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74 episodes

The Best Quarter in Six Years: What's Really Driving Markets?
12/07/2026 | 13 mins.
The second quarter delivered the strongest market performance in six years, but the headlines only tell part of the story. In this episode, we step back from the day-to-day market noise to explore the bigger trends that shaped the quarter and what they could mean for investors going forward. We discuss why the rally broadened beyond the largest technology stocks, how improving manufacturing data and stronger-than-expected corporate earnings fueled gains across the market, and why the next phase of the AI trade may look very different from the last. We also examine shifting Federal Reserve expectations, the outlook for inflation, and the key indicators we'll be watching as earnings season begins. If you want to understand what really drove markets this quarter and where the opportunities and risks may lie next, this episode provides the context behind the headlines.
For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
Cheap Options And Expensive AI: Taking Stock With Danny Kirsch
05/07/2026 | 27 mins.
The second half of the year is off to a strong start, but beneath the surface the market is changing. This week we're joined by Danny Kirsch to discuss why investors are increasingly looking beyond the AI trade and what that could mean for the next phase of the bull market. We dive into the broadening rally across the S&P 500, why semiconductor stocks have become unusually volatile, and how leveraged ETFs may be amplifying those swings. We also explore whether the Mag 7 could regain leadership as companies begin rethinking massive AI spending plans, why July has historically been one of the market's strongest months, and how options markets may be underpricing key events like CPI, the Fed, and earnings season.

For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
Markets, Rates, and the Return of Breadth
28/06/2026 | 18 mins.
For the past few years, AI has been the market's defining story, but the conversation is beginning to evolve. In this episode, we examine why falling Treasury yields are becoming just as important as AI earnings, what the Fed may be signaling versus what the market believes, and why a broadening rally has quietly been taking shape. We also discuss how changing inflation expectations, improving economic data, and stronger earnings revisions are supporting areas of the market that have largely been overlooked, even as AI remains a powerful long-term theme.

For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
The Case for Lower Inflation With Jake Oubina
14/06/2026 | 27 mins.
Inflation may be cooling faster than markets expect and the implications are big. This week, we sit down with Jake Oubina to break down why commodity shocks are fading, why core inflation is set to grind lower, and why the Fed may be done hiking for this cycle. We connect the dots from falling gas prices to improving consumer confidence, stronger job growth, and a potential tailwind for housing and rate-sensitive sectors. If this disinflation trend holds, it could mark a shift back toward a Goldilocks environment with lower rates, expanding multiples, and a much broader market rally.

For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
Inside the Biggest Index Rebalance And Upcoming Blockbuster IPOs
07/06/2026 | 21 mins.
In this episode, we go deep into the mechanics of index construction with Jackson Venjohn Head Of Index Rebalancing At Piper Sandler. With hundreds of billions in forced buying and selling, the rise of passive investing has fundamentally changed how stocks trade, how liquidity forms, and how opportunities emerge. We unpack the largest rebalance cycle ever, and how blockbuster IPOs like SpaceX could reshape flows for years to come. If you want to understand what’s really moving markets beneath the surface, this is the conversation.

For full disclosure information visit: http://www.pipersandler.com/researchdisclosures

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About 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

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