Behind the Markets Podcast
Hosted by Jeremy Schwartz and Chris Gannatti and Jeremy Siegel and Samuel Rines · Behind the Markets
4.6from 164 ratings
- 489
- Episodes
- 136
- Transcribed
- 164
- Ratings
- Weekly
- Cadence
- 2017
- First episode
About Behind the Markets Podcast
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.
- Publisher
- Behind the Markets
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 5 Jan 2017
- Latest episode
- 23 Oct 2026
Latest episodes
136 of 489 episodes have a transcript.
23 Oct 2026TRANSCRIPT
A Capital Revolution: From AI to EM
16 Oct 2026TRANSCRIPT
Juicing AI with Photons
9 Oct 2026TRANSCRIPT
The Alt(man)ernative Narratives
Inside a recent episode
A Capital Revolution: From AI to EM
Published 23 Oct 2026 · Transcript excerpt
[…] So what's been, I guess, if China is short, where are you more optimistic? Yes, so EM has a lot of pockets of, of amazingly interesting themes and countries that are very uncorrelated with each other. This is the fascinating thing of emerging markets. In the last two years, and right now, we've been mainly in four themes. The first is AI. which we've trimmed recently, but we continue to see that this can be a five-year trend. Obviously, we're very conscious on valuations and which are the businesses can be the winners of the next five years. As you know, without Taiwan and Korea, AI could not exist. […]
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See plansWho has been a guest on Behind the Markets Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Patricio Danziger
- Carly Anderson
- Tom May
- Professor Siegel
- Ron Johnson
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.4 / 5
- 98 ratings
- Spotify
- 4.8 / 5
- 66 ratings
Podcast Authority Score: 67 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 95
- Social presence
- 0
- YouTube
- 0
- Engagement
- 96
Contact Behind the Markets Podcast
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Behind the Markets Podcast
Who hosts Behind the Markets Podcast?
Jeremy Schwartz and Chris Gannatti and Jeremy Siegel and Samuel Rines host the show. Published by Behind the Markets.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Behind the Markets Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
136 of 489 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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