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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 w/ James Bullard of the Federal Reserve Sep 28, 2018

Show notes

In this special of the Behind the Markets podcast Jeremy Schwartz and Jeremy Siegel talk to the President and CEO of the Federal Reserve Bank of St. Louis James Bullard. They get into the interest rate hikes, monetary policy, the job market, and much more. Guest: James Bullard - President and CEO of the St. Louis Federal Reserve Bank More info about him here: https://www.stlouisfed.org/from-the-president

Behind The Markets Podcast: Brandon Zick Sep 21, 2018

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In this episode of the Behind the Markets Podcast host Jeremy Schwartz talks to Brandon Zick, Director of Acquisitions & Portfolio Management at Ceres Partners, about investing in the farming sector. They also discuss the effects of tariffs on the farm markets. Guest: Brandon Zick - Director of Acquisitions & Portfolio Management at Ceres Partners More info here: https://www.cerespartners.com/

Behind The Market's Jacobs Levy Conference Special: Robert Shiller & Robin Greenwood Sep 13, 2018

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In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to top economists at the Jacobs Levy Conference. They give their take on market outlook incorporating everything from robots and tech to health care. Tune in! Guests: Robert Shiller - Nobel Prize winning economist Robin Greenwood - the George Gund Professor of Finance and Banking at Harvard Business School

Behind The Markets Podcast: Leonard Nakamura Sep 07, 2018

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In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel interview the Vice President and Economist at the Federal Reserve Bank of Philadelphia Leonard Nakamura. They discuss excess production, education, healthcare, human capital and more. Guest: Leonard Nakamura - Vice President of the Federal Reserve Bank of Philadelphia More info on his research: https://www.philadelphiafed.org/research-and-data/economists/nakamura

Behind The Markets Podcast: Corey Hoffstein Aug 30, 2018

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In this episode of Behind the Markets Jeremy talks to the CIO of Newfound Research about risk management, portfolios, 60/40 investments, and much more. Tune in! Guest: Corey Hoffstein - Co-Founder and CIO of Newfound Research More about him here: https://www.thinknewfound.com/about-us Follow him on Twitter @choffstein Listen to his podcast here: https://blog.thinknewfound.com/podcast/

Behind The Markets Podcast: Guy Petcho & Greg Valliere Aug 17, 2018

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In this episode of the Behind the Markets podcast host Jeremy Schwartz gets into market outlook. What is the future of trade with China and what are the effects of the Fed rate hikes? Then we bring on an expert on portfolio management, Trump, and politics. We get into investment strategies in a time of increasing uncertainty. All that and more! Guests: Guy Petcho: Global Macro Portfolio Manager for Voya Investment Management, focusing on interest rate and foreign exchange markets Greg Valliere: Chief Global Strategist at Horizon Investments

Behind The Markets Podcast: Matthew McAleer & Andrew Stewart Aug 10, 2018

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In this episode of Behind the Markets we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. What’s their outlook for the markets—and how are they adjusting in advance of another expected Fed rate hike? We also talk sector rotation and how that works to keep your portfolio in check. Tune in! Guests: Matthew McAleer - Executive Vice President and Director of Equity Strategies at Cumberland Advisors More about Cumberland Advisors here http://www.cumber.com/ Andrew Stewart -Exchange Capital Management Senior Portfolio Manager Ann Arbor, MI More about Exchange Capital Management here https://www.exchangecapital.com/

Behind The Markets Podcast: Morgan Housel Aug 02, 2018

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In this episode of Behind the Markets host Jeremy Schwartz talks with award winning financial journalist Morgan Housel, who is also a partner at a firm that invests in socially responsible companies. He talks about how investors these days are more informed and that all advisers should be transparent with their clients. Guest: Morgan Housel, Partner at the Collaborative Fund and the man who writes the firm’s blog about the markets and investing. Morgan is a former columnist at The Motley Fool and The Wall Street Journal. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He was selected by the Columbia Journalism Review for the Best Business Writing 2012 anthology. In 2013 he was a finalist for the Scripps Howard Award. Follow him on Twitter @morganhousel

Behind The Markets Podcast w/ Wes Gray: Liqian Ren & Jack Vogel Jul 25, 2018

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In this episode of Behind the Markets host Wes Grey talks factor investing as a strategy with one of the few female portfolio managers in finance. She’ll talk about growing up in a small village in China and how she ended up managing money for Vanguard! Guest Info: Liqian Ren, Ph.D. - A portfolio manager in the Vanguard Quantitative Equity Group (QEG), where she manages Vanguard's factor funds and conducts research on factor strategies. Jack Vogel - CIO and CFO of Alpha Architect

Behind the Markets Podcast: John Apruzzese & Julian Brigden Jul 19, 2018

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In this episode of the Behind the Markets Podcast host Jeremy Schwartz and Jeremy Siegel talk about Trump and the Fed in light of the presidents comments on rate hikes. Then we get macro outlook with the president of Macro Intelligence 2 Partners. All that and more! Tune in Guests: John Apruzzese - Chief Investment Officer at Evercore Wealth Management More at https://www.evercore.com/ Julian Brigden - Co-Founder and President of Macro Intelligence 2 Partners. As a global macro strategist Julian’s primary focus is exploiting trading opportunities inherent in macroeconomic and policy related developments. He is particularly skilled at exploring correlations in the economy and financial markets. Follow him on Twitter @JulianMI2 More at https://www.mi2partners.com/

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