What's Next For Markets
Michael KantrowitzWhen 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 m... more
| Publishes | Weekly | Episodes | 43 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessManagementInvesting | |||
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Latest Episodes
In this week's podcast episode, we dive into the nuances of missing government data with Piper Sandler Economist Jake Oubina. He highlights the reliability of alternative data sources like the Adobe Digital Price Index and various private surveys. We... more
In this episode we speak with Danny Kirsch, head of Piper Sandler's Options trading desk, about the recent market volatility and its implications. The discussion covers the spike in VIX and its impact on options trading, the state of regional banks f... more
In this episode, Don Schneider provides a comprehensive update on the recent government shutdown developments and their potential duration. We delve into the political strategies of both parties, highlighting Schumer's decision and Trump's management... more
This week on What’s Next for Markets I’m sharing a short excerpt from my hour-long conversation with Adam Taggart (Thoughtful Money). We discuss why the current backdrop looks like a post-inflation-shock “Goldilocks” environment, why earnings breadth... more
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Reviews
- Clear and common sense without all the noise
These guys do a great job boiling down the macro data and market activity into an easy to understand message for professional and retail investors.
Apple Podcasts5Investor3737
United States2 months ago - Boring
This is a very dry podcast with rather generic financial information.
Apple Podcasts2Real smallsUnited States4 months ago
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Apple Podcasts | #200 |  Canada/Business/Investing |
Apple Podcasts | #75 |  Sweden/Business/Investing |
Apple Podcasts | #142 |  Netherlands/Business/Investing |
Apple Podcasts | #215 | Sweden/Business |
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Frequently Asked Questions About What's Next For Markets
What is What's Next For Markets about and what kind of topics does it cover?
Focusing on equity markets, the discussions primarily revolve around macroeconomic trends that significantly influence stock movements. Topics frequently covered include inflation, employment rates, investment strategies, and sector-specific analyses, particularly within finance and real estate. The hosts utilize a structured analytical framework known as H.O.P.E (Housing, Orders, Profits & Employment) to contextualize investment decisions and manage risk versus reward in various market conditions, which allows listeners to gain crucial insights into navigating the current financial landscape. The podcast is recognized for its insightful commentary delivered by a seasoned team, making it a compelling resource for anyone interested in unders... more
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How many listeners does What's Next For Markets get?
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Which podcasts are similar to What's Next For Markets?
These podcasts share a similar audience with What's Next For Markets:
1. On The Tape with Danny Moses
2. Monetary Matters with Jack Farley
3. Forward Guidance
4. RenMac
5. The Julia La Roche Show
How many episodes of What's Next For Markets are there?
What's Next For Markets launched 10 months ago and published 43 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on What's Next For Markets?
Recent guests on What's Next For Markets include:
1. Don Schneider
2. Alex Goldfarb
3. Jim Bianco
4. Benson Durham
5. Jake Oubina
6. Alex Potter
7. Darius Dale
8. Craig Fuller
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.