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Behind the Markets Podcast

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

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

PublishesWeeklyEpisodes484Founded9 years ago
Number of ListenersCategory
Business

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Artwork for Behind the Markets Podcast

Latest Episodes

Show from 03/13/26 Host Jeremy Schwartz and the WisdomTree team begin the episode discussing the surge in oil prices tied to tensions in the Middle East and how higher energy costs could affect consumers, transportation, and global supply chains. The... more

Show from 03/06/26 Host Jeremy Schwartz and Professor Siegel discuss the surprisingly weak payroll report and how it contrasts with strong economic indicators like ISM data and retail sales, with the Professor suggesting rising productivity—potential... more

Show from 02/27/26 Host Jeremy Schwartz and Professor Siegel discuss Professor Siegel’s response to a viral AI “doomsday” scenario, emphasizing that productivity gains from AI would expand output, wages and leisure rather than cause mass permanent un... more

Show from 02/20/26 Host Jeremy Schwartz and Professor Siegel break down the latest GDP report, PCE inflation data and housing trends, with the Professor noting that fourth quarter growth was not as weak as headlines suggested once government distorti... more

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Recent Guests

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
Michael Fridman
Formerly a portfolio manager at one of the largest insurers in Israel
Episode: When Momentum Breaks: the Unwind Opportunities
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!
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
Kevin Flanagan
Head of Fixed Income Strategy at WisdomTree
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 185 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 States6 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 States9 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.

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.

Talking Points

Recent interactions between the hosts and their guests.

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.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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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Which podcasts are similar to Behind the Markets Podcast?

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

1. Masters in Business
2. Odd Lots
3. The Memo by Howard Marks
4. The Long View
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Behind the Markets Podcast are there?

Behind the Markets Podcast launched 9 years ago and published 484 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Behind the Markets Podcast?

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What guests have appeared on Behind the Markets Podcast?

Recent guests on Behind the Markets Podcast include:

1. Ian De Bode
2. Maredith Hannon
3. Michael Fridman
4. Blake Heimann
5. Peter Braganti
6. Bob Korajczyk
7. Pierre Debru
8. Professor Jeremy Siegel

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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