Behind the Markets Podcast

The EBB and Flow: An Equity Bond Barbell Outlook for '26

19 Dec 2025

Contributed by Lukas

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 not...

A Dovish Fed Brings Signs of Market Rotation

12 Dec 2025

Contributed by Lukas

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 rotati...

Live From London with Latest in Crypto

05 Dec 2025

Contributed by Lukas

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 ...

Now or Never: A Family Special Episode!

28 Nov 2025

Contributed by Lukas

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 ...

A Healthy Uncertainty and Volatility Spike

21 Nov 2025

Contributed by Lukas

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...

Requiem for Momentum

14 Nov 2025

Contributed by Lukas

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...

Bear Headfakes Around the World

07 Nov 2025

Contributed by Lukas

Show from 11/07/25 Host Jeremy Schwartz and Professor Siegel discuss conflicting jobs data amid the government shutdown, political fallout from the r...

Partying like it's Nineteen Ninety... 6-7!

31 Oct 2025

Contributed by Lukas

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, emph...

Are We Too Optimistic?

24 Oct 2025

Contributed by Lukas

Are We Too Optimistic? by Behind the Markets

Cockroaches Contained?

17 Oct 2025

Contributed by Lukas

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 pri...

Talking Markets with Jim Bianco and WT Team

09 Oct 2025

Contributed by Lukas

Show from 10/10/25 Host Jeremy Schwartz and Professor Siegel discuss the market’s resilience amid a continued government shutdown, emphasizing the ...

Focusing on Intangibles

03 Oct 2025

Contributed by Lukas

Show from 10/03/25 Host Jeremy Schwartz and Professor Siegel discuss the latest market conditions, highlighting the weakness in the ADP jobs report, ...

Chirping about Valuations

26 Sep 2025

Contributed by Lukas

Show from 09/26/25 Jeremy Schwartz and Professor Siegel review the week’s key economic developments, focusing first on inflation metrics with the P...

Market Rotation Meets Fed Rate Cuts

18 Sep 2025

Contributed by Lukas

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 inve...

Going All In

12 Sep 2025

Contributed by Lukas

Show from 09/12/25 Host Jeremy Schwartz and Professor Siegel analyze the recent inflation data, highlighting the implications for next week’s pivot...

Will AI Peak Eventually Rival 2000 Bubble Levels?

05 Sep 2025

Contributed by Lukas

Show from 09/05/25 Host Jeremy Schwartz and Professor Siegel discuss the latest job report, which showed weaker-than-expected numbers, particularly i...

Harvesting Alpha from Dirt: From Cornfields to Data Centers

02 Sep 2025

Contributed by Lukas

Show from 09/01/25 Host Jeremy Schwartz travels across Indiana with Brandon Zick, CIO of Ceres Partners, as they explore farmland investments followi...

High Conviction Ideas

29 Aug 2025

Contributed by Lukas

Show from 08/29/25 Host Jeremy Schwartz and Professor Siegel discuss the PCE inflation data coming in exactly as expected, a surprising widening in t...

Surviving the Storm

22 Aug 2025

Contributed by Lukas

Show from 08/22/25 Host Jeremy Schwartz and Professor Siegel react to Powell’s dovish shift in tone, with the Professor characterizing it as a clea...

Earnings and Alaska Getting Hot

15 Aug 2025

Contributed by Lukas

Show from 08/15/25 Host Jeremy Schwartz and Professor Siegel unpacked a busy week of economic news, starting with an analysis of the CPI and PPI data....

Disruption by Design: GPT-5, Tariffs, and the Shape of Things to Come

08 Aug 2025

Contributed by Lukas

Show from 08/08/25 Host Chris Gannatti and Professor Siegel discuss Trump’s recent Fed nominations, labor market weakness, and the likelihood of a ...

Planting Seeds for the Future

01 Aug 2025

Contributed by Lukas

Show from 08/01/25 Host Jeremy Schwartz and Professor Siegel dive into market sentiment following Powell's recent remarks. The Professor discusses th...

