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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: Mike Brusko & Jordan Hicks Jun 25, 2020

Show notes

Show from 6/26/20 Wharton Finance Professor Jeremy Siegel starts off the show talking about Coronavirus spikes in areas not following social distancing guidelines and the market's reaction to the current circumstances. Then host Jeremy Schwartz talks to Mike Brusko and Jordan Hicks of Top Tier Wealth Management about financial planning and investing in a time of crisis. Jordan is also an NFL Linebacker for the Arizona Cardinals and previously played on the Philadelphia Eagles' Super Bowl LII team. He talks about NFL training camp during COVID-19 and the future of sports during the virus. Guests: Mike Brusko - Partner at Top Tier Wealth Management Jordan Hicks - Partner at Top Tier Wealth Management and Middle Linebacker for the Arizona Cardinals To find out more about Top Tier Wealth Management visit their website: https://toptierwealthmanagement.com/ For more on Jordan Hick's NFL career visit his page: https://www.nfl.com/players/jordan-hicks/ Follow Jordan on Twitter: @JordanHicks Follow Top Tier Wealth Management on Twitter: @TopTierWM

Behind the Markets Podcast: Ellen Zentner Jun 19, 2020

Show notes

Show from 6/19/20 Wharton Finance Professor Jeremy Siegel, along with co-host Liqian Ren, kicks off the show with his weekly market update. He says we're headed for a modest, range bound market. He also mentions uncertainty regarding a second outbreak but for now explains that liquidity is still flowing into the markets. Then hosts Jeremy Schwartz and Kevin Flanigan talk to the Chief U.S. Economist at Morgan Stanley, Ellen Zenter, about their midyear outlook. According to Ellen, pent up demand will stimulate the economy as it reopens. She also compares the 2008 crisis to the COVID-19 epidemic saying that they are two very different situations and she expects a quicker recovery in today's economy. Guests: Ellen Zentner - Chief U.S. Economist for Morgan Stanley Follow Morgan Stanley on Twitter: @MorganStanley For more information on the Morgan Stanley's Midyear Outlook visit their website: https://www.morganstanley.com/ To find out more about Ellen visit her profile page: https://www.morganstanley.com/profiles/ellen-zentner-chief-us-economist Kevin Flanagan - Head of Fixed Income Strategy

Behind The Markets Podcast: Peter Mallouk Jun 12, 2020

Show notes

Show from 6/12/20 Wharton Finance Professor Jeremy Siegel starts off the show discussing market news. He says that the momentum we were seeing in the markets the past few weeks is being broken by investors jumping off the 'trend train.' He also thinks the Fed will ride low rates for a while until their hand is forced. Then hosts Jeremy Schwartz and Professor Siegel bring on the President and CEO of Creative Planning Peter Mallouk to discuss investing during the crisis. They talk about marketing to young people, ensuring clients don't lose money, bear markets, and financial education. Peter says that these low market events are cyclical. Guest: Peter Mallouk - President and CEO of Creative Planning For more information on Creative Planning visit their website: https://creativeplanning.com/ Follow Creative Planning on Twitter: @CPIWealth

Behind the Markets Podcast: Maria Bartiromo & Leeland Miller Jun 05, 2020

Show notes

Show from 6/5/20 Wharton Finance Professor Jeremy Siegel starts off the show discussing the shocking jobs report. He said as a result of the economy opening there is a huge shift towards value stocks and away from tech stocks. Then Hosts Jeremy Schwartz and Professor Siegel bring on two China experts to talk manufacturing, consumer spending, and demand. Guests: Maria Bartiromo - Host of "Mornings with Maria" on Fox Business Find out more about her show here: https://www.foxbusiness.com/shows/mornings-with-maria Follow her on Twitter: @MariaBartiromo Leeland Miller - Chief Executive Officer of China Beige Book International To find out more about China Beige Book visit their website: https://www.chinabeigebook.com/ Follow them on Twitter: @ChinaBeigeBook

Behind the Markets Podcast: Chris Meredith Jun 05, 2020

Show notes

Show from 6/5/20 Host Jeremy Schwartz brings on an expert on factor investing to discuss current events, COVID-19, cloud computing, and other hot topics in the space. They get into earnings growth and value investing, among other topics. Guest: Chris Meredith - Director of Research, Co-Chief Investment Officer, and Portfolio Manager at O'Shaughnessy Asset Management To find out more about O'Shaughnessy Asset Management visit their website: https://osam.com/ Follow them on Twitter: @OSAMResearch

