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 | 71 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessManagement | |||
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Latest Episodes
Inflation may be cooling faster than markets expect and the implications are big. This week, we sit down with Jake Oubina to break down why commodity shocks are fading, why core inflation is set to grind lower, and why the Fed may be done hiking for ... more
In this episode, we go deep into the mechanics of index construction with Jackson Venjohn Head Of Index Rebalancing At Piper Sandler. With hundreds of billions in forced buying and selling, the rise of passive investing has fundamentally changed how ... more
In this episode, we unpack the profound shift reshaping markets: the transition from a growth-driven framework to one dominated by interest rates and inflation anxiety. What began in late 2023 as a simple observation—that falling rates lift equities ... more
Interest rates are once again the market’s main character and while headline indices sit near all-time highs, the story underneath is far less comfortable. In this episode, Michael unpacks the growing disconnect between index-level strength and deter... more
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- 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 States9 months ago - Boring
This is a very dry podcast with rather generic financial information.
Apple Podcasts2Real smallsUnited Statesa year ago
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Apple Podcasts | #184 |  United Kingdom/Business/Investing |
Apple Podcasts | #210 |  Denmark/Business/Investing |
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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?
A market-focused show that rootses analysis in macro trends to explain stock movements, with frequent deep dives into oil, energy, inflation dynamics, and the interplay between policy, geopolitics, and earnings. Episodes emphasize a framework for understanding broad market cycles (the HOPE approach: Housing, Orders, Profits, Employment) and often feature risk positioning, hedging strategies, and scenario planning for investors navigating volatility, sector rotations, and AI-related shifts. Notable is the blend of practical investment guidance with geopolitical and energy-market context, making the discussion valuable for professionals who need both the macro backdrop and actionable insights. The format tends to mix data-driven frameworks, c... more
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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. RenMac
4. Forward Guidance
5. RiskReversal Pod
How many episodes of What's Next For Markets are there?
What's Next For Markets launched a year ago and published 71 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. Michael Kantrowitz
2. Kevin Gordon
3. Kurt Lewis
4. Jan Stuart
5. Jordi Visser
6. Amy McAneny
7. Craig Johnson
8. Don Schneider
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.