The Genius Act, Leveling Up Earnings

25 Jul 2025

Contributed by Lukas

Show from 07/25/25 Host Jeremy Schwartz and Professor Siegel discussed the Japan tariff deal, market optimism surrounding its announcement, and how it...

Powell Should Resign to Safeguard Fed Independence

18 Jul 2025

Contributed by Lukas

Show from 07/18/25 Host Jeremy Schwartz and Professor Siegel open with a deep dive into the tense dynamics between President Trump and Fed Chair Jero...

Looking for the GeoAlpha?

11 Jul 2025

Contributed by Lukas

Show from 07/11/25 Host Jeremy Schwartz and Professor Siegel discuss the recent tariff headlines and market reactions. Professor Siegel highlights th...

Jobs Report Better than Feared… But is AI Coming for Your Job?

03 Jul 2025

Contributed by Lukas

Show from 07/03/25 Host Jeremy Schwartz and Professor Siegel break down the latest jobs report, noting that while headline numbers surprised to the u...

H2 Outlook: A Bullish Setup

27 Jun 2025

Contributed by Lukas

Show from 06/27/25 Host Jeremy Schwartz and Professor Siegel discuss the S&P 500 hitting new highs, positive developments from the NATO meetings, and...

Iran Lessons and Too Late Powell Strikes Again

20 Jun 2025

Contributed by Lukas

Show from 06/20/25 Host Jeremy Schwartz and Professor Siegel assess the Fed's latest policy posture, ongoing tariff impacts, and inflation expectatio...

Trades for this week GeoPol Vol

13 Jun 2025

Contributed by Lukas

Show from 06/13/25 Host Jeremy Schwartz and Professor Siegel discuss the geopolitical ramifications of Israel's recent military strike on Iran, its m...

AI and National Security live from DC

06 Jun 2025

Contributed by Lukas

Show from 06/06/25 Host Jeremy Schwartz and Professor Siegel analyze the latest employment report, which showed a mixed picture with strong healthcar...

A new weekly market impact: escalate to de-escalate?

30 May 2025

Contributed by Lukas

Show from 04/30/25 Host Jeremy Schwartz and Professor Siegel break down the market’s reaction to a dramatically improving trade deficit, discuss ex...

Tariff Truths? Bull, Bears, and Bets on a Truce

23 May 2025

Contributed by Lukas

Show from 05/23/25 Host Jeremy Schwartz and Professor Siegel break down the latest market concerns, focusing on President Trump's Truth Social posts ...

A More Positive Outlook for Markets

16 May 2025

Contributed by Lukas

Show from 03/21/25 Host Jeremy Schwartz and Professor Siegel discuss recent market resilience, the impact and perception of new tariffs, and why infl...

A Macro+Charts Special Episode

09 May 2025

Contributed by Lukas

Show from 05/09/25 Host Jeremy Schwartz and Professor Siegel focus on Powell’s Fed commentary, discussing the lack of policy surprises, concerns ab...

From Panic to Pop: Are Investors Still Too Bearish

02 May 2025

Contributed by Lukas

Show from 05/02/25 Host Jeremy Schwartz and Professor Siegel break down the week’s economic headlines, highlighting resilient market behavior amid ...

Outlook for the Fed, the Flu, and Markets

25 Apr 2025

Contributed by Lukas

Show from 04/25/25 Host Jeremy Schwartz and Professor Siegel covered the market impacts of tariffs, interest rate policy, and long-term inflation exp...

The Plot Twist on Bearish Vibes

18 Apr 2025

Contributed by Lukas

Show from 04/18/25 Host Jeremy Schwartz and Professor Siegel dive into this week’s market outlook, starting with Powell’s latest commentary and p...

