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Behind the Markets Podcast

Behind the Markets
Inflation
Interest Rates
China
Energy Markets
Argentina
Job Market
Corporate Earnings
Javier Milei
Labor Market
Productivity
Biotechnology
Banking Sector
Real Estate
Agricultural Sector
Energy Sector
Free Markets
Energy Scarcity
Taiwan
Meta
Dividends

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

PublishesWeeklyEpisodes476Founded9 years ago
Number of ListenersCategory
Business

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Artwork for Behind the Markets Podcast

Latest Episodes

Show from 09/16/26 Host Jeremy Schwartz and Professor Siegel assess recent market data, including mixed signals from CPI and PPI, speculation about Q4 GDP being between 2% and 5%, and jobless claims falling below 200K. Professor Siegel also discusses... more

Show from 09/01/26 Host Jeremy Schwartz and Professor Siegel discuss the strong jobs report, a surprising GDP revision from the Atlanta Fed, and the evolving political developments in Venezuela and Iran. The Professor also offers thoughts on Trump’s ... more

Show from 02/01/26 Host Jeremy Schwartz and Professor Siegel discuss the strong start to 2026, noting positive holiday spending, a dip in jobless claims, and the potential for a 3% Q4 GDP growth. Professor Siegel outlines three key market events to w... more

Show from 12/19/25 Host Jeremy Schwartz and Professor Siegel discuss the final CPI report of the year and the broader inflation outlook. The Prof notes that shelter components are finally weighing on inflation, and expects a continued downward trend ... more

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Recent Guests

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
Professor Jeremy Siegel
Senior Economist for WisdomTree
WisdomTree
Episode: Market Rotation Meets Fed Rate Cuts
Brandon Zick
CIO of Ceres Partners
Ceres Partners
Episode: Harvesting Alpha from Dirt: From Cornfields to Data Centers
Sean Emery
CIO of Avery Co, focused on public and private markets
Avery Co
Episode: High Conviction Ideas
Ryan Louvar
Chief Legal Officer for WisdomTree's Digital Assets Team
WisdomTree
Episode: The Genius Act, Leveling Up Earnings
Dovile Silenskyte
Director on WisdomTree's Digital Asset Research Team
WisdomTree
Episode: The Genius Act, Leveling Up Earnings
Dylan Patel
Founder of SemiAnalysis, a semiconductor firm focused on AI
SemiAnalysis
Episode: AI and National Security live from DC
Andreas Kern
CEO of WikiFolio, a German investment platform
WikiFolio
Episode: Trump's Tariff Turmoil Brings Global Portfolio Rotation

Hosts

Jeremy Schwartz
Global CIO at WisdomTree and co-host of the podcast, providing analytical insights into market performance and investment strategies.
Jeremy Siegel
War and Finance Professor at Wharton and noted economist, brings expertise in market dynamics and monetary policy.

Reviews

4.5 out of 5 stars from 183 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 States4 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 States7 months 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 Statesa year 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.

Listeners appreciate the depth and clarity of discussions but occasionally raise concerns about audio quality.
Overall, the dynamic between the hosts enriches the content, though some would prefer more inclusive dialogue during guest interviews.
The podcast offers valuable market insights anchored in rigorous analysis and expert opinions.

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Talking Points

Recent interactions between the hosts and their guests.

The Value Trades for 2026
Q: Where do you think the neutral rate of Fed is, where they're exactly at the right spot?
It is very low threes, around three and a quarter.
Trump's Tariff Turmoil Brings Global Portfolio Rotation
Q: What are the impacts of tariffs on equity markets?
Tariffs create uncertainty and potential inflation, affecting stock prices and interest rates in the long term.
Trump's Tariff Turmoil Brings Global Portfolio Rotation
Q: What are we talking about when we discuss tariffs?
Tariffs are fees paid to the US government by the importer based on the value of the goods crossing borders.
The Genius Act, Leveling Up Earnings
Q: How do the US regulations for crypto compare to those in Europe?
Dovile notes that while Europe is seeing regulatory evolution, the US is moving faster towards a crypto-friendly environment.
The Genius Act, Leveling Up Earnings
Q: What is the significance of the Genius Act for the crypto community?
It marks a foundational moment for the digital asset economy by providing regulatory clarity around fiat-backed stablecoins.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Age Range
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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?

A unique and insightful exploration of market performance and economic trends, this podcast features engaging discussions led by seasoned hosts Jeremy Schwartz and Jeremy Siegel, who are both highly respected figures in finance. Each episode dives into a variety of topics, including macroeconomic factors, investment strategies, and the impact of geopolitical events on the market landscape. Noteworthy is the diverse lineup of expert guests and contributors, such as the Deep Rooted Macro Team, who collectively provide a rich analysis of current market conditions and future trends, making it a valuable resource for investors and finance enthusiasts alike.

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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
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3. The Compound and Friends
4. Masters in Business
5. Animal Spirits Podcast

How many episodes of Behind the Markets Podcast are there?

Behind the Markets Podcast launched 9 years ago and published 476 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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What guests have appeared on Behind the Markets Podcast?

Recent guests on Behind the Markets Podcast include:

1. Bob Korajczyk
2. Pierre Debru
3. Professor Jeremy Siegel
4. Brandon Zick
5. Sean Emery
6. Ryan Louvar
7. Dovile Silenskyte
8. Dylan Patel

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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