Michael Kantrowitz

Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, introduces his innovative HOPE framework for assessing economic health. He delves into the evolving landscape of the post-COVID economy, highlighting the stark disparities in sectors like housing. The conversation covers consumer behavior shifts, emphasizing how affluent spending is slowing. Kantrowitz also discusses the intricate ties between market indices and fundamentals, urging a strategic approach in navigating today's bifurcated economic environment. Tune in for insights on what 2025 may hold!

Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, discusses his innovative HOPE framework, assessing economic health amid challenges like housing unaffordability and trade wars. He highlights complexities in the global economy and the impact of Federal Reserve policies on market volatility. Kantrowitz examines trends in housing, emphasizing regional disparities and the rising use of home equity loans. The conversation also navigates the relationship between macroeconomic indicators and stock performance, advocating for cautious investment strategies as 2025 approaches.

Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, shares his insights on the economy, focusing on his HOPE framework: Housing, Orders, Profits, and Employment. He highlights how low mortgages impact housing affordability and links unemployment trends to home equity growth. The discussion explores the role of credit easing and the connection between inflation concerns and market performance. Kantrowitz presents an outlook for 2026, predicting improved conditions for cyclical sectors despite ongoing uncertainties.

In this engaging conversation, Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, shares his insights on the economy using his HOPE framework. He argues that a weakening jobs market could lead to disinflation, lower interest rates, and robust economic recovery. Michael highlights how historical trends show that markets can rise even when unemployment increases. He also discusses the implications for housing, the potential risks of AI valuations, and the importance of an active investment approach during these shifting economic conditions.

Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, shares his keen insights on today's bifurcated markets. He discusses the critical factors shaping market movements, including inflation, interest rates, and geopolitical events. Kantrowitz introduces his 'Hope' framework, key to cyclical analysis. The potential impact of AI on financial markets is examined, alongside small-cap stock selection strategies. He emphasizes the importance of quality in investments and weighs the economic implications of a K-shaped recovery.