What's Next For Markets
Episodes
Jan Stuart On Why The One-Variable Market Could Become Much Bigger
16 Mar 2026
Contributed by Lukas
In this episode, we sit down with Jan Stuart to unpack the escalating geopolitical crisis in the Middle East and why it could trigger a far broader gl...
One Variable Market
08 Mar 2026
Contributed by Lukas
In this episode, we discuss how the recent spike in crude has created a “one-variable market,” where leadership becomes highly binary. Despite the...
Danny Kirsch On Todays Shoot First, Ask Questions Later Market
01 Mar 2026
Contributed by Lukas
In this episode, we sit down with Danny Kirsch to unpack one of the most unusual market environments in decades. The index has traded in an exceptiona...
Davids vs. Goliaths: The Broadening Beneath the Surface
22 Feb 2026
Contributed by Lukas
In this episode, Michael and Stephen break down one of the most confusing market environments in years. While volatility in mega-cap software and AI n...
A Volatile Week For Markets; What Are Clients Talking About?
16 Feb 2026
Contributed by Lukas
This week’s episode explores a dramatic shift in market sentiment that unfolded in just a few days. Emily and Michael are joined by Jay Glickson to ...
A Market Meltdown… or a Market Rotation?
08 Feb 2026
Contributed by Lukas
In this Super Bowl Sunday episode, Michael and Stephen break down a volatile week in the markets that felt far worse than the major indices suggested....
Understanding Mortgage Finance With Crispin Love
01 Feb 2026
Contributed by Lukas
In this episode, Piper Sandler Senior Analyst Crispin Love, discusses the current trends, misconceptions, and outlook in the mortgage finance space. H...
What’s Next For Oil With Jan Stuart
19 Jan 2026
Contributed by Lukas
In this episode we talk with Jan Stuart, Global Energy Economist at Piper Sandler. We discuss the current state of the oil market, the potential tailw...
2026 Outlook: Broader Leadership Ahead
11 Jan 2026
Contributed by Lukas
In this episode, Michael discusses the team’s annual market outlook for 2026. The conversation explores key economic trends, policy developments, an...
AI's 5-Minute Review Of 2025
04 Jan 2026
Contributed by Lukas
This week, we’re doing something a little different.Instead of a traditional guest conversation, we fed our full 2025 Year-End Market Review into Go...
Jordi Visser: Why AI Is Rewriting the Business Cycle
21 Dec 2025
Contributed by Lukas
In this discussion, we are joined by Jordy Visser to delve into how exponential innovation, particularly artificial intelligence (AI), is reshaping tr...
Breaking Down The Tax Implications of OBBB On Investing With Tax Expert Amy McAneny
14 Dec 2025
Contributed by Lukas
In this episode, Emily Needell sits down with Amy McAneny, partner and private equity tax leader at PWC, to discuss the One Big Beautiful Bill (OBBB) ...
The Year-End Setup: Trade Opportunities with Danny Kirsch
07 Dec 2025
Contributed by Lukas
In this episode, we’re joined by Danny Kirsch, Head of Options Strategy and the Trading Team at Piper Sandler. We recap the year’s market activity...
Thankful for H.O.P.E.
30 Nov 2025
Contributed by Lukas
In this episode, we discuss the market outlook and the economic cycle through Michael’s HOPE framework. We outline the four pillars—Housing, Order...
Bitcoin, Beta & Breadth
23 Nov 2025
Contributed by Lukas
In this episode, we recap our recent travels across Europe and the U.S., highlighting what we heard from clients and how market sentiment is shifting ...
What is Outperforming? Navigating Markets in the Era of the Mag Seven
09 Nov 2025
Contributed by Lukas
In this episode, we talk with Emily Needell Deputy Chief Investment Strategist at Piper Sandler, to discuss the dominance of 'The Mag Seven’. W...
Talking Technicals With Craig Johnson, Piper's Chief Technician
02 Nov 2025
Contributed by Lukas
In this episode of What’s Next for Markets?, Michael Kantrowitz sits down with Craig Johnson, Chief Market Technician at Piper Sandler, to break dow...
What To Expect When You're Not Expecting Economic Data
26 Oct 2025
Contributed by Lukas
In this week's podcast episode, we dive into the nuances of missing government data with Piper Sandler Economist Jake Oubina. He highlights the r...
Thoughts From The Options Desk
19 Oct 2025
Contributed by Lukas
In this episode we speak with Danny Kirsch, head of Piper Sandler's Options trading desk, about the recent market volatility and its implications...
