Behind the Markets Podcast
Behind the Markets
Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and Jeremy Siegel, professor of finance at Wharton and author of Stocks for the Long Run, host this long-running podcast that dives into 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.
Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide.
Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction.
Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit.
Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha.
Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate.
Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.
Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide.
Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction.
Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit.
Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha.
Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate.
Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.
Episodes
Mentioned books
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
Jun 30, 2017 • 54min
Behind The Markets Podcast: Viral Acharya, Ridham Desai, Guarav Sinha
Guests:
Viral Acharya - Deputy Governor at the Reserve Bank of India (RBI) in charge of Monetary Policy, Financial Markets Operations and Regulation, and Research and Statistics
Ridham Desai - Heads Morgan Stanley’s Indian Equity Research team, which is the top ranked team in the country
Guarav Sinha - an Asset Allocation Strategist at WisdomTree who is an expert on India
Jun 23, 2017 • 54min
Behind The Markets Podcast: Marc Chandler & Jason Pride
Guests:
Marc Chandler - Senior Vice President and Global Head of Markets Strategy at Brown Brothers Harriman in New York
Jason Pride - Director of Investment Strategy at Glenmede


