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Latest episodes
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The Alt(man)ernative Narratives
October 9, 2026 · 42 minShow from 2026-10-09 On this episode of Behind the Markets, Jeremy Schwartz is joined by Professor Jeremy Siegel to discuss the economic outlook, rising bond yields, inflation pressures, and the Federal Reserve’s next moves. Siegel…
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Alternatives for Dwindling Equity Risk Premiums
October 2, 2026 · 1 hr 11 minShow from 2026-10-02 Professor Jeremy Siegel opens with his take on the latest payroll report, highlighting softer job growth, improving labor-force participation, steadier hours worked and continued manufacturing gains. He argues the…
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Muse, Moonshots and the House Always Wins—Until the Market Calls
September 25, 2026 · 52 minShow from 2026-09-25 Jeremy Schwartz and Professor Siegel open with the sharp rise in real interest rates and what stronger economic growth, higher Treasury yields, and upcoming inflation, housing, employment, and money-supply data could…
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Shop Different: Where Micro Meets Macro, with Ron Johnson
September 18, 2026 · 1 hr 16 minShow from 2026-09-18 Jeremy and Sam are joined by Ron Johnson, former Apple retail chief and author of Shop Different: How Retail Revealed Apple’s Genius. Johnson reflects on his career at Target, Apple, and JCPenney, including lessons…
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Hiking Around the World
September 11, 2026 · 54 minShow from 2026-09-11 Jeremy Schwartz and Professor Jeremy Siegel open the show by assessing hotter-than-expected inflation, rising Treasury yields, and the growing likelihood of a Federal Reserve rate hike. Siegel argues that credit…
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Hot Jobs, Cool Productivity
September 4, 2026 · 49 minShow from 2026-09-04 Jeremy Schwartz and Professor Jeremy Siegel open with the latest jobs report, highlighting stronger-than-expected payroll growth, upward revisions, rising hours worked, improved labor-force participation, and…
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Warsh Gets an A, SaaS and AI Bears Not So Much
August 28, 2026 · 52 minShow from 2026-08-28 Jeremy Schwartz and Professor Siegel open with a discussion of the latest Federal Reserve signals, with Siegel praising the renewed emphasis on money supply, bank credit, commodity prices, market-based inflation…
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Bessent Twists Markets
August 21, 2026 · 52 minShow from 2026-08-21 Professor Jeremy Siegel joins Jeremy Schwartz to discuss Treasury Secretary Scott Bessent’s efforts to influence the yield curve, the implications for Fed credibility, and the market’s reaction across bonds, crypto…
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Prof. Siegel and Jim Bianco Write the Missing FOMC Playbook
August 14, 2026 · 56 minShow 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 economic data has…
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Unprecedented Profits and Neglected Alpha Opportunities
August 7, 2026 · 56 minShow 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 also weighs in on…
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Tackling AI as Fed Fumbles
July 31, 2026 · 51 minShow 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 policy decision. The…
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Consumer Nerds and Capital Pigs
July 24, 2026 · 55 minShow 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 putting on equity…
About the show
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.