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Hosted by Behind the Markets · EN · 500 episodes
Established thought leaders with verified media credentials.
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
Behind the Markets hosts Behind the Markets Podcast, a business show with 500 episodes published.
Show from 2026-08-14 Host Jeremy Schwartz and Professor Siegel discuss weaker retail sales, inflation trends, strong corporate earnings and the market continuing to reach new highs. The Prof notes that some recent econom
Show from 2026-08-07 Host Chris Gannatti and Professor Siegel discuss the latest employment report, including weaker payroll growth, downward revisions, wage trends and what the data could mean for productivity. The Prof
Show from 2026-07-31 Host Jeremy Schwartz and Professor Siegel discuss the Fed’s decision to hold rates steady and what the Prof viewed as a poorly handled press conference that failed to clearly explain a defensible pol
Show from 2026-07-24 Host Jeremy Schwartz and Professor Siegel discuss the pullback in mega-cap technology stocks, the market’s growing concern around massive capital expenditures and the pressure rising bond yields are
Show from 2026-07-17 Host Jeremy Schwartz and Professor Siegel discuss softer-than-expected CPI and PPI readings, the renewed rise in oil and gasoline prices, and the possibility that higher energy costs could reverse so
Show from 2026-07-10 Host Jeremy Schwartz is joined by Chris Gannatti and Jeff Weniger for a wide-ranging discussion on the latest developments driving technology markets and the economy. The group examines surging AI in
Show from 2026-07-02 Host Jeremy Schwartz and Professor Siegel discuss the latest jobs report, noting downward payroll revisions, an unusually sharp decline in labor force participation, and why broader labor market data
Host Jeremy Schwartz and Professor Siegel discuss the sharp rotation from growth into value, falling oil prices, stronger-than-expected economic data, and the implications of rising memory chip costs across the technolog
Show from 2026-06-19 Host Jeremy Schwartz and Professor Siegel discuss the Federal Reserve's latest meeting, the outlook for interest rates, and how falling oil prices could influence inflation, monetary policy, and inve
Show from 2026-06-12 Host Jeremy Schwartz and Professor Siegel discuss the market’s positive reaction to a ceasefire agreement involving Iran, the reopening prospects for the Strait of Hormuz, and the potential impact of
Show from 2026-06-05 Host Jeremy Schwartz and Professor Siegel discuss the surprisingly strong jobs report, the implications for upcoming Federal Reserve policy, and continued strength in equity markets despite geopoliti
Show from 2026-05-29 Host Jeremy Schwartz and Professor Siegel discuss easing oil prices, lower Treasury yields, AI-driven market strength, recent economic data, and why investors should compare stock earnings yields to
Show from 2026-05-22 Host Jeremy Schwartz is joined by Sam Rines, Jeff Weniger, Chris Gannatti and Jon Flynn to discuss geopolitical developments surrounding Iran negotiations, China’s growing pushback on ADRs and solar
Show from 2026-05-15 Host Jeremy Schwartz and Professor Siegel discuss the market reaction to President Trump’s summit with China, with the Prof calling the outcome a disappointment due to tensions around Taiwan, limited
Show from 2026-05-08 Host Jeff Weniger and Professor Siegel discuss a much stronger than expected jobs report, the implications for Fed policy and interest rates, and how resilient AI-driven earnings growth continues to
Show from 2026-05-01 Host Jeremy Schwartz and Professor Siegel discuss the latest Fed meeting dynamics, highlighting the unusual dissents toward a neutral bias and what it signals about the direction of monetary policy,
Show from 24/04/26 Host Jeremy Schwartz and Professor Siegel discuss resilient equity markets amid geopolitical tensions, strong earnings with a high beat rate, and continued strength in AI-driven demand. The Prof highli
Show from 17/04/26 Host Jeremy Schwartz and Professor Siegel discuss easing geopolitical tensions in the Middle East, declining oil prices, and the market’s positive reaction driven by liquidity and defense spending. The
Show from 10/04/26 Host Jeremy Schwartz and Professor Siegel discuss rising concerns around inflation and the possibility of a Fed rate hike driven by a recent increase in money supply and persistent energy price pressur
Show from 04/03/26 Host Jeremy Schwartz and Professor Siegel discuss a surprisingly strong jobs report, the impact of rising geopolitical tensions and oil prices on the economic outlook, and the recent acceleration in mo
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Behind the Markets Podcast is hosted by Behind the Markets. The show is categorised under business and has published 500 episodes.
Behind the Markets Podcast has published 500 episodes.
Behind the Markets Podcast regularly covers business. It sits in the business category.
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