

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

Sep 15, 2017 • 54min
Behind The Markets Podcast: Nick Roussanov & Richard Roll
Guests:
Richard Roll - the Linde Institute Professor of Finance at the California Institute of Technology
Nick Roussanov - Associate Professor of Finance at the Wharton School. He also led a panel discussion this morning on a global macroeconomic risk model (title of paper is A Global Macroeconomic Risk Model for Value, Momentum, and Other Asset Classes)

Sep 8, 2017 • 54min
Behind The Markets Podcast: Dan Sichel & Chris Geczy
Professors Dan Sichel and Chris Geczy discuss the potential economic consequences of Hurricane Irma and the resignation of Stanley Fischer. They analyze the candidates for the chair of the Fed and highlight the importance of including intangible assets in economic measurements. The hosts express their appreciation for their guest and preview an upcoming conference. They also discuss the influential textbooks of Steve Ross and the relationship between value, momentum, and the global macroeconomic risk model.

Aug 25, 2017 • 54min
Behind The Markets Podcast: Corey Hoffstein & Steve Blumenthal
Guests:
Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound Research
Steve Blumenthal - Executive Chairman and Chief Investment Officer at CMG Capital Management Group

Aug 18, 2017 • 54min
Behind The Markets Podcast: Jared Dillian & Greg Valliere
Guests:
Greg Valliere - Chief Global Strategist at Horizon Investments
Jared Dillian - Investment Strategist at Mauldin Economics and editor of "The Daily Dirt Nap" a market newsletter for market professionals

Aug 11, 2017 • 54min
Behind The Markets Podcast: Wesley Gray & Nickolai Roussanov
Guests:
Wesley Gray - CEO of Alpha Architect
Nickolai Roussanov - the Moise Y. Safra Associate Professor of Finance at the Wharton School

Aug 3, 2017 • 54min
Behind The Markets Podcast: Martin Barnes & James Bianco
Guests:
Martin Barnes - Chief Economist at BCA Research
James Bianco - President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate

Jul 26, 2017 • 54min
Behind the Markets Podcast: John Davi & Pankaj Patel
Guest:
John Davi - Founder, CIO at Astoria Portfolio Advisors LLC
Pankaj Patel - Head of quantitative research, co-manager of investment advisory business at Cirrus Research

Jul 21, 2017 • 54min
Behind The Markets Podcast: Bill Stone & Jesper Koll
Guests:
Bill Stone - Executive Vice President and Global Chief Investment Strategist for PNC Asset Management Group
Jesper Koll - the CEO of WisdomTree Japan

Jul 14, 2017 • 54min
Behind The Markets Podcast: Robert J. Gordon & Joel Mokyr
Guests:
Robert J. Gordon - Stanley G. Harris Professor in the Social Sciences and Professor of Economics at Northwestern University. He is one of the world’s leading experts on inflation, unemployment, and long-term economic growth.
Joel Mokyr - Robert H. Strotz Professor of Arts and Sciences and Professor of Economics and History at Northwestern University and Sackler Professor (by special appointment) at the Eitan Berglas School of Economics at the University of Tel Aviv.

Jul 6, 2017 • 54min
Behind The Markets Podcast: Wesley Gray & Charlie Tian
Guests:
Wesley Gray - CEO of Alpha Architect, an asset-management firm a firm that believes in empowering investors through education
Dr. Charlie Tian - the Founder and CEO of Guru Focus-dot-com, a value investing website