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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: Bruce Mehlman Jan 10, 2020

Show notes

Show from 1/10/20 This is the first show of 2020 and market news if booming at the start of the year. Jeremy Schwartz kicks off the show discussing the latest headlines from tight labor markets and stock valuation to the future of the oil markets. and Dow crossing $29,000. Then hosts Jeremy Schwartz and Liqian Ren interview an expert on predicting the future. He is the author of a new slideshow called "De-Global: 10 Trends Defining the World," which elaborates on the effects of hyper-globalization and international trends such as US-China relations and populism. Guest: Bruce Mehlman - He is the founder of Mehlman Castagnetti Rosen & Thomas which helps Fortune 500 companies and startups anticipate and navigate the ever-evolving policy environment and trends likely to impact the global marketplace. Check out his website: https://mehlmancastagnetti.com/bipartisan-team/bruce-p-mehlman/ Follow him on Twitter: @bpmehlman Check out his slideshow "De-Global: 10 Trends Defining the World": https://mehlmancastagnetti.com/wp-content/uploads/De-Global-2019.pdf

Behind the Markets Podcast: JC Parets & Tim Hussar Dec 20, 2019

Show notes

Show from 12/20/19 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing trade deals in 2020, 3rd quarter GDP, Jobs Report and more. Then hosts Liqian Ren and Jeremy Schwartz talk to market experts about the outlook for 2020. They get into gold commercial hedgers, international asset markets, emerging markets and more. This is the final show of 2019. Happy New Year, see you in 2020! Guests: JC Parets: Founder of All Star Charts, a technical analysis blog about markets. More about All Star Charts: https://get.allstarcharts.com/ Follow All Star Charts on Twitter: @allstarcharts Tim Hussar: Chief Investment Officer at Wharton Hill Advisors More about Wharton Hill Advisors: https://www.whartonhillia.com/

Behind the Markets Podcast: Charles Plosser & Dennis Lockhart Dec 14, 2019

Show notes

Show from 12/13/19 In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel interview their guests about the state of global markets and interest rates. They discuss the impact of the recent British elections, trade talks with China, and their time in the Fed. What will the effects of the coming trade shock be? What should the Fed's role be in policy decisions? They will answer these questions and more. Guest: Charles Plosser - Former president of the Federal Reserve Bank of Philadelphia, currently serves as a Public Governor for FINRA, the Financial Industry Regulatory Authority, where he serves on the Investment Committee and the Finance, Operations and Technology Committee Dennis Lockhart - Former president of the Federal Reserve Bank of Atlanta, currently a Senior Fellow in the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School Find out more about them here: https://www.finra.org/about/governance/finra-board-governors/charles-plosser, https://premierespeakers.com/dennis-lockhart

Behind the Markets Podcast: Mohamed El-Erian Dec 06, 2019

Show notes

Show from 12/6/19 In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel interview their guest about the state of global markets and interest rates. They discuss the impact of economic divergences, trade wars, Brexit, and ECB negative rates on markets. Why is the interest rate equilibrium lower than it used to be? How can a country spur long term economic growth via interest rates? They will answer these questions and more. Guest: Mohamed El-Erian - Chief Economic Advisor at Allianz, Senior Global Fellow at the Joseph A Lauder Institute at the Wharton School, and a part time professor at the University of Pennsylvania Find out more about him here: https://www.mohamedel-erian.com/ Twitter: @elerianm For mor information on Allianz visit their website: https://www.allianz.com/en.html

Behind The Markets Podcast: Pat Harker on Monetary Policy, Jobs, & Interest Rates Nov 21, 2019

Show notes

Show from 11/22/19 In this special edition of the Behind the Markets Podcast Professor Jeremy Siegel and Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of Philadelphia. They kick off the show discussing job markets, labor force participation, interest rates, and monetary policy. Then they get into the likelihood of a recession and the intricacies of lending practices. Plus they touch upon the fears that tech will replace jobs and the impact that transition could have on the economy. Guest: Pat Harker: The 11th president and chief executive officer of the Federal Reserve Bank of Philadelphia. In this role, Harker participates on the Federal Open Market Committee, which formulates the nation’s monetary policy. For more information on him visit this site: https://www.philadelphiafed.org/about-the-fed/senior-executives/harker

Behind The Markets Podcast: Nir Kaissar Nov 15, 2019

Show notes

Show from 11/15/19 Markets are green at the market and host Jeremy Siegel tells us why. He talks about the impact of earnings, trade deals, etc. Then Nir Kaissar of Unison Advisors gives his personal take on asset allocation and portfolio management. Hosts Jeremy Schwartz and Liqian Ren talk to Nir about global market returns in terms of China trade deals, WeWork, and tech, among other factors. Plus they get into dollar vs euro valuation. Guest: Nir Kaissar - Founder of Unison Advisors and writes for Bloomberg Opinion. Find out more about Unison Advisors: https://unisonadvisors.com/ Find out more about Nir's experience:https: //www.financial-planning.com/author/nir-kaissar

Behind The Markets Podcast: Robert Shiller Nov 08, 2019

Show notes

Show from 11/8/19 In this special edition of the Behind the Markets Podcast hosts Jeremy Schwartz and Jeremy Siegel speak to one of America's top economists, Bob Shiller. They kick off the show discussing politics and how the election will influence markets. Then they get into Shiller's newest book "Narrative Economics: How Stories Go Viral and Drive Major Economic Events." Shiller argues that studying popular stories that affect individual and collective economic behavior, what he calls "narrative economics" has the potential to vastly improve our ability to predict, prepare for, and lessen the damage of financial crises. Guest: Robert Shiller - He is an american economist, academic, and best-selling author. As of 2018, he serves as a Sterling Professor of Economics at Yale University and is a fellow at the Yale School of Management's International Center for Finance. Eugene Fama, Lars Peter Hansen and Shiller jointly received the 2013 Nobel Memorial Prize in Economic Sciences, "for their empirical analysis of asset prices" For more information on him and his research click here: http://www.econ.yale.edu/~shiller/ Follow him on Twitter: @RobertJShiller Purchase the book: https://press.princeton.edu/books/hardcover/9780691182292/narrative-economics

Behind the Markets: Greg Valliere Oct 31, 2019

Show notes

Show from 11/1/19 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing positive market news and what he calls a Goldilocks jobs report. He gets into a variety of topics including the latest news about labor markets and how they went up 1/10 which means we're supplying enough workers and wages are not inflationary. Then Jeremy schwartz and Liqian Ren talk with political expert Greg Valliere about what is going on in Washington. Guest: 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

Behind The Markets Podcast: Caesar Maasry Oct 30, 2019

Show notes

Show from 11/1/19 In this episode of Behind the Markets Jeremy Schwartz and Liqian Ren discuss asset management with an expert from Goldman Sachs, Caesar Maasry. They start out discussing the importance of US asset markets and then move to discuss international markets such as China, the largest economy in the EM world for equities. Guest: Caesar Maasry - He leads the emerging markets cross asset strategy team at Goldman Sachs More information on Goldman Sachs: https://www.goldmansachs.com/ Follow them on Twitter: @GoldmanSachs

Behind the Markets Podcast: John Davi Oct 23, 2019

Show notes

Show from 10/25/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to a returning guest from Astoria Portfolio Advisors about topics such as low volatility, sector constraints, ETFs, emerging markets, and more. Guest: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Follow him on Twitter: @AstoriaAdvisors Find out more about Astoria Portfolio Advisors: https://www.astoriaadvisors.com/

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