

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

Feb 9, 2018 • 54min
Behind The Markets Podcast: Jonathan Steinberg
Guest:
Jonathan Steinberg - President and CEO of WisdomTree. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc.

Feb 2, 2018 • 54min
Behind The Markets Podcast Special w/ Wes Gray: Samuel Hartzmark & Patrick O’Shaughnessy
Guests:
Samuel Hartzmark - Assistant Professor of Finance and the William Ladany Memorial Faculty Scholar at the University of Chicago’s Booth School of Business
Patrick O’Shaughnessy - the Chief Executive Officer at O’Shaughnessy Asset Management.

Jan 26, 2018 • 55min
Behind The Markets Podcast: Kendrick Wakeman & David Yates
Guest:
Kendrick Wakeman - CEO of FinMason
David Yates - Chief Information Officer at WisdomTree

Jan 19, 2018 • 54min
Behind The Markets Podcast Special w/ Wes Gray: Matt Topley & Don Riley
Guests:
Matt Topley - Chief Investment Officer at Fortis Wealth
Don Riley - who is Chief Investment Officer at the Wiley Group
Ryan Kirlin - Head of Capital Markets at Alpha Architect

Jan 12, 2018 • 54min
Behind The Markets Podcast: Graham Allison & Perth Tolle
Guests:
Graham Allison - The Douglas Dillon Professor of Government at Harvard University's Kennedy School of Government, who is a leading analyst of U.S. national security and defense policy with a special interest in nuclear weapons, terrorism, and decision-making. His latest book is Destined for War: Can America and China Escape Thucydides’s Trap?
Perth Tolle - The founder of Life + Liberty Indexes. Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation

Jan 5, 2018 • 54min
Behind The Markets Podcast: Frederik Ducrozet & Tamim Bayoumi
Guests:
Frederik Ducrozet - Senior Economist for Europe at Pictet Wealth Management in Geneva, Switzerland
Tamim Bayoumi - Deputy Director in the Strategy, Policy, and Review department of the International Monetary Fund. He’s also the author of a great book called Unfinished Business: The Unexplored Causes of the Financial Crisis and the Lessons Yet to be Learned

Dec 14, 2017 • 54min
Behind the Markets Special w/ Wesley Gray: Reggie Browne, Ryan Kirlin, & DeAnne Steele
Guests:
Reggie Browne - Senior Managing Director of the ETF Group at Cantor Fitzgerald
Ryan Kirlin - Head of Capital Markets at Alpha Architect
DeAnne Steele - Head of National Portfolio Management and Consultancy Practice for U. S. Trust, Bank of America Private Wealth Management

Dec 8, 2017 • 54min
Behind The Markets Podcast: John Davi & Bruce Lavine
Guests:
John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors
Bruce Lavine - Senior Strategy Advisor at Astoria Portfolio Advisors

Dec 1, 2017 • 54min
Behind the Markets Podcast: Nick Chamie & Michael Philbrick
Co-Host:
Jeff Weniger - CFA serves as Asset Allocation Strategist at WisdomTree
Guests:
Nick Chamie, Chief Investment Officer, International Wealth Management at Scotiabank. Previously, he held the position of Global Head of FX Strategy & Emerging Markets Research at a major global investment bank, focused on investment strategy research for 17 years.
Michael Philbrick - President and Portfolio Manager at ReSolve Asset Management. Prior to co-founding ReSolve in 2015, Mike was a Portfolio Manager at Dundee Private Wealth, Richardson GMP and Macquarie Private Wealth

Nov 16, 2017 • 54min
Behind the Markets Podcast: Wesley Gray, Andrew Weisman, & Rich Wiggins
Guests:
Wesley Gray - CEO of Alpha Architect
Andrew Weisman - Managing Partner at Windham Capital Management
Rich Wiggins - A strategist at Saudi Aramco