Behind the Markets Podcast
1) The EBB and Flow: An Equity Bond Barbell Outlook for '26
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...Show More
2) A Dovish Fed Brings Signs of Market Rotation
Show from 12/12/25 Host Jeremy Schwartz and Professor Siegel reflect on the Fed's latest meeting and its dovish tone, noting signs of a market rotation beyond the "Magnificent Seven" stocks. Professo...Show More
3) Live From London with Latest in Crypto
Show from 12/05/25 Host Jeremy Schwartz and Professor Siegel opened this week’s episode reflecting on the changing nature of Black Friday, ongoing consumer strength, and the outlook for interest rate...Show More
4) Now or Never: A Family Special Episode!
Show from 11/28/25 Host Jeremy Schwartz and Professor Siegel opened this week’s episode reflecting on the changing nature of Black Friday, ongoing consumer strength, and the outlook for interest rate...Show More
5) A Healthy Uncertainty and Volatility Spike
Show from 11/21/25 Host Jeremy Schwartz and Professor Siegel unpack the week's key market themes, focusing on Nvidia’s earnings volatility, jobless claims trends, and potential monetary policy shifts...Show More
6) Requiem for Momentum
Show from 11/14/25 Host Jeremy Schwartz and Professor Siegel discuss the market reaction to the government shutdown, the Fed's hawkish stance, and AI-driven market surges. The Professor critiques the...Show More
7) Bear Headfakes Around the World
Show from 11/07/25 Host Jeremy Schwartz and Professor Siegel discuss conflicting jobs data amid the government shutdown, political fallout from the recent elections, and the implications of potential...Show More
8) Partying like it's Nineteen Ninety... 6-7!
Show from 10/31/25 Jeremy is joined by Sam Rines, Jeff Weniger, and Chris Gannatti, who analyze big tech earnings from Amazon, Meta, and others, emphasizing the early stages of the AI investment boom...Show More
9) Are We Too Optimistic?
Are We Too Optimistic? by Behind the Markets
10) Cockroaches Contained?
Show from 10/17/25 Host Jeremy Schwartz and Professor Siegel discussed recent signs of credit stress and how markets are reacting to pressures in private credit. Professor Siegel emphasized that whil...Show More