Show from 11/1/19 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing positive market news and what he calls a Goldilocks jobs report. He gets into a variety of topics including the latest news about labor markets and how they went up 1/10 which means we're supplying enough workers and wages are not inflationary. Then Jeremy schwartz and Liqian Ren talk with political expert Greg Valliere about what is going on in Washington. Guest:Greg Valliere - Chief US Policy Strategist at AGF InvestmentsMore on AGF Investments: <a href="https://www.agf.com/us/index.jsp" target="_blank">https://www.agf.com/us/index.jsp</a>Follow AGF Investments on Twitter: <a href="https://twitter.com/agf" target="_blank">@agf</a> <hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Show from 11/1/19 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing positive market news and what he calls a Goldilocks jobs report. He gets into a variety of topics including the latest news about labor markets and how they went up 1/10 which means we're supplying enough workers and wages are not inflationary. Then Jeremy schwartz and Liqian Ren talk with political expert Greg Valliere about what is going on in Washington. Guest: Greg Valliere - Chief US Policy Strategist at AGF Investments More on AGF Investments: https://www.agf.com/us/index.jsp Follow AGF Investments on Twitter: @agf Hosted on Acast. See acast.com/privacy for more information.

Show from 11/1/19 In this episode of Behind the Markets Jeremy Siegel kicks off the show discussing positive market news and what he calls a Goldilocks jobs report. He gets into a variety of topics including the latest news about labor markets and how they went up 1/10 which means we're supplying enough workers and wages are not inflationary. Then Jeremy schwartz and Liqian Ren talk with political expert Greg Valliere about what is going on in Washington. Guest:Greg Valliere - Chief US Policy Strategist at AGF InvestmentsMore on AGF Investments: <a href="https://www.agf.com/us/index.jsp" rel="noopener noreferrer">https://www.agf.com/us/index.jsp</a>Follow AGF Investments on Twitter: <a href="https://twitter.com/agf" rel="noopener noreferrer">@agf</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Behind the Markets Podcast: Greg Valliere

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.

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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: Greg Valliere

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