Michael Kantrowitz

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 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.

Michael Kantrowitz, the #1 Strategist at Piper Sandler, shares his expert insights on the US equity market backdrop. He discusses the implications of expensive valuations and tight credit spreads on investment strategies. Kantrowitz highlights the importance of macroeconomic factors and their influence on stock performance, revealing how small caps may finally outperform. The conversation also covers the HOPE framework, forecasting economic shifts as we approach 2025, and emphasizes analyzing sectors through macroeconomic indicators.