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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: Dave Donabedian Aug 22, 2019

Show notes

Show from 8/23/19 In this episode of Behind the Markets host Jeremy Schwartz talks with guest Dave Donabedian about fed policy and the global market outlook . Guest: Dave Donabedian is the chief investment officer of CIBC Private Wealth Management, whose responsibilities include chairing the Asset Allocation Committee, as well as providing oversight of internal investment strategies and the external manager selection platform. He’s also a proud Wharton alum with a Bachelor of Science in economics and a Bachelor of Arts with honors--1984 Undergrad. Follow him on Twitter: @ddonabedian Check out his company CIBC here: https://private-wealth.us.cibc.com/

Behind The Markets Podcast: Kevin Muir Aug 22, 2019

Show notes

Show from 8/23/19 In this episode of Behind the Markets host Jeremy Schwartz talks with guest Kevin Muir about bond market strategy and government spending. Guest: Kevin Muir who is market strategist at East West Investment Management. He’s also the author of the MacroTourist newsletter and he hosts his own podcast called The Market Huddle. Follow him on Twitter: @kevinmuir Check out his podcast here: https://www.youtube.com/watch?v=_AI_WvHrGV4

Behind The Markets Podcast: Samuel Rines & Danielle Booth Aug 16, 2019

Show notes

Show from 8/16/19 In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talk with guests Samuel Rines and Danielle DiMartino Booth about monetary policy and the fears of a recession. Guest: Samuel E. Rines is Chief Economist at Avalon Advisors. Prior to joining Avalon, Samuel was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along with other media outlets. He was a Student Fellow at the American Institute for Economic Research where he received the Roy Anderson Faulke Award. While working on his degree, Samuel spent two trimesters at Oxford University studying Development Economics. His book, "After Normal: Making Sense of the Global Economy", is available at Amazon.com. Follow him on Twitter: @SamuelRines Check out his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198 Guest: Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill. Follow him on Twitter: @DiMartinoBooth Check out her latest article here: https://www.interdependence.org/blog/modern-meritocracy-theory-pledging-allegiance-to-an-american-mmt/

Behind The Markets Podcast: Marc Chandler Aug 09, 2019

Show notes

Show from 8/9/19 In this episode of Behind the Markets host Liqian Ren starts the show off with a market update and the US China trade war with Professor Jeremy Siegel. Liqian Ren discusses everything from US China trade war to the Federal Reserve. Guest: Marc Chandler, who is a Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market. Chandler is a frequent guest on CNBC, Bloomberg Television, FOX Business, Business News Network, and Nightly Business Report where he provides his insights on the global capital markets. Chandler has been published in the Financial Times, Foreign Affairs, Barrons, The Nation, Euromoney Institutional Investor, and Corporate Finance. He is regularly published by Seeking Alpha and TheStreet.com. Follow him on Twitter: @marcmakingsense Check out his Marc Chandler's articles here: http://www.marctomarket.com/2019/07/intervention-huff-puff-and-bluff.html

Behind The Markets Podcast: Wu Alfred Muluan Aug 09, 2019

Show notes

Show from 8/9/19 In this episode of Behind the Markets host Liqian Ren talks to Professor Wu Alfred Muluan. They discuss everything from the Hong Kong protest to the economic decline in Hong Kong. Guest: Wu Alfred Muluan is a Assistant Dean and Associate Professor in Lee Kuan Yew School of Public Policy at National University of Singapore. He earned his PhD from City University of Hong Kong, where he was the recipient of the German Academic Exchange Service (DAAD) scholarship and the Outstanding Academic Performance Awards for Research Degree Students. He previously served as an associate professor in the Department of Asian and Policy Studies at The Education University of Hong Kong, a senior research associate in the Department of Public and Social Administration at City University of Hong Kong, and from 2000-2007 a senior journalist in Mainland China, where he received over a dozen awards and honours for outstanding journalism both from Chinese and overseas organizations. Follow him on Twitter: @alfredmwu Check out his blog here: https://alfredmwu.wordpress.com/

Behind the Markets Podcast: Professor Hanming Fang Aug 02, 2019

Show notes

Show from 8/2/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren bring in an expert on China's economy. They discuss everything from US foreign trade, to the housing market in China and health care reform. Guest: Hanming Fang is Class of 1965 Term Professor of Economics and Professor of Health Care Management at the University of Pennsylvania. He is also the International Dean of the School of Entrepreneurship and Management at ShanghaiTech University in China. Professor Fang is one of the founders of a company called VoxChina, which is described on its website as a “bridge on economic issues between China and the World”. Follow his work with Vox China on Twitter: @VoxChina2017 Check out his economic research here: https://economics.sas.upenn.edu/people/hanming-fang

