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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 w/ Wes Gray: Michael Batnick Apr 04, 2018

Show notes

This week on Behind the Markets hosts Jeremy Schwartz and Wes Gray get market commentary from Jeremy Siegel in the wake of all the China tariffs. Then they talk to Michael Batnick about trading strategy and the major mistakes investors make. Mike has a book coming out June 6th titled "Big Mistakes: The Best Investors and Their Worst Investments" which you can order on Amazon via the link below. Tune in and check it out! Follow his podcast: http://theirrelevantinvestor.com/ Amazon book link: https://www.amazon.com/Big-Mistakes-Investors-Investments-Bloomberg/dp/1119366550 You can also follow him on twitter: @michaelbatnick Guest Info: Michael Batnick - Director of Research at Ritholtz Wealth Management. Michael is one of the contributors to Ritholtz’s The Irrelevant Investor blog, where he aims to educate people about investing. He’s also the author of a book being published later this year called Big Mistakes: The Best Investors and Their Worst Investments.

Behind The Markets Podcast w/ Wes Gray: Alex Sadowski & Dave Babulak Mar 27, 2018

Show notes

In this episode of Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk high frequency trading, cryptocurrency, & the future of investing with new tech. Also check out the video below of our guest Dave blowing up a bridge which he mentions at the start of our interview! Link to Bridge Demolition in Benton County MO - https://www.youtube.com/watch?v=ObaKFHi-Fkk Guests: Alex Sadowski - KCG Holdings Dave Babulak - Strongpoint Holdings

Behind The Markets Podcast: Paul Pittman & Brandon Zick Mar 23, 2018

Show notes

In this episode of Behind the Markets, host Jeremy Schwartz delves into something a little different, investing in farmland. Today’s guests include Paul Pittman of Farmland, Inc and Brandon Zick of Ceres Partners, who focuses on the private side of farmland investing… And of course the Siegel Market wrap. Take a listen!

Behind The Market's Podcast: Wharton's Jeremy Siegel's Conversation w/ Janet Yellen Mar 19, 2018

Show notes

Jeremy Siegel speaks to former Chair of the Board of Governors of the Federal Reserve System, Janet Yellen. In this conversation they discuss the new Fed chair, how to keep the economy growing and digital currencies.

Behind the Markets Podcast w/ Wes Gray: Eric Balchunas Mar 14, 2018

Show notes

In this episode of Behind the Markets Podcast host, Jeremy Schwartz discusses the new financial advisor for the White House, tax cuts effect on mid-term elections & ETFs. Guest: Eric Balchunas - Senior ETF Analyst for Bloomberg Intelligence and author of The Institutional ETF Toolbox.

Behind The Markets Podcast: Manish Singh & Tim Duy Mar 02, 2018

Show notes

In this episode of Behind the Markets Podcast hosts Chris Gannatti and Jeremy Schwartz discuss Brexit, the Italian economy, Macro Markets, Politics, and the Europe. They also delve into fed policy and consider the future of raising rates under Jerome Powell. Tune in! Guests: Manish Singh - Chief Investment Officer (CIO) at Crossbridge Capital, overseeing $3 billion in multi-asset investments Professor Tim Duy - A prominent Fed watcher who writes a blog about monetary policy and economics.

Behind The Markets Podcast w/ Wes Gray: Annie Duke Feb 20, 2018

Show notes

In this edition of the Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk to Annie Duke about her new book "Thinking in Bets" as well as how to use poker strategy in investing. Annie covers everything from prediction models to 'Tilt,' a state of distress that causes you to make emotionally charged decisions. Take a listen! Guest Info: Annie Duke - Former professional poker player who has just published her first book for general audiences called Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts. Follow Annie on twitter: @AnnieDuke

Behind The Markets Podcast Special w/ Wes Gray: Kathryn Kaminski Feb 13, 2018

Show notes

Our hosts Jeremy Schwartz of WisdomTree and Wes Gray of Alpha Architect talk to Kathryn Kaminski about systematic investing and trend-following strategies. Kathryn also delves into going long and short based on the direction of the market and discusses crisis alpha. Take a listen! Additional information about the guest and contacts below. Kathryn Kaminski - Visiting Lecturer in Finance at the MIT Sloan School of Management. She co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha, which was published in 2014. Her work has appeared in a range of industry publications as well as academic journals. In 2015, Kathryn was listed as one of the top 50 leading women in hedge funds. Kathryn holds a BS in electrical engineering from MIT and a PhD in operations research from MIT Sloan. Contact: katykam@mit.edu

Behind The Markets Podcast: Jonathan Steinberg Feb 09, 2018

Show notes

Guest: Jonathan Steinberg - President and CEO of WisdomTree. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc.

Behind The Markets Podcast Special w/ Wes Gray: Samuel Hartzmark & Patrick O’Shaughnessy Feb 02, 2018

Show notes

Guests: Samuel Hartzmark - Assistant Professor of Finance and the William Ladany Memorial Faculty Scholar at the University of Chicago’s Booth School of Business Patrick O’Shaughnessy - the Chief Executive Officer at O’Shaughnessy Asset Management.

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