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. Professor Siegel highlighted potential market risks from a Supreme Court tariff ruling and a possible government shutdown, while remaining optimistic on inflation and economic momentum heading into 2026. (11:20) Jeremy continues with Chris Gannatti and Sam Rines, exploring AI’s evolving role in corporate strategy and earnings. The conversation covers OpenAI's latest model, Oracle's bid to join hyperscalers, and potential oil market shifts tied to Venezuela. They also analyze consumer strength through earnings from firms like Costco and Lululemon, and discuss how software companies must adapt or risk obsolescence in the AI age.

WisdomTree: https://www.wisdomtree.com/investments/

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. Professor Siegel highlighted potential market risks from a Supreme Court tariff ruling and a possible government shutdown, while remaining optimistic on inflation and economic momentum heading into 2026. (11:20) Jeremy continues with Chris Gannatti and Sam Rines, exploring AI’s evolving role in corporate strategy and earnings. The conversation covers OpenAI's latest model, Oracle's bid to join hyperscalers, and potential oil market shifts tied to Venezuela. They also analyze consumer strength through earnings from firms like Costco and Lululemon, and discuss how software companies must adapt or risk obsolescence in the AI age. WisdomTree: https://www.wisdomtree.com/investments/

A Dovish Fed Brings Signs of Market Rotation

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and Jeremy Siegel, professor of finance at Wharton and author of Stocks for the Long Run, host this long-running podcast that dives into 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.
Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide.
Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction.
Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit.
Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha.
Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate.
Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.

Business

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and Jeremy Siegel, professor of finance at Wharton and author of Stocks for the Long Run, host this long-running podcast that dives into 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. Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide. Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction. Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit. Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha. Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate. Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and&nbsp;Jeremy Siegel, professor of finance at Wharton and author of&nbsp;Stocks for the Long Run, host this long-running podcast that dives into 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.
Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide.
Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction.
Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit.
Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha.
Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate.
Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.

Share A Dovish Fed Brings Signs of Market Rotation

Sign up to save your podcasts

A Dovish Fed Brings Signs of Market Rotation

A Dovish Fed Brings Signs of Market Rotation

More shows like Behind the Markets Podcast

Macro Voices

Masters in Business

Odd Lots

The Meb Faber Show - Better Investing

Animal Spirits Podcast

Eye On The Market

The Market Huddle

The Compound and Friends

RenMac

Excess Returns

The Memo by Howard Marks

RiskReversal Pod

Forward Guidance

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Monetary Matters with Jack Farley