Shows
What's Next For MarketsBreaking Down The Tax Implications of OBBB On Investing With Tax Expert Amy McAnenyIn this episode, Emily Needell sits down with Amy McAneny, partner and private equity tax leader at PWC, to discuss the One Big Beautiful Bill (OBBB) and its implications for individual and institutional investors. Amy explains critical changes such as the permanent 37% top individual tax rate, increased standard deductions, and enhanced depreciation deductions for US-based companies. The episode also explores how these tax updates impact U.S. businesses, potential benefits for retail investors, and the international tax landscape. Amy emphasizes that while there are numerous tweaks and improvements, the bill is largely positive for investment growth and economic stability.
2025-12-1424 minWhat's Next For MarketsWhat is Outperforming? Navigating Markets in the Era of the Mag SevenIn this episode, we talk with Emily Needell Deputy Chief Investment Strategist at Piper Sandler, to discuss the dominance of 'The Mag Seven’. We delve into the unprecedented returns of these companies, over the past decade. The conversation covers the implications of these outsized returns on the market dynamics, the distortion they create, and the shifting definitions of what it means to outperform the market. They also explore the impact of passive funds on these mega-cap stocks and debate the potential for improved market breadth in the future. The discussion wraps up with insights into what better breadth means fo...
2025-11-0917 minWhat'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