Michael Kantor

Piper Sandler chief investment strategist, sharing insights on market valuations and investment strategies.

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Oct 14, 2024 • 43min

SOTS 2nd Hour: Bull market anniversary, Nike’s New Era, & Smart Money’s Smart Tech 10/14/24

Simeon Siegel, a senior retail analyst at BMO Capital Markets, discusses Nike's new leadership under CEO Elliott Hill and the challenges the brand faces in a competitive market. Michael Kantor, chief investment strategist at Piper Sandler, shares insights on navigating high market valuations amid a robust bull market. Roger McNamee, founder of Elevation Partners, raises concerns about generative AI and its implications for the tech industry, emphasizing the need for regulation in this evolving landscape.

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