# Behind the Markets Podcast Page: https://stenobird.com/podcast/behind-the-markets-podcast-5498346 Text version: https://stenobird.com/podcast/behind-the-markets-podcast-5498346.md RSS feed: https://feeds.soundcloud.com/users/soundcloud:users:182494289/sounds.rss Official site: https://businessradio.wharton.upenn.edu/programs/behind-the-markets Author: Behind the Markets Episodes: 493 ## Resource Jeremy Schwartz, Global Chief Investment Officer … ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/behind-the-markets-podcast-5498346 Markdown: https://stenobird.com/podcast/behind-the-markets-podcast-5498346.md ## Episodes - [China Summit Disappoints: Rated Minus 2 Out of 10](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/china-summit-disappoints-rated-minus-2-out-of-10) — 2026-05-15T22:33:07+00:00 - [Paris, Tariffs, and S&P 8,000](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/paris-tariffs-and-s-p-8-000) — 2026-05-08T21:51:17+00:00 - [AI CapEx, Fed Dissent, and the Bull Market That Won’t Quit](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/ai-capex-fed-dissent-and-the-bull-market-that-won-t-quit) — 2026-05-01T00:00:00+00:00 - [Waiting for Signal](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/waiting-for-signal) — 2026-04-24T21:44:09+00:00 - [New Highs and Low-lights](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/new-highs-and-low-lights) — 2026-04-17T19:47:20+00:00 - [Behind the Charts](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/behind-the-charts) — 2026-04-10T21:48:20+00:00 - [Long-Term Bull, But Short-Term Cautious](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/long-term-bull-but-short-term-cautious) — 2026-04-03T20:29:05+00:00 - [Tech Turbulence Today, A Retirement Sketchbook for Tomorrow](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/tech-turbulence-today-a-retirement-sketchbook-for-tomorrow) — 2026-03-27T20:30:59+00:00 - [New Strategic Reserve Assets for the AI Era](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/new-strategic-reserve-assets-for-the-ai-era) — 2026-03-20T20:28:01+00:00 - [Markets on Edge: Oil and AI Crosscurrents](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/markets-on-edge-oil-and-ai-crosscurrents) — 2026-03-13T20:48:34+00:00 - [Weak Payrolls, a Productivity Boom, and Disruptive Tech](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/weak-payrolls-a-productivity-boom-and-disruptive-tech) — 2026-03-06T23:11:10+00:00 - [AI is Not An Apocalypse](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/ai-is-not-an-apocalypse) — 2026-02-27T22:18:13+00:00 - [The Tariff Rotation](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/the-tariff-rotation) — 2026-02-20T21:54:53+00:00 - [Trading the Disruptions](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/trading-the-disruptions) — 2026-02-13T22:10:41+00:00 - [When Momentum Breaks: the Unwind Opportunities](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/when-momentum-breaks-the-unwind-opportunities) — 2026-02-06T21:51:00+00:00 - [Warsh for the Win: Prof Siegel Approves!](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/warsh-for-the-win-prof-siegel-approves) — 2026-01-30T22:24:57+00:00 - [Good Luck with That](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/good-luck-with-that) — 2026-01-23T21:46:37+00:00 - [Easing Into Tightening](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/easing-into-tightening) — 2026-01-16T21:40:31+00:00 - [Venezuela's Global Ripples and Opportunities](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/venezuela-s-global-ripples-and-opportunities) — 2026-01-09T21:30:42+00:00 - [The Value Trades for 2026](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/the-value-trades-for-2026) — 2026-01-02T21:59:13+00:00 - [The EBB and Flow: An Equity Bond Barbell Outlook for '26](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/the-ebb-and-flow-an-equity-bond-barbell-outlook-for-26) — 2025-12-19T19:11:07+00:00 - [A Dovish Fed Brings Signs of Market Rotation](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/a-dovish-fed-brings-signs-of-market-rotation) — 2025-12-12T22:52:14+00:00 - [Live From London with Latest in Crypto](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/live-from-london-with-latest-in-crypto) — 2025-12-05T23:02:58+00:00 - [Now or Never: A Family Special Episode!](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/now-or-never-a-family-special-episode) — 2025-11-28T20:40:29+00:00 - [A Healthy Uncertainty and Volatility Spike](https://stenobird.com/podcast/behind-the-markets-podcast-5498346/a-healthy-uncertainty-and-volatility-spike) — 2025-11-21T22:40:06+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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