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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 : COVID-19 Market Update w/ Experts from WisdomTree Mar 20, 2020

Show notes

In today's Behind the Markets special Jeremy Schwartz, Professor Jeremy Siegel and Liqian Ren host a round table with members of the WisdomTree staff to look at the economic effects of the COVID-19 pandemic. They talk about the intersection of solvency, massive increases in risk premiums, retail, and the impact on financial institutions, among other topics. According to Professor Siegel the question to ask is "When we look forward to 2021 can we see normal resumption of activities? Because if we get back to last years earnings then we're selling at a good multiple." Tune in for the latest financial briefing.

Behind The Markets: COVID-19 & Market Outloook w/ Guest James Bianco Mar 12, 2020

Show notes

Show from 3/13/2020 As the COVID-19 effects take a toll on the economy, Behind the Markets Podcast is here to give you the latest outlook. Hosts Jeremy Schwartz and Jeremy Siegel discuss the immediate threat of Coronavirus for the economy. This is "the biggest retreat from record highs to a bear market in history," according to Professor Siegel. Then they bring on market research expert James Bianco who says Coronavirus cases are doubling every 3 days and the US is on track to have 10's of 1000's in the next few weeks. James says we need to ensure proper measures are taken so the US can rebound to pre-virus levels. Guest: James Bianco - Head of Bianco Research Check out Bianco Research here: https://www.biancoresearch.com/visitor-home/

Behind The Markets Podcast: Manish Singh & Dave Donabedian Mar 04, 2020

Show notes

Show from 3/6/20 This episode of Behind the Markets starts off with the usual Jeremy Siegel market update. He discusses the jobs report and looking ahead to an economic downturn. Then Jeremy Schwartz and Liqian Ren bring on an expert on monetary policy, Manish Singh. He gets into Coronavirus, safe haven assets, and the promise of fiscal coming from Europe. Plus in the second half of the show the CIO of CIBC Private Wealth Management comes on to talk more about the effects of the Coronavirus, drops in treasury yields, energy markets, and portfolio strategy going forward in the wake of volatility. Guests: Manish Singh - Chief Investment Officer at Crossbridge Capital, discusses U.S. monetary policy and financial markets. For more on Crossbridge Capital visit their website: https://www.crossbridgecapital.com/ Dave Donabedian - Chief Investment Officer of CIBC Private Wealth Management CIBC Private Wealth website: wealth.us.cibc.com

Behind The Markets: Maura Pape & Brendan Ahern Feb 28, 2020

Show notes

Show from 2/28/20 Professor Jeremy Siegel kicks off the show discussing market disruption due to the spread of the Coronavirus. He covers the impact of low earnings rates, the future of stocks and bonds, and the potential of a fed basis rate decline. Then hosts Liqian Ren and Jeremy Schwartz talk to two guests about the impacts of coronavirus globally on markets. Their first guest, Maura Pape, is a data analyst who gathers high frequency data to evaluate bounce back in China. She says two indicators in China have been bouncing back, industrial and people movement. Plus they bring on China expert Brendan Ahern to look at different ways of accessing the Chinese market. Guests Maura Pape - Strategist Director of Business Development for DeepMacro DeepMacro Website: https://beta.deepmacro.com/ Brendan Ahern - The CIO of KraneShares KraneShares Website: https://kraneshares.com/

Behind The Markets Podcast: Andy Rothman Feb 21, 2020

Show notes

Show from 2/21/20 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing the most recent impact of the Coronavirus, low earnings, and fed rates. Then hosts Jeremy Schwartz and Liqian Ren take a deeper dive into the effects of the Coronavirus on markets. They talk to an expert on US/ China relations, Andy Rothman, who discusses the future of trade and technology transfer with China. Guest: Andy Rothman: Investment Strategist for Matthews Asia Sinology Blog: https://us.matthewsasia.com/perspectives-on-asia/sinology/default.fs Matthews Asia Website: https://us.matthewsasia.com/default.fs?set=true&gclid=Cj0KCQiAnL7yBRD3ARIsAJp_oLayWiYE4hnI9RTLuTPTAJX7Twedon5jPmre0k4OhOGZLObJBBOv6hgaAqFUEALw_wcB

