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...
Managing Risk With Danny Kirsch, Piper Sandler’s Head Of Options Strategy And Trading
In this episode of 'What's Next for Markets,' we are joined by Danny Kirsch, Head of Piper Sandler's Options Strategy & Trading for a discussion on the recent correction in the stock market and policy uncertainty. The team delves into specific market dynamics including high retail sentiment, momentum stocks, and the role of options trades in current market conditions. They also explore potential opportunities in U.S. equities and options amidst the ongoing market fluctuations and upcoming policy changes. The conversation offers valuable insights into market risk, volatility, and investment strategies.
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27:54
When Will The Market Bottom?
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 market hit bottom? Please see our episode notes on our website whatsnextformarkets.com for charts discussed in today’s show.
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27:41
A.I. & NVDA With Piper Sandler’s Semis Analyst Harsh Kumar
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-1990s. Please see our episode notes on our website whatsnextformarkets.com for charts discussed in today’s show.
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37:02
Why Do Markets Fall?
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. Please see our episode notes on our website whatsnextformarkets.com for charts discussed in today’s show.
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24:34
H.O.P.E. Update with Adam Taggart from Thoughtful Money
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 interview is available on the Thoughtful Money Youtube channel.
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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