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
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
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
Feb 3, 2017 • 54min
Behind The Markets Podcast: Market Outlook, Trump Policies, & Tax Reform
Guests:
Mark Yusko - the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management
Bill Sweet - Investment Advisor at Ritholtz Wealth Management
Jan 27, 2017 • 54min
Behind The Markets Podcast: Dow 20,000 & Market Outlook, Venture Capital Strategy
Guests:
Tobias Levkovich - the Chief US Equity Strategist for Citi Research, who is also a member of the firm's Investment Strategy Committee
Brian Neider - a Partner at Lead Edge Capital, a growth equity fund with nearly $1 billion in assets under management. Brian focuses on software and internet investments globally


