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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: Robin Brooks Aug 27, 2022

Show notes

Show from 8/27/22 Wharton Finance Professor Jeremy Siegel kicks off the show discussing Chair of the Federal Reserve Jerome Powell’s hawkish comments on the market, the selling off of high duration stocks and crypto, the 10-year Treasury yield’s downward spiral, and commodity prices. Then Jeremy Schwartz talks with an expert on currencies about the Powell speech, the Euro in light of the upcoming ECB meeting, Asia, and more. Guest: Robin Brooks – Managing Director and Chief Economist at the Institute of International Finance (IIF). Previously, Brooks was the Chief FX Strategist at Goldman Sachs based in New York, where he was responsible for the firm’s foreign exchange forecasts and publishing international macro research Follow Robin on Twitter: @RobinBrooksIIF Follow the IIF on Twitter: @IIF For more on the IIF, visit their website: https://www.iif.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Hal Brands Aug 19, 2022

Show notes

Show from 8/19/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update talking interest rate increases, earnings, and the disconnect between workers and GDP. Then, what is the path forward in US China relations? As we look at China’s conflicts with Taiwan, its military buildup, and its efforts to dominate the critical technologies, what will become of the US. Host Jeremy Schwartz talks to the author of the new book “Danger Zone: The Coming Conflict with China” about Guest: Hal Brands – Author of the new book “Danger Zone: The Coming Conflict with China.” American scholar of U.S. foreign policy. He is the Henry A. Kissinger Distinguished Professor of Global Affairs at the Johns Hopkins University School of Advanced International Studies and a Resident Scholar at the American Enterprise Institute. Purchase his book “Danger Zone” here: https://www.amazon.com/Danger-Zone-Coming-Conflict-China/dp/1324021306 Follow Hal on Twitter - @HalBrands Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Chris Gannatti, Blake Heimann, & Jeff Weniger Aug 12, 2022

Show notes

Show from 8/12/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing import prices, commodities, deterioration of the real economy, and more. Plus Guest Hosts Chris Gannatti, Blake Heimann, and Jeff Weniger discuss inflation, the corporate tax code, fed policy, and value vs growth stocks. Guest: Chris Gannatti – Head of Global Research at WisdomTree Blake Heimann - Research Analyst at WisdomTree Asset Management Jeff Weniger - CFA serves as Head of Equity Strategy at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Gaurav Sinha on Investing in India Aug 05, 2022

Show notes

Show from 8/5/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing GDP vs productivity reports, commodities, employment, inflation, and more. Then Host Jeremy Schwartz talks to an expert on India’s economy about banking, positive employment, privatization of businesses, and geopolitics. Guest: Guarav Sinha - Former Managing Director, Head of Americas, Global Research & Design at S&P Global For the latest, follow Guarav on LinkedIn: https://www.linkedin.com/in/gaurav-sinha-4041766/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Don Kohn & Dave Goodson Jul 28, 2022

Show notes

Show from 7/29/22 As inflation increases and the Fed continues to raise interest rates, how will this effect the markets in the coming months? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the former fed vice chair about the possibility of a recession, negative growth in the money supply, food and energy prices, labor markets, and much more. Plus, a look at what is going on in fixed income with an expert on mortgage and securitized credit. Guests: Don Kohn – Former Fed Vice Chair, Senior Fellow at the Brookings Institution Follow the Brookings Institution on Twitter: @BrookingsInst For more on Donald Kohn, visit his page on the Brookings Institution website: https://www.brookings.edu/experts/donald-kohn/ Dave Goodson – Head of Securitized Fixed Income and Senior Portfolio Manager at Voya Investment Management For more on Voya Investment Management, visit their website: https://investments.voya.com/ Follow Voya Investment Management on Twitter: @VoyaInvestments Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Tobias Harris & Jeff Weniger Jul 22, 2022

Show notes

Show from 7/22/22 How are the markets responding to the upcoming Fed meeting? Will there be more interest rate hikes? Host Jeremy Schwartz and Co-Host Jeff Weniger discuss that and more during the market update. Then, they bring on a Japan expert to discuss the state of the country after the death of Shinzo Abe. Guest: Tobias Harris – Author of the book “The Iconoclast: Shinzo Abe and the New Japan” and the Senior Fellow at the Asia at the Center for American Progress Purchase his book here: https://www.amazon.com/Iconoclast-Shinzo-Abe-New-Japan/dp/1787383105 For more information on the Center for American Progress visit their website: https://www.americanprogress.org Follow the Center for American Progress on Twitter: @amprog Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management Follow Jeff on Twitter: @JeffWeniger Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: John Davi & Bruce Lavine Jul 14, 2022

Show notes

Show from 7/15/22 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the night market rally, inflation, retail sales, and more. Then, how can you create a well balanced, inflation sensitive portfolio? How can you account for the Night effect? Host Jeremy Shwartz brings on two experts to discuss everything from energy stocks and risk averse portfolio modeling to ETFs and the night effect. Guest: John Davi – CIO and Founder of Astoria Advisors Follow John on LinkedIn: https://www.linkedin.com/in/john-davi-93414510/ For the latest, follow John on Twitter: @AstoriaAdvisors For more on Astoria Advisors, visit their website: https://www.astoriaadvisors.com/ Bruce Levine – Founder and CEO of NightShares Follow Bruce on LinkedIn: https://www.linkedin.com/in/bruce-lavine-bb05434/ For more on NIghtShares, visit their website: https://www.nightshares.com/

Behind The Markets Podcast: Rob Thummel Jul 08, 2022

Show notes

Show from 7/8/22 This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel joins to give his market update. He covers everything from the jobs report to interest rates. Then, Host Jeremy Schwartz takes a deep dive into the energy sector with an expert from TortoiseEcofin. What is the possibility of accessing oil infrastructure in North America? Where are the best opportunities in Energy? Tune in to find out. Guest: Rob Thummel - Managing Director, Senior Portfolio Manager and Investment Strategist – Energy at TortoiseEcofin For the latest, follow Rob on Twitter: @thummelrob Follow TortoiseEcofin on Twitter: @TortoiseEcofin For more on TortoiseEcofin, check out their website: https://tortoiseecofin.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Marko Papic Jul 01, 2022

Show notes

Show from 7/1/22 This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his take on the market from negative GDP reports and the possibility of a recession to unemployment rates. Then, will the Russia-Ukraine crisis continue to impact oil? Will there be a harder push for green energy and how will that impact commodities? Host Jeremy Schwartz and Co-Host Liqian Ren talk to an expert on geopolitics about the impact of international news on asset markets. Guest: Marko Papic - Partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets. Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics/ For more on Clocktower, visit their website: https://www.clocktowergroup.com/ For the latest, follow Marko on Twitter: @Geo_papic Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Jim Masturzo Jun 24, 2022

Show notes

Show from 6/24/22 This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his market update discussing rising inflation, commodities, and earnings. Then Host Jeremy Schwartz talks inflation indicators, asset allocation, building expected returns for commodities, growth vs value, and more with Jim Masturzo of Research Affiliates. Guest: Jim Masturzo – Partner and CIO of Multi-Asset Strategies of Research Affiliates For more on Research Affiliates, visit their website: https://www.researchaffiliates.com/home Follow Jim on Twitter: @JimMasturzoII Follow Jim on LinkedIn: https://www.linkedin.com/in/jimmasturzo/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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