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Behind the Markets Podcast — Business
Behind the Markets Podcast

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.

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Latest Episodes:

Behind the Markets Podcast: Liqian & Jeff Jan 19, 2024

Show notes

Show from 01/19/24 Host Jeremy Schwartz and Professor Siegel begin this week's episode discussing how the market is hitting an all time high. They comment on the current labor market and upcoming layoffs. Jeff asks the professor about the current state of the Chinese Market. (06:03) Liqian and Jeff join to discuss in depth what is happening geopolitically across the world. Liqian covers the Taiwan election and how that will affect the world markets. Jeff asks her about the potential for stimulation in China and if it is necessary. Weniger joins in to comment on China’s current market state and how Taiwan's election and stress with North and South Korea could be affecting it. The group discusses TikTok, EV manufacturing, the Chinese infrastructure market and much more. Guests: Liqian Ren, Ph.D., joined WisdomTree as Director of Modern Alpha in 2018. She leads WisdomTree’s quantitative investment capabilities and serves as a thought leader for WisdomTree’s Modern Alpha® approach. Liqian was previously at Vanguard, where she worked for 12 years, most recently as a portfolio manager in the Quantitative Equity Group managing Vanguard’s active funds and conducting research on factor strategies. Prior to joining Vanguard, she was an associate economist at the Federal Reserve Bank of Chicago. Liqian received her bachelor’s degree in Computer Science from Peking University in Beijing, her master’s in Economics from Indiana University—Purdue University Indianapolis, and her MBA and Ph.D. in Economics from the University of Chicago Booth School of Business. Liqian co-hosts a podcast on China and Asian markets with Jeremy Schwartz, WisdomTree’s Global Head of Research, and she is a co-host on the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets. Jeff has a B.S. in Finance from the University of Florida and an MBA from Notre Dame. He has been a CFA charterholder and a member of the CFA Society of Chicago since 2006. He has appeared in various financial publications such as Barron’s and the Wall Street Journal and makes regular appearances on Canada’s Business News Network (BNN) and Wharton Business Radio. Learn more about Liqian at: https://www.wisdomtree.com/investments/liqian-ren Learn more about Jeff at: https://www.wisdomtree.com/investments/jeff-weniger Follow Liqian on Twitter: @liqian_ren Follow Jeff on Twitter: @JeffWeniger

Behind the Markets Podcast: Eric Golden Jan 12, 2024

Show notes

Show from 01/12/24 Host Jeremy Schwartz begins by asking Professor Siegel about all the new data that has come out this past week. The Prof gives us a breakdown of all this new data stating that the economy keeps moving along positively. Jeremy asks the Prof about the Red Sea attacks and how the Fed should be thinking about raising rates during this time. (13:29 Eric joins Jeremy to talk about the current state of crypto and its overall asset class. He talks about the most recent fee war that occurred and why some brokers are still preventing trades. The two discuss the fear behind the criminal use of bitcoin compared to cash. Eric gives us his thoughts on zero fee ETFs, treating ETFs as if they are companies and whether there will be a large amount of crypto currencies as time goes on. Jeremy asks Eric how advisors should size crypto in their portfolios. Eric comments on Ethereum and the market's anticipation of its growth. Eric dives into Canopy and what the future holds for his company. Guest: Eric Golden is the founder and CEO of Canopy, a digital assets management platform for RIAs and Family Offices. Before pursuing digital assets full-time, Eric was the Managing Director and Portfolio Manager of Personal Bond Management (PBM) at Fidelity Investments. In this role, Eric created a new business to manage individual bond portfolios at scale. He founded the business in 2015 and launched it to the public in 2017. By March 2021, PBM grew to $18B in assets, across 23,000 clients and executed 2,000 trades per day with a team of only five people. Learn more about Eric at: https://us.money2020.com/agenda/speakers/eric-golden-s103-78716 Follow Eric on Twitter: @ericgoldenx

