What's Next For Markets
by Michael Kantrowitz
Latest episode
Jan Stuart On Why the Energy Shock Isn't Going Away
Jan Stuart On Why the Energy Shock Isn't Going Away
About this podcast
When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits & Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste in cuisine. For more information on the podcast and the team visit whatsnextformarkets.com
Episodes
The newest 20 of 90 episodes
- Jan Stuart On Why the Energy Shock Isn't Going Away · 23 minThis week, we welcome back Jan Stuart to discuss the growing geopolitical risks shaping global energy markets and why the outlook for the conflicts in Ukraine and the Middle East…
- Don Schneider On The Election Trade: What Investors Need To Watch · 38 minWith the midterm elections approaching, investors are increasingly focused on the potential for a shift in control of Congress and what it could mean for markets. This week, we…
- Beta Out, Quality In: Positioning for the Next Market Cycle · 22 minAfter an extraordinary run of earnings growth and risk-taking, market leadership is beginning to shift. In today’s episode we discuss why the tailwinds that fueled the past 15…
- Reading the Trends: What Piper Sandler’s Teens Survey Reveals with Anna Andreeva · 23 minThis week, we sit down with consumer analyst Anna Andreeva to unpack the findings from Piper Sandler’s 26th annual Teens Survey, exploring shifting brand preferences, rising…
- Insurance, AI, and the Search for Quality With Piper Sandler's Paul Newsome · 20 minMichael and Stephen are joined by Paul Newsome to discuss the evolving insurance landscape and where investors can find opportunities as the market cycle shifts. They examine the…
- Low Conviction, High Crosscurrents — With Danny Kirsch · 27 minThis week we are joined by Danny Kirsch, head of the options desk at Piper Sandler, for a look beneath the surface of today’s resilient but increasingly narrow market. We discuss…
- The AI Economy: Separating Fact From Hype · 23 minIn this episode, Michael and Stephen dig into one of the biggest questions facing markets: how much of the current economic and earnings strength is actually being driven by AI?…
- What’s Driving the Market Into Year-End? · 13 minThe third quarter is nearly in the books, and in this episode we take a look at what could drive markets through the final months of the year. With earnings expectations…
- Kurt Lewis on the Fed, Inflation and the Future of Rates · 21 minInterest rates have been one of the biggest market stories of 2026, but what is really driving them higher? Kurt Lewis of Piper Sandler joins the podcast to break down the…
- Anna Andreeva on the “Extremely Finicky” Consumer · 21 minAnna Andreeva joins us to break down what’s really happening beneath the surface of today’s consumer. While the consumer remains resilient, Anna describes them as increasingly…
- Treasury Buybacks, Tariffs & the Next Market Shock with Don Schneider · 20 minDon Schneider joins us to break down Treasury’s surprise buyback announcement and what it signals about the bond market, long-term rates and the government’s broader issuance…
- Alex Goldfarb On Why REITs Could Be Entering Their Best Years in Decades · 26 minAlex Goldfarb joins us to explain why a lack of new real estate supply could create a powerful opportunity for REIT investors. We discuss the rebound in office, industrial and…
- 3 Market Themes You Can't Ignore · 13 minThis week, we break down the three biggest themes driving today's market: accelerating economic data, exceptional corporate earnings, and the broadening of market leadership. We…
- The Future Drives Itself With Alex Potter · 40 minEV adoption is entering a new phase as higher gasoline prices, robotaxis, artificial intelligence, and global competition reshape the automotive industry. We sit down with Piper…
- Software's AI Reckoning With Billy Fitzsimmons · 48 minEnterprise software has been one of the market's biggest losers, but are investors overreacting to AI fears? Piper Sandler's Billy Fitzsimmons joins us to break down whether AI…
- The State Of The Consumer With Piper Sandler’s Peter Keith · 21 minConsumer spending has been far more resilient than many investors expected, but the story isn't as simple as strong or weak. Peter Keith joins the podcast to explain why today's…
- The Best Quarter in Six Years: What's Really Driving Markets? · 14 minThe second quarter delivered the strongest market performance in six years, but the headlines only tell part of the story. In this episode, we step back from the day-to-day…
- Cheap Options And Expensive AI: Taking Stock With Danny Kirsch · 28 minThe second half of the year is off to a strong start, but beneath the surface the market is changing. This week we're joined by Danny Kirsch to discuss why investors are…
- Markets, Rates, and the Return of Breadth · 18 minFor the past few years, AI has been the market's defining story, but the conversation is beginning to evolve. In this episode, we examine why falling Treasury yields are becoming…
- The Case for Lower Inflation With Jake Oubina · 27 minInflation may be cooling faster than markets expect and the implications are big. This week, we sit down with Jake Oubina to break down why commodity shocks are fading, why core…
