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
May 6, 2022 • 53min
Behind The Markets Podcast: Thomas Tzitzouris
Show from 5/6/22
Wharton Finance Professor Jeremy Siegel talks fed policy, inflation, wages, and why he thinks we’re in a bear market. Then, a conversation on fixed income strategy with an expert from Strategas. Host Jeremy Schwartz brings on Thomas Tzitzouris to discuss fed funds rate, mortgage costs, the 10-year real rates, and the increasing value of the Yen.
Guest:
Thomas Tzitzouris - Managing Director and Head of Fixed Income Research at Strategas
For more on Strategas, visit their website: https://www.strategasrp.com/
Follow Strategas on Twitter for the latest: @StrategasRP
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Apr 29, 2022 • 53min
Behind The Markets Podcast: Scott Crowe
Show from 4/29/22
Wharton Finance Professor Jeremy Siegel kicks off the show discussing Amazon and retail stocks, gas prices, interest rates, liquidity growth, and more. Then, how do you identify companies that are benefiting and growing from changing demand patterns in the new economy? Host Jeremy Schwartz and his guest talk about the impact of covid on the markets, working from home, and the declining need for physical retail stores.
Guest:
Scott Crowe - Chief Investment Officer at CenterSquare Investment management
For more on CenterSquare visit their website: https://www.centersquare.com/home
For the latest, follow CenterSquare on Twitter: @CtrSquare
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Apr 22, 2022 • 53min
Behind The Markets Podcast: Jim Rogers on Commodities
Show from 4/22/22
Wharton Finance Professor Jeremy Siegel opens up the show with his market update talking interest rates and fed policy. Then, commodity expert Jim Rogers joins Host Jeremy Schwartz for a discussion that looks at the global outlook on that asset class, what could replace the dollar, gold, and more.
Guest:
Jim Rogers – Founder of the Rogers International Commodity Index; Author of: Investment Biker, Adventure Capitalist, Hot Commodities, and more
Follow Jim on Twitter: @iamjimrogers
For more on Jim visit his website: https://www.jimrogers.com/
To purchase “Hot Commodities: How Anyone Can Invest Profitably in the World's Best Market” visit Jim’s website: https://www.jimrogers.com/book/hot-commodities/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Apr 15, 2022 • 53min
Behind The Markets Podcast: John Davi on Inflation
Show from 4/15/22
Wharton Finance Professor Jeremy Siegel talks about the future of inflation, retail sales, bond markets, and more. Then, Host Jeremy Schwartz brings on Founder and CIO at Astoria Portfolio Advisors John Davi to discuss inflation, portfolio strategy, and hedging. John suggests putting 10% of the 60/40 model into an inflation sensitive basket of securities. If inflation rises, this tactic will add incremental alpha to your portfolio. He also gets into energy, commodities, cryptocurrency, and more.
Guests:
John Davi - Founder, CIO at Astoria Portfolio Advisors LLC
Check out Astoria Advisors' website: https://www.astoriaadvisors.com/
Follow Astoria Advisors on Twitter: @AstoriaAdvisors
Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management
Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Apr 7, 2022 • 53min
Behind The Markets Podcast: Brian Wesbury & Brent Donnelly
Show from 4/8/22
Wharton Finance Professor Jeremy Siegel talks Fed policy during his market update. Then, Host Jeremy Schwartz and Guest Host Kevin Flanagan cover the latest financial conditions. They take a deep dive into interest rates, inflation pressures, US vs Europe and more with experts in the space.
Guests:
Brian Wesbury - Chief Economist at First Trust Advisors
For more on First Trust Advisors, visit their website: https://www.ftportfolios.com/
Check out his blog here: https://www.ftportfolios.com/retail/blogs/economics/index.aspx
Follow him on LinkedIn: https://www.linkedin.com/in/brianwesbury/
Follow Brian on Twitter: @wesbury
Brent Donnelly – President of Spectra Markets
For more on Spectra Markets, visit their website: https://www.spectramarkets.com/
Purchase his book “Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading” here: https://www.amazon.com/Alpha-Trader-Methodology-Mathematics-Professional-ebook/dp/B095MF9JRW
Follow Brent on Twitter: @donnelly_brent
Sign up for Brent’s AM/FX daily macro letter: https://www.spectramarkets.com/am-fx/
Apr 1, 2022 • 53min
Behind The Markets Podcast: Samuel Rines
Show from 4/1/22
Wharton Finance Professor Jeremy Siegel kicks off the show with a market update. Professor Siegel gives his take on wage increases, Fed pricing, inflation, and more. Then, from agriculture and oil to commodities and inflation…how should you be forecasting for 2022? Host Jeremy Siegel talks to Samuel Rines of Corbu LLC about global markets, geopolitics, and more.
