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
Aug 30, 2018 • 54min
Behind The Markets Podcast: Corey Hoffstein
In this episode of Behind the Markets Jeremy talks to the CIO of Newfound Research about risk management, portfolios, 60/40 investments, and much more. Tune in!
Guest:
Corey Hoffstein - Co-Founder and CIO of Newfound Research
More about him here: https://www.thinknewfound.com/about-us
Follow him on Twitter @choffstein
Listen to his podcast here: https://blog.thinknewfound.com/podcast/
Aug 17, 2018 • 53min
Behind The Markets Podcast: Guy Petcho & Greg Valliere
In this episode of the Behind the Markets podcast host Jeremy Schwartz gets into market outlook. What is the future of trade with China and what are the effects of the Fed rate hikes? Then we bring on an expert on portfolio management, Trump, and politics. We get into investment strategies in a time of increasing uncertainty. All that and more!
Guests:
Guy Petcho: Global Macro Portfolio Manager for Voya Investment Management, focusing on interest rate and foreign exchange markets
Greg Valliere: Chief Global Strategist at Horizon Investments
Aug 10, 2018 • 54min
Behind The Markets Podcast: Matthew McAleer & Andrew Stewart
In this episode of Behind the Markets we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. What’s their outlook for the markets—and how are they adjusting in advance of another expected Fed rate hike? We also talk sector rotation and how that works to keep your portfolio in check. Tune in!
Guests:
Matthew McAleer - Executive Vice President and Director of Equity Strategies at Cumberland Advisors
More about Cumberland Advisors here http://www.cumber.com/
Andrew Stewart -Exchange Capital Management Senior Portfolio Manager Ann Arbor, MI
More about Exchange Capital Management here https://www.exchangecapital.com/
Aug 2, 2018 • 54min
Behind The Markets Podcast: Morgan Housel
In this episode of Behind the Markets host Jeremy Schwartz talks with award winning financial journalist Morgan Housel, who is also a partner at a firm that invests in socially responsible companies. He talks about how investors these days are more informed and that all advisers should be transparent with their clients.
Guest:
Morgan Housel, Partner at the Collaborative Fund and the man who writes the firm’s blog about the markets and investing. Morgan is a former columnist at The Motley Fool and The Wall Street Journal. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He was selected by the Columbia Journalism Review for the Best Business Writing 2012 anthology. In 2013 he was a finalist for the Scripps Howard Award.
Follow him on Twitter @morganhousel

Jul 25, 2018 • 54min
Behind The Markets Podcast w/ Wes Gray: Liqian Ren & Jack Vogel
In this episode of Behind the Markets host Wes Grey talks factor investing as a strategy with one of the few female portfolio managers in finance. She’ll talk about growing up in a small village in China and how she ended up managing money for Vanguard!
Guest Info:
Liqian Ren, Ph.D. - A portfolio manager in the Vanguard Quantitative Equity Group (QEG), where she manages Vanguard's factor funds and conducts research on factor strategies.
Jack Vogel - CIO and CFO of Alpha Architect
Jul 19, 2018 • 54min
Behind the Markets Podcast: John Apruzzese & Julian Brigden
In this episode of the Behind the Markets Podcast host Jeremy Schwartz and Jeremy Siegel talk about Trump and the Fed in light of the presidents comments on rate hikes. Then we get macro outlook with the president of Macro Intelligence 2 Partners. All that and more! Tune in
Guests:
John Apruzzese - Chief Investment Officer at Evercore Wealth Management
More at https://www.evercore.com/
Julian Brigden - Co-Founder and President of Macro Intelligence 2 Partners. As a global macro strategist Julian’s primary focus is exploiting trading opportunities inherent in macroeconomic and policy related developments. He is particularly skilled at exploring correlations in the economy and financial markets.
Follow him on Twitter @JulianMI2
More at https://www.mi2partners.com/
Jul 13, 2018 • 55min
Behind The Markets Podcast: Marc Chandler & The IMN Conference
In this episode of Behind the Markets Jeremy Schwartz talks to Global Head of Currency Strategy at Brown Brothers Harriman Marc Chandler about trade and foreign exchange. Then you'll hear a panel from the IMN Conference that Jeremy moderated on emerging markets. Tune in!
Guest Info:
Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman. His analysis blog, www.marctomarket is widely read and picked up by both the traditional and social media. He’s the author of two books: Making Sense of the Dollar: Exposing Dangerous Myths about Trade and Foreign Exchange and Political Economy of Tomorrow
Follow him on Twitter @marcmakingsense
More about his company here https://www.bbh.com/en-us
IMN Conference: https://www.imn.org/investment-management/conference/Global-Indexing-ETFs-2018/Speakers.html
Jun 29, 2018 • 54min
Behind The Markets Podcast: Dan David
In this episode of the Behind the Markets podcast Jeremy Siegel and Jeremy Schwartz talk to Dan David, Co-Founder of GeoInvesting, about China tariffs, politics, and running for Congress. Tune in!
Guest Info:
Dan David runs the GeoInvesting Team, which employs equity analysts, CFAs, PRC attorneys, investigators and accomplished authors and editors. During his tenure, thirteen China-based companies have been halted or delisted.
More about GeoInvesting here https://geoinvesting.com/
Follow him on Twitter @dan_fgalphamgmt

Jun 22, 2018 • 55min
Behind The Markets Podcast w/ Wes Gray: Kate Waldock & Jeff Korzenik
In this episode of Behind the Markets Jeremy and Wes talk to assistant professor of Finance at Georgetown University and the chief investment strategist at Fifth Third Bank about the labor force and the opioid crisis. Plus they talk about what it takes to start a career in finance and corporate bankruptcy. All that and more! Tune in
Guest Info:
Kate Waldock- Assistant Professor of Finance at Georgetown University
Check out her podcast here: https://www.capitalisnt.com/
Follow her on Twitter @katewaldock
Jeff Korzenik - Chief Investment Strategist at Fifth Third Bank
More information about Fifth Third Bank here https://www.53.com/content/fifth-third/en.html
Jun 8, 2018 • 55min
Behind The Markets Podcast: Rick Pitcairn & Brian Wesbury
In this episode of Behind the Markets Jeremy Siegel gives the latest on the markets. Then Jeremy Schwartz dives into momentum investing with the CIO of Pitcairn. Plus in the second half of the show we add chief economist at First Trust Advisors to the mix to discuss investment opportunities. All that and more, tune in!
Guest Info:
Rick Pitcairn -Chief Investment Officer at Pitcairn
More on Pitcairn at http://www.pitcairn.com/
Brian Wesbury - Chief Economist at First Trust Advisors
More info about First Trust Advisors here https://www.ftportfolios.com/


