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
Nov 9, 2018 • 54min
Behind the Markets Podcast: Kevin Flanagan & Jared Dillian
In this episode of Behind the Markets Jeremy Schwartz and Jeremy Siegel kick off the show discussing the outcome of the 2018 Midterm Elections and the impact the results will have on markets. Then they talk bonds, interest rates, and inflation. Plus a broader look at markets and investment strategy. This politically charged episode tries to provide listeners with the right investing tools to consider big market risks. You don't want to miss this one!
Guests:
Kevin Flanagan - Senior Fixed Income Strategist at WisdomTree Asset Management
More on his work herehttps://www.wisdomtree.com/blog/author/kevin%20flanagan
Jared Dillian - Editor of the Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008
Find out more about The Daily Dirtnap here http://www.dailydirtnap.com/
Follow him on Twitter @dailydirtnap
Nov 2, 2018 • 54min
Behind The Markets Podcast: Ed Mills & Tom Lee
In this episode of Behind the Markets host Jeremy Schwartz gets a market update from Co-Host and Wharton Finance Professor Jeremy Siegel. Then he talks to Public Policy Analyst at Raymond James, Ed Mill, about the upcoming midterm elections. Plus he discusses everything from jobs to cryptocurrency with Tom Lee of Fundstrat Global Advisors. Tune in!
Guests:
Ed Mills - Managing Director and Public Policy Analyst at Raymond James
Find out more on their website https://www.raymondjames.com/
Follow them on Twitter @RaymondJames
Tom Lee - Managing Partner and Head of Research at Fundstrat Global Advisors
Find out more on their website https://www.fundstrat.com/
Follow him on Twitter @fundstrat

Oct 26, 2018 • 54min
Behind the Markets Podcast w/ Wes Gray: Patrick Cleary & Brandon Koepke
In this episode of Behind the Markets, our guest co-host Wes Gray of Alpha Architect brings on cybersecurity experts to discuss breaches and the steps to keep your information safe. Tune in!
Guests:
Patrick Cleary, Chief Operations Officer at Alpha Architect
Brandon Koepke, Chief Technical Officer at Alpha Architect
Oct 18, 2018 • 54min
Behind The Markets Podcast: Jesper Koll & Ed Cole
In this episode of Behind the Markets our hosts Jeremy Schwartz and Jeremy Siegel tackle global markets. They get into Japan, debt, emerging markets, and currency wars relating to China. All that and more
Guests:
Jesper Koll - Chief Executive Officer of WisdomTree Japan
Ed Cole - Portfolio Manager at Man GLG
More about his company here https://www.glgpartners.com/
Oct 12, 2018 • 54min
Behind the Markets Podcast: Syed Hussain & Will Peck
Confused by all the hype about Blockchain and cyber-currencies? Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy get a crash course from the Chief Commercial Officer for BANKEX, a global financial technology firm. He will explain why his firm thinks this is the future of banking. We’ll also have Professor Siegel’s take on this week’s market drop—and whether we’re now entering a bear market. Tune in!
Guests:
Syed Hussain - Chief Commercial Officer for BANKEX. Let me tell you more about BANKEX
Follow the firm on Twitter @BANKEX
Or check out their website https://bankex.com/en/
Will Peck - Director of Corporate Strategy at WisdomTree
Oct 5, 2018 • 54min
10/5/18 Behind The Markets Podcast: Preston McSwain, Adam Butler, Andrew Miller
Host Jeremy Schwartz talks to three investment managers about their current strategies in this sometimes volatile market, as well as how they are managing withdrawal rates for clients that are retiring. Should you be moving some money into bonds? And what is a better bet right now—large cap stocks or small caps? Tune in
Guests:
Preston McSwain – Fiduciary Wealth Partners
Adam Butler – CIO of Resolve Asset Management
Andrew Miller – CIO of Miller Financial Management
Sep 28, 2018 • 54min
Behind The Markets Podcast: Special w/ James Bullard of the Federal Reserve
In this special of the Behind the Markets podcast Jeremy Schwartz and Jeremy Siegel talk to the President and CEO of the Federal Reserve Bank of St. Louis James Bullard. They get into the interest rate hikes, monetary policy, the job market, and much more.
Guest:
James Bullard - President and CEO of the St. Louis Federal Reserve Bank
More info about him here: https://www.stlouisfed.org/from-the-president
Sep 21, 2018 • 54min
Behind The Markets Podcast: Brandon Zick
In this episode of the Behind the Markets Podcast host Jeremy Schwartz talks to Brandon Zick, Director of Acquisitions & Portfolio Management at Ceres Partners, about investing in the farming sector. They also discuss the effects of tariffs on the farm markets.
Guest:
Brandon Zick - Director of Acquisitions & Portfolio Management at Ceres Partners
More info here: https://www.cerespartners.com/
Sep 13, 2018 • 53min
Behind The Market's Jacobs Levy Conference Special: Robert Shiller & Robin Greenwood
In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel talk to top economists at the Jacobs Levy Conference. They give their take on market outlook incorporating everything from robots and tech to health care. Tune in!
Guests:
Robert Shiller - Nobel Prize winning economist
Robin Greenwood - the George Gund Professor of Finance and Banking at Harvard Business School
Sep 7, 2018 • 53min
Behind The Markets Podcast: Leonard Nakamura
In this special episode of Behind the Markets hosts Jeremy Schwartz and Jeremy Siegel interview the Vice President and Economist at the Federal Reserve Bank of Philadelphia Leonard Nakamura. They discuss excess production, education, healthcare, human capital and more.
Guest:
Leonard Nakamura - Vice President of the Federal Reserve Bank of Philadelphia
More info on his research: https://www.philadelphiafed.org/research-and-data/economists/nakamura


