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
Aug 13, 2021 • 53min
Behind the Markets Podcast: Tom Ricketts
Show from 8/13/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update from PPI data to consumer trends. Then how do you balance innovation and growth investing in a portfolio? The founder of Evolutionary Tree Capital Management joins Host Jeremy Schwartz to discuss how to find leading innovators, develop them, and benefiting from that.
Guest:
Tom Ricketts – Founder and Chief Investment Officer at Evolutionary Tree Capital Management
For more on Evolutionary Tree visit their website: https://evolutionarytree.com/
Follow Evolutionary Tree on Twitter: @ETreeCapital
Aug 13, 2021 • 12min
Behind The Markets Podcast Special: Sam Rines
Camp Kotok Special from 8/13/21
In this Behind the Markets special, 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. Host Jeremy Schwartz and Chief Economist at Avalon Advisors Samual Rines discuss the uncertainty in market forecasting from inflation and employment to the delta variant. How can investors better understand the purpose of the portfolio before making decisions? What are the current transitory trends and how can you position around that? All that and more.
Guest:
Sam Rines – Chief Economist at Avalon Advisors, LLC
Follow Sam on Twitter: @SamuelRines
For more on Avalon Advisors visit their website: https://avalonadvisors.com/
Aug 6, 2021 • 57min
Behind The Markets Podcast: Sam Burns
Show from 8/5/21
Interested in spicing up your 60/40 spread? Host Jeremy Schwartz brings on the Founder and Chief Strategist at Mill Street Research Sam Burns to cover the latest investing trends. Sam discusses the benefit of combining top down and bottom-up inputs to analyze markets as well as how to watch for weakening risk appetite in equities. They also get into Fed policy and the recent decision to support the corporate debt market.
Guest:
Sam Burns – Founder and Chief Strategist at Mill Street Research
Follow Mill Street Research on Twitter: @MillStResearch
Find out more about Mill Street Research on their website: https://www.millstreetresearch.com/
Jul 29, 2021 • 53min
Behind The Markets Podcast: Milton Berg
Show from 7/31/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the recent Fed meeting, Powell's stance on high inflation, the employment report, and the impact of the covid delta variant. Then, what's the best way to take advantage of minor fluctuations in stocks? Are we leaning towards a bear market? CEO and Chief investment Officer at MB Advisors Milton Berg gets into his firm's research methods and how to optimize your portfolio.
Guest:
Milton Berg - CEO and Chief Investment Officer at MB Advisors, LLC
For more on MB Advisors visit their website: http://miltonberg.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jul 23, 2021 • 53min
Behind the Markets Podcast: Savita Subramanian
Show from 7/23/21
Wharton Finance Professor Jeremy Siegel kicks off the show covering market news from vaccination rates and reopening the US economy to the inflation rate, and more. Then, how do you evaluate small-cap stocks? What is the best quantitative strategy and how do you measure ESG growth? Host Jeremy Schwartz discusses these topics and more with an expert in US equity strategy.
Guest:
Savita Subramanian - Head of U.S. equity strategy and quantitative strategy at BofA Securities.
For more on BofA Securities: https://www.bofaml.com/en-us/content/about-us.html
Follow her on LinkedIn: https://www.linkedin.com/in/savita-subramanian-4021571a/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jul 15, 2021 • 53min
Behind the Markets Podcast: Dan Doney
Show from 7/16/21
Wharton Finance Professor Jeremy Siegel kicks off the show discussing the future of inflation, the 10 year under 1%, housing not being in the CPI, money supply and more. Then, Host Jeremy Schwartz and Guest Host Will Peck get into emerging technologies and digital assets with an expert in the space.
Guests:
Dan Doney - CEO of Securrency, Inc
Follow him on LinkedIn: https://www.linkedin.com/in/ddoney/
For more on Securrency visit their website: https://securrency.com/
Follow Securrency on Twitter: @Securrency
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jul 2, 2021 • 52min
Behind The Markets Podcast: Marko Papic
Show from 7/2/21
What are the implications of populism on markets? What does this mean for the US? Curious about the race to zero? Host Jeremy Schwartz discusses macro trends with Partner and Chief Strategist at Clocktower Group Marko Papic. Marko explains how the pandemic changed fiscal expectations and what the future looks like for global markets.
Guest:
Marko Papic - Partner and Chief Strategist at Clocktower Group
Follow Marko on LinkedIn: https://www.linkedin.com/in/marko-papic-geopolitics
For more on Clocktower Group visit their website: https://www.clocktowergroup.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jun 24, 2021 • 54min
Behind The Markets Podcast: Randy Watts
Show from 6/25/21
Curious about the new inflation data? Need to know the stock/ bond outlook and what the 10-year yield looks like? Wharton Finance Professor Jeremy Siegel kicks off the show covering all that and more with his market update. Then, Host Jeremy Schwartz talks with the Chief Investment Officer for O'Neil Global Advisors about growth and momentum investing.
Guest:
Randy Watts - Chief Investment Officer for O'Neil Global Advisors
Follow Randy on Twitter: Chief Investment Officer for O'Neil Global Advisors
For more on O'Neil Global Advisors visit their website: https://www.oneilglobaladvisors.com/
The full holdings for any securities discussed in this podcast can be found here: https://www.wisdomtree.com/etfs/equity/wgro
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jun 18, 2021 • 54min
Behind The Markets Podcast: Jamie Metzl
Show from 6/18/21
From reopening trades and commodity stocks to inflation and low yields, Wharton Finance Professor Jeremy Siegel takes a look at the latest market news. Then, what is the state of geopolitics? Interested in the new biorevolution, innovations transforming economies, societies, and our lives? Host Jeremy Schwartz talks to an expert on geopolitics about advancing genetics technology, the future of food production, the healthcare industry, and more.
Guests:
Jamie Metzl - leading technology and healthcare futurist, geopolitical expert, novelist, entrepreneur, and media commentator, founder of the global social movement OneShared.World, and an Atlantic Council Senior Fellow and Singularity University faculty member.
Follow Jamie on Twitter: @JamieMetzl
For more on Jamie's research visit his website: https://jamiemetzl.com/
Purchase his newest book "Hacking Darwin: Genetic Engineering and the Future of Humanity": https://www.amazon.com/Hacking-Darwin-Genetic-Engineering-Humanity/dp/1728214130
Kara Marciscano- Research Analyst at Wisdomtree
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Jun 11, 2021 • 54min
Behind the Markets Podcast: Chris Acito
Show from 6/11/21
Wharton Finance Professor Jeremy Siegel starts the show with his weekly market update discussing inflation numbers, bonds, labor markets, and more. Then Host Jeremy Schwartz talks about the four categories of alternative credit: below investment grade traded credit, structured credit, distressed debt, and private lending with the CEO and Chief Investment Officer at Gapstow Capital Partners Chris Acito. Chris outlines the process of managing risk and diversifying portfolios using alternative credit.
Guest:
Chris Acito - CEO & Chief Investment Officer at Gapstow Capital Partners
Find out more about Gapstow by visiting their website: https://gapstow.com/
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz


