
What's Next For Markets
Claim This Podcastby Michael Kantrowitz
Podcast Authority
Beta
Podcast Overview
<p>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 <a href="http://whatsnextformarkets.com/">whatsnextformarkets.com</a></p>
Language
🇺🇲
Publishing Since
1/2/2025
Unlock The Full Podcast Authority Score Report
See how your podcast performs across key metrics
Podcast Authority
Beta
Recommendations available
Unlock the full report to see detailed tips
Recommendations available
Unlock the full report to see detailed tips
Unlock comprehensive insights including:
- • YouTube presence analysis
- • Social media reach metrics
- • RSS compliance scoring
- • Podcast 2.0 features
- • Technical standards
Detailed Analytics
- Complete breakdown of all 19 authority metrics
- Personalized recommendations for each metric
- Industry benchmarks and comparisons
- Technical RSS feed analysis and compliance scoring
Growth Strategies
- Step-by-step action plans for improvement
- Quick wins to boost your score immediately
- Pro tips from successful podcasters
See how your show performs across every key metric
High authority scores make your podcast more attractive to industry leaders and influencers who want to appear on credible shows.
Sponsors look for podcasts with proven authority and engagement. Your score demonstrates your podcast's value to potential partners.
Understanding your strengths and weaknesses helps you make data-driven decisions to expand your listener base effectively.
1 verified contact email on file for What's Next For Markets
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes

June 28, 2026
Markets, Rates, and the Return of Breadth
Host [Host Name] interviews [Guest Name, Credential] about how falling Treasury yields and a broadening rally signal a shift beyond AI's market dominance.

June 14, 2026
The Case for Lower Inflation With Jake Oubina
Host Jake Oubina explains why cooling commodity shocks and fading core inflation suggest the Fed may be done hiking rates, offering insights into market shifts.

June 7, 2026
Inside the Biggest Index Rebalance And Upcoming Blockbuster IPOs
Jackson Venjohn, Head of Index Rebalancing at Piper Sandler, explains how the largest index rebalance ever and upcoming IPOs like SpaceX reshape market flows and opportunities.
72 total episodes available with 64 transcripts
Recent guests on What's Next For Markets
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Jake Oubina
Guest
Jackson Venjohn
Guest
Kevin Gordon
Guest
Jan Stuart
Guest
Danny Kirsch
Guest
Crispin Love
Guest
Jordi Visser
Guest
Amy McAneny
Guest
Similar Podcasts
Discover related shows you might enjoy

Okay, Computer.
RiskReversal Media

RenMac
Jeff deGraaf, Neil Dutta, & Stephen Pavlick

Monetary Matters with Jack Farley
Jack Farley

Forward Guidance
Blockworks

On The Tape
RiskReversal Media

Excess Returns
Excess Returns

The Market Huddle
Patrick Ceresna & Kevin Muir

Thoughtful Money with Adam Taggart
Adam Taggart | Thoughtful Money

The Meb Faber Show
The Idea Farm

The Macro Trading Floor
Alfonso Peccatiello & Brent Donnelly

Alpha Exchange
Dean Curnutt

The Julia La Roche Show
Julia La Roche

Macro Voices
Hedge Fund Manager Erik Townsend

Top Traders Unplugged
Niels Kaastrup-Larsen

Hedgeye Podcasts
Hedgeye Risk Management
Deep-dive analytics for What's Next For Markets
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is What's Next For Markets?
<p>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 <a href="http://whatsnextformarkets.com/">whatsnextformarkets.com</a></p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.