Show from 2026-05-08 

Host Jeff Weniger and Professor Siegel discuss a much stronger than expected jobs report, the implications for Fed policy and interest rates, and how resilient AI-driven earnings growth continues to support equity markets despite geopolitical uncertainty and elevated oil prices. The Prof also comments on valuations, the declining energy intensity of the economy, and why he would not stand in front of the current momentum-driven market environment. (13:13) Jeremy is joined by Sam Rines and Jeff Weniger to discuss the latest developments surrounding Iran, China trade negotiations, tariffs and commodity markets. The group also explores the long-term outlook for oil supply, the growing divergence between energy and technology stocks, and the resurgence in AI-driven software and infrastructure names. They finish with a discussion on how AI is augmenting productivity across industries, the parallels to past technological revolutions, and why software companies may ultimately benefit rather than suffer from the AI boom. 

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

Show from 2026-05-08 Host Jeff Weniger and Professor Siegel discuss a much stronger than expected jobs report, the implications for Fed policy and interest rates, and how resilient AI-driven earnings growth continues to support equity markets despite geopolitical uncertainty and elevated oil prices. The Prof also comments on valuations, the declining energy intensity of the economy, and why he would not stand in front of the current momentum-driven market environment. (13:13) Jeremy is joined by Sam Rines and Jeff Weniger to discuss the latest developments surrounding Iran, China trade negotiations, tariffs and commodity markets. The group also explores the long-term outlook for oil supply, the growing divergence between energy and technology stocks, and the resurgence in AI-driven software and infrastructure names. They finish with a discussion on how AI is augmenting productivity across industries, the parallels to past technological revolutions, and why software companies may ultimately benefit rather than suffer from the AI boom. WisdomTree: https://www.wisdomtree.com/investments

Paris, Tariffs, and S&P 8,000

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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Paris, Tariffs, and S&P 8,000

Paris, Tariffs, and S&P 8,000

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