Shows
What's Next For MarketsDecoding Quality: What Investors Need to KnowIn this episode, Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, joins us to explore the concept of "quality" in stocks. We discuss how quality is defined, the key metrics used to identify high-quality companies, and common misconceptions surrounding the term. Indicators such as high profitability, strong interest coverage ratios, and robust free cash flow are highlighted as hallmarks of quality. We also challenge traditional assumptions, including the notion that low leverage and high dividend yields necessarily signal quality. Finally, the episode examines why quality stocks have consistently outperformed in recent years, particularly in a range-bound economic environment...
2025-07-1315 minWhat's Next For MarketsUnraveling 2025: What Shaped the Market And Where Are We Headed?In this episode we discuss the market trends and events from the first half of 2025. Joined by Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, the conversation covers the market's responses to policy changes, such as tariffs and deregulation, and the broad economic data trends this year. They highlight the v-shaped recovery and the bifurcation seen across different sectors and factors, indicating a mixed recovery. Emily also provides insight into future market expectations, emphasizing the importance of quality and balanced investment strategies amid continuing uncertainties. The discussion ends with a focus on the risks posed by rising oil...
2025-06-2218 min