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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: Guarav Sinha, Jay Hatfield, & Wes Gray Mar 14, 2019

Show notes

Show from 3/15/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to Wes Gray of AlphaArchitect about the Democratize Quant Conference. Then Guarav Sinha joins the show to discuss tech advances in India and their growing economy. Plus the founder and CEO InfraCap talks about investing in energy and infrastructure and why he's bullish on oil. All that and more Guests: Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree Wes Gray - CEO of Alpha Architect Follow him on Twitter: @alphaarchitect Jay Hatfield - the Founder and CEO of a firm called InfraCap For more on InfraCap visit: https://www.infracapfunds.com/

Behind the Markets Podcast: Danielle DiMartino & David Keller Mar 07, 2019

Show notes

Show from 3/8/19 In this episode of Behind the Markets host Liqian Ren and Jeremy Schwartz talk to Danielle DiMartino of Quill Intelligence. She offers up a sobering, unique opinion on the February Jobs Report. Plus they discuss fed policy, interest rates, and European markets. Then they discuss behavioral finance and investment strategy with the president and chief strategist at Sierra Alpha Research LLC. Tune in! Guests: Danielle DiMartino - Booth is CEO and Director of Intelligence for Quill Intelligence, a new research and analytics firm. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America Follow her on Twitter: @DiMartinoBooth Her book: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655 Visit her website: https://dimartinobooth.com/bio/ David Keller - President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness. Follow him on Twitter: @DKellerCMT Company website: https://www.marketmisbehavior.com/

Behind The Markets Podcast: Kelvin Zhang & Peter Bookckvar Feb 28, 2019

Show notes

Show from 3/1/19 On today's show hosts Jeremy Schwartz and Liqian Ren discuss sector based research, the oil industry, and foreign exchange currencies with the CIO and portfolio manager for Bleakley Advisory Group. Then they talk US Dollar, Retail, Global Economies, & China trade with Peter Boockvar, a bearish CIO and portfolio manager for Bleakley Advisory Group. He will explain why he's holding a lot of cash and favors cheap international markets over the US. All that and more! Guests: Kelvin Zhang - He is a Partner at AlphaLetters LLC, a quantitative research company serving fund investors worldwide. Kelvin joined AlphaLetters in 2014 and leads its research, and product development—and has an MBA from the Wharton School, class of 2003. For more info visit: http://www.alphaletters.com/ Peter Boockvar - Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a 4-point 5 billion dollar wealth management firm. Peter is also the Editor of The Boock Report, a macro economic and market newsletter, and a CNBC contributor. For more info visit: https://www.bleakley.com/

Behind The Markets Podcast: Bill Stone & Martin Fridson Feb 22, 2019

Show notes

Show from 2/22/19 In this episode of Behind the Markets Jeremy Siegel joins at the top for his market outlook. He discusses the Fed, the deal with China, and emerging markets.Then hosts Jeremy Schwartz and Liqian Ren bring on Bill Stone of Avalon Advisors and discuss global markets, job growth, the housing sector and much more. Plus in the second half of the show Marty Fridson of Lehmann Livian Fridson Advisors joins the hosts to discuss high yield investing. Guests: Bill Stone, Chief Investment Officer at Avalon Advisors Follow him on Twitter @ewstone For more info visit: http://avalonadvisors.com/ Martin Fridson, Chief Investment Officer at Lehmann Livian Fridson Advisors Follow him on Twitter @MartinFridson For more information on Martin visit: http://www.martinfridson.com/ For more info on his firm visit: https://www.llfadvisors.com/

Behind the Markets Podcast w/ Liqian Ren: Greg Valliere & Simon White Feb 14, 2019

Show notes

Show from 2/15/19 In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz and Liqian Ren get into politics with Greg Valliere of AGF Investments. They talk about the Fed's reaction to Trump politics, the Russia investigation, the likelihood that Trump will be impeached, and much more. Then they bring on Simon White of Varient Perception to discuss fed rate hikes and global economies. Tune in! Guests: Greg Valliere - Chief U.S. Policy Strategist at AGF Investments Simon White - Managing Editor of Variant Perception, an independent research firm

Behind the Markets Podcast w/ Liqian Ren: John Davi Feb 01, 2019

Show notes

Show from 2/1/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to John Davi about market outlook, china, interest rates and much more. They get into everything from liquid asset classes, emerging market debt and equities to large cap growth stocks. Tune in and learn how to manage your portfolio! Guest: John Davi - Founder and Chief Investment Officer at Astoria Portfolio Advisors Follow him on Twitter @AstoriaAdvisors For more information visit this link: https://www.astoriaadvisors.com/

Behind The Markets Podcast: Phil Huber Jan 25, 2019

Show notes

Show from 1/25/19 In this episode of Behind the Markets host Jeremy Schwartz talks with popular financial markets blogger Phil Huber, who says it’s a mistake to blame any one factor for recent market volatility—whether it’s the Fed, worries about a trade war, or the government shutdown, Huber says you should be thinking about what you can do with your portfolio. Guest: Phil Huber is chief investment officer for Huber Financial, responsible for overseeing all investment and portfolio-management related functions. As chairman of the firm’s Investment Committee, Phil directs all research efforts that he and his team perform on asset managers, investment strategies and portfolio construction techniques. More about him on the Huber Financial website: https://huberfinancial.com/ Follow him on Twitter: @bpsandpieces

Behind The Markets Podcast w/ Liqian Ren: Dingding Chen Jan 18, 2019

Show notes

Show from 1/18/19 In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren discuss Chinese foreign policy with Dingding Chen of Jinan University. They talk about how he was the first to predict Trump's victory 3 years ago and China's stance on the current trade war. They also get into emerging technology and government tracking in China. All that and more! Guest: Dingding Chen - Professor of International Relations and Associate Dean of Institute for 21st Century Silk Road Studies at Jinan University, Guangzhou, China. He is also the Founding Director of Intellisia Institute, a newly established independent think tank focusing on international affairs in China. His research interests include Chinese foreign policy, Asian security, Chinese politics, and human rights. Read articles he's written for The Diplomat: https://thediplomat.com/authors/dingding-chen/ His Academic Papers: http://jinan.academia.edu/DingdingChen Follow him on Twitter: @ChenDingding

Behind the Markets Podcast w/ Liqian Ren: Michael Oyster Jan 11, 2019

Show notes

Show from 1/11/19 In this episode of Behind the Markets Jeremy Siegel starts off the show with his weekly market update talking about everything from unemployment to Fed fund rates and reserves. Then hosts Liqian Ren and Jeremy Schwartz talk about China's economy, the new year, and the one child policy. Plus Michael Oyster joins the show to discuss his most recent book "Success in a Low-Return World." Tune in! Guest: Michael Oyster - Author of Success in a Low-Return World. He is also an investment strategist, researcher and creator of the Options Income Index. He began his professional investment career in 1994 with options advisory firm Schaeffer’s Investment Research. As Schaeffer’s senior quantitative analyst, he conducted detailed analysis of options and volatility metrics while managing product offerings including an S&P 500 Index options spread strategy. Follow him on twitter @oystermichael

Behind The Markets Podcast: Loretta Mester Dec 21, 2018

Show notes

Show from 12/21/18 In this special edition of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to the president and CEO of the Federal Reserve Bank of Cleveland! They discuss everything from the recent Fed meeting to job growth. Tune in Guest: Loretta Mester - President and CEO of the Federal Reserve Bank of Cleveland More about her here: https://www.clevelandfed.org/people-search?pid=51d503bc-e964-4f3a-b26e-5c472e868348

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