Behind The Markets: Tim Reynolds Feb 20, 2020

Show notes

Show from 2/21/20 Jeremy Schwartz and Liqian Ren discuss international equities with Tim Reynolds. Tim talks about the Employees Retirement of Texas' (ERS) bottom up stocks method and valuing growth. He said the ERS weighs more heavily on emerging markets and developing markets such as Europe and Japan. Guest: Tim Reynolds: Senior Portfolio Manager and Head of International Equities for the Employees Retirement System of Texas (ERS) ERS Website: https://ers.texas.gov/Active-Employees/Retirement/State-of-Texas-Retirement

Behind the Markets Podcast: Ken-Ho Lyn Feb 07, 2020

Show notes

Show from 2/7/20 Hosts Jeremy Schwartz and Liqian Ren interview the author of the recently released book "Divested: Inequality in the Age of Finance." The book discusses why widening inequality cannot be understood without examining the rise of big finance. Ken-Hou will explain how the growth of the financial sector has dramatically transformed the American economy by redistributing resources from workers and families into the hands of owners, executives, and financial professionals. Guest: Ken-Hou Lin - Associate Professor of Sociology at the University of Texas at Austin. He studies the intersection of inequality, finance, organization, and race. Author of "Divested: Inequality in the Age of Finance." Find out more about Ken-Hou here: https://liberalarts.utexas.edu/sociology/faculty/kl26483 You can purchase the book here: https://www.amazon.com/Divested-Inequality-Finance-Ken-Hou-Lin/dp/0190638311

Behind the Markets Podcast: Yanzhong Huang Feb 06, 2020

Show notes

Show from 2/7/20 Professor Jeremy Siegel kicks off the show with his usual market report. He notes a strong jobs report characterized by an increase in job growth, low jobless reports, and a participation rate that hit a new 9 year high. Plus he gives his take on the upcoming US election and how that will potentially affect markets. Then hosts Jeremy Schwartz and Liqian Ren take over for an interview with an expert on foreign relations to discuss the impact of the Wuhan Coronavirus on international trade. Guests: Yanzhong Huang - Associate Professor at the John C. Whitehead School of Diplomacy and International Relations, Seton Hall University, and a Senior Fellow for Global Health at the Council on Foreign Relations. Council on Foreign Relations: https://www.cfr.org/expert/yanzhong-huang Check out his research here: https://www.shu.edu/profiles/yanzhonghuang.cfm

Behind The Markets Podcast: David Trainer & Kara Marciscano Jan 24, 2020

Show notes

Show from 1/24/20 Professor Siegel gives his take on markets. He talks about Trump's tweets and the Wuhan coronavirus in China causing volatility in global markets. He also discusses the future of value investing and momentum players. Then hosts Jeremy Schwartz and Liqian Ren talk to experts in the area of finance research about machine learning algorithms and building out cleaner earnings metrics. Guests: David Trainer- Founder and CEO of New Constructs. New Constructs provides insights into the fundamentals and valuation of private & public businesses. For more information visit New Constructs website: https://www.newconstructs.com/about-us/ Follow New Constructs on Twitter: @NewConstructs Kara Marciscano- Research Analyst at Wisdomtree For more finance news check out WisdomTree's blog: https://www.wisdomtree.com/blog

Behind the Markets Podcast: Don Doney & Will Peck Jan 17, 2020

Show notes

Show Originally Aired 1/17/20 Professor Jeremy Siegel kicks off the show with a market update discussing the stock highs and his skepticism with the amount of market increases. He also talks about positive housing news, the long term value of equities, calm money markets, and following trends. Then Jeremy Schwartz brings in two experts on blockchain and fintech to discuss the future of the industry. The guests talk about the disruption of black markets using blockchain and the importance of recent changes to make the ledgers transparent. Guests: Dan Doney- CEO of Securrency, Inc, a financial services company that combines world class security, advantages of distributed ledgers, and a global compliance framework Follow Securrency on Twitter: @Securrency Find out more about Securrency here: https://securrency.com/ William Peck - Director of Corporate Strategy at WisdomTree

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