Shows
Australia News Today | 2 Min News | The Daily News Now!Analysts Predict Bullish Market in 2026Wall Street analysts forecast a fourth consecutive year of gains for the S and P five hundred, predicting a nine percent rise by year end, putting the index around seven thousand seven hundred. Despite earlier market volatility due to AI competition and trade wars, stocks rebounded quickly, driven by resilient growth and massive AI investments. Despite a lack of bearish views, some experts like Ed Yardeni call for a seven thousand seven hundred index, while others like Michael Kantrowitz at Piper Sandler note investor uncertainty. JPMorgan and Bank of America predict seven thousand five hundred and seven thousand one hundred...
2025-12-3101 min
What's Next For MarketsJordi Visser: Why AI Is Rewriting the Business CycleIn this discussion, we are joined by Jordy Visser to delve into how exponential innovation, particularly artificial intelligence (AI), is reshaping traditional business cycles. The conversation covers the potential of AI to drive earnings, enhance productivity, and impact labor markets, suggesting that the forthcoming PMI cycle could be one of the most significant in decades. We explore why AI isn't merely a bubble and its role in the evolving market dynamics. Additionally, the discussion touches on the societal impact of AI, its potential to reduce costs in various sectors, and the broad economic implications of these technological shifts. The...
2025-12-2150 minWhat'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 MarketsThe Year-End Setup: Trade Opportunities with Danny KirschIn this episode, we’re joined by Danny Kirsch, Head of Options Strategy and the Trading Team at Piper Sandler. We recap the year’s market activity, discuss notable trading strategies, and look ahead to year-end and early-2025 positioning. Topics include key market catalysts, a standout options trade involving retail and the financial sector as optimistic bets for next year, and the potential impact of Fed rate cuts. We also cover shifting sentiment around AI and big tech, the influence of upcoming tax refunds, and how ongoing tariff-related court cases could shape the market. Danny also breaks down his appr...
2025-12-0722 min
RiskReversal PodHOPE is a Dangerous Thing… In the Stock Market with Michael KantrowitzThis episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.
Try Fidelity’s most powerful trading experience yet:
https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999
Views, opinions, products, services, and strategies discussed are not
endorsed or promoted by Fidelity Investments. Fidelity Brokerage
Services LLC, Member NYSE, SIPC
In this episode of the Risk Reversal Podcast, hosts Dan Nathan and Guy Adami welcome Michael Kantrowitz, Chief Investment Strategist and Head of Portfolio Strategy at Piper Sandler. The discussion delves into Kantrowitz's HOPE framework, which stands for Housing, Or...
2025-12-0548 minWhat's Next For MarketsThankful for H.O.P.E.In this episode, we discuss the market outlook and the economic cycle through Michael’s HOPE framework. We outline the four pillars—Housing, Orders, Profits, and Employment—and examine current themes, including an “E-shaped” economy. The conversation explores leading indicators that may signal improvement in 2026, trends in the housing market, and the broader impact of employment dynamics on growth. Michael remains optimistic about a gradual economic recovery and a steady improvement across key sectors in the coming years.For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
2025-11-3025 minWhat's Next For MarketsBitcoin, Beta & BreadthIn this episode, we recap our recent travels across Europe and the U.S., highlighting what we heard from clients and how market sentiment is shifting on both sides of the Atlantic. We break down the evolving investor outlook—especially growing concerns around interest rates, wage pressures, and unemployment trends. We also explore Bitcoin’s position as a high-beta asset increasingly tied to broader risk sentiment, and assess how a potential Fed rate cut in December could shape market dynamics. Finally, we discuss why mortgage applications and housing data remain critical indicators for gauging the economic backdrop as we look...
2025-11-2320 min
Big Technology PodcastInside The AI Bubble: Debt, Depreciation, and Losses — With Gil LuriaGil Luria is the head of technology research at D.A. Davidson. Luria joins Big Technology Podcast for a special Friday edition special report digging into the AI bubble, or whatever term you'd like to use for the questionable investment decisions in AI today. We cover all the bad stuff: debt, depreciation, and losses. We talk about Michael Burry's bet against the technology and why he might be right, and how OpenAI should play this to optimize its potential. Tune in for a comprehensive edition looking at the risks of the AI trade, and what happens from here.