Reasons For Optimism Amidst Tariff Tremors

11 Apr 2025

Contributed by Lukas

Show from 04/11/25 Host Jeremy Schwartz and Professor Siegel reviewed a volatile week in the markets, focusing on rising yields and the dollar’s sl...

Time to Buy the Dip?

03 Apr 2025

Contributed by Lukas

Show from 04/04/25 Host Jeremy Schwartz and Professor Siegel dive into this week’s discussion with a focus on new tariff policies, the Fed’s next...

Trump's Tariff Turmoil Brings Global Portfolio Rotation

27 Mar 2025

Contributed by Lukas

Show from 03/28/25 In this episode of Behind the Markets, host Jeremy Schwartz kicks off with an interview featuring Andreas Kern, CEO of WikiFolio, ...

Market Seeks Clarity Amid Policy Jitters

20 Mar 2025

Contributed by Lukas

Show from 03/21/25 Host Jeremy Schwartz and Professor Siegel break down the Fed's latest meeting, noting Powell's dovish tone despite downgraded grow...

Our Take on Trump's Tariffs, Markets, and the White House Digital Asset Summit

13 Mar 2025

Contributed by Lukas

Host Jeremy Schwartz and Professor Siegel discuss the market reaction to tariffs and their potential impact on inflation and sentiment. The Professor ...

Peak monopoly and themes for 2030

06 Mar 2025

Contributed by Lukas

Show from 03/07/25 Host Jeremy Schwartz and Professor Siegel discussed the latest market trends, focusing on the jobs report, volatility in trade pol...

Across the Atlantic - Taking a Break Isn't Always Bad?

27 Feb 2025

Contributed by Lukas

Show from 02/08/25 Host Jeremy Schwartz and Professor Siegel discuss the latest market developments, focusing on the PCE report, GDP revisions, and t...

Tech Bros and Buffett - Why They Could Both Be Right

20 Feb 2025

Contributed by Lukas

Show from 02/21/25 Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on tariff uncertainties, economic data, and m...

Fly Tariffs Fly: On the Road to Victory?

14 Feb 2025

Contributed by Lukas

Show from 02/14/25 Host Jeremy Schwartz and Professor Siegel reflect on the Eagles' Super Bowl victory and discuss key economic data, including CPI a...

Super Bowl for Markets: Jobs, Earnings, and Portfolio Diversifiers

07 Feb 2025

Contributed by Lukas

Show from 02/07/25 Host Jeremy Schwartz opens the show, discussing market trends and economic indicators. Jeremy is then joined by Sonu Varghese from...

AI, Tariffs, and the Fed: Market Shifts and Risks Ahead

31 Jan 2025

Contributed by Lukas

Show from 01/31/25 Host Jeremy Schwartz and Professor Siegel discuss key market developments this week, covering the Fed meeting, the impact of DeepS...

The Professor’s Take on Trump 2.0

23 Jan 2025

Contributed by Lukas

Show from 01/24/25 Chris Gannati and Jeff Weniger host this week’s Behind the Markets, sharing insights on the latest market trends. They discuss i...

Bitcoin, Inflation and the Fed: Bianco's Bets for 2025

17 Jan 2025

Contributed by Lukas

Show from 01/17/25 Host Jeremy Schwartz and Professor Siegel open this week’s episode by discussing recent market trends, focusing on strong econom...

Hot Data, Cold Markets: Navigating the Fed, Economy, and Technology Trends

10 Jan 2025

Contributed by Lukas

Show from 01/10/25 Host Jeremy Schwartz and Professor Siegel kicked off the episode by discussing the robust job market, the recent surge in inflatio...

A cautious take for 2025's market expectations

03 Jan 2025

Contributed by Lukas

Show from 01/03/25 Host Jeremy Schwartz and Professor Siegel began the first episode of 2025 by reflecting on the market's robust end to 2024 and the...

2025 Top Ideas and Outlook with Deep Rooted Macro Team

20 Dec 2024

Contributed by Lukas

Show from 12/20/24 Host Jeremy Schwartz and Professor Siegel recap the Fed’s recent rate cuts and their implications for 2024. Professor Siegel dis...

