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Behind the Markets Podcast

Behind the Markets
Federal Reserve
Inflation
Tariffs
Interest Rates
China
U.S. Economy
S&P 500
Artificial Intelligence
Labor Market
Japan
NVIDIA
Consumer Spending
Housing Market
Emerging Markets
Market Volatility
Oil
Bond Market
Wisdomtree
Productivity
United States

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... more

PublishesWeeklyEpisodes494Founded9 years ago
Number of ListenersCategory
Business

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Artwork for Behind the Markets Podcast

Latest Episodes

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 exports, and contrarian opport... more

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 progress on Iran and weaker-t... more

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 support equity markets despite... more

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, while also reviewing strong ec... more

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Recent Guests

Michael Fridman
Special advisor focused on tech
Tech advisory
Episode: AI CapEx, Fed Dissent, and the Bull Market That Won’t Quit
Jamie Hopkins
Chief Wealth Officer at Wispus Bank, Bryn Mawr Trust Advisors
Jamie Hopkins (Retirement Sketchbook)
Episode: Tech Turbulence Today, A Retirement Sketchbook for Tomorrow
Ian De Bode
President of Ando Finance
Ando Finance
Episode: Weak Payrolls, a Productivity Boom, and Disruptive Tech
Maredith Hannon
WisdomTree, Digital Assets team
WisdomTree
Episode: Weak Payrolls, a Productivity Boom, and Disruptive Tech
Blake Heimann
Social Director of QuantResearch
Episode: When Momentum Breaks: the Unwind Opportunities
Peter Braganti
Director of Macro Research at WisdomTree
WisdomTree
Episode: Warsh for the Win: Prof Siegel Approves!
Dave Goodson
Head of Securitized Credit at Voya
Voya
Episode: Good Luck with That
Bob Korajczyk
Professor at Northwestern University
Northwestern University
Episode: Focusing on Intangibles
Pierre Debru
Head of Research for WisdomTree Europe
WisdomTree
Episode: Market Rotation Meets Fed Rate Cuts

Hosts

Jeremy Schwartz
Host and Global CIO at WisdomTree; senior investment executive with global market reach and a focus on macro-driven insights.
Jeremy Siegel
Professor of Finance at Wharton; senior economist and frequent market commentator providing macro and valuation insights.

Reviews

4.5 out of 5 stars from 187 ratings
  • Leave politics aside

    It’s sad to see how political professor Siegel is becoming lately, in an otherwise a good investing podcast. Is he pursuing a job in the Fed in the current Administration?

    Apple Podcasts
    1
    atlantis74
    United States9 months ago
  • Great discussion, but please work on audio quality

    Always enjoy listening but tech could be improved. Would also like Prof Siegel to take a breath and maybe allow for more discussion. He speaks so fast about so many topics in a lecture style and it’s sometimes hard to follow

    Apple Podcasts
    5
    Bikespin
    United Statesa year ago
  • 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

    Apple Podcasts
    5
    drshakal
    United States2 years ago
  • ?

    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!

    Apple Podcasts
    5
    Update please
    United States2 years ago
  • 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.

    Apple Podcasts
    5
    markdvd7
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall positive reception for market insight and strong guest lineup; some listeners request better audio quality and pacing from the host(s); a few critiques about perceived bias or heavy focus on policy over other topics; several comments highlight valuable macro and investment takeaways and interviews with prominent guests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#161
Chile/Business

Talking Points

Recent interactions between the hosts and their guests.

Tech Turbulence Today, A Retirement Sketchbook for Tomorrow
Q: How does the concept of a 'future self' influence retirement decisions?
The idea is that seeing or imagining an older version of oneself makes people more likely to save and act in ways that benefit that future self, creating a bridge between present actions and future outcomes.
Tech Turbulence Today, A Retirement Sketchbook for Tomorrow
Q: What motivated Jamie Hopkins to write The Retirement Sketchbook?
Hopkins explains the book's threefold purpose: to introduce retirement planning through visual sketches, to integrate more visual tools into the industry, and to make retirement planning a fun, less fear-based activity that people engage with actively.
Trading the Disruptions
Q: Can you react to the CPI data released?
The CPI showed lower rental rates, leading to favorable market reactions and indicating potential stabilization in employment.
Good Luck with That
Q: What is the outlook for securitized markets based on new policy interventions?
Submit your vehicles into the structured risk as the securitized sectors receive favorable outcomes from policy initiatives.
Good Luck with That
Q: What do you see in the rates market now?
Spreads are low in the bond market, giving inadequate compensation for holding repayment risk.

Audience Metrics

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Frequently Asked Questions About Behind the Markets Podcast

What is Behind the Markets Podcast about and what kind of topics does it cover?

This show consistently centers on macroeconomics, financial markets, and investment strategy, often featuring a mix of academic perspectives and practical market insights. Episodes frequently explore policy impacts, inflation, interest rates, and technology-driven disruptions (notably AI) to explain market rotations, sector leadership, and portfolio implications. A standout aspect is the frequent collaboration among a core team of WisdomTree researchers and Wharton-affiliated academics, delivering rigorous analysis with accessible commentary and a willingness to challenge consensus. Ideal for listeners who want a disciplined, data-driven take on what drives markets and how to position portfolios in response to evolving global dynamics.

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How many listeners does Behind the Markets Podcast get?

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Which podcasts are similar to Behind the Markets Podcast?

These podcasts share a similar audience with Behind the Markets Podcast:

1. The Meb Faber Show - Better Investing
2. Excess Returns
3. RenMac
4. Facts vs Feelings with Ryan Detrick & Sonu Varghese
5. The Compound and Friends

How many episodes of Behind the Markets Podcast are there?

Behind the Markets Podcast launched 9 years ago and published 494 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Behind the Markets Podcast?

Recent guests on Behind the Markets Podcast include:

1. Michael Fridman
2. Jamie Hopkins
3. Ian De Bode
4. Maredith Hannon
5. Blake Heimann
6. Peter Braganti
7. Dave Goodson
8. Bob Korajczyk

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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