

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

Dec 21, 2018 • 54min
Behind The Markets Podcast: Loretta Mester
Show from 12/21/18
In this special edition of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to the president and CEO of the Federal Reserve Bank of Cleveland! They discuss everything from the recent Fed meeting to job growth. Tune in
Guest:
Loretta Mester - President and CEO of the Federal Reserve Bank of Cleveland
More about her here: https://www.clevelandfed.org/people-search?pid=51d503bc-e964-4f3a-b26e-5c472e868348

Dec 14, 2018 • 53min
Behind The Markets Podcast: Thomas Desmond
Show from 12/14/18
In this episode of Behind the Markets host Jeremy Schwartz talks to the chief financial officer at Ally Invest about wealth management and retirement. They talk about the fed intervening in markets, millennials vs baby boomers, investing in ETFs, and much more. Tune in!
Guest Info:
Thomas Desmond - Chief Financial Officer at a company called Ally Invest. Ally Invest is an online securities broker and wealth management company and subsidiary of Ally Financial Inc, and Tom is responsible for overseeing the company’s finance, accounting, reporting and strategic development activities.
More about Ally Invest here: https://www.ally.com/
Follow Ally Invest on Twitter: @AllyInvest

Dec 6, 2018 • 54min
Behind The Markets Podcast: Geetesh Bhardwaj & Nitesh Shah
In this episode of Behind the Markets our hosts kick off the show with Jeremy Siegel’s market update. Then hosts Liqian Ren and Wes Gray talk to experts on commodity markets. Plus an in depth look at the production cuts at OPEC. All that and more!
Guests:
Geetesh Bhardwaj - A Managing Director in Research at SummerHaven Investment Management.
Nitesh Shah - Who is Director of Research at WisdomTree Europe.

Nov 29, 2018 • 54min
Behind The Markets Podcast w/ Liqian Ren: Marc Chandler & Andy Rothman
Episode from 11/30/18
In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz, Jeremy Siegel, and Liqian Ren discuss the latest news from the G20 Summit, Fed Policy, and China. They get into the liklihood of rate hikes and the future of trade with China. Plus they get into the potential impacts of Brexit and the ECB Meeting. All that and more
Guests:
Marc Chandler - Chief Market Strategist at Bannockburn Global Forex
Follow him on Twitter @marcmakingsense
Andy Rothman - Who is Investment Strategist at Matthews Asia. Andy lived and worked in China for more than 20 years, analyzing the country’s economic and political environment, before joining Matthews Asia in 2014. As Investment Strategist, he has a leading role in shaping and presenting the firm’s thoughts on how China should be viewed at the country, regional and global level.
Learn more about Matthews Asia here: https://matthewsasia.com/portal.fs

Nov 15, 2018 • 53min
Behind The Markets Podcast: Maura Pape & Liqian Ren
In this episode of Behind the Markets from 11/16/18 hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel find out more about an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas. They also talk Federal Reserve, global strategy, factor investing & portfolios. Special guest host Liqian Ren joins us as well. Tune in!
Guests:
Maura Pape - a strategist and Director of Business Development at DeepMacro, a technology company that’s developed an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas
For more information visit this link: https://beta.deepmacro.com/welcome
Liqian Ren - Director of Modern Alpha at WisdomTree

Nov 9, 2018 • 54min
Behind the Markets Podcast: Kevin Flanagan & Jared Dillian
In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel kick off the show discussing the outcome of the 2018 Midterm Elections and the impact the results will have on markets. Then they talk bonds, interest rates, and inflation. Plus a broader look at markets and investment strategy. This politically charged episode tries to provide listeners with the right investing tools to consider big market risks. You don't want to miss this one!
Guests:
Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management
More on his work herehttps://www.wisdomtree.com/blog/author/kevin%20flanagan
Jared Dillian - Editor of the Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008
Find out more about The Daily Dirtnap here http://www.dailydirtnap.com/
Follow him on Twitter @dailydirtnap

Nov 2, 2018 • 54min
Behind The Markets Podcast: Ed Mills & Tom Lee
In this episode of Behind the Markets host Jeremy Schwartz gets a market update from Co-Host and Wharton Finance Professor Jeremy Siegel. Then he talks to Public Policy Analyst at Raymond James, Ed Mill, about the upcoming midterm elections. Plus he discusses everything from jobs to cryptocurrency with Tom Lee of Fundstrat Global Advisors. Tune in!
Guests:
Ed Mills - Managing Director and Public Policy Analyst at Raymond James
Find out more on their website https://www.raymondjames.com/
Follow them on Twitter @RaymondJames
Tom Lee - Managing Partner and Head of Research at Fundstrat Global Advisors
Find out more on their website https://www.fundstrat.com/
Follow him on Twitter @fundstrat

Oct 26, 2018 • 54min
Behind the Markets Podcast w/ Wes Gray: Patrick Cleary & Brandon Koepke
In this episode of Behind the Markets, our guest co-host Wes Gray of Alpha Architect brings on cybersecurity experts to discuss breaches and the steps to keep your information safe. Tune in!
Guests:
Patrick Cleary, Chief Operations Officer at Alpha Architect
Brandon Koepke, Chief Technical Officer at Alpha Architect

Oct 18, 2018 • 54min
Behind The Markets Podcast: Jesper Koll & Ed Cole
In this episode of Behind the Markets our hosts Jeremy Schwartz and Jeremy Siegel tackle global markets. They get into Japan, debt, emerging markets, and currency wars relating to China. All that and more
Guests:
Jesper Koll - Chief Executive Officer of WisdomTree Japan
Ed Cole - Portfolio Manager at Man GLG
More about his company here https://www.glgpartners.com/

Oct 12, 2018 • 54min
Behind the Markets Podcast: Syed Hussain & Will Peck
Confused by all the hype about Blockchain and cyber-currencies? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy get a crash course from the Chief Commercial Officer for BANKEX, a global financial technology firm. He will explain why his firm thinks this is the future of banking. We’ll also have Professor Siegel’s take on this week’s market drop—and whether we’re now entering a bear market. Tune in!
Guests:
Syed Hussain - Chief Commercial Officer for BANKEX. Let me tell you more about BANKEX
Follow the firm on Twitter @BANKEX
Or check out their website https://bankex.com/en/
Will Peck - Director of Corporate Strategy at WisdomTree