What's Next For Markets cover art

What's Next For Markets

What's Next For Markets

By: Michael Kantrowitz
Listen for free

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

© 2026 What's Next For Markets Economics Management Management & Leadership Personal Finance
Episodes
  • The Case for Lower Inflation With Jake Oubina

    The Case for Lower Inflation With Jake Oubina
    Jun 14 2026

    Inflation may be cooling faster than markets expect and the implications are big. This week, we sit down with Jake Oubina to break down why commodity shocks are fading, why core inflation is set to grind lower, and why the Fed may be done hiking for this cycle. We connect the dots from falling gas prices to improving consumer confidence, stronger job growth, and a potential tailwind for housing and rate-sensitive sectors. If this disinflation trend holds, it could mark a shift back toward a Goldilocks environment with lower rates, expanding multiples, and a much broader market rally.


    For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
    Show More Show Less
    27 mins
  • Inside the Biggest Index Rebalance And Upcoming Blockbuster IPOs

    Inside the Biggest Index Rebalance And Upcoming Blockbuster IPOs
    Jun 7 2026

    In this episode, we go deep into the mechanics of index construction with Jackson Venjohn Head Of Index Rebalancing At Piper Sandler. With hundreds of billions in forced buying and selling, the rise of passive investing has fundamentally changed how stocks trade, how liquidity forms, and how opportunities emerge. We unpack the largest rebalance cycle ever, and how blockbuster IPOs like SpaceX could reshape flows for years to come. If you want to understand what’s really moving markets beneath the surface, this is the conversation.


    For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
    Show More Show Less
    21 mins
  • Why Our Rates Thesis Keeps Delivering

    Why Our Rates Thesis Keeps Delivering
    May 31 2026

    In this episode, we unpack the profound shift reshaping markets: the transition from a growth-driven framework to one dominated by interest rates and inflation anxiety. What began in late 2023 as a simple observation—that falling rates lift equities while rising rates pressure them—has evolved into a full-blown regime change with deep historical parallels. We explore why “bad news” like softer economic data can now be bullish, how decades-old correlations have flipped, and what this means for positioning across sectors. With affordability pressures, a bifurcated consumer, and a massive AI-driven earnings backdrop all in play, this conversation breaks down the signals that matter, the risks that could disrupt the trend, and why this new paradigm may be with investors for years to come.


    For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
    Show More Show Less
    16 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet