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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: Greg Valliere & Alex Moazed Oct 22, 2020

Show notes

Show from 10/24/20 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel discuss the latest election odds. Jeremy Siegel says the last debate will not likely change anything. They also discuss the good news in earnings, the S&P reported 81% beating. Then they bring on political strategist Greg Valliere to discuss the Biden vs Trump odds further. Plus, the latest news on the antitrust lawsuit against Google. What will be the future of monopolies like Google and what does this mean for financial market? Alex Moazed of Applico joins the show to talk about Google's impact on the election, buying ads, two sided network effects, the future of content platforms, and much more. Guests: Greg Valliere - Chief U.S. Policy Strategist at AGF Investments For more on AGF Investments visit their website: https://www.agf.com/ca/en/index.jsp Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of Applico 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: Jonathan Ward Oct 16, 2020

Show notes

Show from 10/16/20 Wharton Finance Professor Jeremy Siegel kicks off the show with a political update on the Biden vs Trump election odds. Plus Host Jeremy Schwartz interviews an expert on China strategy, Jonathan Ward. According to Jonathan, China sees themselves as a dominant world power coming back to prominence. He mentions their attention to building a large military, their ideological push to denounce western values as well as their initiative to consolidate and dominate trade. Guests: Jonathan Ward -Founder of Atlas Organization, author of the book "China's Vision of Victory." For More on Atlas visit their website: https://atlasorganization.com/ Check out his book: https://www.amazon.com/Chinas-Vision-Victory-Jonathan-Ward/dp/0578438100 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: Audrey Choi Oct 10, 2020

Show notes

Show from 10/9/20 White House Chief Economic Adviser Larry Kudlow announced a deal for the second stimulus package and the Dow Jones is up 21 points, according to Wharton Finance Professor Jeremy Siegel's market update. Siegel said this stimulus deal will be positive for the stock market. Then Host Jeremy Schwartz talks to an expert on ESG investing trends from Morgan Stanley. They discuss politics, sustainability, waste reduction, and asset management strategy in this space. Guest: Audrey Choi - Chief Marketing Officer and Chief Sustainability Officer of Morgan Stanley For more about Audrey check out her bio: https://www.morganstanley.com/profiles/audrey-choi-morgan-stanley Visit Morgan Stanley's website: https://www.morganstanley.com/ Follow Morgan Stanley on Twitter: @MorganStanley 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 Morse & Mobeen Tahir Oct 02, 2020

Show notes

Show from 10/1/20 Wharton Finance Professor Siegel kicks off the show talking about the possibility for a physical stimulus bill, Trump going down in betting markets after the debate, and the future of stocks and inflation. Then Host Jeremy Schwartz talks to experts in the commodities space. They discuss prompt vs deferred pricing in commodity baskets, supply changes, high frequency data, valuing gold and much more. Guests: Ed Morse- Managing Director, Global Head of Commodity Research at Citi Group Follow Citi on Twitter: @Citi Visit Citi's Website: https://www.citigroup.com/citi/ Mobeen Tahir - Associate Director of Research at WisdomTree UK 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: Matt Garratt Sep 25, 2020

Show notes

Show from 9/25/20 Wharton Finance Professor Jeremy Siegel's market update includes the death of Ruth Bader Ginsberg, the potential of a stimulus bill before the 2020 presidential election, unemployment insurance running out, and expectations for next weeks employment report. Then host Jeremy Schwartz talks to a managing partner at Salesforce Ventures about platform based business models, AI, ESG funds, emerging technology, and much more. Guest: Matt Garratt - Managing Partner, Salesforce Ventures Follow Matt on Twitter: @mdgarratt For more information on Salesforce, visit their website: https://www.salesforce.com/company/ventures/

