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

Mar 14, 2018 • 55min
Behind the Markets Podcast w/ Wes Gray: Eric Balchunas
In this episode of Behind the Markets Podcast host, Jeremy Schwartz discusses the new financial advisor for the White House, tax cuts effect on mid-term elections & ETFs.
Guest: Eric Balchunas - Senior ETF Analyst for Bloomberg Intelligence and author of The Institutional ETF Toolbox.
Mar 2, 2018 • 54min
Behind The Markets Podcast: Manish Singh & Tim Duy
In this episode of Behind the Markets Podcast hosts Chris Gannatti and Jeremy Schwartz discuss Brexit, the Italian economy, Macro Markets, Politics, and the Europe. They also delve into fed policy and consider the future of raising rates under Jerome Powell. Tune in!
Guests:
Manish Singh - Chief Investment Officer (CIO) at Crossbridge Capital, overseeing $3 billion in multi-asset investments
Professor Tim Duy - A prominent Fed watcher who writes a blog about monetary policy and economics.

Feb 20, 2018 • 54min
Behind The Markets Podcast w/ Wes Gray: Annie Duke
In this edition of the Behind the Markets Podcast hosts Jeremy Schwartz and Wes Gray talk to Annie Duke about her new book "Thinking in Bets" as well as how to use poker strategy in investing. Annie covers everything from prediction models to 'Tilt,' a state of distress that causes you to make emotionally charged decisions. Take a listen!
Guest Info:
Annie Duke - Former professional poker player who has just published her first book for general audiences called Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts.
Follow Annie on twitter: @AnnieDuke

Feb 13, 2018 • 54min
Behind The Markets Podcast Special w/ Wes Gray: Kathryn Kaminski
Our hosts Jeremy Schwartz of WisdomTree and Wes Gray of Alpha Architect talk to Kathryn Kaminski about systematic investing and trend-following strategies. Kathryn also delves into going long and short based on the direction of the market and discusses crisis alpha. Take a listen! Additional information about the guest and contacts below.
Kathryn Kaminski - Visiting Lecturer in Finance at the MIT Sloan School of Management. She co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha, which was published in 2014. Her work has appeared in a range of industry publications as well as academic journals. In 2015, Kathryn was listed as one of the top 50 leading women in hedge funds. Kathryn holds a BS in electrical engineering from MIT and a PhD in operations research from MIT Sloan.
Contact: katykam@mit.edu
Feb 9, 2018 • 54min
Behind The Markets Podcast: Jonathan Steinberg
Guest:
Jonathan Steinberg - President and CEO of WisdomTree. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc.

Feb 2, 2018 • 54min
Behind The Markets Podcast Special w/ Wes Gray: Samuel Hartzmark & Patrick O’Shaughnessy
Guests:
Samuel Hartzmark - Assistant Professor of Finance and the William Ladany Memorial Faculty Scholar at the University of Chicago’s Booth School of Business
Patrick O’Shaughnessy - the Chief Executive Officer at O’Shaughnessy Asset Management.
Jan 26, 2018 • 55min
Behind The Markets Podcast: Kendrick Wakeman & David Yates
Guest:
Kendrick Wakeman - CEO of FinMason
David Yates - Chief Information Officer at WisdomTree

Jan 19, 2018 • 54min
Behind The Markets Podcast Special w/ Wes Gray: Matt Topley & Don Riley
Guests:
Matt Topley - Chief Investment Officer at Fortis Wealth
Don Riley - who is Chief Investment Officer at the Wiley Group
Ryan Kirlin - Head of Capital Markets at Alpha Architect
Jan 12, 2018 • 54min
Behind The Markets Podcast: Graham Allison & Perth Tolle
Guests:
Graham Allison - The Douglas Dillon Professor of Government at Harvard University's Kennedy School of Government, who is a leading analyst of U.S. national security and defense policy with a special interest in nuclear weapons, terrorism, and decision-making. His latest book is Destined for War: Can America and China Escape Thucydides’s Trap?
Perth Tolle - The founder of Life + Liberty Indexes. Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation
Jan 5, 2018 • 54min
Behind The Markets Podcast: Frederik Ducrozet & Tamim Bayoumi
Guests:
Frederik Ducrozet - Senior Economist for Europe at Pictet Wealth Management in Geneva, Switzerland
Tamim Bayoumi - Deputy Director in the Strategy, Policy, and Review department of the International Monetary Fund. He’s also the author of a great book called Unfinished Business: The Unexplored Causes of the Financial Crisis and the Lessons Yet to be Learned


