Show from 10/18/19  In this episode of Behind the Markets host Jeremy Siegel gives his weekly market update addressing recent weaknesses and the impact of trade deals. Then host Jeremy Schwartz talks to a technical strategist about internal market behavior as well as across asset classes from stocks to bonds and commodities. Guest:Mike Hurley: Chief Market Strategist for Highland Capital Management and portfolio manager for the Highland Socially Responsible Equity Fund. More Information on Highland Capital Management: https://www.highlandcapital.com/Check out his work on the Highland Socially Responsible Equity Fund: https://www.highlandfunds.com/socially-responsible-equity-fund/ <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 10/18/19 In this episode of Behind the Markets host Jeremy Siegel gives his weekly market update addressing recent weaknesses and the impact of trade deals. Then host Jeremy Schwartz talks to a technical strategist about internal market behavior as well as across asset classes from stocks to bonds and commodities. Guest: Mike Hurley: Chief Market Strategist for Highland Capital Management and portfolio manager for the Highland Socially Responsible Equity Fund. More Information on Highland Capital Management: https://www.highlandcapital.com/ Check out his work on the Highland Socially Responsible Equity Fund: https://www.highlandfunds.com/socially-responsible-equity-fund/ Hosted on Acast. See acast.com/privacy for more information.

Show from 10/18/19&nbsp; In this episode of Behind the Markets host Jeremy Siegel gives his weekly market update addressing recent weaknesses and the impact of trade deals. Then host Jeremy Schwartz talks to a technical strategist about internal market behavior as well as across asset classes from stocks to bonds and commodities. Guest:Mike Hurley: Chief Market Strategist for Highland Capital Management and portfolio manager for the Highland Socially Responsible Equity Fund. More Information on Highland Capital Management: https://www.highlandcapital.com/Check out his work on the Highland Socially Responsible Equity Fund: https://www.highlandfunds.com/socially-responsible-equity-fund/ Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Behind The Markets Podcast: Mike Hurley

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: Mike Hurley

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