Deep Rooted Macro from Tokyo to DC: Insights on Inflation, Tech and Tariffs

13 Dec 2024

Contributed by Lukas

Host Jeremy Schwartz and Professor Siegel discuss the tech sector's recent surge, focusing on portfolio rebalancing, the inflation outlook, and upcomi...

The best opportunities for fixed income investors

06 Dec 2024

Contributed by Lukas

Show from 06/12/24 Host Jeremy Schwartz and Professor Siegel discuss recent economic indicators, highlighting stable jobless claims, a neutral unempl...

The Bull Market Continues: It’s Just Math

22 Nov 2024

Contributed by Lukas

Show from 11/22/24 Host Jeremy Schwartz and Professor Siegel discuss recent market developments, highlighting a continued strength in jobless claims,...

Granny meets DOGE: What’s Next for Markets

15 Nov 2024

Contributed by Lukas

Show from 11/15/24 Host Jeremy Schwartz and Professor Siegel discuss the latest market developments, including CPI and PPI inflation data and its imp...

Deep Rooted Realities: The Election and Markets

08 Nov 2024

Contributed by Lukas

Show from 11/08/24 Host Jeremy Schwartz and Professor Siegel reflect on the intense week in the markets, touching on the Federal Reserve’s latest r...

Deep Rooted Macro: Jobs, Rates and the Election

01 Nov 2024

Contributed by Lukas

Show from 11/01/24 Host Jeremy Schwartz and Professor Siegel discuss the recent jobs report, with Professor Siegel noting that while the labor market...

What we learned at Stocktoberfest

25 Oct 2024

Contributed by Lukas

Show from 10/25/24 Host Jeremy Schwartz and Professor Siegel cover recent economic trends, highlighting a slight drop in jobless claims and strong th...

Going Beyond Stocks and Bonds: How Much is Too Much and Cliffwater's Solutions

18 Oct 2024

Contributed by Lukas

Show from 10/18/24 Host Jeremy Schwartz and Professor Jeremy Siegel discuss the latest market trends, starting with strong retail sales, the bond yie...

The Latest Market Pulse and Another Alt Jobs Indicator

11 Oct 2024

Contributed by Lukas

Show from 10/11/24 Host Jeremy Schwartz and Professor Siegel discuss the latest inflation data, particularly focusing on the CPI, PPI, and jobless cl...

Was that Jobs Report Really Hot? And a Special Tribute

04 Oct 2024

Contributed by Lukas

Show from 10/04/24 Host Jeremy Schwartz and Professor Siegel open this week’s episode discussing the strong market report, noting gains in producti...

Finding Your Leading Edge

27 Sep 2024

Contributed by Lukas

Show from 09/27/24 Host Jeremy Schwartz and Professor Jeremy Siegel discuss the latest market data, focusing on US economic indicators and the impact...

A New Predictive Edge

20 Sep 2024

Contributed by Lukas

Show from 09/20/24 Host Jeremy Schwartz and Professor Siegel discussed the recent Federal Reserve meeting, with Professor Siegel expressing surprise ...

The Best Conference for Quant Finance Researchers

20 Sep 2024

Contributed by Lukas

Show from 09/13/24 Host Jeremy Schwartz and Professor Siegel discuss this week’s market movements, highlighting the implications of recent inflatio...

What's next for the Fed, Gold, and traditional 60/40 portfolios?

06 Sep 2024

Contributed by Lukas

Show from 09/06/24 Host Jeremy Schwartz and Professor Siegel discuss the latest jobs report, noting it was weaker than expected but not disastrous. P...

Rents and Realities: Perspectives on Multi-family Housing

30 Aug 2024

Contributed by Lukas

Show from 08/30/24 Host Jeremy Schwartz and Professor Siegel discuss the latest market data, including recent jobless claims, the inflation outlook, ...

