Behind the Markets Podcast
1) New Highs and Low-lights
Show from 17/04/26 Host Jeremy Schwartz and Professor Siegel discuss easing geopolitical tensions in the Middle East, declining oil prices, and the market’s positive reaction driven by liquidity and ...Show More
2) Behind the Charts
Show from 10/04/26 Host Jeremy Schwartz and Professor Siegel discuss rising concerns around inflation and the possibility of a Fed rate hike driven by a recent increase in money supply and persistent...Show More
3) Long-Term Bull, But Short-Term Cautious
Show from 04/03/26 Host Jeremy Schwartz and Professor Siegel discuss a surprisingly strong jobs report, the impact of rising geopolitical tensions and oil prices on the economic outlook, and the rece...Show More
4) Tech Turbulence Today, A Retirement Sketchbook for Tomorrow
Show from 03/27/26 Host Jeremy Schwartz, joined by Jeff Weniger, Michael Fridman, and Chris Gannatti, discuss the recent tech-led market selloff, compression in equity valuations, and geopolitical-dr...Show More
5) New Strategic Reserve Assets for the AI Era
Show from 03/20/26 Host Jeremy Schwartz is joined by Sam Rines and Chris Gannatti to break down the broader market and macro landscape. Sam analyzes the geopolitical situation involving Iran, energy ...Show More
6) Markets on Edge: Oil and AI Crosscurrents
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 consu...Show More
7) Weak Payrolls, a Productivity Boom, and Disruptive Tech
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...Show More
8) AI is Not An Apocalypse
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, wa...Show More
9) The Tariff Rotation
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 w...Show More
10) Trading the Disruptions
Show from 02/13/26 Host Jeremy Schwartz and Professor Siegel discuss a strong employment report and a softer-than-expected CPI print, highlighting rising real wages, easing rental inflation, and stab...Show More