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
Jun 14, 2019 • 31min
Behind The Markets Podcast: Andy Rothman
Show from 6/14/19
In this episode Jeremy Schwartz and Guarav Sinha get into US trade with China and how that will impact markets with an expert on the subject. They talk about opportunities for small entrepreneurial ventures in China, stock picking at the micro level, and much more.
Guest:
Andy Rothman - Investment Strategist for Matthews Asia. Andy writes a blog called Sinology that is closely followed by investors.
Follow him on Twitter: @RothmanAndy
Check out his blog here: https://matthewsasia.com/perspectives-on-asia/sinology/default.fs
Jun 14, 2019 • 25min
Behind The Markets Podcast: Ruchir Sharma
Show from 6/14/19
In this episode Jeremy Schwartz and Guarav Sinha talk to head of emerging markets and chief global strategist at Morgan Stanley Investment Management about India. They talk about the likelihood of a reform process to reverse in India, the centralization of power in the country, and much more.
Guest:
Ruchir Sharma - Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management. He’s also a successful author and has a new book called Democracy on the Road: A 25-Year Journey through India. He typically spends one week every month in a different country where he meets leading politicians, top CEOs and other local characters.
Follow his work here: https://www.morganstanley.com/im/en-us/institutional-investor/about-us/investment-professionals/sharma-ruchir.html
Jun 7, 2019 • 33min
Behind The Markets Podcast: James Wood-Collins
Show from 6/7/19
Jeremy Schwartz brings on the CEO of London-based currency management firm Record PLC to talk global currencies. They get into European markets, hedging, bonds, equities and much more. Tune in
Guest:
James Wood-Collins - CEO of Record PLC
Find out more about Record PLC here: https://www.recordcm.com/
You can also follow Record PLC on Twitter: @RecordCurrency
Jun 7, 2019 • 23min
Behind The Markets Podcast: Frederik Ducrozet
Show from 6/7/19
Jeremy Schwartz and Jeremy Siegel kick off the show discussing the latest market news from the May jobs report to the Mexico/ China tariffs. Then they talk to a Geneva-based strategist who follows central banks and what the markets are saying about a possible interest rate cut from the Fed. They get into negative interest rates, the tech sector, innovation, ECB habits and more. Tune in
Guest:
Frederik Ducrozet - Senior Economist and Global Macro Strategist at the Pictet Group, based in Geneva Switzerland.
For more on Pictet Group visit their website: https://www.group.pictet/
Follow him on Twiiter: @fwred
May 30, 2019 • 28min
Behind the Markets Podcast: Peter Mallouk
Show from 5/31/19
Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel talk to the founder of Creative Planning, named the #1 Independent Wealth Management Firm in America by Barron’s. What is his strategy in this volatile market? Tune in and find out
Creative Planning Legal Disclosures: https://creativeplanning.com/important-disclosure-information/
Guest:
Peter Mallouk - Founder and President of Creative Planning
Follow Peter on Twitter: @PeterMallouk
Check out their website: creativeplanning.com/
May 30, 2019 • 55min
Behind The Markets Podcast: Srinivas Thiruvadanthai, Guarav Sinha, & Peter Mallouk
Show from 5/31/19
India’s Prime Minister was re-elected in a landslide. Hosts Jeremy Schwartz and Associate Director of Asset Allocation and Modern Alpha at WisdomTree Guarav Sinha talk about what his plans might be for spurring economic growth in the country and what opportunities there might be for investors in that region. Then Wharton Finance Professor Jeremy Siegel joins the show and they talk to the founder of Creative Planning, named the #1 Independent Wealth Management Firm in America by Barron’s. What is his strategy in this volatile market? Tune in and find out
Guests:
Srinivas Thiruvadanthai - Director of Research for the Jerome Levy Forecasting Center
Follow Sri on Twitter: @teasri
Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree
Peter Mallouk - Founder and President of Creative Planning
Follow Peter on Twitter: @PeterMallouk
Check out their website: https://creativeplanning.com/
May 24, 2019 • 54min
Behind The Markets Podcast: Alex Moazed & Rafi Aviav
Show from 5/24/19
In this episode of the Behind the Markets podcast host Jeremy Schwartz talks to the Founder and CEO of Applico, a company that helps new and existing businesses build their own platforms. He’ll explain that while a traditional business model creates value through linear supply chain production, a platform business is non-linear and can connect interdependent groups of consumers and producers. Companies like Amazon, Walmart and Microsoft have made the switch—so is this the business model you should consider for your company?