2025-11-141h 01What'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 MarketsTalking Technicals With Craig Johnson, Piper's Chief TechnicianIn this episode of What’s Next for Markets?, Michael Kantrowitz sits down with Craig Johnson, Chief Market Technician at Piper Sandler, to break down the latest trends driving equity markets. From the technical setup across major indices to the underlying sector leadership and sentiment shifts, Craig shares how his charts are framing the next phase of this market cycle. Together, they explore where investors might find opportunity — and what signals could mark the next big turn.
2025-11-0224 min
The Compound and FriendsBig Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at AmazonOn this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/WAYT
Sign up for The Compound Newsletter and never miss out!
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecompoundnews
LinkedIn: https://www.linkedin.com/company/the-compound-media/
TikTok: https://www.tiktok.com/@thecompoundnews
Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc...
2025-10-291h 09What's Next For MarketsWhat To Expect When You're Not Expecting Economic DataIn this week's podcast episode, we dive into the nuances of missing government data with Piper Sandler Economist Jake Oubina. He highlights the reliability of alternative data sources like the Adobe Digital Price Index and various private surveys. We discuss the accuracy concerns surrounding Non-Farm Payroll (NFP) reports and how private data could steer better insights. Additionally, we focus on recent inflation trends, particularly the impact of tariffs on margins, and delve into the data from the latest CPI report. The conversation also extends to labor market conditions, consumer sentiment, and the potential influence of AI and energy costs...
2025-10-2627 minWhat's Next For MarketsThoughts From The Options DeskIn this episode we speak with Danny Kirsch, head of Piper Sandler's Options trading desk, about the recent market volatility and its implications. The discussion covers the spike in VIX and its impact on options trading, the state of regional banks following their earnings, and the effects of potential US-China trade agreements. Danny also provides insights into the differences between current market dynamics and those of the late 1990s, the influence of seasonality on market performance, and expectations about upcoming economic data releases. Throughout the conversation, Danny emphasizes the importance of understanding whether market risks are idiosyncratic or systemic.
2025-10-1919 minWhat's Next For MarketsMasterClass D.C. Update With Don SchneiderIn this episode, Don Schneider provides a comprehensive update on the recent government shutdown developments and their potential duration. We delve into the political strategies of both parties, highlighting Schumer's decision and Trump's management tactics, which are softening the shutdown's impact. Don also explains the implications of the shutdown on data reporting and how it affects investors. Furthermore, we explore the recent news on Trump's threats to raise China tariffs and the administration's stance on rare earth exports. Lastly, Don offers insights into the upcoming tax refund season in 2026, detailing the expected impact of new tax cuts and how...
2025-10-1222 minWhat's Next For MarketsPost-Inflation Shock “Goldilocks”?This week on What’s Next for Markets I’m sharing a short excerpt from my hour-long conversation with Adam Taggart (Thoughtful Money). We discuss why the current backdrop looks like a post-inflation-shock “Goldilocks” environment, why earnings breadth appears to be healing, and what a broader leadership profile could mean for small caps, cyclicals, housing, and manufacturing. Decide for yourself—does a slower, steadier expansion favor active over passive? To watch the full discussion with Adam, go to https://youtu.be/SMtZxM94QI...
2025-10-0513 min
Thoughtful Money with Adam TaggartCould The Weakening Jobs Market Actually Be GOOD For The Economy? | Michael KantrowitzWhile many analysts are worried about the weakening jobs market, today's guest thinks it might be exactly what's needed for the economy to get...better?Michael Kantrowitz, chief investment strategist & managing director at Piper Sandler, is best known for his H.O.P.E. framework -- which predicts how recessions start and end.Michael sees the economy as potentially entering "goldilocks" conditions of rising growth, disinflation, lower interest rates and low oil prices.The weakening job market is disinflationary AND provides the incentive for the Fed to cut rates. That actually creates the kind of conditions that we normally...
2025-10-021h 48What's Next For Markets"The Enemy Of My Enemy Is My Friend"In this episode, we discuss the uncommon, but not unprecedented, correlation between rising equity markets and increasing unemployment rates. We discuss the historical examples from the 1950s, 60s, 70s, 80s, and 90s to demonstrate how higher unemployment can actually be beneficial for stock prices in periods of inflation. The conversation covers the changing market dynamics post-2022's inflation shock and how current market behaviors differ from recent periods of rising unemployment. The episode aims to provide clarity on the counterintuitive relationship between bad news and market performance.
