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73 episodes

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
Why Our Rates Thesis Keeps Delivering
31/05/2026 | 16 mins.
In this episode, we unpack the profound shift reshaping markets: the transition from a growth-driven framework to one dominated by interest rates and inflation anxiety. What began in late 2023 as a simple observation—that falling rates lift equities while rising rates pressure them—has evolved into a full-blown regime change with deep historical parallels. We explore why “bad news” like softer economic data can now be bullish, how decades-old correlations have flipped, and what this means for positioning across sectors. With affordability pressures, a bifurcated consumer, and a massive AI-driven earnings backdrop all in play, this conversation breaks down the signals that matter, the risks that could disrupt the trend, and why this new paradigm may be with investors for years to come.

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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