Behind the Markets Podcast
Behind the Markets
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.
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.
Episodes
Mentioned books
Jul 22, 2022 • 53min
Behind The Markets Podcast: Tobias Harris & Jeff Weniger
Show from 7/22/22
How are the markets responding to the upcoming Fed meeting? Will there be more interest rate hikes? Host Jeremy Schwartz and Co-Host Jeff Weniger discuss that and more during the market update. Then, they bring on a Japan expert to discuss the state of the country after the death of Shinzo Abe.
Guest:
Tobias Harris – Author of the book “The Iconoclast: Shinzo Abe and the New Japan” and the Senior Fellow at the Asia at the Center for American Progress
Purchase his book here: https://www.amazon.com/Iconoclast-Shinzo-Abe-New-Japan/dp/1787383105
For more information on the Center for American Progress visit their website: https://www.americanprogress.org
Follow the Center for American Progress on Twitter: @amprog
Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management
Follow Jeff on Twitter: @JeffWeniger
Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jul 14, 2022 • 53min
Behind The Markets Podcast: John Davi & Bruce Lavine
Show from 7/15/22
Wharton Finance Professor Jeremy Siegel kicks off the show talking about the night market rally, inflation, retail sales, and more. Then, how can you create a well balanced, inflation sensitive portfolio? How can you account for the Night effect? Host Jeremy Shwartz brings on two experts to discuss everything from energy stocks and risk averse portfolio modeling to ETFs and the night effect.
Guest:
John Davi – CIO and Founder of Astoria Advisors
Follow John on LinkedIn: https://www.linkedin.com/in/john-davi-93414510/
For the latest, follow John on Twitter: @AstoriaAdvisors
For more on Astoria Advisors, visit their website: https://www.astoriaadvisors.com/
Bruce Levine – Founder and CEO of NightShares
Follow Bruce on LinkedIn: https://www.linkedin.com/in/bruce-lavine-bb05434/
For more on NIghtShares, visit their website: https://www.nightshares.com/
Jul 8, 2022 • 53min
Behind The Markets Podcast: Rob Thummel
Show from 7/8/22
This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel joins to give his market update. He covers everything from the jobs report to interest rates. Then, Host Jeremy Schwartz takes a deep dive into the energy sector with an expert from TortoiseEcofin. What is the possibility of accessing oil infrastructure in North America? Where are the best opportunities in Energy? Tune in to find out.
Guest:
Rob Thummel - Managing Director, Senior Portfolio Manager and Investment Strategist – Energy at TortoiseEcofin
For the latest, follow Rob on Twitter: @thummelrob
Follow TortoiseEcofin on Twitter: @TortoiseEcofin
For more on TortoiseEcofin, check out their website: https://tortoiseecofin.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jul 1, 2022 • 53min
Behind The Markets Podcast: Marko Papic
Show from 7/1/22
This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his take on the market from negative GDP reports and the possibility of a recession to unemployment rates. Then, will the Russia-Ukraine crisis continue to impact oil? Will there be a harder push for green energy and how will that impact commodities? Host Jeremy Schwartz and Co-Host Liqian Ren talk to an expert on geopolitics about the impact of international news on asset markets.
Guest:
Marko Papic - Partner and chief strategist at Clocktower Group, an alternative investment asset management firm. He leads the firm's Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.
Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics/
For more on Clocktower, visit their website: https://www.clocktowergroup.com/
For the latest, follow Marko on Twitter: @Geo_papic
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jun 24, 2022 • 53min
Behind The Markets Podcast: Jim Masturzo
Show from 6/24/22
This week on Behind the Markets Wharton Finance Professor Jeremy Siegel joins to give his market update discussing rising inflation, commodities, and earnings. Then Host Jeremy Schwartz talks inflation indicators, asset allocation, building expected returns for commodities, growth vs value, and more with Jim Masturzo of Research Affiliates.
