

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 14, 2017 • 54min
Behind The Markets Podcast: Alex Gurevich & John Martin
Guests:
Alex Gurevich - the Founder and Chief Investment Officer of HonTe Investments
John Martin - Chief Executive Officer at Martin Advisory & Consulting Services

Apr 7, 2017 • 54min
Behind The Markets Podcast: Nir Kaissar & Ben Carlson
Guests:
Ben Carlson - Director of Institutional Asset Management at Ritholtz Wealth Management who writes a blog called “A Wealth of Common Sense”
Nir Kaissar - Founder and Portfolio Manager for Unison Advisors. Nir is also a columnist for Bloomberg Gadfly

Apr 7, 2017 • 24min
Behind The Markets Podcast: James Osborne
Guests:
James Osborne - Certified Financial Planner at Bason Asset Management. He has spent his career in the investment management industry, helping clients manage their portfolios and plan for retirement, legacy and lifetime goals.

Mar 24, 2017 • 54min
Behind The Markets Podcast: Jason Barg & Donald Calcagni
Guests:
Jason Barg - a Principal at Lovell Minnick Partners LLC
Donald Calcagni - who is Chief Investment Officer at Mercer Advisors

Mar 16, 2017 • 54min
Behind the Markets Podcast: Viktor Nossek, Mustafa Chowdhury, & Brad Krom
Guests:
Mustafa Chowdhury - Head of rates for Voya Investment Management
Brad Krom - Fixed income strategist for WisdomTree
Viktor Nossek - Director of Research at WisdomTree

Mar 10, 2017 • 54min
Behind The Markets Podcast: Jared Dillian & Marc Chandler
Guests:
Jared Dillian - the editor of Daily Dirtnap
Marc Chandler - Senior Vice President and Global Head of Markets Strategy at Brown Brothers Harriman in NYC

Mar 3, 2017 • 54min
Behind The Markets Podcast: Fed Update, IPO Market, & Trump Effect
Guests:
Dr. Vinay Nair - the Co-Founder and Co-Chairman of 55 Capital Partners, an asset manager that specializes in providing portfolio solutions using ETFs
Mark Lehmann - President of JMP Securities and based in San Francisco. He is also a member of the executive committee of JMP Group and serves on its board of directors

Feb 24, 2017 • 54min
Behind The Markets Podcast: Brad Setser & Global Trade
Guests:
Brad Setser - a senior fellow and acting director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations
Jeff Weniger - is Asset Allocation Strategist at Wisdomtree

Feb 17, 2017 • 54min
Behind The Markets Podcast: Alan Auerbach On The BAT & Jay Pelosky's Global Ideas
Guests:
Alan Auerbach - Robert D. Burch Professor of Economics and Law as well as the Director of the Robert D. Burch Center for Tax Policy and Public Finance at the University of California, Berkeley
Jay Pelosky - Founder & Principal of Pelosky Global Strategies, a global investment advisory boutique based in New York City

Feb 10, 2017 • 54min
Behind The Markets Podcast: Japanese Market Outlook & Building Portfolios
Guests:
Jessamyn Norton - Chief Investment Officer, Senior Vice President and Principal at Spinnaker Trust
Jesper Koll - CEO of WisdomTree Japan