Behind the Markets Podcast: Brian Wesbury Aug 01, 2019

Show notes

Show from 8/2/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren kick off the show getting a market update and talking fed policy with Professor Jeremy Siegel. Then they bring on an economist at First Trust Advisors to talk about trade, China, and the fed. Will job growth increase? What is the outlook for US equity markets? And what will be the effects of President Trump's trade decisions? Our guest will discuss all that and more. Guest: Brian Wesbury is Chief Economist at First Trust Advisors L.P., a financial services firm based in Wheaton, Illinois. Mr. Wesbury was a member of the Academic Advisory Council of the Federal Reserve Bank of Chicago from 1999-2007 and has been a regular attendee of the Economist Roundtable Luncheon at the Chicago Fed since 2007. In 2012, he was named a Fellow of the George W. Bush Presidential Center in Dallas, TX where he worked closely with its 4%-Growth Project. His writing appears in various magazines, newspapers and blogs, and he appears regularly on Fox, Bloomberg, CNBC and BNN Canada TV. In 1995 and 1996, he served as Chief Economist for the Joint Economic Committee of the U.S. Congress. The Wall Street Journal ranked Mr. Wesbury the nation’s #1 U.S. economic forecaster in 2001, and USA Today ranked him as one of the nation’s top 10 forecasters in 2004. Follow him on Twitter: @wesbury For more on First Trust Advisors visit their website: https://www.ftportfolios.com/

Behind the Markets Podcast: David Rosenberg Jul 24, 2019

Show notes

Show from 7/26/19 Jeff Weniger, Director of Asset Allocation at WisdomTree, steps in to host this special edition of Behind the Markets with Jeremy Schwartz and Jeremy Siegel! They talk to David Rosenberg about the European Central Bank, interest rates and the fed. They also review the flood of corporate earnings out this week and what they say about the U.S. economy. Plus a look at global markets from Japan to Switzerland. Guest: David Rosenberg, Chief Economist and Strategist at Gluskin Sheff, a Canadian-based wealth management firm. Dave was Chief North American Economist at Merrill Lynch in New York for seven years, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. He also writes a very popular daily newsletter called Breakfast with Dave. Breakfast with Dave: For a three month trial email drosenberg@gluskinsheff.com Check out his site: https://www.gluskinsheff.com/Thinking/Research Follow him on Twitter: @EconguyRosie

Behind the Markets Podcast: Dr. Mark McClellan Jul 19, 2019

Show notes

Show from 7/19/19 In this episode of Behind the Markets Host Liqian Ren flies solo and talks to a doctor who works in the Center for Health Policy at Duke University about the future of health care. He says that people should watch the opinions of presidential candidates on health care after the primaries and that the 2020 elections will be key to industry reforms. They also get into the question of how China will improve its health care system using the private sector. Guest: Dr. Mark McClellan - The Robert J. Margolis Professor of Business, Medicine, and Policy, and Director of the Duke-Margolis Center for Health Policy at Duke University. Dr. McClellan is a former administrator of the Centers for Medicare & Medicaid Services (CMS) and former commissioner of the U.S. Food and Drug Administration (FDA), where he developed and implemented major reforms in health policy. Follow the Duke-Margolis Center on Twitter: @dukemargolis Follow his research here: https://healthpolicy.duke.edu/mark-mcclellan-md-phd

Behind The Markets Podcast: Dr. Zhou Yang Jul 19, 2019

Show notes

Show from 7/19/19 Host Liqian Ren flies solo in this episode of Behind the Markets all about health care and economic growth. She talks with a health policy adviser to the World Bank Group about how China is developing it's health care system, even implementing some of the systems used in the US. They get into topics such as NHSA, China's national health insurance, and applying Medicare and Medicaid. Tune in to figure out the future of these markets. Guest: Dr. Zhou Yang - Health policy advisor to the World Bank Group, and the founder and CEO of Yang and Partners LLC. Follow her on Twitter: @zyangunc Check out her research here: https://www.sph.emory.edu/faculty/profile/#!ZYANG26

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