2025-09-2818 minWhat's Next For MarketsREIT All About It: A Conversation With Piper Sandler's Alex GoldfarbIn this episode, we welcome Alex Goldfarb to discuss the broad and complex world of real estate investment trusts (REITs) and the real estate industry. Alex sheds light on the transformation of real estate from a niche asset class to a mainstream investment option, highlighting the current trends and challenges in the sector. He delves into the dynamics of various real estate segments, including commercial offices, data centers, and warehousing, as well as the impact of interest rates and the post-COVID landscape. The discussion also covers the perceived risks versus actual performance of real estate during economic downturns and...
2025-09-2137 minWhat's Next For MarketsRising Stocks, Soft Employment, And The National AnthemIn this episode, we discuss recent market trends and economic data. We dig into the upcoming flood of macroeconomic data and the implications of the Fed's upcoming actions. The discussion covers investor sentiment, the softening labor market, falling interest rates, and their influence on the markets, especially in housing and smaller companies. The episode discusses the importance of expectations in interpreting macro data and the broader economic context. Tune in for a comprehensive overview of what's driving the markets and what to watch for in the coming weeks.For full disclosure information visit: www.pipersandler.com/researchdisclosures
2025-09-1425 minWhat's Next For MarketsInvincible?In this episode of What's Next for Markets, we discuss the market's performance as we enter September, a typically weak month for equities. Despite initial volatility, the markets have been performing well, led by higher beta and value names. The discussion delves into sectoral leadership, factor performance, and the influence of major stocks like the 'Mag seven' on the overall market. The episode covers the impact of inflation, employment data, and interest rates, highlighting how recent trends have created a 'Goldilocks' scenario for investors. We also touch on the broader economic indicators, anticipating potential trends and volatility in the...
2025-09-0721 minBig Technology PodcastBrain Computer Interface Frontier: Movement, Coma, Depression, AI MergeDr. Ben Rapoport and Michael Mager are the co-founders of Precision Neuroscience, a company building a minimally invasive, high-resolution brain-computer interface. The two join Big Technology to discuss the modern day applications of BCIs and frontiers of the technology, including computer control, stroke rehab, decoding consciousness in coma patients, AI-powered neural biomarkers for depression, and the long-term prospect of merging human cognition with machines. Tune in for a fascinating look at the potential for one of earth's most promising technologies.
---
Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
2025-09-031h 14What's Next For MarketsIs Change Afoot?In this episode, Stephen and Emily discuss the impressive recent performance in the equity markets, noting new all-time highs in the S&P 500 and significant gains since April. They explore the annualized returns, emphasizing the distinction between large growth and smaller cap stocks, and the effect of sustained higher interest rates on the latter. They delve into the anticipation of potential Fed rate cuts and discuss how these could impact small caps and the broader economy. The importance of monitoring key economic indicators like employment, inflation, and housing activity to ensure the continued positive trajectory of the market is...
2025-08-3113 minWhat's Next For MarketsJim Bianco on Jackson Hole and the Fed’s Next MoveIn this episode of What’s Next for Markets?, Michael Kantrowitz is joined by Jim Bianco, President and Macro Strategist at Bianco Research, for a wide-ranging conversation on the Fed, markets, and the bigger forces shaping the economy. Fresh off Jackson Hole, Michael and Jim dig into Jerome Powell’s latest message, the tension between inflation risks and a weakening labor market, and how immigration plays into the Fed’s calculus.They also tackle the bond market’s reaction, the rise of retail traders and zero-day options, the persistent struggles of small caps versus large caps, and why hous...
2025-08-2445 minWhat's Next For MarketsTech Is Printing More Money Than The FedIn this episode, we dive into the complexities of the tech sector. The discussion highlights the significant growth and earnings performance of the tech industry, comparing today's landscape to the tech bubble of 2000. The episode also explore the relative performance of small caps and global tech, highlighting the importance of strong fundamentals over sector labels. The conversation touches on portfolio management strategies and the divergent performances of various market sectors, concluding with insights into the challenges and potential of healthcare and industrial stocks.For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
2025-08-1725 minWhat's Next For MarketsInflation TuesdayIn this episode, we wrap up 2Q earnings and look ahead to key data to watch. We discuss the generally positive market sentiment, driven by factors such as the pricing out of tariff and inflation risks and anticipation of rate cuts. A key focus is the upcoming CPI report on August 12th and its potential impact on the market’s “Goldilocks” narrative. We also explore trends in small caps versus large caps, inflation indicators, and rate-sensitive equities.For full disclosure information visit: http://www.pipersandler.com/researchdisclosures
2025-08-1115 minWhat's Next For MarketsDeciphering The Fed's Next Move With Benson DurhamIn this episode, We sit down with Benson Durham Head of Global Policy and Asset Allocation to discuss the dynamic landscape of financial markets amid key events and economic indicators. The conversation delves into the relationship between Chairman Powell and President Trump, market reactions to inflation and employment data, and the potential for rate cuts by the Federal Reserve. They analyze the recent soft payroll report and its implications, discuss the influence of tariffs, and explore how the Fed's decision-making process might evolve. The discussion also covers the long-term expectations for inflation, the anticipated impact of Federal Reserve policies...
