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
Apr 15, 2021 • 23min
Behind The Markets Podcast: Mary D'Onofrio
Show from 4/16/21
Are you thinking about investing in cloud companies? Host Jeremy Schwartz welcomes returning guest Mary D'Onofrio to the show to discuss the state of the cloud market. They get into pandemic driven cloud business, the M&A pipeline, IPOs, cloud software growth rates, and more.
Guest:
Mary D'Onofrio - Bessemer Venture Partners
To find out more about Bessemer Venture Partners visit their website: https://www.bvp.com/
For the latest news follow BVP on Twitter: @BessemerVP
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Apr 9, 2021 • 52min
Behind The Markets Podcast: Kai Wu & Alex Moazed
Show from 4/19/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update predicting a rise in inflation this year and a positive outlook for stocks. He also discusses COVID-19 vaccines. reopening the economy, and government debt. Then, what are the new technology trends and how can you best position yourself in this market? Host Jeremy Schwartz brings on two experts in the platform economy space. They get into research models, measuring platform success over time, and more.
Guests:
Kai Wu – Founder and CIO at Sparkline Capital an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets.
For more on Sparkline Capital visit their website: https://www.sparklinecapital.com/
Follow Kai on Twitter: @ckaiwu
Alex Moazed - Co-Author, Modern Monopolies Founder & CEO of Applico a business consultancy that provides services for traditional enterprises adapting to a platform business model.
For more on Applico visit their website: https://www.applicoinc.com/
Follow Alex on Twitter: @AlexMoazed
Follow WisdomTree on Twitter: @WisdomTreeETFs
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Mar 26, 2021 • 53min
Behind The Markets Podcast: Nir Kassar & Wes Gray
Show from 3/26/21
Yields have calmed down, personal consumption increased, and there was a 20% jump in money supply. Wharton Finance Professor Jeremy Siegel explains what this means for the economic recovery. Then two experts on ETF factor investing join Host Jeremy Schwartz to discuss low cost portfolio models.
Guests:
Nir Kassar - Founding Managing Member of Unison Advisors and Bloomberg columnist
Read his stories here: Nir Kassar Bloomberg Columns
For more on Unison Advisors visit their website: https://unisonadvisors.com/
Wes Gray - CEO of Alpha Architect
Follow him on Twitter: @alphaarchitect
For more on Alpha Architect visit their website: https://alphaarchitect.com/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Mar 19, 2021 • 53min
Behind The Markets Podcast: Warren Pies
Show from 3/19/21
This week's market update has Wharton Finance Professor Jeremy Siegel discussing the potential of reopening, inflation, and the state of the Federal Reserve. According to Professor Siegel, the current Fed projections seem inconsistent. Then we turn our attention to momentum funds, cyclical stocks, and more. Host Jeremy Schwartz interviews an expert conducting research on major asset classes using quantitative modeling.
Guest:
Warren Pies - Founder and Strategist at 3Fourteen Research
Follow Warren on Twitter: @WarrenPies
Follow 3Fourteen Research on Twitter: @3F_Research
For more on 3Fourteen Research visit their website: https://3fourteenresearch.com/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Mar 11, 2021 • 54min
Behind The Markets Podcast: Amanda Agati
Show from 3/12/21
Wharton Finance Professor Jeremy Siegel talks market trends from the negative influence of yields on the tech sector to the impact of inflation on potential foreign buyers. Then, how will inflation impact the economy? In what ways will the switch to digital work transform the way we do business? Host Jeremy Schwartz talks to the managing director and chief investment strategist for PNC Financial Services Group about consumer behavior during a pandemic, harvesting the power of blockchain, and much more.
Guest:
Amanda Agati - Managing Director and Chief Investment Strategist for the PNC Financial Services Group
Follow Amanda on Twitter: @AmandaAgatiPNC
For more on PNC visit their website: https://www.pnc.com/en/personal-banking.html
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Mar 3, 2021 • 53min
Behind the Markets Podcast: St. Louis Fed President Jim Bullard
Show from 3/5/21
Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz talk to the CEO of the Federal Reserve Bank of St. Louis James Bullard about the state of the economy in 2021. They discuss the positive jobs report, vaccinations, the stimulus bill, and more. Curious about the pressures of inflation? Professor Siegel raises concern about the money surge and gets Bullard's take on interest rates and debt.
Guest:
James Bullard - Chief executive officer and 12th president of the Federal Reserve Bank of St. Louis
Follow the St. Louis Fed on Twitter: @stlouisfed
For more interviews with Bullard visit: https://www.stlouisfed.org/from-the-president
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Feb 25, 2021 • 53min
Behind The Markets Podcast: Alex Pickard
Show from 2/26/21
Host Jeremy Schwartz and Guest Co-Host Jason Guthrie, Head of Capital Markets in Europe at WisdomTree, take a deep dive into bitcoin and cryptocurrency. They talk about the history of mining bitcoin and the future of cryptomining with an expert in the space.
Guest:
Alex Pickard - Research Affiliates
Check out his Bitcoin thought piece: https://www.researchaffiliates.com/en_us/publications/articles/820-bitcoin-magic-internet-money.html
Twitter: @AlexPickard
Visit Research Affiliates' website: https://www.researchaffiliates.com/en_us/home.html
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Feb 19, 2021 • 53min
Behind The Markets Podcast: David Carter
Show from 2/19/21
Wharton Finance Professor Jeremy Siegel kicks off the show with his market highlights getting into producer prices in retail, jobless claims, stimulus checks, and inflation. Then, Host Jeremy Schwartz discusses investing in the face of uncertainty with David Carter of Lenox Wealth Advisors. They get into fixed income portfolios, preferreds, Asian markets, bitcoin and more.
Guests:
David Carter - Chief Investment Officer for Lenox Wealth Advisors
Check out Lenox Wealth Advisors' Website: https://lenox-wealth.com/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Feb 12, 2021 • 53min
Behind The Markets Podcast: Ari Paul
Show from 2/12/21
Wharton Finance Professor Jeremy Siegel delivers his market update discussing the lingering threat of inflation and bitcoin. Then Host Jeremy Schwartz and Guest Host Will Peck, Head of Strategy and Emerging Technology at WisdomTree, talk cryptoassets with an expert in the space. Find out how to navigate the bitcoin bull market, invest in cryptocurrency, and measure the value of emerging technology.
Guests:
Ari Paul - Co-Founder and Chief Investment Officer at BlockTower Capital
Follow BlockTower Capital on Twitter: @BlockTower
Check out BlockTower Capital's website: https://www.blocktower.com/
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com
Feb 5, 2021 • 26min
Behind The Markets Podcast: Sinan Aral
Show on 2/5/21
Curious about the digital economy and how social media is driving the markets? Hosts Jeremy Schwartz and Jeremy Siegel get into the latest news about GameStop and the influence of Reddit on stocks with a professor of management, IT, marketing, and data science. They get into the influence of social media and misinformation on the future of markets.
Guests:
Sinan Aral - David Austin Professor of Management, IT, Marketing and Data Science at MIT, Director of the MIT Initiative on the Digital Economy (IDE) and a founding partner at Manifest Capital.
Follow Sinan on Twitter: @sinanaral
Check out his book "The Hype Machine": https://www.sinanaral.io/books
Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz
Ask Siegel: If you have a pressing finance question we invite you to email us: asksiegel@wisdomtree.com