Behind the Markets Podcast: Gad Allon, Rowan Trollope, & Ethan Kurzweil May 29, 2020

Show notes

Show from 5/29/20 Wharton Finance Professor Jeremy Siegel opens the show saying people shouldn't be surprised by the current bull market because the money from the Fed was bound to find its way into equity markets. Professor Siegel also discusses uncertainty regarding international trade and developments on the virus front with Liqian Ren. Then host Jeremy Schwartz talks with a Wharton Professor focused on management technology to discuss opening the economy and trends in tech. Plus he talks to two experts in the cloud computing space. Guests: Gad Allon - Professor of Operations, Information and Decisions Director of the Jerome Fisher Program in Management & Technology Find out more about Professor Allon here: https://oid.wharton.upenn.edu/profile/gadallon/ Follow Professor Allon on Twitter: @g_allon Rowan Trollope- CEO of Five9 To find out more about Five9 visit their website: https://www.five9.com/ Follow Five9 on Twitter: @Five9 Ethan Kurzweil -Bessemer Venture Partners To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/ Follow them on Twitter: @BessemerVP

Behind the Markets Podcast: Randy Parrish May 22, 2020

Show notes

Show from 5/22/20 Host Jeremy Schwartz talks to an expert in high yield credit markets, Randy Parrish. They get into to pace of reopening the economy, the re-engagement of consumers, and liquidity vs solvency issues. Plus, according to Parrish, there has already been a lot damage to corporate debt markets with default rates ticking up. Guest: Randy Parrish - Managing director, head of credit and a senior high yield portfolio manager at Voya Investment Management For more information about Voya visit their website: https://investments.voya.com/ Follow Voya on Twitter: @VoyaInvestments

Behind the Markets Podcast: President & CEO of the Bank of Richmond Tom Barkin May 21, 2020

Show notes

Show from 5/22/20 Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel bring on a special guest, the President and CEO of the Bank of Richmond Tom Barkin. They start off the show discussing the potential outcomes of reopening the economy with no vaccine or treatment available. Then they discuss the importance of liquidity and the risk of inflation. Plus Barkin offers insight on normalizing interest rates, re-skilling employees, workforce participation, and the future of flexible work. Guest: Thomas Barkin - President of the Federal Reserve Bank of Richmond For more information on Tom's work visit the Federal Reserve Bank of Richmon'd website: https://www.richmondfed.org/

Behind The Markets Podcast Special: Jesper Koll & Jeffrey Weniger May 20, 2020

Show notes

Show from 5/21/20 Jeremy Schwartz talks to his WisdomTree colleagues about the international response to COVID-19. They start the show discussing Japan's low numbers of Coronavirus cases and their economy's excess demand for labor. CEO of WisdomTree Japan Jesper Koll explains that COVID-19 is actually changing cultural behavior in Japanese corporations which is something Abe couldn't even do. He also adds that Japan's largest trading partner, China, is engaging in a V shaped recovery and that provides enormous support. Plus they discuss allocation to private equity companies in Japan. Guests: Jesper Koll-CEO of WisdomTree Japan Jeffrey Weniger- CFA serves as Director, Asset Allocation at WisdomTree

Behind the Markets Podcast: Florian Ginez, Chris King, & Tyrone Ross May 14, 2020

Show notes

Show from 5/15/20 Hosts Jeremy Schwartz, Liqian Ren, and Wharton Finance Professor Jeremy Siegel start off the show with market news discussing everything from the fear of more trade wars with China and stimulus packages to drops in tax revenue. Then Jeremy Schwartz talks to experts in the bitcoin cryptocurrency space. They discuss the wealth management market and the benefit of offering bitcoin SMAs. Guests: Florian Ginez - Associate Director of Quantitative Reseach for WisdomTree Europe Limited Chris King - Founder and CEO of Eaglebrook Advisors For more on Eaglebrook Advisors visit their website: https://eaglebrookadvisors.com/ Follow Eaglebrook Advisors on Twitter: @eaglebrook Tyrone Ross - The Head of Advisory at Eaglebrook Advisors

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