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 employment report is very good, revising the shocking report from January. He continues by diving into the Nvidia stock and his 10 year prediction confirmation. (11:17) Art joins Jeremy to discuss everything oil and energy. He begins by talking about energy blindness and energies overall underrepresentation in economic importance. Jeremy asks about natural gas, its excess production and Europe's involvement. The two discuss the Bakken break-even, if technology will increase production and drilling wells too close together. Art also talks about renewables and policies we are exploring that might not be the best. 

Guest: Art Berman is an energy consultant with 40 years in petroleum geology and a degree in Middle Eastern history. His comparative inventory approach is a guiding light for traders, investors, and policymakers. Art is an adjunct lecturer at the University of Houston, an expert witness, and a keynote speaker. His clientele spans from ambitious investors to globe-spanning corporations.

Learn more about Art at: https://www.artberman.com

Follow Art on X(Twitter): @aeberman12

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 employment report is very good, revising the shocking report from January. He continues by diving into the Nvidia stock and his 10 year prediction confirmation. (11:17) Art joins Jeremy to discuss everything oil and energy. He begins by talking about energy blindness and energies overall underrepresentation in economic importance. Jeremy asks about natural gas, its excess production and Europe's involvement. The two discuss the Bakken break-even, if technology will increase production and drilling wells too close together. Art also talks about renewables and policies we are exploring that might not be the best. Guest: Art Berman is an energy consultant with 40 years in petroleum geology and a degree in Middle Eastern history. His comparative inventory approach is a guiding light for traders, investors, and policymakers. Art is an adjunct lecturer at the University of Houston, an expert witness, and a keynote speaker. His clientele spans from ambitious investors to globe-spanning corporations. Learn more about Art at: https://www.artberman.com Follow Art on X(Twitter): @aeberman12

Behind the Markets Podcast: Art Berman

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.

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Behind the Markets Podcast: Art Berman

Behind the Markets Podcast: Art Berman

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