What's Next For Markets

By Michael Kantrowitz

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Category: Investing

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Subscribers: 1
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Episodes: 10

Description

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 macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits & Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste in cuisine. For more information on the podcast and the team visit whatsnextformarkets.com

Episode Date
When Will The Market Bottom?
Mar 09, 2025
A.I. & NVDA With Piper Sandler’s Semis Analyst Harsh Kumar
Mar 02, 2025
Why Do Markets Fall?
Feb 23, 2025
H.O.P.E. Update with Adam Taggart from Thoughtful Money
Feb 15, 2025
Are PMIs Broken Or Misunderstood?
Feb 09, 2025
Decoding Trump’s Potential Impact On Markets With D.C. Expert Don Schneider
Jan 31, 2025
Tech Bubble Vs Tech Earnings
Jan 26, 2025
Are S&P 500 Price Targets Losing Their Relevance?
Jan 19, 2025
Highlights Of Our 2025 Outlook
Jan 12, 2025
What's Next For Markets Trailer
Jan 02, 2025