308 episodes

Hosts Jeremy Schwartz, Director of Research 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 oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program “Behind the Markets” on SiriusXM 132. Jeremy is also a member of the CFA Society of Philadelphia.

Behind the Markets Podcast Behind the Markets on Wharton Business Radio

    • Business
    • 4.3 • 72 Ratings

Hosts Jeremy Schwartz, Director of Research 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 oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program “Behind the Markets” on SiriusXM 132. Jeremy is also a member of the CFA Society of Philadelphia.

    Behind The Markets Podcast: Chris Miller

    Behind The Markets Podcast: Chris Miller

    Show from 9/30/22

    Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss 5-10 year inflation predictions and some possible explanations on the low productivity numbers seen as of late.

    Then, Host Jeremy Schwartz and Chris Ganatti, global head of research at Wisdom Tree, talk to Chris Miller, economic historian and author of upcoming book "Chip War: The Fight for the World's Most Critical Technology."

    They get into the history of semiconductors production and supply chain, Taiwan's role in semiconductor production, and how shifting technologies will affect both chip production and geopolitics.

    Guest:
    Chris Miller- Associate Professor of International History at the Fletcher School of Law and Diplomacy at Tufts University
    Read more from Chris here: https://www.christophermiller.net/

    Follow WisdomTree on Twitter: @WisdomTreeETFs
    Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

    • 52 min
    Behind The Markets Podcast: Brian Spinelli

    Behind The Markets Podcast: Brian Spinelli

    Show from 9/23/22

    Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. He talks about why he thinks the fed and Powell are being too hawkish, negative GDP growth, the threat of a serious recession, UK yields, and more. Then Host Jeremy Schwartz talks to Brian Spinelli, an expert in the wealth management space about investing in a heightening recession and the death of the 60/40 model.

    Guest:
    Brian Spinelli - CFP®, AIF® Senior Wealth Advisor/Chair of Investment Committee at Halbert Hargrove

    For more on Brian check out his bio here: https://www.halberthargrove.com/member/brian-m-spinelli-2/

    For more on Halbert Hargrove, visit their website: https://www.halberthargrove.com/

    Follow WisdomTree on Twitter: @WisdomTreeETFs
    Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

    • 53 min
    Behind The Markets Podcast: The 2022 Jacobs Levy Quantitative Finance Conference

    Behind The Markets Podcast: The 2022 Jacobs Levy Quantitative Finance Conference

    Show from 9/16/22

    Hosts Jeremy Schwartz and Wharton Finance Professor Jeremy Siegel broadcast from The Jacobs Levy Quantitative Finance Conference in Manhattan. Professor Siegel starts with his market update discussing housing, fed policy, the threat of recession, GDP estimates, and more. Then our hosts talk to the award winners of the 2021 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation for their research on momentum investing. They discuss mutual funds, passive strategy, benchmarking, and more

    Guest:
    Narashimhan Jegadeesh - Dean's Distinguished Chair in Finance at the Goizueta Business School
    For more on Narashimhan, visit his faculty page: https://goizueta.emory.edu/faculty/profiles/narasimhan-jegadeesh

    Sheridan Titman - Walter W. McAllister Centennial Chair in Financial Services at the McCombs School of Business
    For more on Sheridan, visit his faculty page: https://www.mccombs.utexas.edu/faculty-and-research/faculty-directory/sheridan-titman/

    Follow WisdomTree on Twitter: @WisdomTreeETFs
    Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

    • 52 min
    Behind The Markets Podcast: Peter Boockvar

    Behind The Markets Podcast: Peter Boockvar

    Show from 9/9/22

    Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss the slowing rate of inflation combined with rising
    interest rates with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report.

    They get into the questionable decisions being made by the fed, the economy in Europe, and readjustments of the labor market.
    Peter discusses the possible end of interest rate hikes as the economy cools. Plus a discussion on the longterm outlook
    of the Asian economy.

    Guest:
    Peter Boockvar - Chief Investment Officer of Bleakley Financial Group
    and Editor of The Boock Report on Twitter: @pboockvar
    Subscribe to the Boock Report here: https://boockreport.com/

    Follow WisdomTree on Twitter: @WisdomTreeETFs
    Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

    • 52 min
    Behind The Markets Podcast: Matt Topley

    Behind The Markets Podcast: Matt Topley

    Show from 9/2/22

    Wharton Finance Professor Jeremy Siegel gives his market update talking about the unemployment rates, hourly earnings coming in under expectation, and ISM numbers. Then Host Jeremy Schwartz and his guest Founder & President of Lansing Street Advisors Matt Topley discuss the best way to weight your portfolio. They get into growth vs value, stocks vs bonds, fixed income, advanced planning, charitable giving, deal by deal real estate, and more.

    Guest:
    Matt Topley - the Founder & President of Lansing Street Advisors
    For more on Matt, visit his website: https://matttopley.com/about/
    To find out more about Lansing Street Advisors, visit their website: https://www.lansingadv.com/

    Follow WisdomTree on Twitter: @WisdomTreeETFs
    Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

    • 52 min
    Behind The Markets Podcast: Robin Brooks

    Behind The Markets Podcast: Robin Brooks

    Show from 8/27/22

    Wharton Finance Professor Jeremy Siegel kicks off the show discussing Chair of the Federal Reserve Jerome Powell’s hawkish comments on the market, the selling off of high duration stocks and crypto, the 10-year Treasury yield’s downward spiral, and commodity prices. Then Jeremy Schwartz talks with an expert on currencies about the Powell speech, the Euro in light of the upcoming ECB meeting, Asia, and more.

    Guest:
    Robin Brooks – Managing Director and Chief Economist at the Institute of International Finance (IIF). Previously, Brooks was the Chief FX Strategist at Goldman Sachs based in New York, where he was responsible for the firm’s foreign exchange forecasts and publishing international macro research
    Follow Robin on Twitter: @RobinBrooksIIF
    Follow the IIF on Twitter: @IIF
    For more on the IIF, visit their website: https://www.iif.com/

    Follow WisdomTree on Twitter: @WisdomTreeETFs
    Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz

    • 53 min

Customer Reviews

4.3 out of 5
72 Ratings

72 Ratings

maddie@podcastingyou ,

Awesome podcast!

This podcast is a great resource for anyone looking to stay up to date on the market and investing strategies today—highly recommend!

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.

FinLit4life ,

Best weekly recap

The opening with Jeremy Siegel is in my opinion, by far the best five minutes of financial updates and insights!

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