

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 27, 2018 • 54min
Behind The Markets Podcast: Peter Tchir & Brent Johnson
In this episode of the Behind the Markets Podcast host Jeremy Schwartz dives into a bunch of topics from Bonds and GDP to Geopolitical Developments. He talks with Peter Tchir about market dynamics and the future of currency. Then he brings on CEO of Santiago Capital, Brent Johnson, to discuss investing in gold and portfolios. Tune in and check it out!
Guest Info:
Peter Tchir - who is head of Macro Strategy at Academy Securities
Follow him on Twitter @TFMkts
Brent Johnson - CEO of Santiago Capital
Follow Santiago Capital on Twitter @SantiagoAuFund

Apr 11, 2018 • 55min
Behind the Markets Podcast w/ Wes Gray: Ken Baker, Jim Steiker, & Doug Pugliese
In this episode of Behind the Markets hosts Wes Gray & Doug Pugliese take us through the marvelous world of employee stock ownership plans. They cover the benefits of having employees feel a deep connection to their work because they own part of it! Plus Professor Jeremy Siegel talks market outlook. All that and more, tune in!
Guests:
Ken Baker - CEO of NewAge Industries
More info at: http://www.newageindustries.com/default.asp
Jim Steiker - Chairman and CEO of SES Advisors
More info at: http://sesadvisors.com/
Doug Pugliese - Director of Portfolio Services at Alpha Architect
*Follow host Wes Gray on twitter @alphaarchitect

Apr 4, 2018 • 54min
Behind The Markets Podcast w/ Wes Gray: Michael Batnick
This week on Behind the Markets hosts Jeremy Schwartz and Wes Gray get market commentary from Jeremy Siegel in the wake of all the China tariffs. Then they talk to Michael Batnick about trading strategy and the major mistakes investors make. Mike has a book coming out June 6th titled "Big Mistakes: The Best Investors and Their Worst Investments" which you can order on Amazon via the link below. Tune in and check it out!
Follow his podcast: http://theirrelevantinvestor.com/
Amazon book link: https://www.amazon.com/Big-Mistakes-Investors-Investments-Bloomberg/dp/1119366550
You can also follow him on twitter: @michaelbatnick
Guest Info:
Michael Batnick - Director of Research at Ritholtz Wealth Management. Michael is one of the contributors to Ritholtz’s The Irrelevant Investor blog, where he aims to educate people about investing. He’s also the author of a book being published later this year called Big Mistakes: The Best Investors and Their Worst Investments.

Mar 27, 2018 • 55min
Behind The Markets Podcast w/ Wes Gray: Alex Sadowski & Dave Babulak
In this episode of Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk high frequency trading, cryptocurrency, & the future of investing with new tech. Also check out the video below of our guest Dave blowing up a bridge which he mentions at the start of our interview!
Link to Bridge Demolition in Benton County MO - https://www.youtube.com/watch?v=ObaKFHi-Fkk
Guests:
Alex Sadowski - KCG Holdings
Dave Babulak - Strongpoint Holdings

Mar 23, 2018 • 54min
Behind The Markets Podcast: Paul Pittman & Brandon Zick
In this episode of Behind the Markets, host Jeremy Schwartz delves into something a little different, investing in farmland. Today’s guests include Paul Pittman of Farmland, Inc and Brandon Zick of Ceres Partners, who focuses on the private side of farmland investing… And of course the Siegel Market wrap. Take a listen!

Mar 19, 2018 • 1h 26min
Behind The Market's Podcast: Wharton's Jeremy Siegel's Conversation w/ Janet Yellen
Jeremy Siegel speaks to former Chair of the Board of Governors of the Federal Reserve System, Janet Yellen. In this conversation they discuss the new Fed chair, how to keep the economy growing and digital currencies.

Mar 14, 2018 • 55min
Behind the Markets Podcast w/ Wes Gray: Eric Balchunas
In this episode of Behind the Markets Podcast host, Jeremy Schwartz discusses the new financial advisor for the White House, tax cuts effect on mid-term elections & ETFs.
Guest: Eric Balchunas - Senior ETF Analyst for Bloomberg Intelligence and author of The Institutional ETF Toolbox.

Mar 2, 2018 • 54min
Behind The Markets Podcast: Manish Singh & Tim Duy
In this episode of Behind the Markets Podcast hosts Chris Gannatti and Jeremy Schwartz discuss Brexit, the Italian economy, Macro Markets, Politics, and the Europe. They also delve into fed policy and consider the future of raising rates under Jerome Powell. Tune in!
Guests:
Manish Singh - Chief Investment Officer (CIO) at Crossbridge Capital, overseeing $3 billion in multi-asset investments
Professor Tim Duy - A prominent Fed watcher who writes a blog about monetary policy and economics.

Feb 20, 2018 • 54min
Behind The Markets Podcast w/ Wes Gray: Annie Duke
In this edition of the Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk to Annie Duke about her new book "Thinking in Bets" as well as how to use poker strategy in investing. Annie covers everything from prediction models to 'Tilt,' a state of distress that causes you to make emotionally charged decisions. Take a listen!
Guest Info:
Annie Duke - Former professional poker player who has just published her first book for general audiences called Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts.
Follow Annie on twitter: @AnnieDuke

Feb 13, 2018 • 54min
Behind The Markets Podcast Special w/ Wes Gray: Kathryn Kaminski
Our hosts Jeremy Schwartz of WisdomTree and Wes Gray of Alpha Architect talk to Kathryn Kaminski about systematic investing and trend-following strategies. Kathryn also delves into going long and short based on the direction of the market and discusses crisis alpha. Take a listen! Additional information about the guest and contacts below.
Kathryn Kaminski - Visiting Lecturer in Finance at the MIT Sloan School of Management. She co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha, which was published in 2014. Her work has appeared in a range of industry publications as well as academic journals. In 2015, Kathryn was listed as one of the top 50 leading women in hedge funds. Kathryn holds a BS in electrical engineering from MIT and a PhD in operations research from MIT Sloan.
Contact: katykam@mit.edu