to watch for weakening risk appetite in equities. They also get into Fed policy and the recent decision to support the corporate debt market.
Guest:
Sam Burns – Founder and Chief Strategist at Mill Street Research
Follow Mill Street Research on Twitter: @MillStResearch
Find out more about Mill Street Research on their website: https://www.millstreetresearch.com/

Jul 29, 2021 • 53min
Behind The Markets Podcast: Milton Berg
Show from 7/31/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the recent Fed meeting, Powell's stance on high inflation, the employment report, and the impact of the covid delta variant. Then, what's the best way to take advantage of minor fluctuations in stocks? Are we leaning towards a bear market? CEO and Chief investment Officer at MB Advisors Milton Berg gets into his firm's research methods and how to optimize your portfolio.
Guest:
Milton Berg - CEO and Chief Investment Officer at MB Advisors, LLC
For more on MB Advisors visit their website: http://miltonberg.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz