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Artwork for What's Next For Markets

What's Next For Markets

Michael Kantrowitz
Piper Sandler
Interest Rates
S&P 500
Tariffs
Federal Reserve
Inflation
Housing Market
Market Volatility
HOPE Framework
Labor Market
Oil Prices
Economic Recovery
China
Investment Strategies
Tech Sector
Tesla
Financial Markets
Credit Spreads
Earnings Season
Electric Vehicles

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 m... more

PublishesWeeklyEpisodes76Founded2 years ago
Number of ListenersCategories
ManagementInvestingBusiness

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Artwork for What's Next For Markets

Latest Episodes

Enterprise software has been one of the market's biggest losers, but are investors overreacting to AI fears? Piper Sandler's Billy Fitzsimmons joins us to break down whether AI is truly disrupting the software business model, why valuations have coll... more

Consumer spending has been far more resilient than many investors expected, but the story isn't as simple as strong or weak. Peter Keith joins the podcast to explain why today's consumer is increasingly selective, how the K-shaped economy may finally... more

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The second quarter delivered the strongest market performance in six years, but the headlines only tell part of the story. In this episode, we step back from the day-to-day market noise to explore the bigger trends that shaped the quarter and what th... more

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The second half of the year is off to a strong start, but beneath the surface the market is changing. This week we're joined by Danny Kirsch to discuss why investors are increasingly looking beyond the AI trade and what that could mean for the next p... more

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Recent Guests

Michael Kantrowitz
Chief Investment Strategist, Piper Sandler; leads the Portfolio Strategy Team
Piper Sandler
Episode: The Rate Squeeze
Kevin Gordon
Senior Investment Strategist
Charles Schwab
Episode: The Vibepression Economy With Kevin Gordon Of Charles Schwab
Kurt Lewis
Head of Central Bank Policy at Piper Sandler; former Special Advisor to Chair Powell
Piper Sandler
Episode: Inside the Fed With Kurt Lewis: From Crisis Playbooks to What Comes Next
Jan Stuart
A thoughtful voice in global energy and commodities markets, with decades of experience analyzing oil and gas.
Episode: What’s Next For Oil With Jan Stuart
Jordi Visser
An expert on AI's impact on business and finance
Episode: Jordi Visser: Why AI Is Rewriting the Business Cycle
Amy McAneny
Partner and Private Equity Tax Leader at PWC
PWC
Episode: Breaking Down The Tax Implications of OBBB On Investing With Tax Expert Amy McAneny
Craig Johnson
Managing Director and Chief Market Technician at Piper Sandler, directs the Technical Research Group
Piper Sandler
Episode: Talking Technicals With Craig Johnson, Piper's Chief Technician
Don Schneider
Deputy Head of US Policy Research
Piper Sandler
Episode: MasterClass D.C. Update With Don Schneider
Alex Goldfarb
Managing Director and Senior Research Analyst covering the real estate sector
Piper Sandler
Episode: REIT All About It: A Conversation With Piper Sandler's Alex Goldfarb

Host

Michael Kantrowitz
Chief Investment Strategist and host focusing on macro outlooks and portfolio strategy; key figure across episodes.

Reviews

4.8 out of 5 stars from 39 ratings
  • 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 Podcasts
    5
    Investor3737
    United States10 months ago
  • Boring

    This is a very dry podcast with rather generic financial information.

    Apple Podcasts
    2
    Real smalls
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners find certain episodes dry or heavily data-focused, with less narrative variety.
Overall, the show delivers clear macro context for professional investors.
Content is data-driven and practical for portfolio ideas.

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Talking Points

Recent interactions between the hosts and their guests.

Inside the Biggest Index Rebalance And Upcoming Blockbuster IPOs
Q: Do we know which GICS sector that's going to be included in?
GICS sector classifications for SpaceX are still being determined, with possibilities including comm services, tech, or industrials; the exact sector will be clarified around the IPO timeframe.
Why Our Rates Thesis Keeps Delivering
Q: What sparked the shift in thinking about rates and equities?
The realization that lower rates could be bullish for equities even as inflation concerns persisted, followed by a long period where the negative correlation between rates and stocks weakened and then flipped in some regimes, suggesting a new paradigm.
The Rate Squeeze
Q: What are clients saying to you, and what are you saying to clients?
Clients acknowledge that rates have risen and that the market has held up, but they are increasingly focused on breadth and the differential impact of rates across sectors rather than the broad index. The guest emphasizes staying cautious about rate sensitivity, monitoring macro data surprises, and recognizing that certain regimes change how rates influence equities and bonds, with a view toward how earnings, notably AI-related strength, can coexist with higher rates.
The Vibepression Economy With Kevin Gordon Of Charles Schwab
Q: What role does the younger generation play in this market, and how should communications adapt?
The guest emphasizes that younger investors are more Myopic and rely on faster digestible content; the team aims to educate on staying invested with proper risk tolerance and time horizons, while recognizing the influence of social media and information digestion on behavior.
The Vibepression Economy With Kevin Gordon Of Charles Schwab
Q: How should investors think about concentration risk and breadth in the market?
He highlights that while big tech leaders drive a lot of index-level gains, breadth can be narrow, with outsized contributions from a few names. He recommends awareness of sector skew and considering broader or thematic exposure to reduce concentration risk.

Audience Metrics

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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 data-driven macro-focused show that dissects global markets through a stock technician lens, emphasizing how macro trends drive equity movements and sector leadership. Episodes frequently explore rate regimes, inflation dynamics, housing, AI-driven demand, and central bank policy, often featuring Piper Sandler strategists and external guests from major financial institutions. Notable strengths include a clear framework (the HOPE model) to interpret market cycles, a track record of practical, scenario-based guidance, and a consistent focus on risk management and positioning amid evolving macro signals. The show stands out for its blend of rigorous market analysis with accessible storytelling and timely episodes around events like rate shif... more

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1. On The Tape with Danny Moses
2. RenMac
3. Monetary Matters with Jack Farley
4. The Market Huddle
5. Forward Guidance

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What's Next For Markets launched 2 years ago and published 76 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

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