

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

Mar 11, 2021 • 54min
Behind The Markets Podcast: Amanda Agati
Show from 3/12/21
Wharton Finance Professor Jeremy Siegel talks market trends from the negative influence of yields on the tech sector to the impact of inflation on potential foreign buyers. Then, how will inflation impact the economy? In what ways will the switch to digital work transform the way we do business? Host Jeremy Schwartz talks to the managing director and chief investment strategist for PNC Financial Services Group about consumer behavior during a pandemic, harvesting the power of blockchain, and much more.
Guest:
Amanda Agati - Managing Director and Chief Investment Strategist for the PNC Financial Services Group
Follow Amanda on Twitter: @AmandaAgatiPNC
For more on PNC visit their website: https://www.pnc.com/en/personal-banking.html
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Mar 3, 2021 • 53min
Behind the Markets Podcast: St. Louis Fed President Jim Bullard
Show from 3/5/21
Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of St. Louis James Bullard about the state of the economy in 2021. They discuss the positive jobs report, vaccinations, the stimulus bill, and more. Curious about the pressures of inflation? Professor Siegel raises concern about the money surge and gets Bullard's take on interest rates and debt.
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 Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Feb 25, 2021 • 53min
Behind The Markets Podcast: Alex Pickard
Show from 2/26/21
Host Jeremy Schwartz and Guest Co-Host Jason Guthrie, Head of Capital Markets in Europe at WisdomTree, take a deep dive into bitcoin and cryptocurrency. They talk about the history of mining bitcoin and the future of cryptomining with an expert in the space.
Guest:
Alex Pickard - Research Affiliates
Check out his Bitcoin thought piece: https://www.researchaffiliates.com/en_us/publications/articles/820-bitcoin-magic-internet-money.html
Twitter: @AlexPickard
Visit Research Affiliates' website: https://www.researchaffiliates.com/en_us/home.html
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Feb 19, 2021 • 53min
Behind The Markets Podcast: David Carter
Show from 2/19/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market highlights getting into producer prices in retail, jobless claims, stimulus checks, and inflation. Then, Host Jeremy Schwartz discusses investing in the face of uncertainty with David Carter of Lenox Wealth Advisors. They get into fixed income portfolios, preferreds, Asian markets, bitcoin and more.
Guests:
David Carter - Chief Investment Officer for Lenox Wealth Advisors
Check out Lenox Wealth Advisors' Website: https://lenox-wealth.com/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Feb 12, 2021 • 53min
Behind The Markets Podcast: Ari Paul
Show from 2/12/21
Wharton Finance Professor Jeremy Siegel delivers his market update discussing the lingering threat of inflation and bitcoin. Then Host Jeremy Schwartz and Guest Host Will Peck, Head of Strategy and Emerging Technology at WisdomTree, talk cryptoassets with an expert in the space. Find out how to navigate the bitcoin bull market, invest in cryptocurrency, and measure the value of emerging technology.
Guests:
Ari Paul - Co-Founder and Chief Investment Officer at BlockTower Capital
Follow BlockTower Capital on Twitter: @BlockTower
Check out BlockTower Capital's website: https://www.blocktower.com/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Feb 5, 2021 • 26min
Behind The Markets Podcast: Sinan Aral
Show on 2/5/21
Curious about the digital economy and how social media is driving the markets? Hosts Jeremy Schwartz and Jeremy Siegel get into the latest news about GameStop and the influence of Reddit on stocks with a professor of management, IT, marketing, and data science. They get into the influence of social media and misinformation on the future of markets.
Guests:
Sinan Aral - David Austin Professor of Management, IT, Marketing and Data Science at MIT, Director of the MIT Initiative on the Digital Economy (IDE) and a founding partner at Manifest Capital.
Follow Sinan on Twitter: @sinanaral
Check out his book "The Hype Machine": https://www.sinanaral.io/books
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Feb 5, 2021 • 31min
Behind The Markets Podcast: Eric Felder & James Palmisciano
Show on 2/5/21
How should you evaluate the preferred market? Interested in learning more about hybrid securities? Host Jeremy Schwartz talks to experts in the fixed income space about contingent convertibles in Europe, high yield strategy, and more.
Guests:
Eric Felder- CEO of Moelis Asset Management, previously co-head of Global Fixed income at Lehman Brothers
Visit Moelis Asset Management's Website: https://moelisassetmanagement.com/
James Palmisciano - Managing Partner at Gracie Asset Management
Visit Gracie Asset Management's Website: https://moelisassetmanagement.com/gracie-asset-management/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Jan 22, 2021 • 53min
Behind The Markets Podcast: Grant Wilson
Show from 1/22/21
Wharton Finance Professor Jeremy Siegel covers the latest economic news from monetary stimulus and jobless claims to the potential increase in the minimum wage. Plus a look at digital currency markets and the changing consumer market during the pandemic.
Guest:
Grant Wilson - Head of Asia Pacific at Exante Data
Follow Exante on Twitter: @ExanteData
Check out Exante's website: https://www.exantedata.com
Keep up with the latest news by subscribing to their blog: https://moneyinsideout.exantedata.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Jan 14, 2021 • 29min
Behind the Markets Podcast: CEO of New Constructs David Trainer
Show from 1/15/21
Host Jeremy Schwartz and Guest Co-Host Kara Marsascano talk to CEO of New Constructs David Trainer about how to measure core earnings in the face of uncertainty. He talks about evaluating data such as past credit ratings and debt inequity rates to accurately assess the value of assets.
Guest:
David Trainer - Founder and CEO of New Constructs
Follow New Constructs on Twitter for the latest data: @NewConstructs
Check out New Constructs website: https://www.newconstructs.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Jan 14, 2021 • 27min
Behind The Markets Podcast: Applico CEO Alex Moazed
Show from 1/15/21
The show kicks off with Wharton Finance Professor Jeremy Siegel's latest takes on 2021 earnings, Biden regulations, jobless claims, COVID-19 vaccine distribution and more. Then Jeremy Schwartz discusses platform companies with an expert in the space. How are tech and content platform companies performing? What is the impact of Trumps ban on Chinese tech monopolies?
Guest:
Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model.
Follow Alex on Twitter: @AlexMoazed
Check out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896
Visit the Applico Website: https://www.applicoinc.com/author/amoazed/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com