Behind the Markets Podcast

30

Hosts Jeremy Schwartz, Global CIO at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss 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. Jeremy Schwartz has served as WisdomTree’s Global Chief Investment Officer since November 2021 and leads the investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research and thereafter, from October 2008 to October 2018, as Director of Research and from November 2018 to November 2021 as Global Head of Research. Prior to joining WisdomTree, he was head research assistant for Professor Jeremy Siegel and in 2022 became his co-author on the 6th edition of the book Stocks for the Long Run. Mr. Schwartz also is co-author of the Financial Analysts Journal paper, What Happened to the Original Stocks in the S&P 500? He received his B.S. in Economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Mr. Schwartz is a member of the CFA Society of Philadelphia.

More
Recent Episodes
  • From Panic to Pop: Are Investors Still Too Bearish
    May 2, 2025 – 00:49:42
  • Outlook for the Fed, the Flu, and Markets
    Apr 25, 2025 – 01:07:21
  • The Plot Twist on Bearish Vibes
    Apr 18, 2025 – 01:15:55
  • Reasons For Optimism Amidst Tariff Tremors
    Apr 11, 2025 – 01:13:03
  • Time to Buy the Dip?
    Apr 3, 2025 – 00:56:23
  • Trump's Tariff Turmoil Brings Global Portfolio Rotation
    Mar 27, 2025 – 00:51:50
  • Market Seeks Clarity Amid Policy Jitters
    Mar 20, 2025 – 00:55:48
  • Our Take on Trump's Tariffs, Markets, and the White House Digital Asset Summit
    Mar 13, 2025 – 00:54:20
  • Peak monopoly and themes for 2030
    Mar 6, 2025 – 01:05:27
  • Across the Atlantic - Taking a Break Isn't Always Bad?
    Feb 27, 2025 – 01:07:54
  • Tech Bros and Buffett - Why They Could Both Be Right
    Feb 20, 2025 – 00:59:46
  • Fly Tariffs Fly: On the Road to Victory?
    Feb 14, 2025 – 00:48:54
  • Super Bowl for Markets: Jobs, Earnings, and Portfolio Diversifiers
    Feb 7, 2025 – 00:58:02
  • AI, Tariffs, and the Fed: Market Shifts and Risks Ahead
    Jan 31, 2025 – 00:55:48
  • The Professor’s Take on Trump 2.0
    Jan 23, 2025 – 00:53:11
  • Bitcoin, Inflation and the Fed: Bianco's Bets for 2025
    Jan 17, 2025 – 00:52:51
  • Hot Data, Cold Markets: Navigating the Fed, Economy, and Technology Trends
    Jan 10, 2025 – 00:52:44
  • A cautious take for 2025's market expectations
    Jan 3, 2025 – 01:00:52
  • 2025 Top Ideas and Outlook with Deep Rooted Macro Team
    Dec 20, 2024 – 00:52:50
  • Deep Rooted Macro from Tokyo to DC: Insights on Inflation, Tech and Tariffs
    Dec 13, 2024 – 00:58:29
  • The best opportunities for fixed income investors
    Dec 6, 2024 – 00:53:12
  • The Bull Market Continues: It’s Just Math
    Nov 22, 2024 – 00:52:23
  • Granny meets DOGE: What’s Next for Markets
    Nov 15, 2024 – 00:52:48
  • Deep Rooted Realities: The Election and Markets
    Nov 8, 2024 – 00:52:47
  • Deep Rooted Macro: Jobs, Rates and the Election
    Nov 1, 2024 – 00:53:31
  • What we learned at Stocktoberfest
    Oct 25, 2024 – 00:52:58
  • Going Beyond Stocks and Bonds: How Much is Too Much and Cliffwater's Solutions
    Oct 18, 2024 – 00:52:50
  • The Latest Market Pulse and Another Alt Jobs Indicator
    Oct 11, 2024 – 00:52:40
  • Was that Jobs Report Really Hot? And a Special Tribute
    Oct 4, 2024 – 00:52:53
  • Finding Your Leading Edge
    Sep 27, 2024 – 00:52:22
  • A New Predictive Edge
    Sep 20, 2024 – 00:52:38
  • The Best Conference for Quant Finance Researchers
    Sep 20, 2024 – 00:55:13
  • What's next for the Fed, Gold, and traditional 60/40 portfolios?
