

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

Jul 23, 2021 • 53min
Behind the Markets Podcast: Savita Subramanian
Show from 7/23/21
Wharton Finance Professor Jeremy Siegel kicks off the show covering market news from vaccination rates and reopening the US economy to the inflation rate, and more. Then, how do you evaluate small-cap stocks? What is the best quantitative strategy and how do you measure ESG growth? Host Jeremy Schwartz discusses these topics and more with an expert in US equity strategy.
Guest:
Savita Subramanian - Head of U.S. equity strategy and quantitative strategy at BofA Securities.
For more on BofA Securities: https://www.bofaml.com/en-us/content/about-us.html
Follow her on LinkedIn: https://www.linkedin.com/in/savita-subramanian-4021571a/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Jul 15, 2021 • 53min
Behind the Markets Podcast: Dan Doney
Show from 7/16/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the future of inflation, the 10 year under 1%, housing not being in the CPI, money supply and more. Then, Host Jeremy Schwartz and Guest Host Will Peck get into emerging technologies and digital assets with an expert in the space.
Guests:
Dan Doney - CEO of Securrency, Inc
Follow him on LinkedIn: https://www.linkedin.com/in/ddoney/
For more on Securrency visit their website: https://securrency.com/
Follow Securrency on Twitter: @Securrency
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Jul 2, 2021 • 52min
Behind The Markets Podcast: Marko Papic
Show from 7/2/21
What are the implications of populism on markets? What does this mean for the US? Curious about the race to zero? Host Jeremy Schwartz discusses macro trends with Partner and Chief Strategist at Clocktower Group Marko Papic. Marko explains how the pandemic changed fiscal expectations and what the future looks like for global markets.
Guest:
Marko Papic - Partner and Chief Strategist at Clocktower Group
Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics
For more on Clocktower Group visit their website: https://www.clocktowergroup.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Jun 24, 2021 • 54min
Behind The Markets Podcast: Randy Watts
Show from 6/25/21
Curious about the new inflation data? Need to know the stock/ bond outlook and what the 10-year yield looks like? Wharton Finance Professor Jeremy Siegel kicks off the show covering all that and more with his market update. Then, Host Jeremy Schwartz talks with the Chief Investment Officer for O'Neil Global Advisors about growth and momentum investing.
Guest:
Randy Watts - Chief Investment Officer for O'Neil Global Advisors
Follow Randy on Twitter: Chief Investment Officer for O'Neil Global Advisors
For more on O'Neil Global Advisors visit their website: https://www.oneilglobaladvisors.com/
The full holdings for any securities discussed in this podcast can be found here: https://www.wisdomtree.com/etfs/equity/wgro
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Jun 18, 2021 • 54min
Behind The Markets Podcast: Jamie Metzl
Show from 6/18/21
From reopening trades and commodity stocks to inflation and low yields, Wharton Finance Professor Jeremy Siegel takes a look at the latest market news. Then, what is the state of geopolitics? Interested in the new biorevolution, innovations transforming economies, societies, and our lives? Host Jeremy Schwartz talks to an expert on geopolitics about advancing genetics technology, the future of food production, the healthcare industry, and more.
Guests:
Jamie Metzl - leading technology and healthcare futurist, geopolitical expert, novelist, entrepreneur, and media commentator, founder of the global social movement OneShared.World, and an Atlantic Council Senior Fellow and Singularity University faculty member.
Follow Jamie on Twitter: @JamieMetzl
For more on Jamie's research visit his website: https://jamiemetzl.com/
Purchase his newest book "Hacking Darwin: Genetic Engineering and the Future of Humanity": https://www.amazon.com/Hacking-Darwin-Genetic-Engineering-Humanity/dp/1728214130
Kara Marciscano- Research Analyst at Wisdomtree
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Jun 11, 2021 • 54min
Behind the Markets Podcast: Chris Acito
Show from 6/11/21
Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update discussing inflation numbers, bonds, labor markets, and more. Then Host Jeremy Schwartz talks about the four categories of alternative credit: below investment grade traded credit, structured credit, distressed debt, and private lending with the CEO and Chief Investment Officer at Gapstow Capital Partners Chris Acito. Chris outlines the process of managing risk and diversifying portfolios using alternative credit.
Guest:
Chris Acito - CEO & Chief Investment Officer at Gapstow Capital Partners
Find out more about Gapstow by visiting their website: https://gapstow.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Jun 4, 2021 • 34min
Behind The Markets Podcast Special on Oil Pricing
Show from 6/2/21
In this Behind the Markets Special Jeremy Schwartz brings on an expert in the energy sector in light of the rising oil prices. Wharton Finance Professor Erik Gilje talks declining US oil production, incremental demand, OPEC and more.
Guest:
Erik Gilje - Assistant Professor of Finance, The Wharton School
To view his research visit his faculty page: https://fnce.wharton.upenn.edu/profile/gilje/#research
Mobeen Tahir - Associate Director, Research at WisdomTree in Europe

Jun 4, 2021 • 53min
Behind The Markets Podcast: Mike Dickson
Show from 6/4/21
Wharton Finance Professor Jeremy Siegel discusses the jobs report, hourly earnings, bond markets, and inflation. Then, interested in trying new investing models? Host Jeremy Schwartz talks to the Head of Portfolio Management at Horizon Investments Mike Dickson, a company focused on goals based planning. Mike explains how to accumulate assets and avoid losses at the same time.
Guest:
Mike Dickson - Head of Portfolio Management at Horizon Investments
For more on Horizon Investments visit their website: https://www.horizoninvestments.com/
Follow Horizon Investments on Twitter: @HorizonInvest
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

May 28, 2021 • 53min
Behind The Markets Podcast: Bob Blakely, Brian Dunphy, & David Yates
Show from 5/28/21
Wharton Finance Professor Jeremy Siegel starts off the show discussing the trade report deficit, the S&P 500, the upcoming employment report, and much more. Then, in light of the recent Colonial Pipeline hack, Host Jeremy Schwartz brings on a panel of cyber security experts to discuss how businesses can protect themselves against malware. What measures can you put in place to ensure your network is safe? What are steps you can take to minimize risk? All that and more.
Guests:
Bob Blakely - Operating Partner at Team8
For more on Team8 visit their website: https://team8.vc/
Brian Dunphy - Vice President Of Product Management at Claroty
For more on Claroty visit their website: https://www.claroty.com/
David Yates - Chief Information Officer at WisdomTree
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

May 20, 2021 • 54min
Behind The Markets Podcast: Corey Hoffstein On Model Portfolios
Show from 5/21/21
Wharton Finance Professor Jeremy Siegel opens the show talking about the Fed and inflation, bitcoin, equity markets, and more. Then Host Jeremy Schwartz discusses model portfolios with returning guest Corey Hoffstein of Newfound Research. Corey discusses how it has become harder to achieve a reasonable rate of return from an expectations perspective, risk assets, the global central banks moving into an active player role, a dramatic rise in passive investing vehicles, and a large rise in volatility contingent investors.
Guest:
Corey Hoffstein - Chief Investment Officer of Newfound Research
For more on Newfound Research visit their website: https://www.thinknewfound.com/
Follow him on Twitter: @choffstein
Listen to his podcast here: https://blog.thinknewfound.com/podcast/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz