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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: Jamin Ball, Steve Zahm, & Brian Feinstein Aug 14, 2020

Show notes

Show from 8/14/20 Wharton Finance Professor Jeremy Siegel kicks off the show discussing the impact of politics, the November election, and COVID-19 on markets. Then Host Jeremy Schwartz talks to three experts on cloud based software. They get into growth rates, investments, and earnings as it applies to wealth management during these high risk times. Guests: Jamin Ball - VP of Redpoint Ventures Follow him on Twitter: @jaminball Follow Redpoint on Twitter: @redpointvc Steve Zahm - Chief Culture Officer at Procore Technologies For more on Procore visit their website: https://www.procore.com/ Brian Feinstein - Managing Partner at Bessemer Venture Partners To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/ Follow Bessemer Venture Partners on Twitter: @BessemerVP

Behind The Markets Podcast: Greg Valliere & Jeff Weniger Aug 07, 2020

Show notes

Show from 8/7/20 Wharton Finance Professor Jeremy Siegel gives his market update covering the political landscape and the jobs report. Professor Siegel says we need to focus on the future looking at virus trends and stimulus trends. Then hosts Jeremy Schwartz and Liqian Ren continue the conversation with Professor Siegel and bring on Greg Valliere. Greg says that the election will likely tighten between Trump and Biden as we near November. Then Jeremy Schwartz and Liqian bring on Jeff Weniger and discuss China/ US relations. Guests: Greg Valliere - Chief US Policy Strategist at AGF Investments More on AGF Investments: https://www.agf.com/us/index.jsp Follow AGF Investments on Twitter: @agf Jeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree

Behind The Markets Podcast: Alex Moazed Jul 29, 2020

Show notes

Show from 7/31/20 Host Jeremy Schwartz and WisdomTree Guest Hosts Kara Marciscano and Rafi Aviav talk to an expert on platform business models. They discuss the dual nature of these platforms: consumers and producers. The producers contribute the inventory that the the consumers come to the platform for. Think Youtube or Instagram. According to our guest, these platforms have a winner take all scale because it's difficult to overcome network effects. This conversation tries to codify and make sense of these large platform monopolies and provides insights into investing in the space. 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/ Wisdom Tree Growth Leaders Fund: https://www.wisdomtree.com/etfs/thematic/plat The WisdomTree Growth Leaders Fund* seeks to track the investment results of high growth, mid and large-cap companies leveraging platform-based business.

Behind The Markets Podcast: Jonathan Golub Jul 24, 2020

Show notes

Show from 7/24/20 Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel discuss the big market updates of the last few weeks. Professor Siegel gets into gold prices, the politics behind the stimulus package, and COVID-19 news. Then they bring on a US Equity Strategist from Credit Suisse who discusses the equity bond spread, interest rates, and earnings trends. Guests: Jonathan Golub - Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in New York. To learn more about Credit Suisse visit their website: www.credit-suisse.com Follow Credit Suisse on Twitter: @CreditSuisse

Behind the Markets Podcast: Brendan Ryan Jul 24, 2020

Show notes

Show from 7/24/20 Host Jeremy Schwartz talks to a portfolio manager at Beaumont Capital Management about sector investing, market timing, equity exposure, and machine learning. Find out how behavioral finance and data collection impact a portfolio. Guests: Brendan Ryan - Assistant Portfolio Manager at Beaumont Capital Management (BCM) To learn more about BCM visit their website: https://investbcm.com/

Behind The Markets Podcast: Adam Fisher And Nir Zohar Jul 16, 2020

Show notes

Show from 7/17/20 Host Jermey Schwartz talks global markets and online business platforms with two experts in the space. Adam Fisher, Managing Partner at Bessemer Venture Partners, discusses global investment opportunities especially in Israel. Then Nir Zohar, COO of Wix, discusses managing a business online, creating online databases for clients, and the importance of a website in today's digital world. Guests: Adam Fisher - Managing Partner at Bessemer Venture Partners To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/ Follow Bessemer Venture Partners on Twitter: @BessemerVP Nir Zohar - Chief Operating Officer at Wix To find out more about Wix visit their website: https://www.wix.com/ Follow Wix on Twitter: @Wix

Behind The Markets Podcast: David Trainer Jul 10, 2020

Show notes

Show from 7/10/20 Wharton Finance Professor Jeremy Siegel discusses the market news including Remdesivir treatments and the economic consequences of the increased number of COVID-19 cases. Then Host Jeremy Schwartz discusses stock, ETFs, and measuring earnings with the CEO of New Constructs. They also discuss the distortions in earnings reports, write downs in assets, etc. Guest: David Trainer - CEO of New Constructs For more information about New Constructs visit their website: https://www.newconstructs.com/ For up to date financial news from New Constructs follow them on Twitter: @NewConstructs Kara Marciscano - Senior Analyst at WisdomTree

Behind The Markets Podcast: Lori Wachs Jul 03, 2020

Show notes

Show from 7/3/20 Host Jeremy Schwartz discusses private equity deals, investing in female lead companies, and portfolio management during the COVID-19 pandemic with Lori Wachs, Partner at Springboard Growth Capital. Lori discusses the future of the company in these uncertain times as well as their non-profit Springboard Enterprises which provides female lead companies with growth capital. Guests: Lori Wachs - Partner at Springboard Growth Capital To find out more about Springboard Growth Capital visit their website: https://www.springboardgc.com/ Follow Springboard Growth Capital on Instagram: @springboardgrowth Follow Springboard Enterprises on Twitter: @SpringboardEnt

Behind the Markets Podcast: Cloud Computing Special Jul 02, 2020

Show notes

Behind the Markets Podcast Special Host Jeremy Schwartz and Guest Co-Host Kara Marciscano bring on two investing experts to discuss a topic that is increasingly important in our new online world, cloud computing. They discuss the Forbes Cloud 100, a list of the best private cloud companies in the world, and the tremendous growth the cloud computing space has seen over the last few years. They also discuss security concerns, data collection, and global cloud use. Guests: 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 Check out an article Mary wrote on the State of the Cloud in 2020: https://www.bvp.com/atlas/state-of-the-cloud-2020 Frederic Kerrest- Executive Vice Chairman, Chief Operating Officer, and Co-Founder of Okta, Inc. To Find out more about Okta visit their website: https://www.okta.com/ For the latest news follow Okta on Twitter: @okta Kara Marciscano - Senior Analyst at WisdomTree

Behind The Markets Podcast: Laurence Siegel Jun 26, 2020

Show notes

Show from 6/29/20 Hosts Jeremy Schwartz and Liqian Ren talk to the author of the book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance." The book talks about reinforcing faith in our future in the face of stagnant economic growth, climatic deterioration, dwindling natural resources, and an unsustainable level of population growth. Laurence discusses changing workplaces, new labor needs, upward mobility, and global supply chains. Guest: Laurence Siegel - Gary P. Brinson director of research at the CFA Institute Research Foundation as well as an independent writer, speaker and consultant focusing on investment management. He is the author of the recently release book "Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance." Check out the book here: https://www.amazon.com/Fewer-Richer-Greener-Prospects-Abundance/dp/1119526892 Follow Laurence on Twitter: @LaurenceBSiegel

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