Institutional market talk with real-time pressure.
Behind the Markets Podcast turns current market stress into structured conversation. Jeremy Schwartz and Jeremy Siegel frame the week, then guests bring specialized views on volatility, fixed income, crypto, real estate, ETFs, risk tools, and the Fed.
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Behind the Markets Podcast sits at the intersection of market radio, academic finance, and practitioner strategy. It is current without being casual. Jeremy Schwartz leads the program, and Jeremy Siegel regularly supplies the long-view frame on equities, inflation, labor data, interest rates, and Federal Reserve choices. The result is a show that assumes listeners can handle the vocabulary. That assumption shapes its best moments. A conversation about managed futures does not stop at the idea of diversification; it pushes into trend following, fee drag, manager reliability, and why a strategy can work in theory while disappointing actual clients. Crypto coverage is similarly concrete. Episodes examine stable coins, blockchain settlement, algorithmic designs, market crashes, liquidity cascades, Ethereum transaction fees, EIP-1559, miner selling pressure, and the mechanics behind supply changes. The fixed income conversations are more policy-heavy. Guests discuss term premia, Treasury curve inversions, recession causality, inflation pressure, and the political limits around tightening. Real estate episodes widen the lens. Office culture, remote work, data centers, logistics, apartments, retail decline, and real-estate index construction become ways to read the real economy rather than isolated property stories. The show also returns often to risk. Some episodes look at fintech tools and portfolio risk management, while others ask how investors should respond when inflation data, earnings reactions, geopolitical shocks, or Fed signals shift the backdrop. It is not a beginner explainer. The tone is measured, fast, and professionally fluent, with disclosures, institutional affiliations, and radio-production rhythms kept visible. That form matters. Behind the Markets often sounds like a weekly investment committee conversation opened to the public: broad enough to cover the whole tape, but technical enough to reward people who already follow markets closely. Its strength is the pairing of a recurring macro voice with guests who bring domain-specific pressure to the topic of the week.
Made for: Designed for investors, advisors, finance professionals, and market-literate listeners who want more than headline reaction. It best suits people comfortable with rates, inflation data, crypto mechanics, ETFs, and portfolio construction language.
What sets it apart: The show combines weekly market framing from Jeremy Schwartz and Jeremy Siegel with guests who stay close to implementation details. It connects macro policy, asset-class mechanics, and portfolio consequences in the same conversation.
Hosts Jeremy Schwartz, Director of Research at WisdomTree and Wharton finance Professor Jeremy Siegel, author of Stocks for the Long Run, discuss 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. Jeremy Schwartz has served as Global Chief Investment Officer for WisdomTree since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity indexes, quantitative active strategies and multi-asset model portfolios. Mr. Schwartz joined WisdomTree in May 2005 as a Senior Analyst, adding to his responsibilities in February 2007 as Deputy Director of Research a…
Based on 5 episodes we listened to · September 2026
Behind the Markets connects forecasts to the market mechanics, costs and policy choices that determine whether an investment argument holds.
Behind the Markets follows Jeremy Schwartz and Jeremy Siegel from a reading of current market conditions into detailed conversations with investment professionals.
Ethereum fee burns meet yield-curve politics here, if you like your market talk down in the plumbing.
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Short reviews from the PlayNext desk, based on the episodes we processed.
Andrew Beer makes the case for managed futures during volatility and explains why owning them can disappoint.
Jeremy Schwartz and Andrew Beer use market volatility to ask where managed futures might fit in a portfolio during a sell-off. Beer explains the idea plainly: people can be slow to react to new information, then push prices further once a move begins.
A crypto crash opens a discussion of stablecoin convenience and the risk of a run.
A crypto market crash gives this episode of Behind the Markets its starting point. Host Jeremy Schwartz asks Professor Jeremy Siegel about a volatile week and the relief rally that followed.
A Strategas strategist argues that an inverted Treasury curve can help cause the recession it warns of.
On Behind the Markets, a Strategas fixed income strategist treats the inverted Treasury yield curve as more than a recession warning. Speaking with Jeremy Schwartz and Jeremy Siegel, he argues that an inversion can help bring about the recession it is said to predict.
Shamapat explains how Ethereum fee burning might reduce miner selling and corrects where transaction fees come from.
Ethereum's "triple halving" thesis rests partly on what happens when transaction fees are burned under EIP-1559. Jeremy Schwartz and Corey Hofstein ask Nikhil Shamapat to walk through the idea: if miners receive fewer fees, they may have less Ether to sell to cover expenses.
Hosts Jeremy Schwartz and Jeremy Siegel discuss recent market trends, including PCE data and the Employment Cost Index, with guest Michael McCleary.
Hosts Jeremy Schwartz and Jeremy Siegel discuss market trends and interview St.
Hosts discuss hot inflation data and its impact on markets and portfolios.
Hosts Jeremy Schwartz and Jeremy Siegel discuss market trends with experts, featuring a crypto analyst on Ether's triple halving.
Andrew Beer, founder and managing director of Dynamic Beta Investments, discusses managed futures, hedge fund fees, and the 2021 regime shift with Jeremy Schwartz and Jeremy Siegel on Behind the Markets Podcast.
Eric Ervin says stable coins let people move capital "on a Sunday night at midnight" without waiting for banks.
Jeremy Schwartz and Jeremy Siegel open Behind the Markets by pressing Tom Tesouris on the Fed, inflation, and the sharp reaction to the latest 50 basis point hike.
Scott Crowe says COVID permanently changed real estate demand by accelerating 10 years of technology adoption into two.