Guest:
Samuel Rines – Managing Director at Corbu LLC, a research intelligence advisory platform focusing on the intersection of markets, policy, and national security. He is also author of "After Normal: Making Sense of the Global Economy"
Purchase his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198
Follow him on Twitter: @SamuelRines
Follow him on LinkedIn: https://www.linkedin.com/in/samuelerines/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Mar 25, 2022 • 53min
Behind The Markets Podcast: Dan Gunsberg & Caitlin Cook
Show from 3/25/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing bonds crashing, the spike in yields, fed policy, bitcoin, and more. Then, how can you effectively trade cryptocurrency? What are the security risks? Host Jeremy Schwartz talks security and decentralization of bitcoin, Solana, Ethereum, and more with two experts in the cryptocurrency space.
Guest:
Caitlin Cook – Head of community and vice president of operations at Onramp Academy
For more on Onramp Academy visit their website: https://academy.onrampinvest.com/
Follow Onramp on Twitter: @OnrampAcademy
Follow Caitlin on LinkedIn: https://www.linkedin.com/in/caitlincook22/
Dan Gunsberg – Co-Founder and CEO of HXRO Foundation
For more on HXRO visit their website: https://hxro.network
Follow Dan on LinkedIn: https://www.linkedin.com/in/daniel-gunsberg-9986901a2/?originalSubdomain=bm
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Mar 18, 2022 • 52min
Behind The Markets Podcast: Ruchir Sharma
Show from 3/18/22
Host Jeremy Schwartz talks emerging markets with the new Chairman of International Business at Rockefeller Capital Ruchir Sharma. Emerging markets have been a difficult place to invest recently. Ruchir discusses the trend towards international investing, short tech vs long commodities, China, and more.
Guest:
Ruchir Sharma – chairman of international business at Rockefeller Capital
A NY Times article about Ruchir: https://www.nytimes.com/2022/02/10/business/ruchir-sharma-rockefeller-capital.html
Follow Rockefeller Capital Management on Twitter: @RockCapMgmt
For more on Rockefeller Capital Management’s visit their website: https://rcm.rockco.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Mar 11, 2022 • 53min
Behind The Markets Podcast: Jim Bianco & Jeff Weniger
Show from 3/11/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update covering rising inflation, stocks vs bonds, earnings, and more. Then, what are the biggest market trends? How can we look to the inverted yield curve as a predictor of market health? What is the future of the commodity market considering the Russia - Ukraine War? Jeremy Schwartz talks to an expert on global macro.
Guests:
Jim Bianco – Bianco Research
Follow Bianco Research on Twitter: @biancoresearch
For more on Bianco Research visit their website: https://www.biancoresearch.com/visitor-home/
Jeff Weniger – Head of Equity Strategy at WisdomTree Asset Management
Follow Jeff on LinkedIn: https://www.linkedin.com/in/jeffweniger/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Mar 4, 2022 • 53min
Behind the Markets Podcast: Chrissy Bargeron & Gareth Shepherd
Show from 3/4/22
Wharton Finance Professor Jeremy Siegel starts the show with his market update discussing the impact of the Russian/ Ukraine crisis, commodity and oil prices, the employment report, inflation and more. Then, what are the most powerful machine learning patterns? How can you manage overlapping data when working with competition on modeling? Host Jeremy Schwartz talks to two guests in the machine learning and AI modeling space about how to apply these techniques in quantitative investing. They get into the intricacies of setting up the data set, pattern recognition, and prediction time frames.
Guests:
Chrissy Bargeron – Client Portfolio manager at Voya Investment Management
Gareth Shepherd – Co-head of equity machine intelligence (EMI) and a portfolio manager at Voya Investment Management
For more on Voya Investment Management visit their website: https://investments.voya.com/
For the latest news follow Voya on Twitter: @Voya


