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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: Marc Chandler & The IMN Conference Jul 13, 2018

Show notes

In this episode of Behind the Markets Jeremy Schwartz talks to Global Head of Currency Strategy at Brown Brothers Harriman Marc Chandler about trade and foreign exchange. Then you'll hear a panel from the IMN Conference that Jeremy moderated on emerging markets. Tune in! Guest Info: Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman. His analysis blog, www.marctomarket is widely read and picked up by both the traditional and social media. He’s the author of two books: Making Sense of the Dollar: Exposing Dangerous Myths about Trade and Foreign Exchange and Political Economy of Tomorrow Follow him on Twitter @marcmakingsense More about his company here https://www.bbh.com/en-us IMN Conference: https://www.imn.org/investment-management/conference/Global-Indexing-ETFs-2018/Speakers.html

Behind The Markets Podcast: Dan David Jun 29, 2018

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In this episode of the Behind the Markets podcast Jeremy Siegel and Jeremy Schwartz talk to Dan David, Co-Founder of GeoInvesting, about China tariffs, politics, and running for Congress. Tune in! Guest Info: Dan David runs the GeoInvesting Team, which employs equity analysts, CFAs, PRC attorneys, investigators and accomplished authors and editors. During his tenure, thirteen China-based companies have been halted or delisted. More about GeoInvesting here https://geoinvesting.com/ Follow him on Twitter @dan_fgalphamgmt

Behind The Markets Podcast w/ Wes Gray: Kate Waldock & Jeff Korzenik Jun 22, 2018

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In this episode of Behind the Markets Jeremy and Wes talk to assistant professor of Finance at Georgetown University and the chief investment strategist at Fifth Third Bank about the labor force and the opioid crisis. Plus they talk about what it takes to start a career in finance and corporate bankruptcy. All that and more! Tune in Guest Info: Kate Waldock- Assistant Professor of Finance at Georgetown University Check out her podcast here: https://www.capitalisnt.com/ Follow her on Twitter @katewaldock Jeff Korzenik - Chief Investment Strategist at Fifth Third Bank More information about Fifth Third Bank here https://www.53.com/content/fifth-third/en.html

Behind The Markets Podcast: Rick Pitcairn & Brian Wesbury Jun 08, 2018

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In this episode of Behind the Markets Jeremy Siegel gives the latest on the markets. Then Jeremy Schwartz dives into momentum investing with the CIO of Pitcairn. Plus in the second half of the show we add chief economist at First Trust Advisors to the mix to discuss investment opportunities. All that and more, tune in! Guest Info: Rick Pitcairn -Chief Investment Officer at Pitcairn More on Pitcairn at http://www.pitcairn.com/ Brian Wesbury - Chief Economist at First Trust Advisors More info about First Trust Advisors here https://www.ftportfolios.com/

Behind The Markets Podcast: Simon Lack & Bill Stone Jun 01, 2018

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In this episode of the Behind the Markets podcast host Jeremy Schwartz and Jeremy Siegel take us through the latest market trends. Then Jeremy Schwartz talks to his guests about investing in energy infrastructure. Plus we hear about how tariffs are impacting markets. All that and more. Check out this weeks show! Guests: Simon Lack - Managing Partner at SL Advisors Follow him on Twitter @SimonLack More about his company here: http://sl-advisors.com/ Bill Stone - President and chief investment officer of Stone Investment Partners Follow him on Twitter @ewstone More about his company here: https://www.stoneinvestmentpartners.com/

Behind The Markets Podcast: Tom Haines & Adam Politzer May 18, 2018

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In this edition of Behind the Markets hosts Jeremy Siegel and Jeremy Schwartz talk insurance asset management with their guests. They cover everything from fixed index annuities and 60/40 portfolios to the retirement crisis. Check it out! Guests: Tom Haines - Senior Vice President, Capital Markets & Index Solutions, at Annexus Follow Annexus on Twitter @Annexus Find out more about his work here: https://www.annexus.com/ Adam Politzer - Vice President of Product Management at Athene Holdings Find out more about his work here: https://www.athene.com/

Behind The Markets Podcast w/ Wes Gray: Sumeet Nagar, Akshay Mansukhani, Christopher Swann May 10, 2018

Show notes

This is a special episode of Behind the Markets with Wharton alumni for SiriusXM's Reunion Radio. Hosts Jeremy Schwartz and Wes Gray talk to the founders of Malabar Investments and Cygnus Capital about their entrepreneurial journeys. They cover everything from investing to starting a financial investment company in India. Tune in! Guest Info: Sumeet Nagar - A co-founder of Malabar Investments Akshay Mansukhani - A co-founder and managing partner at Malabar Investments Link to their website: http://www.malabarinvest.com/ Christopher Swann - Founder and Portfolio Manager at the hedge fund Cygnus Capital Link to website: http://www.cygnusvc.com/

Behind The Markets Podcast: Andrew Baron & Jonathan Heckscher May 04, 2018

Show notes

In this episode of the Behind the Markets Podcast, host Jeremy Schwartz talks fixed income and investment strategy with his guests. They also delve into factors impacting global markets and geopolitics. Tune in and check it out! Guests: Andrew Baron - Chief Investment Officer at Butterfield Asset Management http://www.butterfieldgroup.com/Pages/default.aspx Jonathan Heckscher - Director of Fixed Income and Investment Strategy at Pennsylvania Trust http://www.penntrust.com/

Behind The Markets Podcast: Peter Tchir & Brent Johnson Apr 27, 2018

Show notes

In this episode of the Behind the Markets Podcast host Jeremy Schwartz dives into a bunch of topics from Bonds and GDP to Geopolitical Developments. He talks with Peter Tchir about market dynamics and the future of currency. Then he brings on CEO of Santiago Capital, Brent Johnson, to discuss investing in gold and portfolios. Tune in and check it out! Guest Info: Peter Tchir - who is head of Macro Strategy at Academy Securities Follow him on Twitter @TFMkts Brent Johnson - CEO of Santiago Capital Follow Santiago Capital on Twitter @SantiagoAuFund

Behind the Markets Podcast w/ Wes Gray: Ken Baker, Jim Steiker, & Doug Pugliese Apr 11, 2018

Show notes

In this episode of Behind the Markets hosts Wes Gray & Doug Pugliese take us through the marvelous world of employee stock ownership plans. They cover the benefits of having employees feel a deep connection to their work because they own part of it! Plus Professor Jeremy Siegel talks market outlook. All that and more, tune in! Guests: Ken Baker - CEO of NewAge Industries More info at: http://www.newageindustries.com/default.asp Jim Steiker - Chairman and CEO of SES Advisors More info at: http://sesadvisors.com/ Doug Pugliese - Director of Portfolio Services at Alpha Architect *Follow host Wes Gray on twitter @alphaarchitect

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