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
May 12, 2017 • 54min
Behind The Markets Podcast: Ron Albahary & Beeneet Kothari
Guests:
Ron Albahary - Chief Investment Officer, Threshold Group, Wharton Grad 1990
Beeneet Kothari - CEO of Tekne Capital Management
May 5, 2017 • 54min
Behind The Markets Podcast: Brian Wesbury & Brad Krom
Guests:
Brian Wesbury - Chief Economist at First Trust Advisors
Brad Krom - a fixed income strategist for WisdomTree in New York
Apr 28, 2017 • 54min
Behind The Markets Podcast - Brian Reardon & Gordon Gray
Guests:
Brian Reardon - the founder of Reardon Consulting and an Advisor to the American Made Coalition, a group that is pushing for changes to what it calls America’s outdated tax system
Gordon Gray - Director of Fiscal Policy at the American Action Forum
Apr 21, 2017 • 54min
Behind The Markets Podcast: Garth Friesan & Jason Gerlach
Guests:
Garth Friesen - a principal at III Capital Management, a hedge fund with approximately $4 billion assets under management
Jason Gerlach - CEO and Managing Partner of Sunrise Capital Partners
Apr 14, 2017 • 54min
Behind The Markets Podcast: Alex Gurevich & John Martin
Guests:
Alex Gurevich - the Founder and Chief Investment Officer of HonTe Investments
John Martin - Chief Executive Officer at Martin Advisory & Consulting Services
Apr 7, 2017 • 54min
Behind The Markets Podcast: Nir Kaissar & Ben Carlson
Guests:
Ben Carlson - Director of Institutional Asset Management at Ritholtz Wealth Management who writes a blog called “A Wealth of Common Sense”
Nir Kaissar - Founder and Portfolio Manager for Unison Advisors. Nir is also a columnist for Bloomberg Gadfly
Apr 7, 2017 • 24min
Behind The Markets Podcast: James Osborne
Guests:
James Osborne - Certified Financial Planner at Bason Asset Management. He has spent his career in the investment management industry, helping clients manage their portfolios and plan for retirement, legacy and lifetime goals.
Mar 24, 2017 • 54min
Behind The Markets Podcast: Jason Barg & Donald Calcagni
Guests:
Jason Barg - a Principal at Lovell Minnick Partners LLC
Donald Calcagni - who is Chief Investment Officer at Mercer Advisors
Mar 16, 2017 • 54min
Behind the Markets Podcast: Viktor Nossek, Mustafa Chowdhury, & Brad Krom
Guests:
Mustafa Chowdhury - Head of rates for Voya Investment Management
Brad Krom - Fixed income strategist for WisdomTree
Viktor Nossek - Director of Research at WisdomTree
Mar 10, 2017 • 54min
Behind The Markets Podcast: Jared Dillian & Marc Chandler
Guests:
Jared Dillian - the editor of Daily Dirtnap
Marc Chandler - Senior Vice President and Global Head of Markets Strategy at Brown Brothers Harriman in NYC


