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

Joe Ramirez

Joe serves as the Senior Quantitative Research Data Scientist on the Portfolio Strategy team at Piper Sandler, the #1 ranked Portfolio Strategy team in the 2024 Extel / Institutional Investor All-Americas Research poll. He is the primary architect behind the Portfolio Strategy Portal, where he spends much of his time developing new ways to model economic and quantitative data and building out interactive tools and dashboards for clients. He has worked with the team for over 10 years across their time at ISI, Wolfe Research, Cornerstone Macro and Piper Sandler.