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
What's Next For Markets
The Future Drives Itself With Alex Potter
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EV adoption is entering a new phase as higher gasoline prices, robotaxis, artificial intelligence, and global competition reshape the automotive industry. We sit down with Piper Sandler's Alex Potter to discuss why Chinese automakers continue gaining market share, how Tesla's vertically integrated business model is changing the rules of manufacturing, and why autonomous driving may become one of the biggest technological disruptions of the next decade. We also explore SpaceX's long-term ambitions, the future of robotics, how self-driving vehicles could transform insurance and car ownership, and why investors should think beyond traditional auto companies when evaluating the next wave of innovation.
For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
