

What's Next For Markets
Michael Kantrowitz
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
Mentioned books

Jan 31, 2025 • 45min
Decoding Trump’s Potential Impact On Markets With D.C. Expert Don Schneider
Join us as we discuss how President Trump’s policy agenda with shape the economy and financial markets. In this weeks episode, we will be talking with special guest Don Schneider Deputy Head of U.S. Policy Research at Piper Sandler. Don brings a wealth of policy expertise to the conversation. He previously served as Chief Economist for the House Ways and Means Committee under Chairmen Kevin Brady and Paul Ryan, playing a key role in shaping the 2017 Tax Cuts and Jobs Act (TCJA). Before that, he was an Economist and Budget Analyst for Chairman Ryan on the House Budget Committee.

Jan 26, 2025 • 21min
Tech Bubble Vs Tech Earnings
Join us as we discuss the Tech sector today vs 2000.

Jan 19, 2025 • 29min
Are S&P 500 Price Targets Losing Their Relevance?
Join us as we discuss strategist price targets.Article Reference, Jonathan Levin “Market Strategists Thankfully Abandon S&P 500 Target“ Bloomberg. July 10, 2024

Jan 12, 2025 • 28min
Highlights Of Our 2025 Outlook
Join the Portfolio Strategy team from Piper Sandler to discuss the outlook for markets and the economy in 2025.

Jan 2, 2025 • 2min
What's Next For Markets Trailer
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.


