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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: Samuel Rines Apr 01, 2022

Show notes

Show from 4/1/22 Wharton Finance Professor Jeremy Siegel kicks off the show with a market update. Professor Siegel gives his take on wage increases, Fed pricing, inflation, and more. Then, from agriculture and oil to commodities and inflation…how should you be forecasting for 2022? Host Jeremy Siegel talks to Samuel Rines of Corbu LLC about global markets, geopolitics, and more. Guest: Samuel Rines – Managing Director at Corbu LLC, a research intelligence advisory platform focusing on the intersection of markets, policy, and national security. He is also author of "After Normal: Making Sense of the Global Economy" Purchase his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198 Follow him on Twitter: @SamuelRines Follow him on LinkedIn: https://www.linkedin.com/in/samuelerines/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Dan Gunsberg & Caitlin Cook Mar 25, 2022

Show notes

Show from 3/25/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing bonds crashing, the spike in yields, fed policy, bitcoin, and more. Then, how can you effectively trade cryptocurrency? What are the security risks? Host Jeremy Schwartz talks security and decentralization of bitcoin, Solana, Ethereum, and more with two experts in the cryptocurrency space. Guest: Caitlin Cook – Head of community and vice president of operations at Onramp Academy For more on Onramp Academy visit their website: https://academy.onrampinvest.com/ Follow Onramp on Twitter: @OnrampAcademy Follow Caitlin on LinkedIn: https://www.linkedin.com/in/caitlincook22/ Dan Gunsberg – Co-Founder and CEO of HXRO Foundation For more on HXRO visit their website: https://hxro.network Follow Dan on LinkedIn: https://www.linkedin.com/in/daniel-gunsberg-9986901a2/?originalSubdomain=bm Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Ruchir Sharma Mar 18, 2022

Show notes

Show from 3/18/22 Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. Emerging markets have been a difficult place to invest recently. Ruchir discusses the trend towards international investing, short tech vs long commodities, China, and more. Guest: Ruchir Sharma – chairman of international business at Rockefeller Capital A NY Times article about Ruchir: https://www.nytimes.com/2022/02/10/business/ruchir-sharma-rockefeller-capital.html Follow Rockefeller Capital Management on Twitter: @RockCapMgmt For more on Rockefeller Capital Management’s visit their website: https://rcm.rockco.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Jim Bianco & Jeff Weniger Mar 11, 2022

Show notes

Show from 3/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earnings, and more. Then, what are the biggest market trends? How can we look to the inverted yield curve as a predictor of market health? What is the future of the commodity market considering the Russia - Ukraine War? Jeremy Schwartz talks to an expert on global macro. Guests: Jim Bianco – Bianco Research Follow Bianco Research on Twitter: @biancoresearch For more on Bianco Research visit their website: https://www.biancoresearch.com/visitor-home/ Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management 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: Chrissy Bargeron & Gareth Shepherd Mar 04, 2022

Show notes

Show from 3/4/22 Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing the impact of the Russian/ Ukraine crisis, commodity and oil prices, the employment report, inflation and more. Then, what are the most powerful machine learning patterns? How can you manage overlapping data when working with competition on modeling? Host Jeremy Schwartz talks to two guests in the machine learning and AI modeling space about how to apply these techniques in quantitative investing. They get into the intricacies of setting up the data set, pattern recognition, and prediction time frames. Guests: Chrissy Bargeron – Client Portfolio manager at Voya Investment Management Gareth Shepherd – Co-head of equity machine intelligence (EMI) and a portfolio manager at Voya Investment Management For more on Voya Investment Management visit their website: https://investments.voya.com/ For the latest news follow Voya on Twitter: @Voya

Behind the Markets Podcast Special: St. Louis Fed President Jim Bullard Feb 25, 2022

Show notes

Show from 2/25/22 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss high inflation and the Russia/ Ukraine crisis with President of the Federal Reserve Bank of St. Louis James Bullard. They get into Russia’s attack on the Ukraine and the impact this will have on markets, the continued reopening after Omicron, unemployment, housing, and more. James Bullard says he would like to see the Fed policy rate at over 1% and the balance sheet runoff begin in the second quarter by July 1st. Plus a look at the state of cryptocurrency Guest: James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis Follow the St. Louis Fed on Twitter: @stlouisfed For more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Josh Young & Nitesh Shah Feb 18, 2022

Show notes

Show from 2/18/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexes, import prices, the Russia/ Ukraine situation, and more. Then, what is the current state of the demand and supply of oil? Jeremy Schwartz brings on an expert on oil and energy stocks. They get into the issue of underinvestment in oil and the lack of discovery over the years. Plus, trading through the futures market. What is the impact of backwardation in the oil and energy sector? Guests: Josh Young – Founder and Chief Investment Officer at Bison Interests For more on Bison Interests, visit their website: https://bisoninterests.com/ Follow Bison Interests on Twitter: @BisonInterests Follow Josh on Twitter: @Josh_Young_1 Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree Europe Follow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Dave Donabedian & Kevin Flannagan Feb 11, 2022

Show notes

Show from 2/11/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing worsening inflation, high duration stocks, and more. Then, how should you navigate fixed income strategy in the current market? Host Jeremy Schwartz talks to an expert in the space about managing duration risk and balancing portfolios. Plus, volatility in the Fed cycle, earnings, goods consumption and more with the chief investment officer at CIBC Private Wealth Management. Guests: Dave Donabedian – Chief Investment Officer for CIBC Private Wealth Management Follow him on Twitter: @ddonabedian For more on CIBC visit their website: https://private-wealth.us.cibc.com/ Kevin Flanagan – Senior Fixed Income Strategist at WisdomTree Asset Management Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: J.C. Parets Feb 04, 2022

Show notes

Show from 2/4/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his market updates from the bond market and earnings to inflation. What is the impact of the positive jobs report? Will the Fed raise rates? Professor Siegel answers these questions and more. Then, the commodity supercycle, gold, and interest rates. Host Jeremy Schwartz talks to the founder of All Star Charts, a technical analysis publication, to see how he measures key performance indicators. Guest: J.C. Parets – CEO and Founder of All Star Charts Follow JC on Twitter: @allstarcharts For more on All Star Charts visit their website: https://allcharts.com Check out the All Star Charts podcast on Technical Analysis Radio: https://allcharts.com/podcast/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Wes Gray & Harris Kupperman Jan 28, 2022

Show notes

Show from 1/28/22 Wharton Finance Professor Jeremy Siegel kicks off the show with market news. Professor Siegel discusses Powell and worsening inflation, stock rotation, supply shortages, and more. Then Host Jeremy Schwartz talks value rotation and 2022 market outlook with two experts in the space. Founder and CIO of Praetorian Capital Harris Kupperman and Founder, CEO, and Chief Investment Officer of Alpha Architect Wes Gray get into what is driving oil prices, the value of gold, real estate markets, overvalued stocks, and more. Guest: Harris Kupperman – Founder and CIO of Praetorian Capital. He is also Chairman and CEO of Mongolia Growth Group. Check out his blog “Adventures in Capitalism”: https://adventuresincapitalism.com/ For more on Praetorian Capital check out their website: https://www.praetorianvc.com/praetoriancapital/ For more on Mongolia Growth Group visit their website: http://mongoliagrowthgroup.com/ Wes Gray - Founder, CEO, and Chief Investment Officer of Alpha Architect For more on Alpha Architect visit their website: https://alphaarchitect.com/ Follow Alpha Architect on Twitter: @alphaarchitect Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

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