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 1, 2018 • 54min
Behind The Markets Podcast: Simon Lack & Bill Stone
In this episode of the Behind the Markets podcast host Jeremy Schwartz and Jeremy Siegel take us through the latest market trends. Then Jeremy Schwartz talks to his guests about investing in energy infrastructure. Plus we hear about how tariffs are impacting markets. All that and more. Check out this weeks show!
Guests:
Simon Lack - Managing Partner at SL Advisors
Follow him on Twitter @SimonLack
More about his company here: http://sl-advisors.com/
Bill Stone - President and chief investment officer of Stone Investment Partners
Follow him on Twitter @ewstone
More about his company here: https://www.stoneinvestmentpartners.com/
May 18, 2018 • 54min
Behind The Markets Podcast: Tom Haines & Adam Politzer
In this edition of Behind the Markets hosts Jeremy Siegel and Jeremy Schwartz talk insurance asset management with their guests. They cover everything from fixed index annuities and 60/40 portfolios to the retirement crisis. Check it out!
Guests:
Tom Haines - Senior Vice President, Capital Markets & Index Solutions, at Annexus
Follow Annexus on Twitter @Annexus
Find out more about his work here: https://www.annexus.com/
Adam Politzer - Vice President of Product Management at Athene Holdings
Find out more about his work here: https://www.athene.com/

May 10, 2018 • 54min
Behind The Markets Podcast w/ Wes Gray: Sumeet Nagar, Akshay Mansukhani, Christopher Swann
This is a special episode of Behind the Markets with Wharton alumni for SiriusXM's Reunion Radio. Hosts Jeremy Schwartz and Wes Gray talk to the founders of Malabar Investments and Cygnus Capital about their entrepreneurial journeys. They cover everything from investing to starting a financial investment company in India. Tune in!
Guest Info:
Sumeet Nagar - A co-founder of Malabar Investments
Akshay Mansukhani - A co-founder and managing partner at Malabar Investments
Link to their website: http://www.malabarinvest.com/
Christopher Swann - Founder and Portfolio Manager at the hedge fund Cygnus Capital
Link to website: http://www.cygnusvc.com/
May 4, 2018 • 55min
Behind The Markets Podcast: Andrew Baron & Jonathan Heckscher
In this episode of the Behind the Markets Podcast, host Jeremy Schwartz talks fixed income and investment strategy with his guests. They also delve into factors impacting global markets and geopolitics. Tune in and check it out!
Guests:
Andrew Baron - Chief Investment Officer at Butterfield Asset Management
http://www.butterfieldgroup.com/Pages/default.aspx
Jonathan Heckscher - Director of Fixed Income and Investment Strategy at Pennsylvania Trust
http://www.penntrust.com/
Apr 27, 2018 • 54min
Behind The Markets Podcast: Peter Tchir & Brent Johnson
In this episode of the Behind the Markets Podcast host Jeremy Schwartz dives into a bunch of topics from Bonds and GDP to Geopolitical Developments. He talks with Peter Tchir about market dynamics and the future of currency. Then he brings on CEO of Santiago Capital, Brent Johnson, to discuss investing in gold and portfolios. Tune in and check it out!
Guest Info:
Peter Tchir - who is head of Macro Strategy at Academy Securities
Follow him on Twitter @TFMkts
Brent Johnson - CEO of Santiago Capital
Follow Santiago Capital on Twitter @SantiagoAuFund

Apr 11, 2018 • 55min
Behind the Markets Podcast w/ Wes Gray: Ken Baker, Jim Steiker, & Doug Pugliese
In this episode of Behind the Markets hosts Wes Gray & Doug Pugliese take us through the marvelous world of employee stock ownership plans. They cover the benefits of having employees feel a deep connection to their work because they own part of it! Plus Professor Jeremy Siegel talks market outlook. All that and more, tune in!
Guests:
Ken Baker - CEO of NewAge Industries
More info at: http://www.newageindustries.com/default.asp
Jim Steiker - Chairman and CEO of SES Advisors
More info at: http://sesadvisors.com/
Doug Pugliese - Director of Portfolio Services at Alpha Architect
*Follow host Wes Gray on twitter @alphaarchitect

Apr 4, 2018 • 54min
Behind The Markets Podcast w/ Wes Gray: Michael Batnick
This week on Behind the Markets hosts Jeremy Schwartz and Wes Gray get market commentary from Jeremy Siegel in the wake of all the China tariffs. Then they talk to Michael Batnick about trading strategy and the major mistakes investors make. Mike has a book coming out June 6th titled "Big Mistakes: The Best Investors and Their Worst Investments" which you can order on Amazon via the link below. Tune in and check it out!
Follow his podcast: http://theirrelevantinvestor.com/
Amazon book link: https://www.amazon.com/Big-Mistakes-Investors-Investments-Bloomberg/dp/1119366550
You can also follow him on twitter: @michaelbatnick
Guest Info:
Michael Batnick - Director of Research at Ritholtz Wealth Management. Michael is one of the contributors to Ritholtz’s The Irrelevant Investor blog, where he aims to educate people about investing. He’s also the author of a book being published later this year called Big Mistakes: The Best Investors and Their Worst Investments.

Mar 27, 2018 • 55min
Behind The Markets Podcast w/ Wes Gray: Alex Sadowski & Dave Babulak
In this episode of Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk high frequency trading, cryptocurrency, & the future of investing with new tech. Also check out the video below of our guest Dave blowing up a bridge which he mentions at the start of our interview!
Link to Bridge Demolition in Benton County MO - https://www.youtube.com/watch?v=ObaKFHi-Fkk
Guests:
Alex Sadowski - KCG Holdings
Dave Babulak - Strongpoint Holdings
Mar 23, 2018 • 54min
Behind The Markets Podcast: Paul Pittman & Brandon Zick
In this episode of Behind the Markets, host Jeremy Schwartz delves into something a little different, investing in farmland. Today’s guests include Paul Pittman of Farmland, Inc and Brandon Zick of Ceres Partners, who focuses on the private side of farmland investing… And of course the Siegel Market wrap. Take a listen!
Mar 19, 2018 • 1h 26min
Behind The Market's Podcast: Wharton's Jeremy Siegel's Conversation w/ Janet Yellen
Jeremy Siegel speaks to former Chair of the Board of Governors of the Federal Reserve System, Janet Yellen. In this conversation they discuss the new Fed chair, how to keep the economy growing and digital currencies.