Behind The Markets Podcast: Jesper Koll Sep 18, 2020

Show notes

Show from 9/18/20 The show kicks off with Wharton Finance Professor Jeremy Siegel's market update. He discusses the fed and stimulus packages, the IPO price, and inflation. Then Jeremy Schwartz brings on the CEO of WisdomTree Japan to talk about Prime Minister Shinzo Abe's resignation, rebalancing Japan's tax system, monetary policy, trade, corporate governance and much more. Guest: Jesper Koll - Chief Executive Officer of WisdomTree Japan. Over the past two decades Jesper has been consistently ranked as one of the top Japan strategists/economists, working as Chief Strategist and Head of Research for major U.S. investment banks J.P. Morgan and Merrill Lynch. His analysis and insights have earned him a position on several Japanese government advisory committees and Jesper is also one of the few non-Japanese members of the Keizai Doyukai, the Japan Association of Corporate Executives. He has written two books in Japanese, Towards a New Japanese Golden Age and The End of Heisei Deflation. After arriving in Japan in 1986 Jesper initially worked as an aide to a Member of Parliament. Jesper has a Masters degree from the School of Advanced and International Studies at Johns Hopkins University and was a research fellow at both Tokyo University and Kyoto University. He is a graduate of the Lester B. Pearson College of the Pacific. 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: Tao Wang Sep 11, 2020

Show notes

Show from 9/11/20 The show starts with our usual market update. Wharton Finance Professor Jeremy Siegel talks about the start of the NFL season, Coronavirus cases, and election stats. Then Hosts Jeremy Schwartz and Liqian Ren bring on a US/China relations expert. They discuss US/ China trade disputes, China's handling of the Coronavirus, growth in China's private market in areas such as internet, and much more. Guest: Tao Wang - Chief China Economist/Head:Asia Economic Research, UBS AG For more on UBS visit their website: https://www.ubs.com/us/en.html Follow UBS on Twitter: @UBS

Behind The Markets Podcast: Helmut Norpoth, Ed Clissord, & Jeff Weniger Sep 04, 2020

Show notes

Show from 9/4/20 Wharton Finance Professor Jeremy Siegel kicks off the show talking about the unemployment rate and the potential of reopening the economy. Then Host Jeremy Schwartz and Guest Co-Host Jeff Weniger bring on two political forecasting experts to discuss potential 2020 election outcomes and what it will mean for your financial portfolios. Guests: Helmut Norpoth - Professor of Political Science at Stony Brook University Visit his Faculty Page: https://www.stonybrook.edu/commcms/polisci/people/_faculty/Norpoth_Helmut.php Check out recent articles and interviews with Professor Norpoth: stonybrook.edu/experts/profile/helmut-norpoth Ed Clissord - Chief US Strategist for Ned Davis Research Follow him on Twitter: @edclissold Ned Davis Research Website: https://www.ndr.com/ Jeff Weniger - Director of Asset Allocation at WisdomTree Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz Ask Siegel (NEW!) If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind The Markets Podcast: Jared Woodard Aug 28, 2020

Show notes

Show from 8/28/20 Wharton Finance Professor Jeremy Siegel talks about the Fed inflation rates and the political state in America. Then the head of the research investment committee at Bank of America joins the show to talk about the end of the 60/40 stocks/bonds spread, current market trends, and secular stagnation. Guest: Jared Woodward - Head of the Research Investment Committee at Bank of America. Visit Bank of America's website: https://www.bankofamerica.com/ Ask Siegel (NEW!) If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com

Behind the Markets Podcast: Ben Webster Aug 21, 2020

Show notes

Show from 8/21/20 Wharton Finance Professor Jeremy Siegel kicks off the show with his markets update discussing the impact of the upcoming election and political atmosphere in the US. Then, one of the hot topics in the finance is ESG investing. Host Jeremy Schwartz talks to a data analytics expert focusing on making the world a better place. CEO of Owl Analytics, Ben Webster, studies the sales and operations of businesses to ensure the companies you're investing in have ethical values. Guest: Ben Webster - CEO and Co-Founder of OWL Analytics Find out more by visiting their website: http://owlanalytics.net/ -You can sign up for their newsletter!

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