Behind the Markets Podcast
Business

Behind the Markets Podcast

by 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.

100 episodes
EN language
All Episodes
1
2
3
4
AI is Not An Apocalypse
45:18 Feb 27, 2026
5
The Tariff Rotation
1:06:34 Feb 20, 2026
6
Trading the Disruptions
50:09 Feb 13, 2026
7
8
9
Good Luck with That
49:17 Jan 23, 2026
10
Easing Into Tightening
40:50 Jan 16, 2026
11
12
The Value Trades for 2026
54:12 Jan 2, 2026
13
14
15
16
17
18
Requiem for Momentum
53:37 Nov 14, 2025
19
20
21
Are We Too Optimistic?
1:04:13 Oct 24, 2025
22
Cockroaches Contained?
44:55 Oct 17, 2025
23
24
Focusing on Intangibles
1:04:26 Oct 3, 2025
25
Chirping about Valuations
44:02 Sep 26, 2025
26
27
Going All In
54:37 Sep 12, 2025
28
29
30
High Conviction Ideas
52:37 Aug 29, 2025
31
Surviving the Storm
52:23 Aug 22, 2025
32
Earnings and Alaska Getting Hot
52:33 Aug 15, 2025
33
34
Planting Seeds for the Future
1:09:07 Aug 1, 2025
35
36
37
Looking for the GeoAlpha?
53:10 Jul 11, 2025
38
39
H2 Outlook: A Bullish Setup
53:51 Jun 27, 2025
40
41
Trades for this week GeoPol Vol
52:33 Jun 13, 2025
42
43
44
45
46
A Macro+Charts Special Episode
1:26:18 May 9, 2025
47
48
49
The Plot Twist on Bearish Vibes
1:15:55 Apr 18, 2025
50
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