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 26, 2019 • 55min
Behind The Markets Podcast: Matt McAleer & Allison Schrager
Show from 4/26/19
In this episode our hosts Jeremy Schwartz and Liqian Ren start off the show talking to the Executive Vice President and Director of Equity Strategies at Cumberland Advisors about European markets, sector investing, South Africa, market momentum, and much more. Then they bring on economist and author of the new book "An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk." She gets into retirement, managing risk, and trading bonds.
Guests:
Matt McAleer- Executive Vice President and Director of Equity Strategies at Cumberland Advisors.
Follow Cumberland Advisors on Twitter: @CumberlandADV
Allison Schrager - An economist who is co-founder of the risk advisory firm LifeCycle Finance Partners, LLC and a journalist at Quartz. She’s also the author of a great new book called AN ECONOMIST WALKS INTO A BROTHEL: And Other Unexpected Places to Understand Risk.
Follow Allison on Twitter: @AllisonSchrager
More on Allison & her book here: https://www.allisonschrager.com/
Apr 16, 2019 • 31min
Behind the Markets Podcast Special: Market Outlook in India
In this special edition of Behind the Markets Jeremy Schwartz and Gaurav Sinha of WisdomTree talk to Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center, about economic trends in India. They discuss what sectors to pay attention to in India, consumption in the country, the benefits of export driven economy, and more.
Guests:
Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center
Follow Sri on Twitter: @teasri
Fore More on the Jerome Levy Forcasting Center: www.levyforecast.com/
Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree
You can also follow our host on twitter: @JeremyDSchwartz

Apr 11, 2019 • 51min
Behind the Markets Podcast: Steve Cordasco, Srinivas Thiruvadanthai, & Gaurav Sinha
Show from 4/12/19
How much money will you really need to retire? In this episode of Behind the Markets hosts Jeremy Schwartz, Jeremy Siegel and Liqian Ren talk to the CEO of the Cordasco Financial Network, named one of the top financial advisers in the Philadelphia Area by Smart Asset. They also focus on investment opportunities in Japan, China and India. Tune in
Guests:
Steve Cordasco, Founder and CEO of the Cordasco Financial Network
Follow CFN on Twitter: @CFNPlan
For more info on CFN visit their website: https://cfnplan.com/
Srinivas Thiruvadanthai, Director of Research for the Jerome Levy Forecasting Center
Follow Sri on Twitter: @teasri
Fore More on the Jerome Levy Forcasting Center: https://www.levyforecast.com/
Gaurav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree
You can also follow our hosts on twitter: @JeremyDSchwartz and @RLiqian

Apr 5, 2019 • 54min
Behind The Markets Podcast: Tim Duy & Josh Brown
Show from 4/5/19
Today’s show is all about Federal Reserve policy! Hosts Jeremy Schwartz and Liqian Ren talk to a Fed watcher who thinks fears about a recession can’t be dismissed. They get into inverted yield curves, interest rates, wage growth, and much more. Then they get into robo-trading platforms and investment strategy. Tune in!
Guests:
Tim Duy - A professor of practice in the Economics Department at the University of Oregon. He’s also the Senior Director of the Oregon Economic Forum, and writes a regular blog called “Tim Duy’s Fed Watch”.
Read the blog: https://blogs.uoregon.edu/timduyfedwatch/
Follow him on Twitter: @TimDuy
Josh Brown - The CEO of RItholtz Wealth Management, a New York City-based investment advisory firm. Josh has been named by The Wall Street Journal, Barron's and TIME Magazine as the most important financial follow on Twitter, and his blog, The Reformed Broker, is read by millions of investors, traders and advisors around the world. He is also a CNBC Contributor.
Follow him on Twitter: @ReformedBroker
You can follow our hosts on twitter: @JeremyDSchwartz and @RLiqian
Mar 29, 2019 • 54min
Behind the Markets Podcast: Dr. Diego Rodriguez Palenzuela, Kevin Flanagan, & Jillian Fornito
Show from 3/29/19
We go global when host Jeremy Schwartz talks to an economist from the European Central Bank. What impact are the Brexit negotiations having on the global economy, and why is the ECB’s President worried about negative interest rates? We also talk about whether the Fed’s hints that it’s done raising interest rates will affect the markets and Italy's impact on the ECB. Tune in!
Guests:
Dr. Diego Rodriguez Palenzuela - Head of the Business Analysis Division, DG-Economics, at the European Central Bank. He’s been with the ECB since 1999 and has a PhD in economics from MIT.
More about Diego on the ECB's website: https://www.ecb.europa.eu/pub/research/authors/profiles/diego-rodriguez-palenzuela.en.html
Jillian Fornito - Executive Director of the Global Interdependence Center, a nonprofit organization established in 1976 and headquartered inside the Federal Reserve Bank of Philadelphia. GIC’s mission is to facilitate an international dialogue on economics and Diego came to us through her.
More on the Global Interdependence Center: https://www.interdependence.org/
Check out the GIC travel blog Jill writes for: https://www.interdependence.org/blog/
Kevin Flanagan– Head of Fixed Income Strategy at WisdomTree
Mar 22, 2019 • 55min
Behind the Markets Podcast: Gene Goldman
Show from 3/22/19
In this episode host Jeremy Schwartz welcomes Gene Goldman to the show to talk about Europe, Japan, and other emerging markets. They also discuss economic data that their watching such as fed rate hikes and oil prices to see if the U.S. is heading towards a recession.
Guest:
Gene Goldman - Director of Research and Chief Investment Officer at Cetera Investment Management. He provides day-to-day oversight, with a focus on providing unbiased research about the economy and financial markets, asset allocation strategies, mutual funds and other investment related topics.
More about Cetera here: https://www.cetera.com/cetera_investment_management
Follow him on Twitter: @GeneGoldman1

