Behind the Markets Podcast - TopPodcast.com

View Top 200 Chart

Back to Rankings Page

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.

Copyright: © All rights reserved

Latest Episodes:

Behind The Markets Podcast: David George Jan 21, 2022

Show notes

Show from 1/21/22 Wharton Finance Professor Jeremy Siegel kicks off the show with his weekly market update. According to the professor, the 10-year treasury yield is down due to volatility, value stocks are doing well, and there is increased hawkishness due to inflationary pressure. Then, how will banks and financials do in 2022 with the threat of rising rates? Host Jeremy Schwartz talks to Managing Director and Senior Bank Analyst at Robert W. Baird & Co. who covers US banks about macro vs micro, loan to deposit ratios and liquidity, loan demand, and more. Guest: David George – Managing Director and Senior Bank Analyst at Robert W. Baird & Co. Follow David on LinkedIn: https://www.linkedin.com/in/david-george-cfa-0a11506/ Follow Baird on Twitter: @rwbaird Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz A current listing of all companies covered by Baird U.S. Equity Research and applicable research disclosures can be accessed at http://www.rwbaird.com/research-insights/research/coverage/third-party-research-disclosures.aspx Robert W. Baird & Co. Incorporated and/or its affiliates have been compensated by these companies for non-investment banking-securities related services in the past 12 months. ASB, BAC, TFC, JPM, RF,FITB,SFNC, WFC, KEY

Behind The Markets Podcast: Harindra De Silva Jan 14, 2022

Show notes

Show from 1/14/22 How do you manage your portfolios? Interested in factor investing? Host Jeremy Schwartz talks to Harindra de Silva of Analytic Investors about rotating factor investing, shorting, and the influence of the pandemic on investing. Harin says we should think of the world through factors, “you have to consider where we are in the cycle, which factors should be important, and what we are seeing in returns.” He also mentions machine learning and says investors can use this to identify which stocks are factor driven by evaluating the historic and high frequency data to see which factors expand their returns. Wharton Finance Professor Jeremy Siegel also joins to give his market update discussing continued inflation, volatility, growth vs value stocks, and more. Guest: Harindra de Silva - Portfolio Manager at Analytic Investors For more information on Analytic Investors visit their website: https://www.allspringglobal.com/investments/teams/detail.html?id=analytic-investors# Follow Harin on LinkedIn: https://www.linkedin.com/in/harindra-de-silva-4a72212/ Follow Allspring Global Investments on Twitter: @Allspring Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Greg Valliere Jan 07, 2022

Show notes

Show from 1/7/21 Wharton Finance Professor Jeremy Siegel kicks off the new year with his market projections. The professor discusses the 10 year bond breaking through its previous high and hitting 180, WTI touching 80, and the possibility of the fed slowing the inflation rate. Then Hosts Jeremy Schwartz and Jeremy Siegel bring on a Fed expert. They talk about environmental proposals, more funding for universal pre-kindergarten, fiscal stimulus, the covid response, the regulatory climate, and more. Guest: Greg Valliere – Chief U.S. Policy Strategist at AGF Investments For more on AGF Investments visit their website: https://www.agf.com/us/index.jsp Follow AGF on Twitter: @agf Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Tim Duy Jan 06, 2022

Show notes

Show from 1/7/21 Host Jeremy Schwartz talks to a well-known Fed watcher about rate hikes, pressure on wages, job growth, the 10 year and the shape of the yield curve. They discuss the long-term outlook and the possibility of a positive yield environment. Guest: Tim Duy – Professor of Economics at the University of Oregon and Chief US Economist for SGH Macro Advisors Follow Tim on Twitter: @TimDuy For more on SGH Macro Advisors visit their website: https://www.sghmacro.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Michael Batnick & Larry Cermak Dec 24, 2021

Show notes

Show from 12/24/21 In this Behind the Markets holiday special, Host Jeremy Schwartz talks with cryptocurrency experts about the future of the market in 2022. In 2021 Tesla bought bitcoin and it kickstarted interest in crypto, but how will this asset class look going forward? VP of Research at The Block Larry Cermak says that stable coins are already changing many aspects of how we function today such as funding non-crypto VC deals. They discuss bitcoin mining, Ethereum, NFTs, the metaverse, and more. Guests: Michael Batnick – Director of Research at Ritholtz Wealth Management For more on Ritholtz Wealth Management visit their website: https://ritholtzwealth.com/ Follow Michael on Twitter: @michaelbatnick Follow Ritholtz Wealth Management on Twitter: @RitholtzWealth Listen to his podcast “Animal Spirits”: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007 Larry Cermak – VP of Research at The Block For more on The Block visit their website: https://www.theblockcrypto.com/ Follow Larry on Twitter: @lawmaster Follow The Block on Twitter: @TheBlock__ Benjamin Dean – Director of Digital Assets at WisdomTree in Europe Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Jay Jacobs Dec 16, 2021

