Podcast

Behind the Markets Podcast

Author: Behind the Markets
Feed episode count: 493
Official site: https://businessradio.wharton.upenn.edu/programs/behind-the-markets
RSS: https://feeds.soundcloud.com/users/soundcloud:users:182494289/sounds.rss
JSON: /v1/public/podcasts/behind-the-markets-podcast-5498346
Markdown: /podcast/behind-the-markets-podcast-5498346.md

Summary

Jeremy Schwartz, Global Chief Investment Officer …

Episodes

May 15, 2026 · not_requested

China Summit Disappoints: Rated Minus 2 Out of 10

Duration seconds: 2673
Source: https://soundcloud.com/user-20931378/china-summit-disappoints-rated

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May 8, 2026 · not_requested

Paris, Tariffs, and S&P 8,000

Duration seconds: 3367
Source: https://soundcloud.com/user-20931378/paris-tariffs-and-s-p-8-000

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May 1, 2026 · not_requested

AI CapEx, Fed Dissent, and the Bull Market That Won’t Quit

Duration seconds: 3195
Source: https://soundcloud.com/user-20931378/ai-capex-fed-dissent

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Apr 24, 2026 · not_requested

Waiting for Signal

Duration seconds: 2166
Source: https://soundcloud.com/user-20931378/waiting-for-signal

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Apr 17, 2026 · not_requested

New Highs and Low-lights

Duration seconds: 2337
Source: https://soundcloud.com/user-20931378/new-highs-and-low-lights

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Apr 10, 2026 · not_requested

Behind the Charts

Duration seconds: 3552
Source: https://soundcloud.com/user-20931378/behind-the-charts

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Apr 3, 2026 · not_requested

Long-Term Bull, But Short-Term Cautious

Duration seconds: 2682
Source: https://soundcloud.com/user-20931378/long-term-bull-but-short-term

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Mar 27, 2026 · not_requested

Tech Turbulence Today, A Retirement Sketchbook for Tomorrow

Duration seconds: 6503
Source: https://soundcloud.com/user-20931378/tech-turbulence-today-a

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Mar 20, 2026 · not_requested

New Strategic Reserve Assets for the AI Era

Duration seconds: 3747
Source: https://soundcloud.com/user-20931378/new-strategic-reserve-assets

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Mar 13, 2026 · not_requested

Markets on Edge: Oil and AI Crosscurrents

Duration seconds: 2495
Source: https://soundcloud.com/user-20931378/markets-on-edge-oil-and-ai

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Mar 6, 2026 · not_requested

Weak Payrolls, a Productivity Boom, and Disruptive Tech

Duration seconds: 5395
Source: https://soundcloud.com/user-20931378/weak-payrolls-a-productivity

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Feb 27, 2026 · not_requested

AI is Not An Apocalypse

Duration seconds: 2718
Source: https://soundcloud.com/user-20931378/ai-is-not-an-apocalypse

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Feb 20, 2026 · not_requested

The Tariff Rotation

Duration seconds: 3994
Source: https://soundcloud.com/user-20931378/the-tariff-rotation

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Feb 13, 2026 · not_requested

Trading the Disruptions

Duration seconds: 3009
Source: https://soundcloud.com/user-20931378/trading-the-disruptions

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Feb 6, 2026 · not_requested

When Momentum Breaks: the Unwind Opportunities

Duration seconds: 2908
Source: https://soundcloud.com/user-20931378/when-momentum-breaks-the

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Jan 30, 2026 · not_requested

Warsh for the Win: Prof Siegel Approves!

Duration seconds: 4474
Source: https://soundcloud.com/user-20931378/warsh-for-the-win-prof-siegel-approves

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Jan 23, 2026 · not_requested

Good Luck with That

Duration seconds: 2957
Source: https://soundcloud.com/user-20931378/btm-2026-01-23-good-luck-with

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Jan 16, 2026 · not_requested

Easing Into Tightening

Duration seconds: 2450
Source: https://soundcloud.com/user-20931378/easing-into-tightening

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Jan 9, 2026 · not_requested

Venezuela's Global Ripples and Opportunities

Duration seconds: 2602
Source: https://soundcloud.com/user-20931378/venezuelas-global-ripples-and-opportunities

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Jan 2, 2026 · not_requested

The Value Trades for 2026

Duration seconds: 3252
Source: https://soundcloud.com/user-20931378/the-value-trades-for-2026

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Dec 19, 2025 · not_requested

The EBB and Flow: An Equity Bond Barbell Outlook for '26

Duration seconds: 4966
Source: https://soundcloud.com/user-20931378/the-ebb-and-flow-an-equity-bond-barbell-outlook-for-26

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Dec 12, 2025 · not_requested

A Dovish Fed Brings Signs of Market Rotation

Duration seconds: 3588
Source: https://soundcloud.com/user-20931378/a-dovish-fed-brings-signs-of-market-rotation

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Dec 5, 2025 · not_requested

Live From London with Latest in Crypto

Duration seconds: 4121
Source: https://soundcloud.com/user-20931378/live-from-london-with-latest-in-crypto

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Nov 28, 2025 · not_requested

Now or Never: A Family Special Episode!

Duration seconds: 2851
Source: https://soundcloud.com/user-20931378/now-or-never-a-family-special-episode

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Nov 21, 2025 · not_requested

A Healthy Uncertainty and Volatility Spike

Duration seconds: 3077
Source: https://soundcloud.com/user-20931378/a-healthy-uncertainty-and-volatility-spike

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