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

Host

Emily Needell

Emily Needell serves as the Deputy Chief Investment Strategist at Piper Sandler. Under her tenure, the Strategy team has earned the distinction of being Wall Street’s top Portfolio Strategy team in the 2024 Extel / Institutional Investor All-Americas Research poll. With over 20 years of experience on Wall Street, Emily is an expert at forecasting macro trends and effectively linking these insights to portfolio positioning and stock selection. Her collaborative approach with clients ensures that their unique needs are met, utilizing the team's resources to enhance investment strategies.