Behind the Markets Podcast: Kevin & Chris Jan 05, 2024

Show notes

Show from 1/5/24 Hosts Jeremy Schwartz and Professor Siegel start the year off by reviewing the holiday market. The Prof explains productivity growth as the difference between inflation and wage increases. He notes that next week's reports will give a better look into how inflation is doing currently, but everything looks positive. Kevin joins as co-host to ask the Prof about the current job market.The Prof finishes by giving us his prediction for the 10 year. (14:59) Chris joins Jeremy and Kevin to talk about the interesting opportunities in the private credit space. Chris explains how credit is becoming its own distinct asset class. Jeremy asks Chris to break down for the average investor where the yields would be on the index. Kevin and Jeremy bring up commercial real estate, mortgage rates and whether people should be concerned. Kevin gives us insight into how the portfolio reflects the risks of credit and the current market. Guest: Kevin Flanagan serves as Head of Fixed Income Strategy as part of WisdomTree’s Investment Strategy group. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Chris Acito founded Gapstow in 2009 and is responsible for managing all client engagements. Prior to Gapstow, Chris was the Global Chief Operating Officer for Investcorp’s Hedge Fund Group, which allocated $8.5 billion in client and proprietary capital. Prior to Investcorp, Chris enjoyed a ten-year career as a management consultant, beginning with Booz Allen & Hamilton's Banking & Capital Markets practice. In 1998 he joined John Casey, Kevin Quirk, and others to build a business strategy consulting firm which focused exclusively on the global investment management industry. Chris began his career as an economist. He served on the President's Council of Economic Advisers in both the GHW Bush and Clinton administrations, where his areas of expertise were financial markets and macroeconomic policy. He was also the Managing Director of the Center for Population Economics, a Chicago-based group dedicated to researching issues in health economics under the direction of Nobel Prize winner Robert W. Fogel. Chris holds a BA in Economics from Duke University and an MA in Economics from the University of Chicago. He is Board Chair Emeritus Trustee of The Peddie School in Hightstown, New Jersey. Chris serves on the investment committees of Peddie and The New York Community Trust. Learn more about Kevin: https://www.wisdomtree.com/investments/kevin-flanagan Learn more about Chris: https://www.gapstow.com/#team Follow Kevin on Twitter: @KevinFlanaganWT Follow Chris on LinkedIn: linkedin.com/in/chris-acito-44414a9

Behind the Markets Podcast: Jim Bianco Dec 22, 2023

Show notes

Show from 12/22/23 Hosts Jeremy Schwartz and Professor Siegel end the year with a discussion on the Professor's prediction on what markets will do in the new year. The Prof gives his opinion on two strong topics about the Fed. He doesn’t believe there will be any slowing of the market however if it does the Fed is ready. Jim joins in to talk with the Prof about money supply. (15:23) Jeremy continues with Jim as they discuss Bianco Research, the new index his company has created and his outlook for 2024. Jim talks about the TIPS yield and how they’ve changed in the past few years. Jeremy asks Jim about his thesis on inflation being sticky. Jim breaks down how covid affected the Chinese economy. Jim gives his view on bond volatility and what’s depressing equity. Jim gives his thoughts on credits and where he feels the market will head going into the new year. Guest: Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades-long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Learn more about Jim: https://www.biancoresearch.com/about-us/ Follow Jim on Twitter: @biancoresearch

Behind the Markets Podcast: Eric Biegeleisen Dec 14, 2023

Show notes

Show from 12/15/23 Hosts Jeremy Schwartz and Professor Siegel talk about the Fed this week. The Prof is surprised by how flexible the Fed has been. He states that this flexibility has shown promise for the markets future of a soft landing due to the previous rate hikes. The Prof gives his opinion on bond duration rates. If there is a recession, he says that bond rates will go down. (10:44) Eric joins Jeremy, beginning with his agreement to what the Prof has stated. Eric talks about what 3EDGE models their assets on and how they determine risk in their client portfolios. The two converse on how high US margins are compared to history and the rest of the world. Eric discusses how 3EDGE researches and builds formulas to predict future growth in the market. He talks about standout areas highlighted by the company's models and where they keep eyes on for future growth. They talk about gold and its importance in the market. The two cover a wide range of market assets and what 3EDGE views as important areas to track and who would benefit from their services. Guest: Eric Biegeleisen serves as Partner, Deputy Chief Investment Officer & Investment Committee Member at 3EDGE Asset Management. Eric is responsible for the research operations at 3EDGE. His research focuses on discovering and exploring the interconnectedness of global capital markets through quantitative and qualitative analyses. Learn more about Eric: https://3edgeam.com/team/ Follow Eric on Twitter: @EBiegs_3EDGE

