Behind the Markets Podcast
1) Are We Too Optimistic?
Are We Too Optimistic? by Behind the Markets
2) 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
3) Talking Markets with Jim Bianco and WT Team
Show from 10/10/25 Host Jeremy Schwartz and Professor Siegel discuss the market’s resilience amid a continued government shutdown, emphasizing the positive momentum driven by AI and the broader econo...Show More
4) Focusing on Intangibles
Show from 10/03/25 Host Jeremy Schwartz and Professor Siegel discuss the latest market conditions, highlighting the weakness in the ADP jobs report, stable jobless claims, and a slight decline in con...Show More
5) Chirping about Valuations
Show from 09/26/25 Jeremy Schwartz and Professor Siegel review the week’s key economic developments, focusing first on inflation metrics with the PCE deflator and personal income/spending data matchi...Show More
6) Market Rotation Meets Fed Rate Cuts
Show from 09/19/25 Host Jeremy Schwartz is joined live from Mallorca by Pierre Debru, Head of Research at WisdomTree Europe, to explore shifting investor sentiment across the continent. Pierre discus...Show More
7) Going All In
Show from 09/12/25 Host Jeremy Schwartz and Professor Siegel analyze the recent inflation data, highlighting the implications for next week’s pivotal Fed meeting. The Professor suggests a 25-basis-po...Show More
8) Will AI Peak Eventually Rival 2000 Bubble Levels?
Show from 09/05/25 Host Jeremy Schwartz and Professor Siegel discuss the latest job report, which showed weaker-than-expected numbers, particularly in manufacturing and healthcare. The Professor high...Show More
9) Harvesting Alpha from Dirt: From Cornfields to Data Centers
Show from 01/09/25 Host Jeremy Schwartz travels across Indiana with Brandon Zick, CIO of Ceres Partners, as they explore farmland investments following WisdomTree’s acquisition announcement of Ceres....Show More
10) High Conviction Ideas
Host Jeremy Schwartz and Professor Siegel discuss the PCE inflation data coming in exactly as expected, a surprising widening in the July trade deficit, and the implications of upcoming employment dat...Show More