Mar 14, 2019 • 53min
Behind The Markets Podcast: Guarav Sinha, Jay Hatfield, & Wes Gray
Show from 3/15/19
In this episode of Behind the Markets hosts Jeremy Schwartz and Liqian Ren talk to Wes Gray of AlphaArchitect about the Democratize Quant Conference. Then Guarav Sinha joins the show to discuss tech advances in India and their growing economy. Plus the founder and CEO InfraCap talks about investing in energy and infrastructure and why he's bullish on oil. All that and more
Guests:
Guarav Sinha - Associate Director of Asset Allocation and Modern Alpha at WisdomTree
Wes Gray - CEO of Alpha Architect
Follow him on Twitter: @alphaarchitect
Jay Hatfield - the Founder and CEO of a firm called InfraCap
For more on InfraCap visit: https://www.infracapfunds.com/
Mar 7, 2019 • 54min
Behind the Markets Podcast: Danielle DiMartino & David Keller
Show from 3/8/19
In this episode of Behind the Markets host Liqian Ren and Jeremy Schwartz talk to Danielle DiMartino of Quill Intelligence. She offers up a sobering, unique opinion on the February Jobs Report. Plus they discuss fed policy, interest rates, and European markets. Then they discuss behavioral finance and investment strategy with the president and chief strategist at Sierra Alpha Research LLC. Tune in!
Guests:
Danielle DiMartino - Booth is CEO and Director of Intelligence for Quill Intelligence, a new research and analytics firm. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America
Follow her on Twitter: @DiMartinoBooth
Her book: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655
Visit her website: https://dimartinobooth.com/bio/
David Keller - President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness.
Follow him on Twitter: @DKellerCMT
Company website: https://www.marketmisbehavior.com/

Feb 28, 2019 • 55min
Behind The Markets Podcast: Kelvin Zhang & Peter Bookckvar
Show from 3/1/19
On today's show hosts Jeremy Schwartz and Liqian Ren discuss sector based research, the oil industry, and foreign exchange currencies with the CIO and portfolio manager for Bleakley Advisory Group. Then they talk US Dollar, Retail, Global Economies, & China trade with Peter Boockvar, a bearish CIO and portfolio manager for Bleakley Advisory Group. He will explain why he's holding a lot of cash and favors cheap international markets over the US. All that and more!
Guests:
Kelvin Zhang - He is a Partner at AlphaLetters LLC, a quantitative research company serving fund investors worldwide. Kelvin joined AlphaLetters in 2014 and leads its research, and product development—and has an MBA from the Wharton School, class of 2003.
For more info visit: http://www.alphaletters.com/
Peter Boockvar - Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a 4-point 5 billion dollar wealth management firm. Peter is also the Editor of The Boock Report, a macro economic and market newsletter, and a CNBC contributor.
For more info visit: https://www.bleakley.com/

Feb 22, 2019 • 54min
Behind The Markets Podcast: Bill Stone & Martin Fridson
Show from 2/22/19
In this episode of Behind the Markets Jeremy Siegel joins at the top for his market outlook. He discusses the Fed, the deal with China, and emerging markets.Then hosts Jeremy Schwartz and Liqian Ren bring on Bill Stone of Avalon Advisors and discuss global markets, job growth, the housing sector and much more. Plus in the second half of the show Marty Fridson of Lehmann Livian Fridson Advisors joins the hosts to discuss high yield investing.
Guests:
Bill Stone, Chief Investment Officer at Avalon Advisors
Follow him on Twitter @ewstone
For more info visit: http://avalonadvisors.com/
Martin Fridson, Chief Investment Officer at Lehmann Livian Fridson Advisors
Follow him on Twitter @MartinFridson
For more information on Martin visit: http://www.martinfridson.com/
For more info on his firm visit: https://www.llfadvisors.com/