Behind the Markets Podcast: Uma Moriarty Dec 08, 2023

Show notes

Show from 12/08/23 Hosts Jeremy Schwartz and Professor Siegel begin today's show by covering all the data coming in from the last two weeks. The Prof states that the data is relatively weak, but not recession weak. There is no inflationary pressure that indicates further inflation. (9:21) Jeremy is then joined by Uma to discuss her view on the interest rate impact on the real estate market. She talks about the modern economy and how it relates to real estate and CenterSquare. Chris and Jeremy ask Uma about rental rates on data centers spaces, REITS and e-commerce logistic cycles. Uma talks about how CenterSquare structures technology in its warehouses. They also cover metrics related to the REIT and private real estate investing asset class. Guest: Uma Moriarity is the Senior Investment Strategist and Global ESG Lead for CenterSquare Investment Management. She focuses on investment strategy and leads thought leadership across the Firm’s public and private real estate platforms. She is part of the listed real estate investment team and serves on CenterSquare’s Private Real Estate Debt Investment Committee. Prior to joining CenterSquare, she spent three years in corporate strategy and planning at ExxonMobil in Houston. Learn more about Uma: https://www.centersquare.com/team-members/uma-moriarity/ Follow Uma on Twitter: @uma_moriarty Chris Gannatti is Head of Research at WisdomTree Europe Follow him on Twitter: @CGannatti

Behind the Markets Podcast: Liza Tobin Dec 01, 2023

Show notes

Show from 12/01/23 Hosts Jeremy Schwartz and Professor Siegel are back from the holidays this week to summarize how great November was. Professor Siegel gets into detail about Fed fund action, not only currently but an estimate into the future as well. (6:42) Liza joins Jeremy to discuss what is going on between the US and China. She covers topics of discussion between both governments and its effects on future markets. Liza talks about SCSP and what they do. The two discuss tech, social media and the risks against US interests. Liza explains the issue of moving infrastructure back to America and what needs to happen to succeed. Guest: Liza Tobin is the senior director of research and analysis for economy at the Special Competitive Studies Project. Before joining SCSP, she served on the National Security Council staff as China director, where she led the development of multiple US strategies and policies related to China, including on trade and economics, climate and the environment, military issues, and China’s influence beyond the Indo-Pacific. Before serving at the National Security Council, Ms. Tobin worked for more than a decade in various capacities as a China specialist for the US government, including as a senior adviser at the US Indo-Pacific Command and an economic analyst at the CIA, and in various roles in the private sector and academia. Learn more about Liza: https://itif.org/person/liza-tobin/ Follow Liza on Twitter: @Liza_D_Tobin

Behind the Markets Podcast: Brian Drubetsky Nov 17, 2023

Show notes

Show from 11/17/23 Hosts Jeremy Schwartz and Professor Siegel discuss their views on the Fed and inflation this week. CPI and PPI came in below expectation. The Prof states the economy is not falling apart but it should be watched closely. He believes the Fed should avoid raising interest rates at this time. Brian joins in to state he agrees with the Prof and to ask him about GDP and if productivity will help grow the trend. (9:32) Jeremy continues his conversation with Brian as they begin by discussing small cap value opportunities and what he does at Schafer-Cullen Capital. Brian gets into detail on why small caps generally outperform over the long term which benefits their portfolios. Jeremy asks Brian about small cap risks and where flows are headed. Brian talks about the outlook of real estate, the housing market and the love of consumer spending. Brian finishes by talking about utilities, his founder's book and an overview on the future of Schafer-Cullen. Guest: Brian Drubetsky joined the Firm in 2013 and currently serves as the Firm's Co-Portfolio Manager on the Small Cap Value Equity strategy and is a member of the Investment Team. Previously, he was a Research Analyst at Manatuck Hill Partners and a Research Consultant at Spencer Capital, both long-short equity hedge funds. He also held Associate positions at Neuberger Berman and KPMG. Brian received his M.B.A. from Columbia Business School in 2009 where he participated in the Value Investing Program and graduated magna cum laude from George Washington University in 2002 with a B.B.A. Learn more about Brian: https://www.cullenfunds.com/Brian-Drubetsky/ Follow Brian on LinkedIn: linkedin.com/in/brian-drubetsky-494a692

