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
Oct 6, 2017 • 25min
Behind The Markets Podcast: Timothy Reynolds
Guest:
Timothy Reynolds, Senior Portfolio Manager for the Employees Retirement System of Texas
Oct 6, 2017 • 29min
Behind The Markets Podcast: Arvind Gupta
Guest:
Arvind Gupta - Head of the Digital India Foundation which works on Digital Inclusion, Internet Government and Smart Cities. He also leads BJP’s information and technology team. BJP is India’s ruling party as well as the world’s biggest party
Sep 28, 2017 • 54min
Behind The Markets Podcast: Peter Boockvar & Leland Miller
Guests:
Peter Boockvar - Chief Market Analyst with the Lindsey Group, a macro-economic and market research firm
Leland Miller - Chief Executive Officer of China Beige Book International, the world’s leading analytics and economic-forecasting firm focused on China
Sep 22, 2017 • 54min
Behind The Markets Podcast: Richard Cancro & Joel Bruckenstein
Guests:
Richard Cancro - Co-Founder and Chief Executive Officer for AdvisorEngine Inc.
Joel Bruckenstein - President of Technology Tools for Today
Sep 15, 2017 • 54min
Behind The Markets Podcast: Nick Roussanov & Richard Roll
Guests:
Richard Roll - the Linde Institute Professor of Finance at the California Institute of Technology
Nick Roussanov - Associate Professor of Finance at the Wharton School. He also led a panel discussion this morning on a global macroeconomic risk model (title of paper is A Global Macroeconomic Risk Model for Value, Momentum, and Other Asset Classes)
Sep 8, 2017 • 54min
Behind The Markets Podcast: Dan Sichel & Chris Geczy
Professors Dan Sichel and Chris Geczy discuss the potential economic consequences of Hurricane Irma and the resignation of Stanley Fischer. They analyze the candidates for the chair of the Fed and highlight the importance of including intangible assets in economic measurements. The hosts express their appreciation for their guest and preview an upcoming conference. They also discuss the influential textbooks of Steve Ross and the relationship between value, momentum, and the global macroeconomic risk model.
Aug 25, 2017 • 54min
Behind The Markets Podcast: Corey Hoffstein & Steve Blumenthal
Guests:
Corey Hoffstein - Co-Founder and Chief Investment Officer at Newfound Research
Steve Blumenthal - Executive Chairman and Chief Investment Officer at CMG Capital Management Group
Aug 18, 2017 • 54min
Behind The Markets Podcast: Jared Dillian & Greg Valliere
Guests:
Greg Valliere - Chief Global Strategist at Horizon Investments
Jared Dillian - Investment Strategist at Mauldin Economics and editor of "The Daily Dirt Nap" a market newsletter for market professionals
Aug 11, 2017 • 54min
Behind The Markets Podcast: Wesley Gray & Nickolai Roussanov
Guests:
Wesley Gray - CEO of Alpha Architect
Nickolai Roussanov - the Moise Y. Safra Associate Professor of Finance at the Wharton School
Aug 3, 2017 • 54min
Behind The Markets Podcast: Martin Barnes & James Bianco
Guests:
Martin Barnes - Chief Economist at BCA Research
James Bianco - President of Bianco Research, LLC, an Arbor Research & Trading, LLC affiliate