MasterClass D.C. Update With Don Schneider
12 Oct 2025
Contributed by Lukas
In this episode, Don Schneider provides a comprehensive update on the recent government shutdown developments and their potential duration. We delve i...
Post-Inflation Shock “Goldilocks”?
05 Oct 2025
Contributed by Lukas
This week on What’s Next for Markets I’m sharing a short excerpt from my hour-long conversation with Adam Taggart (Thoughtful Money). We discuss w...
"The Enemy Of My Enemy Is My Friend"
28 Sep 2025
Contributed by Lukas
In this episode, we discuss the uncommon, but not unprecedented, correlation between rising equity markets and increasing unemployment rates. We discu...
REIT All About It: A Conversation With Piper Sandler's Alex Goldfarb
21 Sep 2025
Contributed by Lukas
In this episode, we welcome Alex Goldfarb to discuss the broad and complex world of real estate investment trusts (REITs) and the real estate industry...
Rising Stocks, Soft Employment, And The National Anthem
14 Sep 2025
Contributed by Lukas
In this episode, we discuss recent market trends and economic data. We dig into the upcoming flood of macroeconomic data and the implications of the F...
Invincible?
07 Sep 2025
Contributed by Lukas
In this episode of What's Next for Markets, we discuss the market's performance as we enter September, a typically weak month for equities. ...
Is Change Afoot?
31 Aug 2025
Contributed by Lukas
In this episode, Stephen and Emily discuss the impressive recent performance in the equity markets, noting new all-time highs in the S&P 500 and s...
Jim Bianco on Jackson Hole and the Fed’s Next Move
24 Aug 2025
Contributed by Lukas
In this episode of What’s Next for Markets?, Michael Kantrowitz is joined by Jim Bianco, President and Macro Strategist at Bianco Research, for a wi...
Tech Is Printing More Money Than The Fed
17 Aug 2025
Contributed by Lukas
In this episode, we dive into the complexities of the tech sector. The discussion highlights the significant growth and earnings performance of the te...
Inflation Tuesday
10 Aug 2025
Contributed by Lukas
In this episode, we wrap up 2Q earnings and look ahead to key data to watch. We discuss the generally positive market sentiment, driven by factors suc...
Deciphering The Fed's Next Move With Benson Durham
03 Aug 2025
Contributed by Lukas
In this episode, We sit down with Benson Durham Head of Global Policy and Asset Allocation to discuss the dynamic landscape of financial markets amid ...
Goldilocks? Navigating Record Highs And Future Risk
27 Jul 2025
Contributed by Lukas
In this episode, long-time colleagues Michael and Emily delve into the current state of the financial markets as they hit record highs. They discuss t...
From Complacency to Potential Catalysts: Insights From Danny Kirsch Head Of Options Strategy At Piper Sandler
18 Jul 2025
Contributed by Lukas
In this episode, we discuss with Danny Kirsch the parallels between current market complacency and pre-Liberation Day conditions. Danny explores the i...
Decoding Quality: What Investors Need to Know
13 Jul 2025
Contributed by Lukas
In this episode, Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, joins us to explore the concept of "quality" in stocks....
A Deep Dive With Economist Jake Oubina: Understanding The Data In A Data Dependent World
06 Jul 2025
Contributed by Lukas
In this episode, we have in an in-depth discussion with economist Jake Oubina about the current economic landscape. We discuss the Federal Reserve&apo...
Tesla … Beyond Tomorrow With Alex Potter
29 Jun 2025
Contributed by Lukas
In this episode, we speak with Alex Potter senior research analyst at Piper Sandler and take a deep dive into Tesla and its disruptive influence. The ...
Unraveling 2025: What Shaped the Market And Where Are We Headed?
22 Jun 2025
Contributed by Lukas
In this episode we discuss the market trends and events from the first half of 2025. Joined by Emily Needell, Deputy Chief Investment Strategist at Pi...
5 Years Of Uncertainty And Counting
15 Jun 2025
Contributed by Lukas
In today’s episode, we discuss the ongoing uncertainty in global markets and reflect on the events from the past five years, including COVID-19, inf...
Tariffs, Taxes, and Trade … Decoding D.C. With Don Schneider
07 Jun 2025
Contributed by Lukas
In this episode, Don Schneider Deputy Head of U.S. Policy at Piper Sandler helps us unravel the ongoing political volatility impacting the markets. We...
Talking Shop with Darius Dale: An Inside Look At Macro Research
01 Jun 2025
Contributed by Lukas
In this episode, Darius Dale, founder of 42 Macro, joins hosts Michael and Steven to discuss the transformative journey and mission behind 42 Macro. D...
