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Artwork for What's Next For Markets

What's Next For Markets

Michael Kantrowitz
Hope Framework
Housing Market
S&P 500
Piper Sandler
Federal Reserve
Interest Rates
Financial Markets
Economic Recovery
Investing
Tech Sector
Labor Market
Market Volatility
Inflation
Profit Growth
Tariffs
Portfolio Management
Macroforces
2000 Tech Bubble
Corporate Debt
Options Trading

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

PublishesWeeklyEpisodes39Founded9 months ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for What's Next For Markets

Latest Episodes

In this episode, we discuss the uncommon, but not unprecedented, correlation between rising equity markets and increasing unemployment rates. We discuss the historical examples from the 1950s, 60s, 70s, 80s, and 90s to demonstrate how higher unemploy... more

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In this episode, we welcome Alex Goldfarb to discuss the broad and complex world of real estate investment trusts (REITs) and the real estate industry. Alex sheds light on the transformation of real estate from a niche asset class to a mainstream inv... more

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In this episode, we discuss recent market trends and economic data. We dig into the upcoming flood of macroeconomic data and the implications of the Fed's upcoming actions. The discussion covers investor sentiment, the softening labor market, falling... more

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In this episode of What's Next for Markets, we discuss the market's performance as we enter September, a typically weak month for equities. Despite initial volatility, the markets have been performing well, led by higher beta and value names. The dis... more

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Recent Guests

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
Jim Bianco
President and Macro Strategist at Bianco Research
Bianco Research
Episode: Jim Bianco on Jackson Hole and the Fed’s Next Move
Benson Durham
Head of Global Policy and Asset Allocation at Piper Sandler, and Adjunct Professor at Columbia University and NYU
Piper Sandler
Episode: Deciphering The Fed's Next Move With Benson Durham
Jake Oubina
Economist at Piper Sandler, known for insightful market analysis
Piper Sandler
Episode: A Deep Dive With Economist Jake Oubina: Understanding The Data In A Data Dependent World
Alex Potter
Managing Director and Senior Research Analyst at Piper Sandler focused on transportation technology and electric vehicles.
Piper Sandler
Episode: Tesla … Beyond Tomorrow With Alex Potter
Don Schneider
Deputy Head of US Policy Research at Piper Sandler, formerly Chief Economist for the House Ways and Means Committee
Piper Sandler
Episode: Tariffs, Taxes, and Trade … Decoding D.C. With Don Schneider
Darius Dale
Founder and CEO of 42 Macro
42 Macro
Episode: Talking Shop with Darius Dale: An Inside Look At Macro Research
Craig Fuller
Chief Executive Officer and founder of FreightWaves, leading provider of global supply chain market intelligence.
FreightWaves
Episode: Tariff Supply Chain Impact With FreightWaves CEO Craig Fuller
Jurrien Timmer
Director of Global Macro at Fidelity Investments
Fidelity Investments
Episode: The Wisdom of Staying Disciplined: Fidelity’s Jurrien Timmer on Market Cycles

Hosts

Michael Kantrowitz
Chief Investment Strategist at Piper Sandler, Michael Kantrowitz is a leading voice on market strategies and macroeconomic analysis, bringing years of experience and insights to listeners.
Stephen Gregory
Co-host and Head of the Quantitative Research Effort at Piper Sandler, Stephen Gregory provides insights into market trends and quantitative analysis.

Reviews

4.8 out of 5 stars from 35 ratings
  • Boring

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

    Apple Podcasts
    2
    Real smalls
    United States3 months ago

Listeners Say

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

Critiques have emerged regarding the depth of information compared to other financial podcasts, suggesting a baseline of expertise but a need for more dynamic content.
Some listeners find the discussions dry and generic, indicating a desire for more engaging content.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#157
Canada/Business/Investing
Apple Podcasts
#205
Denmark/Business/Investing
Apple Podcasts
#209
Netherlands/Business/Investing
Apple Podcasts
#239
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

REIT All About It: A Conversation With Piper Sandler's Alex Goldfarb
Q: What are your thoughts on the data centers and warehousing?
Data centers face obsolescence challenges, while warehousing is split between large bulk and smaller infill spaces, with opportunities in the latter due to high demand.
REIT All About It: A Conversation With Piper Sandler's Alex Goldfarb
Q: Do you think the lack of calling of risk and the foreclosures you were talking about has any long-term ramifications on the space?
Yes, there is a moral hazard. However, it benefits the real estate market positively by allowing for better recovery strategies.
Is Change Afoot?
Q: What are the top three things from a macro perspective you want to keep an eye on to make sure that trend is on track and we don't go off the rails?
Employment, inflation, and housing activity are key aspects to monitor in order to ensure the economic balance and avoid deterioration while experiencing rate cuts.
Tech Is Printing More Money Than The Fed
Q: What differences do you see between larger cap tech and smaller cap tech?
Large cap tech has significantly outperformed small cap tech, which has struggled with profitability metrics. The fundamentals of the companies matter more than the tech label.
Jim Bianco on Jackson Hole and the Fed’s Next Move
Q: How does Bianco view the effect of immigration on the labor market?
Bianco believes immigration critically affects labor supply and demand, raising concerns about sustainable employment growth without population growth.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Age Range
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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 ramifications for equity markets, this podcast strives to provide listeners with actionable insights that are crucial in navigating the complexities of stock movements. Led by a seasoned team from Piper Sandler, topics discussed include critical factors such as inflation, interest rates, and fiscal policy, all of which are tied to their proprietary H.O.P.E. framework that encompasses Housing, Orders, Profits, and Employment. Unique among financial content, the banter among hosts adds a lighthearted touch, as they blend rigorous market analysis with engaging discussions, often peppered with personal anecdotes about food and films. The approach makes this resource valuable for both seasoned investors ... more

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Which podcasts are similar to What's Next For Markets?

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1. On The Tape with Danny Moses
2. Monetary Matters with Jack Farley
3. RiskReversal Pod
4. Forward Guidance
5. Macro Voices

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What's Next For Markets launched 9 months ago and published 39 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. Alex Goldfarb
2. Jim Bianco
3. Benson Durham
4. Jake Oubina
5. Alex Potter
6. Don Schneider
7. Darius Dale
8. Craig Fuller

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