Powell Surprises: Time to Pivot to Value, Partner?

23 Aug 2024

Contributed by Lukas

Show from 08/23/24 Host Jeremy Schwartz and Professor Siegel discuss Powell’s recent speech at Jackson Hole, noting its dovish tone and implication...

Fishing and finance: a readout from Maine

16 Aug 2024

Contributed by Lukas

Show from 08/16/24 Host Jeremy Schwartz is joined outdoors by guests Jim Bianco, founder of Bianco Research, and Jack Farley of Blockworks and the Fo...

GRAPpling with what’s next

09 Aug 2024

Contributed by Lukas

Show from 08/09/24 Host Jeremy Schwartz and Professor Siegel dive into the week’s market developments, focusing on the Fed’s approach to interest...

A Fed Mistake and Opportunities in Japan Market Turmoil

02 Aug 2024

Contributed by Lukas

Show from 08/02/24 Host Jeremy Schwartz and Professor Siegel discuss the latest market developments, focusing on the recent Fed meeting and the impli...

Opportunities in the Market Rotation

26 Jul 2024

Contributed by Lukas

Show from 07/26/24 Host Jeremy Schwartz and Professor Siegel delve into the latest economic data, discussing the current GDP growth rate of 2%, stabl...

Is private credit in a bubble?

18 Jul 2024

Contributed by Lukas

Show from 07/19/24 Host Jeremy Schwartz and Professor Siegel discuss the political dynamics and potential scenarios surrounding the upcoming election...

Behind the Markets Podcast Special: Schwartz & Siegel

12 Jul 2024

Contributed by Lukas

Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on significant inflation data and its implications for Federal Re...

Misconceptions on misinformation

05 Jul 2024

Contributed by Lukas

Show from 07/06/24 Host Jeremy Schwartz is joined by David Rothschild, a senior economist at Microsoft, who shares his research on the misconceptions...

Shelter inflation bias and trends

28 Jun 2024

Contributed by Lukas

Show from 06/28/24 Host Jeremy Schwartz and Professor Siegel kick off the episode discussing recent market trends and political impacts on the stock ...

MacroCharts 1st podcast!

21 Jun 2024

Contributed by Lukas

Show from 06/21/24 Host Jeremy Schwartz and Professor Siegel discuss the latest market trends, focusing on slightly lower-than-expected economic data...

Inflationary Waves and Case for $4,000 Gold

12 Jun 2024

Contributed by Lukas

Show from 06/14/24 Host Jeremy Schwartz and Professor Siegel start this week by discussing the latest inflation data and the Fed meeting outcomes. Pr...

SCSP: A Vision for Competitiveness

07 Jun 2024

Contributed by Lukas

Show from 06/7/24 Host Jeremy Schwartz and Professor Siegel dive into this week’s market data, highlighting unexpected job growth and its implicati...

Strategies for Uncertain Times

31 May 2024

Contributed by Lukas

Show from 05/31/24 Hosts Jeremy Schwartz and Professor Siegel discuss recent market trends, starting with the latest inflation data, earnings season ...

Jeremy Joins Facts vs Feelings Pod

30 May 2024

Contributed by Lukas

Show from 05/24/24 Host Jeremy Schwartz is joined by Ryan Detrick and Sonu Varghese for a special dual release episode of Behind the Markets and Fact...

Insights from Wharton’s AI Conference

24 May 2024

Contributed by Lukas

Show from 05/24/24 Host Jeremy Schwartz and Professor Siegel discuss the recent positive economic data, including strong durable goods reports, good ...

Tactical Takes on Emerging Markets

17 May 2024

Contributed by Lukas

Show from 05/17/24 Host Jeremy Schwartz and Professor Siegel delve into the latest market trends, starting with recent positive inflation data. The P...

