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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 Special: Ethereum, The Triple Halving with Squish Chaos May 07, 2021

Show notes

Show from 5/7/21 In this Behind the Markets Podcast special Host Jeremy Schwartz and Guest Host Corey Hoffstein talk to the brains behind the Twitter famous account SquishChaos, Nikhil Shamapant. "In the past week, I’ve spent sleepless nights working on what I believe to be an institutional grade research report on Ethereum. In my report, I will explain why I believe a $150,000 price target in the next 18 months is actually achievable. My thesis is entirely based upon the concept of “The Triple Halving,” where I show that Ethereum will have a sell pressure reduction equivalent to undergoing all three of Bitcoin’s halving events consecutively." - Squish Chaos Guests: Nikhil Shamapant - From the Twitter famous account Squish Chaos Follow Nikil on Twitter: @SquishChaos For more information on his paper please visit: https://squish.substack.com/p/ethereum-the-triple-halving Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound Research Follow Corey on Twitter: @choffstein For more on Newfound Research: https://www.thinknewfound.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

Behind The Markets Podcast: Michael Heller May 07, 2021

Show notes

Show from 5/7/21 Curious about how property and ownership guides our lives? Host Jeremy Schwartz and Guest Host Matthew Kress find out how businesses control the narrative to steer customers to do what they want with a Columbia Law School professor. From digital privacy to climate change and wealth inequality, our guest discusses the complex nature of engineering the feeling of ownership. Guests: Michael Heller - Lawrence A. Wien Professor of Real Estate Law at the Columbia Law School and Author of the new book "Mine! How the Hidden Rules of Ownership Control Our Lives" Visit his webpage: https://www.law.columbia.edu/faculty/michael-heller Purchase his book "Mine! How the Hidden Rules of Ownership Control Our Lives": https://www.minethebook.com/ Matthew Kress - Director of Advisor Innovation at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind The Markets Podcast: Sailesh Radha & Drew Edwards Apr 30, 2021

Show notes

Show from 4/30/21 Wharton Finance Professor Jeremy Siegel kicks off the show with the latest finance news from the GDP report to tax policy. Then, how do you manage yield forecasts? Host Jeremy Schwartz talks to the founder of Borealis Global Advisory LLC about how they developed their own version of the CAPE ratio to capture the investment attributes of emerging countries. Plus a close look at the Japanese market and small-cap stocks with the Head of Japan Value Equities at GMO. Guests: Sailesh Radha - Founder & Chief Investment Officer - Borealis Global Advisory LLC For more on Borealis Global Advisory LLC visit their website: https://borealisga.com/ Drew Edwards - Head of Japan Value Equities | Portfolio Manager at GMO For more on GMO visit their website: https://www.gmo.com/americas/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind The Markets Podcast: Ed Chin & Thejas Nalval Apr 22, 2021

Show notes

Show from 4/23/21 We kick off this show with Wharton Finance Professor Jeremy Siegel discussing the latest market news from the capital gains tax and COVID-19 vaccinations to cryptocurrency risks. The Host Jeremy Schwartz and his Guest Co-Host Will Peck talk to experts in the digital asset space. Want to understand how Bitcoin performs globally? What trading strategies are more popular in cryptocurrency vs traditional markets? Our guests will help you be more tactical if you're interested in investing in this space. Guests: Ed Chin - Co-Founder and CEO of Parataxis Capital Thejas Nalval - Co-founder and CIO of Parataxis Capital Follow Parataxis Capital on Twitter: @parataxis_cap For more on Parataxis Capital visit their website: https://www.parataxis.io/ Will Peck - Head of Strategy Emerging Technologies at WisdomTree Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind The Markets Podcast: Mary D'Onofrio Apr 15, 2021