Guest:
Jim Masturzo – Partner and CIO of Multi-Asset Strategies of Research Affiliates
For more on Research Affiliates, visit their website: https://www.researchaffiliates.com/home
Follow Jim on Twitter: @JimMasturzoII
Follow Jim on LinkedIn: https://www.linkedin.com/in/jimmasturzo/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jun 17, 2022 • 53min
Behind The Markets Podcast: Ed Morse & John Silvia
Show from 6/17/22
This week on Behind the Markets Wharton Finance Professor Jeremy Siegel kicks off the show discussing negative GDP growth, recession, oil prices, and more. Then Host Jeremy Schwartz brings on an expert to talk about the state of commodities and supply chains. Plus a long time economic strategist joins the show to cover fed policy, the macro, and global trade.
Guest:
Ed Morse – Managing Director, Global Head of Commodity Research - Citi Group
For more on Citi, visit their website: https://www.citigroup.com/citi/
For the latest news, follow Citi Research on Twitter: @CitiResearch
Follow Ed on LinkedIn: https://www.linkedin.com/in/edward-morse-3440157/
John Silvia – Dynamic Economic Strategy. John recently retired from his position as Managing Director and Chief Economist for Wells Fargo
For more on John, visit his website: https://www.johnesilvia.com/about-john/
For the latest, follow John on Twitter: @JohnESilviaPhD
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jun 9, 2022 • 53min
Behind The Markets Podcast: Jason Hsu
Show from 6/10/22
This week on Behind the Markets, Host Jeremy Schwartz and Co-Host Liqian Ren interview an expert on investing in using alpha-driven strategies blended with behavioral finance. They discuss capturing alpha through value with quality, growth sectors in China based on local insights, how to use probabilities when investing, and more. Then, in the second half of the program, Wharton Finance Professor Jeremy Siegel joins to discuss inflation reports.
Guest:
Jason Hsu – Founder and chairman of Rayliant Global Advisors
For more on Rayliant Global Advisors, visit their website: https://rayliant.com/
Follow Jason on Twitter: @hsu_jason
Follow Rayliant Global Advisors on Twitter: @rayliant
Liqian Ren - Director of Modern Alpha at WisdomTree Asset Management
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
May 27, 2022 • 53min
Behind The Markets Podcast: WookieeIndex
Show from 5/27/22
This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel goes through his market update from the long bond, money supply, and loans to inflation and oil prices. Then, what is the future or cryptocurrency and what can it be used for? Host Jeremy Schwartz talks to an expert on cryptocurrency about the investing risks as well as the benefits and potential credits. They also debunk the popularized narrative of bitcoin being the new digital gold.
Guest:
WookieeIndex – Anonymous twitter handle. He is an engineer and focuses on Cryptocurrency at his day job.
Follow him on Twitter: @WookieeIndex
Check out his substack here: furballfinancial.substack.com
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
May 20, 2022 • 53min
Behind The Markets Podcast: Andrew Beer
Show from 5/20/22
This week on Behind the Markets, Wharton Finance Professor Jeremy Siegel talks Walmart/ Target, GDP, money supply, and commodity prices. Then, what are the key issues for hedge funds? How should you manage your investments in this inflated environment? Host Jeremy Schwartz discusses hedging risks, how often to trade managed futures, long short strategies, and more with Founder of Dynamic Beta Andrew Beer.
Guest:
Andrew Beer – Founder and Managing member at Dynamic Beta Investments
Follow Andrew on LinkedIn: https://www.linkedin.com/in/andrewdbeer/
For more on Dynamic Beta visit their website: https://www.dynamicbeta.com/
Follow Andrew on Twitter: @andrewdbeer1
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
May 13, 2022 • 53min
Behind The Markets Podcast: Eric Ervin
Show from 5/13/22
Wharton Finance Professor Jeremy Siegel kicks off the show talking real estate, rising gasoline prices, worsening inflation, new normal real interest rate for the 10 year and more. Then, why is the crypto market falling? Host Jeremy Schwartz and Co-Host Benjamin Dean talk to an expert on digital assets about stable coins and crypto ecosystem risks.
Guest:
Eric Ervin – Co-founder of Onramp Invest, a platform enabling investment advisors to access the crypto asset economy.
Follow Eric on LinkedIn: https://www.linkedin.com/in/eric-ervin/
For more on Onramp Invest, visit their website: https://onrampinvest.com/
Follow Eric on Twitter: @eervin1
Follow Onramp Invest on Twitter: @Onrampinvest
Benjamin Dean – Director of Digital Assets WisdomTree Europe
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz


