Podcast Episodes
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Super Bowl for Markets: Jobs, Earnings, and Portfolio Diversifiers
Show from 02/07/25 Host Jeremy Schwartz opens the show, discussing market trends and economic indicators. Jeremy is then joined by Sonu Varghese from…
1 year, 1 month ago
AI, Tariffs, and the Fed: Market Shifts and Risks Ahead
Show from 01/31/25 Host Jeremy Schwartz and Professor Siegel discuss key market developments this week, covering the Fed meeting, the impact of DeepS…
1 year, 2 months ago
The Professor’s Take on Trump 2.0
Show from 01/24/25 Chris Gannati and Jeff Weniger host this week’s Behind the Markets, sharing insights on the latest market trends. They discuss inf…
1 year, 2 months ago
Bitcoin, Inflation and the Fed: Bianco's Bets for 2025
Show from 01/17/25 Host Jeremy Schwartz and Professor Siegel open this week’s episode by discussing recent market trends, focusing on strong economic…
1 year, 2 months ago
Hot Data, Cold Markets: Navigating the Fed, Economy, and Technology Trends
Show from 01/10/25 Host Jeremy Schwartz and Professor Siegel kicked off the episode by discussing the robust job market, the recent surge in inflatio…
1 year, 2 months ago
A cautious take for 2025's market expectations
Show from 01/03/25 Host Jeremy Schwartz and Professor Siegel began the first episode of 2025 by reflecting on the market's robust end to 2024 and the…
1 year, 3 months ago
2025 Top Ideas and Outlook with Deep Rooted Macro Team
Show from 12/20/24 Host Jeremy Schwartz and Professor Siegel recap the Fed’s recent rate cuts and their implications for 2024. Professor Siegel discu…
1 year, 3 months ago
Deep Rooted Macro from Tokyo to DC: Insights on Inflation, Tech and Tariffs
Host Jeremy Schwartz and Professor Siegel discuss the tech sector's recent surge, focusing on portfolio rebalancing, the inflation outlook, and upcom…
1 year, 3 months ago
The best opportunities for fixed income investors
Show from 06/12/24 Host Jeremy Schwartz and Professor Siegel discuss recent economic indicators, highlighting stable jobless claims, a neutral unempl…
1 year, 3 months ago
The Bull Market Continues: It’s Just Math
Show from 11/22/24 Host Jeremy Schwartz and Professor Siegel discuss recent market developments, highlighting a continued strength in jobless claims,…
1 year, 4 months ago