Unpacking The Current State Of Market Multiples
26 May 2025
Contributed by Lukas
In this episode, we discuss the recent movements in the market amid ever-changing political narratives. We delve into the factors influencing valuatio...
The Market Has Recovered … Now What?
16 May 2025
Contributed by Lukas
In this episode, we delve into recent market movements following tariff announcements and pauses. The discussion covers the sharp decline and subseque...
Tariff Supply Chain Impact With FreightWaves CEO Craig Fuller
11 May 2025
Contributed by Lukas
In this episode, we talk with Craig Fuller, CEO of FreightWaves, about the significant shifts and challenges in global supply chains, with a particula...
April Market Recap: Going Nowhere Fast
06 May 2025
Contributed by Lukas
In this episode, we discuss the eventful month of April in the markets, highlighting the resurgence of the S&P 500 and the significant influence o...
Geopolitical Whiplash: Josh Rogin On The New Global Order
27 Apr 2025
Contributed by Lukas
In this episode of What's Next for Markets, Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and Josh Rogin, Lead Global Securit...
What’s Holding Back Small Caps?
17 Apr 2025
Contributed by Lukas
In this episode, Stephen and Emily discuss the current state of small cap equity investing. Small cap equities have underperformed their larger cap eq...
The Wisdom of Staying Disciplined: Fidelity’s Jurrien Timmer on Market Cycles
13 Apr 2025
Contributed by Lukas
In this episode, we’re joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a wide-ranging conversation on market cycles,...
Markets Are Tariffied; What Could Go Right?!?
06 Apr 2025
Contributed by Lukas
In this episode of 'What's Next for Markets', we discuss the recent tumultuous week for markets in the wake tariff announcements. We wi...
Dissecting the Consumer With Piper Sandler’s Peter Keith
30 Mar 2025
Contributed by Lukas
How resilient is the U.S. consumer? In today’s episode of What’s Next For Markets we speak with a 20-year veteran on Wall Street, senior research ...
Macro Collides With Micro: Will Earnings Bifurcation Continue?
23 Mar 2025
Contributed by Lukas
In this episode, we discuss the significant bifurcation seen in economic and company earnings data over the past few years. Why have some companies ex...
Managing Risk With Danny Kirsch, Piper Sandler’s Head Of Options Strategy And Trading
15 Mar 2025
Contributed by Lukas
In this episode of 'What's Next for Markets,' we are joined by Danny Kirsch, Head of Piper Sandler's Options Strategy & Tradin...
When Will The Market Bottom?
09 Mar 2025
Contributed by Lukas
Join us as we delve into the recent surge in market uncertainty. In today's episode, we share our insights on a crucial question: When will the m...
A.I. & NVDA With Piper Sandler’s Semis Analyst Harsh Kumar
02 Mar 2025
Contributed by Lukas
Join us as we discuss A.I. & NVDA with Piper Sandler’s Semis Analyst Harsh Kumar. Harsh has covered the semiconductor industry since the mid-199...
Why Do Markets Fall?
23 Feb 2025
Contributed by Lukas
Join us as we discuss why markets fall. In today's show, we look at all the 10% or more S&P 500 market corrections over the last 60 years. Pl...
H.O.P.E. Update with Adam Taggart from Thoughtful Money
15 Feb 2025
Contributed by Lukas
Join us as we discus our H.O.P.E. framework. This episode is an excerpt from an interview with Adam Taggart from Thoughtful Money. The full intervie...
Are PMIs Broken Or Misunderstood?
09 Feb 2025
Contributed by Lukas
Join us as we discuss the importance of monitoring Purchasing Managers' Index (PMI) data in 2025.
Decoding Trump’s Potential Impact On Markets With D.C. Expert Don Schneider
31 Jan 2025
Contributed by Lukas
Join us as we discuss how President Trump’s policy agenda with shape the economy and financial markets. In this weeks episode, we will be talking wi...
Tech Bubble Vs Tech Earnings
26 Jan 2025
Contributed by Lukas
Join us as we discuss the Tech sector today vs 2000.
Are S&P 500 Price Targets Losing Their Relevance?
19 Jan 2025
Contributed by Lukas
Join us as we discuss strategist price targets.Article Reference, Jonathan Levin “Market Strategists Thankfully Abandon S&P 500 Target“ Bloomb...
Highlights Of Our 2025 Outlook
12 Jan 2025
Contributed by Lukas
Join the Portfolio Strategy team from Piper Sandler to discuss the outlook for markets and the economy in 2025.
What's Next For Markets Trailer
02 Jan 2025
Contributed by Lukas
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 ...