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 | 53 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementInvestingBusiness | |||
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Latest Episodes
In this episode we talk with Jan Stuart, Global Energy Economist at Piper Sandler. We discuss the current state of the oil market, the potential tailwinds from economic growth, and how a shift in demand could impact the energy space by 2026. Jan high... more
In this episode, Michael discusses the team’s annual market outlook for 2026. The conversation explores key economic trends, policy developments, and the potential for broader market participation. Topics include the implications of Trump’s affordabi... more
This week, we’re doing something a little different.
Instead of a traditional guest conversation, we fed our full 2025 Year-End Market Review into Google’s NotebookLM and asked it to generate a five-minute discussion summarizing the year in markets.... more
In this discussion, we are joined by Jordy Visser to delve into how exponential innovation, particularly artificial intelligence (AI), is reshaping traditional business cycles. The conversation covers the potential of AI to drive earnings, enhance pr... 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 States4 months ago - Boring
This is a very dry podcast with rather generic financial information.
Apple Podcasts2Real smallsUnited States6 months ago
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Apple Podcasts | #163 |  Mexico/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?
Focused on macroeconomic trends and their influence on equity markets, the show features in-depth discussions aimed at improving investment decision-making. Through the H.O.P.E. framework—Housing, Orders, Profits, and Employment—the hosts explore essential market developments, providing insights that apply to both institutional and retail investors. Episodes delve into various aspects of the economy including tax implications, corporate earnings, and real estate, often featuring expert guests who bring additional perspectives to current market dynamics. Notably, the team leverages their extensive experience in financial markets to deliver actionable insights while keeping the content engaging and relatable through personal anecdotes and a b... 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. Forward Guidance
4. Macro Voices
5. Thoughtful Money with Adam Taggart
How many episodes of What's Next For Markets are there?
What's Next For Markets launched a year ago and published 53 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. Jordi Visser
2. Amy McAneny
3. Craig Johnson
4. Don Schneider
5. Alex Goldfarb
6. Jim Bianco
7. Benson Durham
8. Danny Kirsch
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.