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

Oct 4, 2019 • 29min
Behind the Markets Podcast: Anne Marie Knott & Chris Jones
Show from 10/04/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Anne Marie Knott & Chris Jones about investment management and they break down the term research quotient.
Guest:
Anne Marie Knott, the Robert and Barbara Frick Professor in Business at Olin Business School at Washington University in St Louis. Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School.
Check out more information here:https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott
Guest:
Chris Jones, Chief Investment Officer and Executive Vice President of Investment Management at an advisory firm called Financial Engines.
Check out more information here: https://www.institutionalinvestor.com/article/b14z9xvj12xyf7/financial-engines-cio-chris-jones-champions-conflict-free-advice

Sep 25, 2019 • 22min
Behind the Markets Podcast: Ray Ball
Show from 9/27/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guest Ray Ball about the financial innovation and size premium.
Guest:
Ray Ball, the Sidney Davidson Distinguished Service Professor of Accounting at the University of Chicago’s Booth School of Business. Ray and his colleague Philip Brown are being honored at the conference with the 2019 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation.
Check out more information here: https://www.analysisgroup.com/experts-and-consultants/affiliated-experts/ray-ball/

Sep 24, 2019 • 34min
Behind the Markets Podcast: Matthew Ringgenberg & Mihail Velikov
Show from 9/27/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk with guests Matthew Ringgenberg and Mihail Velikov about the studies of anomalies and universal accounting standards.
Guest:
Matthew Ringgenberg, Associate Professor of Finance at the University of Utah. Matt presented a paper this morning called “Anomaly Time”
Check out more information here: https://eccles.utah.edu/team/matthew-ringgenberg/
Guest:
Mihail Velikov, an assistant professor of finance at the Smeal College of Business at Penn State University. Prior to Penn State, he spent four years at the Federal Reserve Bank of Richmond. He was part of a panel that gave a trading cost perspective on the Anomaly paper.
Check out more information here: https://www.nber.org/people/mihail_velikov

Sep 19, 2019 • 54min
Behind The Markets Podcast: James Bullard
Show from 9/20/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Professor Sigel talks with guest James Bullard about the FOMC Meeting and monetary policy..
Guest:
James Bullard is is the president and CEO of the Federal Reserve Bank of St. Louis. In that role, He is a participant on the Federal Reserve’s Federal Open Market Committee (FOMC), which meets regularly to set the direction of U.S. monetary policy. He also oversees the Federal Reserve’s Eighth District, including activities at the St. Louis headquarters and its branches in Little Rock, Arkansas, Louisville, Kentucky., and Memphis, Tennessee.
Check out more information here: https://www.stlouisfed.org/about-us/leadership-governance/bank-officers/executive-bios/james-bullard

Sep 11, 2019 • 33min
Behind The Markets Podcast: Nicholas Johnson
Show from 9/13/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talks with guest Nicholas Johnson about global markets and platform businesses.
Guest:
Nicholas Johnson, Principal at Applico, where he works directly with Fortune 500 C-Suites and Boards to help them build and buy their own platform businesses. He is the co-author of Applico’s Amazon-best seller Modern Monopolies
Follow him on Twitter: @NLJ_1
Check out his website here: https://www.applicoinc.com/

Sep 4, 2019 • 54min
Behind The Markets Podcast: Peter Boockvar & Jim Bianco
Show from 9/6/19
In this episode of Behind the Markets hosts Jeremy Schwartz talks with guests Peter Boockvar & Jim Bianco about global monetary policy, investment strategy, and the stock outlook.
Guest:
Peter Boockvar, is the Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a $4.5b wealth management firm. He is also the Editor of The Boock Report, a macro economic and market newsletter, as well as a CNBC contributor.
Follow him on Twitter: @pboockvar
Check out his website here: https://boockreport.com
Guest:
Jim Bianco, President and CEO of Bianco Research. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.
Follow him on Twitter: @biancoresearch
Check out his website here: https://www.biancoresearch.com/free-trial/?source=TWTR

Aug 22, 2019 • 30min
Behind The Markets Podcast: Dave Donabedian
Show from 8/23/19
In this episode of Behind the Markets host Jeremy Schwartz talks with guest Dave Donabedian about fed policy and the global market outlook .
Guest:
Dave Donabedian is the chief investment officer of CIBC Private Wealth Management, whose responsibilities include chairing the Asset Allocation Committee, as well as providing oversight of internal investment strategies and the external manager selection platform. He’s also a proud Wharton alum with a Bachelor of Science in economics and a Bachelor of Arts with honors--1984 Undergrad.
Follow him on Twitter: @ddonabedian
Check out his company CIBC here: https://private-wealth.us.cibc.com/

Aug 22, 2019 • 25min
Behind The Markets Podcast: Kevin Muir
Show from 8/23/19
In this episode of Behind the Markets host Jeremy Schwartz talks with guest Kevin Muir about bond market strategy and government spending.
Guest:
Kevin Muir who is market strategist at East West Investment Management. He’s also the author of the MacroTourist newsletter and he hosts his own podcast called The Market Huddle.
Follow him on Twitter: @kevinmuir
Check out his podcast here: https://www.youtube.com/watch?v=_AI_WvHrGV4

Aug 16, 2019 • 54min
Behind The Markets Podcast: Samuel Rines & Danielle Booth
Show from 8/16/19
In this episode of Behind the Markets hosts Jeremy Schawrtz and Liqian Ren talk with guests Samuel Rines and Danielle DiMartino Booth about monetary policy and the fears of a recession.
Guest:
Samuel E. Rines is Chief Economist at Avalon Advisors. Prior to joining Avalon, Samuel was an Economist and Analyst at Chilton Capital Management. His writing has appeared in the Wall Street Journal, The National Interest, on CNBC and has been covered by Bloomberg and Reuters along with other media outlets. He was a Student Fellow at the American Institute for Economic Research where he received the Roy Anderson Faulke Award. While working on his degree, Samuel spent two trimesters at Oxford University studying Development Economics. His book, "After Normal: Making Sense of the Global Economy", is available at Amazon.com.
Follow him on Twitter: @SamuelRines
Check out his book here: https://www.amazon.com/After-Normal-Making-Global-Economy/dp/1974166198
Guest:
Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill.
Follow him on Twitter: @DiMartinoBooth
Check out her latest article here: https://www.interdependence.org/blog/modern-meritocracy-theory-pledging-allegiance-to-an-american-mmt/

Aug 9, 2019 • 29min
Behind The Markets Podcast: Marc Chandler
Show from 8/9/19
In this episode of Behind the Markets host Liqian Ren starts the show off with a market update and the US China trade war with Professor Jeremy Siegel. Liqian Ren discusses everything from US China trade war to the Federal Reserve.
Guest:
Marc Chandler, who is a Chief Market Strategist at Bannockburn Global Forex. He writes a widely followed blog called Marc to Market.
Chandler is a frequent guest on CNBC, Bloomberg Television, FOX Business, Business News Network, and Nightly Business Report where he provides his insights on the global capital markets. Chandler has been published in the Financial Times, Foreign Affairs, Barrons, The Nation, Euromoney Institutional Investor, and Corporate Finance. He is regularly published by Seeking Alpha and TheStreet.com.
Follow him on Twitter: @marcmakingsense
Check out his Marc Chandler's articles here: http://www.marctomarket.com/2019/07/intervention-huff-puff-and-bluff.html