Guests
Alex Moazed, Founder of Applico. He founded Applico in 2009 when he was 20 years old and funded the company with his own credit cards. Alex co-authored the best-selling book, Modern Monopolies, which defines the platform business model dominating the 21st century economy. In his role as CEO, he works directly with Fortune 500 C-suites and boards to help them build or buy their own platform businesses. Alex is a graduate of Babson College, Choate Rosemary Hall and Greenwich Country Day School.
For more on Applico visit this link: https://www.applicoinc.com/
Rafi Aviav - Head Of Product Development at WisdomTree in Europe. He has an MBA in Analytic (Quantitative) Finance from the University of Chicago’s Booth School of Business, as well as a BA in economics from Tel Aviv University.
May 17, 2019 • 54min
Behind The Markets Podcast: Reunion Radio Special
Show from 5/17/19
Tune in for this special Reunion Radio edition of Behind the Markets featuring two experts on China! JeremySchwartz and Liqian Ren get into China/ US trade, the Asia Credit Bond Index, and more.
Guests:
Chad Liu - Founder and Chairman of Prudence Investment Management
More about them here: http://www.prudenceinv.com/
Dali Yang - The William Claude Reavis Professor of Political Science at the University of Chicago.
Check out his work here: https://political-science.uchicago.edu/directory/dali-yang
May 9, 2019 • 55min
Behind The Markets Podcast: David Lai & Keith Wardrip
Show from 5/10/19
Investors are nervous about trade talks between China and the U.S. and stocks have been off their highs as a result. In this episode of Behind the Markets, Jeremy Schwartz talks to his guests about the outlook for a new agreement without President Trump imposing tariffs. Jeremy also discusses a report from the Philadelphia Federal Reserve Bank that has advice for job seekers without a college degree—stay out of big cities! Tune in
Guests:
David Lai - A Partner and Co-Chief Investment Officer of Premia Partners
More info here: https://www.premia-partners.com/
Keith Wardrip - Who is Community Development Research Manager at the Philadelphia Federal Reserve Bank. He’s one of the authors of a report on what are known as “opportunity occupations”
Read the report here: https://www.philadelphiafed.org/-/media/community-development/publications/special-reports/identifying_opportunity_occupations/opportunity_occupations_revisited.pdf?la=en
May 3, 2019 • 55min
Behind The Markets Podcast: Chris Jones & Anne Marie Knott
Show from 5/3/19
In this episode of Behind the Markets our hosts Jeremy Schwartz and Liqian Ren talk about innovation in finance. First they bring on Wharton Professor Jeremy Siegel for his weekly update, this week he discussed stagnant Fed rates and the slowdown in business investment and household spending. Then they bring on the CIO and Executive Vice President of Investment Management at Financial Engines to talk about retirement planning and robo-investors. Then we bring on the author of the book "How Innovation Really Works." She gets into RQ having the same predictive factor as momentum and multinational companies vs non-multinationals in regards to innovation. Tune in!
Guests:
Chris Jones - Chief Investment Officer and Executive Vice President of Investment Management at Financial Engines.
More about Financial Engines here: https://financialengines.com/
Anne Marie Knott - Robert and Barbara Frick Professor in Business at Olin Business School at Washington University and author of “How Innovation Really Works” Prior to her appointment at Olin, she was Assistant Professor of Management at the Wharton School.
Follow her research here: https://olin.wustl.edu/EN-US/Faculty-Research/Faculty/Pages/FacultyDetail.aspx?username=knott
Check out her book here: https://www.amazon.com/How-Innovation-Really-Works-Trillion-Dollar/dp/1259860930
