Jeremy, Jeremy and Nir discuss their market theories for the upcoming week and where the market is headed. Nir defends the Fed and gives his opinion on their choices. He tells us about AI’s potential and current impacts on the economy. Nir gives us his hypothesis on how AI will affect the market in the upcoming year after last year's market readjustment. He discusses the purchase of tips in an inflated market. He dives into his view on high yield bonds, foreign investments and the risk/reward of current geopolitics.  


Guest: Nir Kaissar, Chartered Financial Analyst, founded Unison in 2005. Unison manages diversified portfolios for institutions and individuals using a data-driven, systematic approach to asset allocation. Nir is also a columnist for Bloomberg Opinion, writing about markets, investing, economics and public policy.

Learn more at: https://unisonadvisors.com/?page_id=61

Connect on Twitter: @nirkaissar

Jeremy, Jeremy and Nir discuss their market theories for the upcoming week and where the market is headed. Nir defends the Fed and gives his opinion on their choices. He tells us about AI’s potential and current impacts on the economy. Nir gives us his hypothesis on how AI will affect the market in the upcoming year after last year's market readjustment. He discusses the purchase of tips in an inflated market. He dives into his view on high yield bonds, foreign investments and the risk/reward of current geopolitics. Guest: Nir Kaissar, Chartered Financial Analyst, founded Unison in 2005. Unison manages diversified portfolios for institutions and individuals using a data-driven, systematic approach to asset allocation. Nir is also a columnist for Bloomberg Opinion, writing about markets, investing, economics and public policy. Learn more at: https://unisonadvisors.com/?page_id=61 Connect on Twitter: @nirkaissar

Behind the Markets Podcast: Nir Kaissar

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: Nir Kaissar

Behind the Markets Podcast: Nir Kaissar

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