SCSP: Bringing Advanced Manufacturing Home

09 May 2024

Contributed by Lukas

Show from 05/10/24 Jeremy Schwartz, alongside Elisabeth Reynolds from MIT and Liza Tobin from SESP, discuss the dynamic landscape of U.S. competitive...

Behind the Markets Podcast: Constance Hunter & Samuel Rines

02 May 2024

Contributed by Lukas

Show from 05/03/24 Host Jeremy Schwartz and Professor Siegel discuss the latest economic data and market reactions. Prof. Siegel highlights the Feder...

Behind the Markets Podcast: Jason Hsu

26 Apr 2024

Contributed by Lukas

Show from 04/26/24 Hosts Jeremy Schwartz and Professor Jeremy Siegel dive into this week's market dynamics, starting with a discussion on the unexpec...

Behind the Markets Podcast: Rob Sluymer

19 Apr 2024

Contributed by Lukas

Show from 04/19/24 Hosts Jeremy Schwartz and Jeremy Siegel begin the discussion by addressing the latest Federal Reserve's maneuvers regarding inter...

Behind the Markets Podcast: Aaron Dubin

12 Apr 2024

Contributed by Lukas

Show from 04/12/24 Host Jeremy Schwartz and Professor Siegel start off this week's episode by discussing a potential attack by Iran on Israel, infla...

Behind the Markets Podcast: Peter Berezin

05 Apr 2024

Contributed by Lukas

Show from 04/05/24 Host Jeremy Schwartz and Professor Siegel report on another positive week in the market. The Prof notes the payroll report was str...

Behind the Markets Podcast: Dan Ives

29 Mar 2024

Contributed by Lukas

Show from 03/29/24 Host Jeremy Schwartz and Professor Siegel begin this holiday weekend with positive reflections on the market. Inflation numbers ca...

Behind the Markets Podcast: David Rosenberg

21 Mar 2024

Contributed by Lukas

Show from 03/22/24 Host Jeremy Schwartz and Professor Siegel discuss this week's market and Powels dovish announcement. The Prof states that the Fed ...

Behind the Markets Podcast: Thomas Capasse

15 Mar 2024

Contributed by Lukas

Show from 03/15/24 Host Jeremy Schwartz and Professor Siegel dig in this week on the most current market information, starting off by talking about t...

Behind the Markets Podcast: Art Berman

08 Mar 2024

Contributed by Lukas

Show from 03/08/24 Host Jeremy Schwartz and Professor Siegel begin by discussing this week's exciting market moves. The Prof says this week’s emplo...

Behind the Markets Podcast: Jared Dillian

01 Mar 2024

Contributed by Lukas

Show from 03/01/24 Host Jeremy Schwartz and Professor Siegel begin with an old saying “make the trend your friend”. The Prof gives us a detailed ...

Behind the Markets Podcast: Charles-Henry Monchau

22 Feb 2024

Contributed by Lukas

Show from 02/23/24 Host Jeremy Schwartz and Professor Siegel jump right in to talk about the blow out week for tech. The Prof touches base on the job...

Behind the Markets Podcast: Chris Whalen

15 Feb 2024

Contributed by Lukas

Show from 02/16/24 Host Jeremy Schwartz and Professor Siegel begin this week's episode discussing the big data on inflation. The Prof gets into detai...

Behind the Markets Podcast: Daniel Peris

09 Feb 2024

Contributed by Lukas

Show from 02/09/24 Host Jeremy Schwartz and Professor Siegel start off by talking about the light market week. The Prof notes that next week will be ...

Behind the Markets Podcast: Jeff & Neil

02 Feb 2024

Contributed by Lukas

Show from 02/02/24 Host Jeremy Schwartz and Professor Siegel begin this week's discussion with a look at the latest jobs report. The Prof says the pl...

Behind the Markets Podcast: Juan Salerno

26 Jan 2024

Contributed by Lukas

Show from 01/26/24 Host Jeremy Schwartz and Professor Siegelbegin this week with the Prof describing the market as Goldilocks. Inventory build up may...