Show notes

Show from 4/16/21 Are you thinking about investing in cloud companies? Host Jeremy Schwartz welcomes returning guest Mary D'Onofrio to the show to discuss the state of the cloud market. They get into pandemic driven cloud business, the M&A pipeline, IPOs, cloud software growth rates, and more. Guest: Mary D'Onofrio - Bessemer Venture Partners To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/ For the latest news follow BVP on Twitter: @BessemerVP Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind The Markets Podcast: Jamie McLaughlin Apr 15, 2021

Show notes

Show from 4/16/21 Working in the wealth management space? Wondering where clients can get good advice? Host Jeremy Schwartz talks to an expert on wealth management consulting. They discuss ultra high net worth investing, firm economics, calculated risks, service pricing, and much more. Guest: Jamie McLaughlin - Founder and CEO of J. H. McLaughlin & Co. For more on J.H. McLaughlin & Co visit their website: https://jhmclaughlin.com/ Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind The Markets Podcast: Kai Wu & Alex Moazed Apr 09, 2021

Show notes

Show from 4/19/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market update predicting a rise in inflation this year and a positive outlook for stocks. He also discusses COVID-19 vaccines. reopening the economy, and government debt. Then, what are the new technology trends and how can you best position yourself in this market? Host Jeremy Schwartz brings on two experts in the platform economy space. They get into research models, measuring platform success over time, and more. Guests: Kai Wu – Founder and CIO at Sparkline Capital an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets. For more on Sparkline Capital visit their website: https://www.sparklinecapital.com/ Follow Kai on Twitter: @ckaiwu Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of Applico a business consultancy that provides services for traditional enterprises adapting to a platform business model. For more on Applico visit their website: https://www.applicoinc.com/ Follow Alex on Twitter: @AlexMoazed Follow WisdomTree on Twitter: @WisdomTreeETFs Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind The Markets Podcast: Nir Kassar & Wes Gray Mar 26, 2021

Show notes

Show from 3/26/21 Yields have calmed down, personal consumption increased, and there was a 20% jump in money supply. Wharton Finance Professor Jeremy Siegel explains what this means for the economic recovery. Then two experts on ETF factor investing join Host Jeremy Schwartz to discuss low cost portfolio models. Guests: Nir Kassar - Founding Managing Member of Unison Advisors and Bloomberg columnist Read his stories here: Nir Kassar Bloomberg Columns For more on Unison Advisors visit their website: https://unisonadvisors.com/ Wes Gray - CEO of Alpha Architect Follow him on Twitter: @alphaarchitect For more on Alpha Architect visit their website: https://alphaarchitect.com/ Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind The Markets Podcast: Warren Pies Mar 19, 2021

Show notes

Show from 3/19/21 This week's market update has Wharton Finance Professor Jeremy Siegel discussing the potential of reopening, inflation, and the state of the Federal Reserve. According to Professor Siegel, the current Fed projections seem inconsistent. Then we turn our attention to momentum funds, cyclical stocks, and more. Host Jeremy Schwartz interviews an expert conducting research on major asset classes using quantitative modeling. Guest: Warren Pies - Founder and Strategist at 3Fourteen Research Follow Warren on Twitter: @WarrenPies Follow 3Fourteen Research on Twitter: @3F_Research For more on 3Fourteen Research visit their website: https://3fourteenresearch.com/ Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind The Markets Podcast: Amanda Agati Mar 11, 2021

Show notes

Show from 3/12/21 Wharton Finance Professor Jeremy Siegel talks market trends from the negative influence of yields on the tech sector to the impact of inflation on potential foreign buyers. Then, how will inflation impact the economy? In what ways will the switch to digital work transform the way we do business? Host Jeremy Schwartz talks to the managing director and chief investment strategist for PNC Financial Services Group about consumer behavior during a pandemic, harvesting the power of blockchain, and much more. Guest: Amanda Agati - Managing Director and Chief Investment Strategist for the PNC Financial Services Group Follow Amanda on Twitter: @AmandaAgatiPNC For more on PNC visit their website: https://www.pnc.com/en/personal-banking.html Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

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