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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: Thomas Desmond Dec 14, 2018

Show notes

Show from 12/14/18 In this episode of Behind the Markets host Jeremy Schwartz talks to the chief financial officer at Ally Invest about wealth management and retirement. They talk about the fed intervening in markets, millennials vs baby boomers, investing in ETFs, and much more. Tune in! Guest Info: Thomas Desmond - Chief Financial Officer at a company called Ally Invest. Ally Invest is an online securities broker and wealth management company and subsidiary of Ally Financial Inc, and Tom is responsible for overseeing the company’s finance, accounting, reporting and strategic development activities. More about Ally Invest here: https://www.ally.com/ Follow Ally Invest on Twitter: @AllyInvest

Behind The Markets Podcast: Geetesh Bhardwaj & Nitesh Shah Dec 06, 2018

Show notes

In this episode of Behind the Markets our hosts kick off the show with Jeremy Siegel’s market update. Then hosts Liqian Ren and Wes Gray talk to experts on commodity markets. Plus an in depth look at the production cuts at OPEC. All that and more! Guests: Geetesh Bhardwaj - A Managing Director in Research at SummerHaven Investment Management. Nitesh Shah - Who is Director of Research at WisdomTree Europe.

Behind The Markets Podcast w/ Liqian Ren: Marc Chandler & Andy Rothman Nov 29, 2018

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Episode from 11/30/18 In this episode of the Behind the Markets Podcast hosts Jeremy Schwartz, Jeremy Siegel, and Liqian Ren discuss the latest news from the G20 Summit, Fed Policy, and China. They get into the liklihood of rate hikes and the future of trade with China. Plus they get into the potential impacts of Brexit and the ECB Meeting. All that and more Guests: Marc Chandler - Chief Market Strategist at Bannockburn Global Forex Follow him on Twitter @marcmakingsense Andy Rothman - Who is Investment Strategist at Matthews Asia. Andy lived and worked in China for more than 20 years, analyzing the country’s economic and political environment, before joining Matthews Asia in 2014. As Investment Strategist, he has a leading role in shaping and presenting the firm’s thoughts on how China should be viewed at the country, regional and global level. Learn more about Matthews Asia here: https://matthewsasia.com/portal.fs

Behind The Markets Podcast: Maura Pape & Liqian Ren Nov 15, 2018

Show notes

In this episode of Behind the Markets from 11/16/18 hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel find out more about an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas. They also talk Federal Reserve, global strategy, factor investing & portfolios. Special guest host Liqian Ren joins us as well. Tune in! Guests: Maura Pape - a strategist and Director of Business Development at DeepMacro, a technology company that’s developed an interactive tool that uses real-time data from thousands of sources to help investors analyze the latest developments from overseas For more information visit this link: https://beta.deepmacro.com/welcome Liqian Ren - Director of Modern Alpha at WisdomTree

Behind the Markets Podcast: Kevin Flanagan & Jared Dillian Nov 09, 2018

Show notes

In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel kick off the show discussing the outcome of the 2018 Midterm Elections and the impact the results will have on markets. Then they talk bonds, interest rates, and inflation. Plus a broader look at markets and investment strategy. This politically charged episode tries to provide listeners with the right investing tools to consider big market risks. You don't want to miss this one! Guests: Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management More on his work herehttps://www.wisdomtree.com/blog/author/kevin%20flanagan Jared Dillian - Editor of the Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008 Find out more about The Daily Dirtnap here http://www.dailydirtnap.com/ Follow him on Twitter @dailydirtnap

Behind The Markets Podcast: Ed Mills & Tom Lee Nov 02, 2018

Show notes

In this episode of Behind the Markets host Jeremy Schwartz gets a market update from Co-Host and Wharton Finance Professor Jeremy Siegel. Then he talks to Public Policy Analyst at Raymond James, Ed Mill, about the upcoming midterm elections. Plus he discusses everything from jobs to cryptocurrency with Tom Lee of Fundstrat Global Advisors. Tune in! Guests: Ed Mills - Managing Director and Public Policy Analyst at Raymond James Find out more on their website https://www.raymondjames.com/ Follow them on Twitter @RaymondJames Tom Lee - Managing Partner and Head of Research at Fundstrat Global Advisors Find out more on their website https://www.fundstrat.com/ Follow him on Twitter @fundstrat

Behind the Markets Podcast w/ Wes Gray: Patrick Cleary & Brandon Koepke Oct 26, 2018

Show notes

In this episode of Behind the Markets, our guest co-host Wes Gray of Alpha Architect brings on cybersecurity experts to discuss breaches and the steps to keep your information safe. Tune in! Guests: Patrick Cleary, Chief Operations Officer at Alpha Architect Brandon Koepke, Chief Technical Officer at Alpha Architect

Behind The Markets Podcast: Jesper Koll & Ed Cole Oct 18, 2018

Show notes

In this episode of Behind the Markets our hosts Jeremy Schwartz and Jeremy Siegel tackle global markets. They get into Japan, debt, emerging markets, and currency wars relating to China. All that and more Guests: Jesper Koll - Chief Executive Officer of WisdomTree Japan Ed Cole - Portfolio Manager at Man GLG More about his company here https://www.glgpartners.com/

Behind the Markets Podcast: Syed Hussain & Will Peck Oct 12, 2018

Show notes

Confused by all the hype about Blockchain and cyber-currencies? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy get a crash course from the Chief Commercial Officer for BANKEX, a global financial technology firm. He will explain why his firm thinks this is the future of banking. We’ll also have Professor Siegel’s take on this week’s market drop—and whether we’re now entering a bear market. Tune in! Guests: Syed Hussain - Chief Commercial Officer for BANKEX. Let me tell you more about BANKEX Follow the firm on Twitter @BANKEX Or check out their website https://bankex.com/en/ Will Peck - Director of Corporate Strategy at WisdomTree

10/5/18 Behind The Markets Podcast: Preston McSwain, Adam Butler, Andrew Miller Oct 05, 2018

Show notes

Host Jeremy Schwartz talks to three investment managers about their current strategies in this sometimes volatile market, as well as how they are managing withdrawal rates for clients that are retiring. Should you be moving some money into bonds? And what is a better bet right now—large cap stocks or small caps? Tune in Guests: Preston McSwain – Fiduciary Wealth Partners Adam Butler – CIO of Resolve Asset Management Andrew Miller – CIO of Miller Financial Management

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