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 | 59 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
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Latest Episodes
In this episode, we discuss how the recent spike in crude has created a “one-variable market,” where leadership becomes highly binary. Despite the headlines, the broader market hasn’t fallen as much as many expected. Michael explains why investors ar... more
In this episode, we sit down with Danny Kirsch to unpack one of the most unusual market environments in decades. The index has traded in an exceptionally tight range, yet beneath that stability we’re seeing historic dispersion, major sector rotation,... more
In this episode, Michael and Stephen break down one of the most confusing market environments in years. While volatility in mega-cap software and AI names has grabbed headlines, the broader market is quietly telling a very different story. With the “... more
This week’s episode explores a dramatic shift in market sentiment that unfolded in just a few days. Emily and Michael are joined by Jay Glickson to discuss what institutional investors are saying, how AI disruption fears are influencing positioning, ... 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 States6 months ago - Boring
This is a very dry podcast with rather generic financial information.
Apple Podcasts2Real smallsUnited States8 months ago
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Apple Podcasts | #71 |  Israel/Business/Investing |
Apple Podcasts | #214 |  Mexico/Business/Investing |
Apple Podcasts | #226 | Israel/Business |
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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. Thoughtful Money with Adam Taggart
2. Hidden Forces
3. Odd Lots
4. Capital Allocators – Inside the Institutional Investment Industry
5. The Real Eisman Playbook
How many episodes of What's Next For Markets are there?
What's Next For Markets launched a year ago and published 59 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. Danny Kirsch
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.