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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: St. Louis Fed President Jim Bullard Mar 03, 2021

Show notes

Show from 3/5/21 Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of St. Louis James Bullard about the state of the economy in 2021. They discuss the positive jobs report, vaccinations, the stimulus bill, and more. Curious about the pressures of inflation? Professor Siegel raises concern about the money surge and gets Bullard's take on interest rates and debt. 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 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: Alex Pickard Feb 25, 2021

Show notes

Show from 2/26/21 Host Jeremy Schwartz and Guest Co-Host Jason Guthrie, Head of Capital Markets in Europe at WisdomTree, take a deep dive into bitcoin and cryptocurrency. They talk about the history of mining bitcoin and the future of cryptomining with an expert in the space. Guest: Alex Pickard - Research Affiliates Check out his Bitcoin thought piece: https://www.researchaffiliates.com/en_us/publications/articles/820-bitcoin-magic-internet-money.html Twitter: @AlexPickard Visit Research Affiliates' website: https://www.researchaffiliates.com/en_us/home.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

Behind The Markets Podcast: David Carter Feb 19, 2021

Show notes

Show from 2/19/21 Wharton Finance Professor Jeremy Siegel kicks off the show with his market highlights getting into producer prices in retail, jobless claims, stimulus checks, and inflation. Then, Host Jeremy Schwartz discusses investing in the face of uncertainty with David Carter of Lenox Wealth Advisors. They get into fixed income portfolios, preferreds, Asian markets, bitcoin and more. Guests: David Carter - Chief Investment Officer for Lenox Wealth Advisors Check out Lenox Wealth Advisors' Website: https://lenox-wealth.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: Ari Paul Feb 12, 2021

Show notes

Show from 2/12/21 Wharton Finance Professor Jeremy Siegel delivers his market update discussing the lingering threat of inflation and bitcoin. Then Host Jeremy Schwartz and Guest Host Will Peck, Head of Strategy and Emerging Technology at WisdomTree, talk cryptoassets with an expert in the space. Find out how to navigate the bitcoin bull market, invest in cryptocurrency, and measure the value of emerging technology. Guests: Ari Paul - Co-Founder and Chief Investment Officer at BlockTower Capital Follow BlockTower Capital on Twitter: @BlockTower Check out BlockTower Capital's website: https://www.blocktower.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: Sinan Aral Feb 05, 2021

Show notes

Show on 2/5/21 Curious about the digital economy and how social media is driving the markets? Hosts Jeremy Schwartz and Jeremy Siegel get into the latest news about GameStop and the influence of Reddit on stocks with a professor of management, IT, marketing, and data science. They get into the influence of social media and misinformation on the future of markets. Guests: Sinan Aral - David Austin Professor of Management, IT, Marketing and Data Science at MIT, Director of the MIT Initiative on the Digital Economy (IDE) and a founding partner at Manifest Capital. Follow Sinan on Twitter: @sinanaral Check out his book "The Hype Machine": https://www.sinanaral.io/books 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: Eric Felder & James Palmisciano Feb 05, 2021

Show notes

Show on 2/5/21 How should you evaluate the preferred market? Interested in learning more about hybrid securities? Host Jeremy Schwartz talks to experts in the fixed income space about contingent convertibles in Europe, high yield strategy, and more. Guests: Eric Felder- CEO of Moelis Asset Management, previously co-head of Global Fixed income at Lehman Brothers Visit Moelis Asset Management's Website: https://moelisassetmanagement.com/ James Palmisciano - Managing Partner at Gracie Asset Management Visit Gracie Asset Management's Website: https://moelisassetmanagement.com/gracie-asset-management/ 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: Grant Wilson Jan 22, 2021

Show notes

Show from 1/22/21 Wharton Finance Professor Jeremy Siegel covers the latest economic news from monetary stimulus and jobless claims to the potential increase in the minimum wage. Plus a look at digital currency markets and the changing consumer market during the pandemic. Guest: Grant Wilson - Head of Asia Pacific at Exante Data Follow Exante on Twitter: @ExanteData Check out Exante's website: https://www.exantedata.com Keep up with the latest news by subscribing to their blog: https://moneyinsideout.exantedata.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: CEO of New Constructs David Trainer Jan 14, 2021

Show notes

Show from 1/15/21 Host Jeremy Schwartz and Guest Co-Host Kara Marsascano talk to CEO of New Constructs David Trainer about how to measure core earnings in the face of uncertainty. He talks about evaluating data such as past credit ratings and debt inequity rates to accurately assess the value of assets. Guest: David Trainer - Founder and CEO of New Constructs Follow New Constructs on Twitter for the latest data: @NewConstructs Check out New Constructs website: https://www.newconstructs.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: Applico CEO Alex Moazed Jan 14, 2021

Show notes

Show from 1/15/21 The show kicks off with Wharton Finance Professor Jeremy Siegel's latest takes on 2021 earnings, Biden regulations, jobless claims, COVID-19 vaccine distribution and more. Then Jeremy Schwartz discusses platform companies with an expert in the space. How are tech and content platform companies performing? What is the impact of Trumps ban on Chinese tech monopolies? Guest: Alex Moazed - Founder and CEO of Applico. In 2016, Macmillan published his book, Modern Monopolies, which defines the platform business model. Follow Alex on Twitter: @AlexMoazed Check out his book "Modern Monopolies": https://www.amazon.com/Modern-Monopolies-Dominate-Century-Economy/dp/1250091896 Visit the Applico Website: https://www.applicoinc.com/author/amoazed/ 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: John Davi Jan 08, 2021

Show notes

Show from 1/8/20 Happy New Year from all of us at Behind the Markets! This is our first show of the new year and we're starting it off right. Wharton Finance Professor Jeremy Siegel discusses the democratic control of the Senate, federal spending, tax increases, emerging markets and more. Then Host Jeremy Schwartz brings on returning guest from Astoria Advisors, John Davi to talk about Tesla, inflation, a steepening yield curve, and the COVID-19 vaccine stocks. Here's to a year full of financial education and portfolio management! Guest: John Davi - Founder, CIO at Astoria Portfolio Advisors LLC Check out Astoria Advisors' website: https://www.astoriaadvisors.com/ Follow Astoria Advisors on Twitter: @AstoriaAdvisors 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

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