What's Next For Markets

About What's Next For Markets

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 (http://whatsnextformarkets.com/)

Publisher

Michael Kantrowitz

Category

business · business · business

Language

en

Explicit

No

First episode

2 Jan 2025

Latest episode

18 Oct 2026

Latest episodes

71 of 87 episodes have a transcript.

1. 

   18 Oct 2026TRANSCRIPT

   Reading the Trends: What Piper Sandler’s Teens Survey Reveals with Anna Andreeva

   Consumer analyst Anna Andreeva discusses Piper Sandler's Teens Survey findings with host [Host Name], revealing evolving brand preferences and spending shifts for investors.

2. 

   9 Oct 2026

   Insurance, AI, and the Search for Quality With Piper Sandler's Paul Newsome

   Host Michael and Stephen interview Piper Sandler's Paul Newsome about AI's impact on insurance and finding quality investments amid market shifts.

3. 

   4 Oct 2026TRANSCRIPT

   Low Conviction, High Crosscurrents — With Danny Kirsch

   Host [Host Name] interviews Danny Kirsch, head of the options desk at Piper Sandler, exploring investor sentiment, market resilience, and emerging risks in today's complex financial landscape.

Inside a recent episode

Reading the Trends: What Piper Sandler’s Teens Survey Reveals with Anna Andreeva

Published 18 Oct 2026 · Transcript excerpt

[…] If you can interpret some of these findings in the right way. It is very interesting that the upper income scene, whether it's a boy or a girl, tends to be an early fashion adopter. And then we've seen consistently that the average income usually most of the time will follow the direction of the upper income. So If you can identify brands that are at the inflection points, whether upward or downward, and that tends to be dictated specifically more by this upper income type of individual, you actually can get duration in terms of the longevity of brands. The brands, you know, again, moving up or moving down. […]

Who has been a guest on What's Next For Markets

Names identified in recent episode analyses. Showing up to five guests.

• Anna Andreeva
• Paul Newsome
• Danny Kirsch
• Kurt Lewis
• Don Schneider

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.7 / 5

25 ratings

Spotify

5.0 / 5

12 ratings

Podcast Authority Score: 61 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

88

Social presence

0

YouTube

0

Engagement

85

Contact What's Next For Markets

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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