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 | 64 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
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Latest Episodes
Four months into the year, markets have been anything but quiet. Headlines around oil prices, geopolitics, and inflation anxiety continue to dominate the narrative, but beneath the noise, the data tells a very different story.
In this episode, we br... more
In this episode, we welcome back Jake Oubina, Managing Director and Deputy Head of Economic Research at Piper Sandler, for a wide-ranging discussion on the macro outlook. Despite geopolitical tensions, rising oil prices, and shifting sentiment, Jake ... more
In this episode, we sit down with Emily Needell to unpack a truly remarkable start to 2026, one that may go down as one of the most eventful quarters in recent memory. What began as a near “Goldilocks” environment, with improving economic data, falli... more
In this episode, we shift the focus from oil headlines to the force quietly driving everything underneath: interest rates. Four weeks into the Iran conflict, markets remain locked on energy, but as Michael explains, it’s the surge in rates that’s doi... 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 States8 months ago - Boring
This is a very dry podcast with rather generic financial information.
Apple Podcasts2Real smallsUnited States10 months ago
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Apple Podcasts | #249 |  Canada/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. Forward Guidance
4. RenMac
5. The Market Huddle
How many episodes of What's Next For Markets are there?
What's Next For Markets launched a year ago and published 64 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. Jan Stuart
2. Jordi Visser
3. Amy McAneny
4. Craig Johnson
5. Don Schneider
6. Alex Goldfarb
7. Jim Bianco
8. Benson Durham
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.