Show notes

Show from 12/17/21 Host Jeremy Schwartz talks to Jay Jacobs, an expert on disruptive growth technologies, about his new report Charting Disruption 2022 Thematic Outlook. They get into the fed’s influence on markets, reopening stocks, ecommerce, cloud computing, China, and more. Guest: Jay Jacobs – SVP, Head of Research & Strategy at Global X ETFs Read Jay’s “Charting Disruption 2022 Thematic Outlook: https://www.globenewswire.com/news-release/2021/12/08/2348404/0/en/Global-X-ETFs-Announces-the-Release-of-its-Charting-Disruption-2022-Thematic-Outlook.html Follow Jay on Twitter: @JayJacobsCFA Follow Global X ETFs on Twitter: @GlobalXETFs Connect with Jay on LinkedIn: https://www.linkedin.com/in/jay-jacobs-cfa/ For more on Global X visit their website: https://www.globalxetfs.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind the Markets Podcast: Former VC of the Federal Reserve Donald Kohn Dec 16, 2021

Show notes

Show from 12/17/21 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to Former Vice Chair of the Federal Reserve Donald Kohn about inflation, the COVID-19 omicron variant, M2, inversion of the yield curve, and more. Professor Siegel notes the lagging labor force participation and its influence on inflation. Plus Donald gives his take on markets and recent fed decisions. Guest: Donald Kohn - Former Vice Chair of the Federal Reserve For more information on Donald visit the Brookings Institution website: https://www.brookings.edu/experts/donald-kohn/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: David Cohen & Matthew Patterson Dec 10, 2021

Show notes

Show from 12/10/21 Wharton Finance Professor Jeremy Siegel kicks off the show with inflation, interest rates, the fed, and equity markets. Then what is the future of handls? Host Jeremy Schwartz and Guest Host Rick Harper talk to the co-founders of HANDL Indexes, a company trying to respond to the income needs of investors and create a better alternative. They discuss closed-end funds, leverage limitations, ETFs, volatility, and more. Guests: David Cohen – Co-Founder of HANDL Indexes Follow David on LinkedIn: https://www.linkedin.com/in/david-cohen-3810a45/ For more on HANDL Indexes visit their website: https://www.handlsindexes.com/ Matthew Patterson - Co-Founder of HANDL Indexes Follow Matthew on LinkedIn: https://www.linkedin.com/in/pattersonmatthew/ Rick Harper – Head of Fixed Income and Currency at WisdomTree Asset Management Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Phil Huber Dec 03, 2021

Show notes

Show from 12/3/21 Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update noting the strong employment report, the yield curve, the long bond, and more. Then, are you interested in alternative asset classes? In this episode of Behind the Markets Host Jeremy Schwartz and Guest Host Chris Gannatti talk to the author of “The Allocator’s Edge” about the shifting landscape for traditional portfolios, asset classes and strategies for alternative investments, and sharpening client skills to manage expectations. They discuss everything from private equity, hedge funds, catastrophe reinsurance, and real assets to non-traditional credit. Guests: Phil Huber – CIO of Savant Wealth Management and author of “The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification” Click here to purchase Phil’s book: https://www.amazon.com/Phil-Huber/e/B097TRDTD2%3Fref=dbs_a_mng_rwt_scns_share Follow him on Twitter: @bpsandpieces For more on Savant Wealth Management visit their website: https://savantwealth.com/employee/philip-r-huber/ Christopher Gannatti - Head Of Research, Europe at WisdomTree Asset Management Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Damon Ficklin Nov 19, 2021

Show notes

Show from 11/19/21 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of the COVID surge in Europe, inflation, Fed tapering, and more. Then Host Jeremy Schwartz talks with a growth expert from Polen Capital about portfolio strategy. They discuss the importance of market valuation, evaluating the performance of individual companies, and exposure in the US vs globally. Guest: Damon Ficklin – Head of Team, Portfolio Manager & Analyst at Polen Capital For more on Polen Capital visit their website: https://www.polencapital.com/people/damon-ficklin For the latest, follow Polen Capital on Twitter: @PolenCapital Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Related Podcasts