View all WisdomTree insights in the BTM Podcast Series category.
On a recent episode of Behind the Markets, Macro Charts joined to discuss geopolitics, energy markets and equity positioning. Christopher Gannatti recaps their conversation, focusing on why the energy trade may be nearing a turning point.
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On a recent episode of Behind the Markets, Haim Israel, Head of Thematic Investing at Bank of America Merrill Lynch, joined us to discuss the defining forces that will shape the markets in the coming years. 
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On a recent episode of Behind the Markets, Jeremy Schwartz, Christopher Gannatti, Samuel Rines and Jeff Weniger welcomed Sonu Varghese, Vice President and Global Macro Strategist at Carson Group. They explored key investment themes for 2025, including productivity gains, mid-cap strength and capital-efficient strategies. With AI-driven efficiency, evolving sector opportunities and smarter diversification, now is the time to rethink portfolio positioning.
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On a recent episode of the Behind the Markets podcast, Ken Taheny, Head of Trading/Co-Portfolio Manager at Four Ships Asset Management, joined to discuss his view on the short-term and long-term projections for Japan and the yen. Jeremy Schwartz recaps their conversation. 
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On a recent episode of the Behind the Markets podcast, Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis, joined to share his insights into the current state and outlook of the economy and global markets. Christopher Gannatti recaps the conversation. 
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On a recent episode of the Behind the Markets podcast, Ylli Bajraktari, CEO of the Special Competitive Studies Project, joined to share valuable insights into how the U.S. can maintain its competitive edge in the face of rising global technological rivalry. Jeremy Schwartz recaps their conversation. 
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Daniel Rock, Assistant Professor of Operations, Information and Decisions at The Wharton School of the University of Pennsylvania. They discussed key takeaways from the “AI and the Future of Work” conference recently hosted by Wharton. 
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Aaron Dubin, VP of strategy and business research at Team8. They covered a wide range of cybersecurity topics, including the current “1995 moment" and the connection between Team8’s cybersecurity themes and current events. 
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities. They discuss the current state of the tech market and its comparison to 1995, AI beyond Nvidia and predictions for biotech in 2024. 
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Charles-Henry Monchau, CIO at Syz Group, about his views on the changing macroeconomic and geopolitical landscape. They spoke about new FAANGs, the risks of inflation and currency devaluation, the challenges and opportunities for Europe, and the winners and losers of the new decade.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Uma Moriarty, Senior Investment Strategist and Global ESG Lead for CenterSquare Investment Management. They discuss the interest rate impact on the real estate market.
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On last week’s episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Liza Tobin, Senior Director for Economy of the Special Competitive Studies Project (SCSP). They spoke about the latest developments in the U.S.-China relationship. 
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