    Sep 6, 2024 – 00:52:25
  • Rents and Realities: Perspectives on Multi-family Housing
    Aug 30, 2024 – 00:55:13
  • Powell Surprises: Time to Pivot to Value, Partner?
    Aug 23, 2024 – 00:52:15
  • Fishing and finance: a readout from Maine
    Aug 16, 2024 – 00:56:38
  • GRAPpling with what’s next
    Aug 9, 2024 – 00:52:12
  • A Fed Mistake and Opportunities in Japan Market Turmoil
    Aug 2, 2024 – 00:52:26
  • Opportunities in the Market Rotation
    Jul 26, 2024 – 00:52:45
  • Is private credit in a bubble?
    Jul 18, 2024 – 00:52:03
  • Behind the Markets Podcast Special: Schwartz & Siegel
    Jul 12, 2024 – 00:09:45
  • Misconceptions on misinformation
    Jul 5, 2024 – 00:53:51
  • Shelter inflation bias and trends
    Jun 28, 2024 – 00:52:59
  • MacroCharts 1st podcast!
    Jun 21, 2024 – 00:52:24
  • Inflationary Waves and Case for $4,000 Gold
    Jun 12, 2024 – 00:52:50
  • SCSP: A Vision for Competitiveness
    Jun 7, 2024 – 00:52:46
  • Strategies for Uncertain Times
    May 31, 2024 – 00:52:27
  • Jeremy Joins Facts vs Feelings Pod
    May 30, 2024 – 00:40:30
  • Insights from Wharton’s AI Conference
    May 24, 2024 – 00:52:55
  • Tactical Takes on Emerging Markets
    May 17, 2024 – 00:52:43
Recent Reviews
  • drshakal
    Prof Siegel
    When you have a Tom Lee how about giving him a larger portion of the discussion. We are over exposed to the Prof Thanks
  • Update please
    ?
    Hearing David Rothschild, a senior economist at Microsoft, discuss his benign views on social media and online misinformation is like listening to a researcher 50 years ago from Philip Morris discount the dangers of smoking. Maybe David should take a pause from “combing through the data” and talk to a few school teachers about what they’re seeing or perhaps the U.S Surgeon General!
  • markdvd7
    Weekly must listen
    The Jeremy & Jeremy + guest show is a must listen for me every week. Great market insight in the first 10 minutes followed by thoughtful interview.
  • dwatts841
    One of the best
    Great show diving into market topics you won’t hear on CNBC or mainstream news media.
  • Wharton Jon
    Macro Maestro
    I love Jeremy Siegel’s weekly comments at the beginning of each show. I only wish that he would spend even more time sharing his insights on current market developments and his outlook for the future before handing the show off to guests. Also, I’d love to hear him touch on both the US and international markets each week. Often, he will focus his remarks solely on the US. He’s an absolute superstar who shares his remarkable insights in a totally understandable way.
  • bgyvju7osdn5cqz1wp4k6xt80f3i2a
    Terrible! Old men celebrating quantitative easing—gross.
    Jeremy Siegel celebrates the bull market when he knows the rally is just a result of money printing. What a joke. Baby Boomers = the Worst Generation
  • FinLit4life
    Best weekly recap
    The opening with Jeremy Siegel is in my opinion, by far the best five minutes of financial updates and insights!
  • cove value
    Echo Chamber
    Anchor on consensus. This is your show.
  • MPWHIT
    Very smart discussions
    This show is great!
  • Derivatives Trader
    Tom Lee
    Fantastic interview with Tom Lee - please have him back at some point.
  • guycooper
    Great podcast on the markets
    I enjoy hearing Prof Siegel’s take on the market followed by world class, wide ranging discussions with practitioners and academics. Keep it up !
Disclaimer: The podcast and artwork on this page are property of the podcast owner, and not endorsed by UP.audio.