What's Next For Markets

podcast

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 move...

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Kurt Lewis on the Fed, Inflation and the Future of Rates Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · 9 days ago
Anna Andreeva on the “Extremely Finicky” Consumer Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · 16 days ago
Treasury Buybacks, Tariffs & the Next Market Shock with Don Schneider Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · 23 days ago
Alex Goldfarb On Why REITs Could Be Entering Their Best Years in Decades Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Aug 16
3 Market Themes You Can't Ignore Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Aug 9
The Future Drives Itself With Alex Potter Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Jul 31
Software's AI Reckoning With Billy Fitzsimmons Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Jul 26
The State Of The Consumer With Piper Sandler’s Peter Keith Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Jul 19
The Best Quarter in Six Years: What's Really Driving Markets? Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Jul 12
Cheap Options And Expensive AI: Taking Stock With Danny Kirsch Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Jul 5
Markets, Rates, and the Return of Breadth Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Jun 28
The Case for Lower Inflation With Jake Oubina Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Jun 14
Inside the Biggest Index Rebalance And Upcoming Blockbuster IPOs Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Jun 7
Why Our Rates Thesis Keeps Delivering Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · May 31
The Rate Squeeze Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · May 24
The Vibepression Economy With Kevin Gordon Of Charles Schwab Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · May 17
Markets Defy Gravity: Rates Up, Stocks Higher Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · May 10
Inside the Fed With Kurt Lewis: From Crisis Playbooks to What Comes Next Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · May 3
Strong Data, Weak Sentiment Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Apr 26
Staying the Economic Course With Jake Oubina Dan Nivasch, Emily Needell, Joe Ramirez · contributed by Lukas · Apr 19
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Hosts

module · podcast
Dan Nivasch Emily Needell Joe Ramirez Michael Kantrowitz Stephen Gregory

Named across every episode — search speaker:"Dan Nivasch" anywhere.

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🇧🇷 #163 · +9 more

charted in 11 countriesFull rankings →

Activity

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3 episodes · last 30 days

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Episodes per week over the last six months.

About

module · podcast

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 curre...

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