Behind the Markets Podcast: Richard Bernstein Nov 10, 2023

Show notes

Show from 11/10/23 Hosts Jeremy Schwartz and Professor Siegel begin this week by discussing the Profs views on current market activity. He mentions some noteworthy changes in the job market, a jump in inflationary expectations, and which reports to watch for next week. He says it is way too early to predict what will happen in December. (5:59) Richard Bernstein joins the Professor and Jeremy at The Union League in Philadelphia to discuss many facets of the market today. Key topics from the interview include the equity risk premium, stocks versus bonds, small caps, what sectors RBA likes, and bond portfolios. Richard talks about where his firm stands and how they construct their portfolios. Richard states globalization is contracting and that the United States future lies in becoming independent again. They also discuss AI and long term interest set by the government. Guest: Richard Bernstein is the Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors LLC. As CIO, Mr. Bernstein is a member of the firm's Investment Committee which manages multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions. Learn more about Richard: https://www.rbadvisors.com/our-people/ Follow Richard on LinkedIn: linkedin.com/in/richardbernstein

Behind the Markets Podcast: Paul & Tim Nov 03, 2023

Show notes

Show from 11/03/23 Hosts Jeremy Schwartz and Professor Siegel begin this week with a current market overview. Professor Siegel states that the market didn’t fare too well for lower rates. He goes over the current labor market report which has dropped. He discusses Powell and the market increases and decreases. The Professor confirms he still believes there is no fear of a recession. Productivity rebound could reverse the current market state. (10:01) Paul and Tim join Jeremy today to discuss the banks. Paul talks about TARP 2.0 and his view on troubled asset release programs. Tim joins the discussion adding his view on the current banking industry and where Fed funds are going. They talk about Fed loan programs, extensions and Fed insensitivity to the banking system. Tim covers risks related to interest rates and the differences between today and the past. Paul talks about what he does at Bridge Tree Partners and his day to day goals. Tim and Paul discuss their views on small and large banks. Guests: Paul Graham is a programmer, writer, and investor. In 1995, he and Robert Morris started Viaweb, the first software as a service company. Viaweb was acquired by Yahoo in 1998, where it became Yahoo Store. In 2001 he started publishing essays on paulgraham.com, which now gets around 25 million page views per year. In 2005 he and Jessica Livingston, Robert Morris, and Trevor Blackwell started Y Combinator, the first of a new type of startup incubator. Since 2005 Y Combinator has funded over 3000 startups, including Airbnb, Dropbox, Stripe, and Reddit. In 2019 he published a new Lisp dialect written in itself called Bel. Tim Coffey was a Vice President and Research Analyst at FIG Partners LLC, a premier investment banking and research firm specializing in community banks. Before joining FIG Partners, Tim was a Research Analyst at Green Street Capital Management. Prior to that, he covered the banking industry for several business publications in San Diego, California. Tim has more than 20 years of financial services experience. Tim received a B.A. degree in Economics from San Diego State University and both an M.B.A. degree and an M.S. degree in Financial Analysis from the University of San Francisco. Learn more about Paul: http://www.paulgraham.com/bio.html Learn more about Tim: https://www.janney.com/meet-janney/people/timothy-coffey Follow Paul on Twitter: @paulg Follow Tim on LinkedIn: linkedin.com/in/timothy-n-coffey-a4857b7

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