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77 episodes

The Future Drives Itself With Alex Potter
31/07/2026 | 40 mins.
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
Software's AI Reckoning With Billy Fitzsimmons
26/07/2026 | 47 mins.
Enterprise software has been one of the market's biggest losers, but are investors overreacting to AI fears? Piper Sandler's Billy Fitzsimmons joins us to break down whether AI is truly disrupting the software business model, why valuations have collapsed, where opportunities still exist, and how Microsoft, Oracle, and the hyperscalers fit into the next phase of the AI investment cycle. We also discuss vibe coding, consumption-based pricing, AI infrastructure spending, and why the eventual IPOs of OpenAI and Anthropic could reshape the entire software landscape.

For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
The State Of The Consumer With Piper Sandler’s Peter Keith
19/07/2026 | 21 mins.
Consumer spending has been far more resilient than many investors expected, but the story isn't as simple as strong or weak. Peter Keith joins the podcast to explain why today's consumer is increasingly selective, how the K-shaped economy may finally be narrowing, and why certain retail categories are showing surprising strength despite ongoing housing weakness. We discuss what investors are hearing about oil prices, interest rates, the Middle East, and Federal Reserve policy, along with why many consumer-focused investors are becoming more optimistic for the second half of the year. Peter also shares where he's finding the biggest opportunities, including furniture, home-related products, and lower-income retail, while explaining why housing remains stuck waiting for lower mortgage rates. Finally, we preview earnings season, discuss the impact of tariff refunds and AI initiatives, and highlight the companies that could deliver the biggest surprises over the coming quarters.
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

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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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