2025-08-0335 minWhat's Next For MarketsGoldilocks? Navigating Record Highs And Future RiskIn this episode, long-time colleagues Michael and Emily delve into the current state of the financial markets as they hit record highs. They discuss the impressive rebounds seen in meme stocks and high beta ETFs, along with the broader market's resilience despite underlying concerns. Key topics include the potential for continued bullish momentum, the impact of Federal Reserve policies on interest rates, and the influence of macroeconomic data on market trends. They also explore the unique market dynamics characterized by large-cap stock leadership and the relative underperformance of small-cap stocks. The conversation wraps up with insights into the future...
2025-07-2730 minWhat's Next For MarketsFrom Complacency to Potential Catalysts: Insights From Danny Kirsch Head Of Options Strategy At Piper SandlerIn this episode, we discuss with Danny Kirsch the parallels between current market complacency and pre-Liberation Day conditions. Danny explores the implications of extreme call buying, SPACs resurgence, and market liquidity. The episode covers the market dynamics, examining the Fed's pressure to cut rates and its impact on long-term yields, the role of volatility control strategies, and the influence of upcoming events like the August 1st market event. We delve into detailed analyses of credit spreads, equity exposure, inflation expectations, and potential catalysts like the AI summit and policy changes. The conversation also highlights strategies for hedging market risks...
2025-07-1834 minThoughtful Money with Adam TaggartUnprecedented, Unusual, Challenging Economy More Bifurcated Than Ever | Michael KantrowitzToday's guest is best known for his HOPE framework, a highly effective way to measure the health of the economy, and tell whether it's getting stronger or weaker.As we enter the second half of 2025 -- with momentum stocks stumbling while the markets remain richly valued near all-time highs -- what does his framework tell us 2025 has in store?To find out, we have the good fortune to speak today with Michael Kantrowitz, chief investment strategist & managing director at Piper Sandler. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed...
2025-07-131h 06What'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 minThe Compound and FriendsHow Does Apple Get Its Mojo Back?On this TCAF Tuesday, Michael Batnick is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchunas and Alex Kantrowitz. They discuss: who can replace the dollar, will the deficit crush us, the most successful ETF ever, if Apple should buy Perplexity, Meta vs OpenAI, and more.
This episode is sponsored by Grayscale. Curious about investing in crypto and not sure where to start? Visit: https://www.grayscale.com/ to learn more.
Sign up for The Compound Newsletter and never miss out!
Instagram: https://instagra...
2025-07-091h 01What's Next For MarketsA Deep Dive With Economist Jake Oubina: Understanding The Data In A Data Dependent WorldIn this episode, we have in an in-depth discussion with economist Jake Oubina about the current economic landscape. We discuss the Federal Reserve's potential actions, inflation trends, and the housing market outlook. Jake shares his insights on how uncertainty over the past six months has affected consumer behavior, housing, and labor markets. He emphasizes the importance of lower interest rates, deregulation, and capital investment to stimulate economic growth. The discussion also touches upon the quality of economic data, including CPI and employment figures, and how alternative data sources can provide a more accurate picture. Jake concludes by addressing the...
2025-07-0638 minWhat's Next For MarketsTesla … Beyond Tomorrow With Alex PotterIn this episode, we speak with Alex Potter senior research analyst at Piper Sandler and take a deep dive into Tesla and its disruptive influence. The conversation touches on various broad topics including automakers, EVs, politics, infrastructure, energy usage, and technology. The discussion highlights Tesla's transformation of the auto industry and its broadened scope influencing tech, industrials, consumer and energy sectors. Alex discusses Tesla's comparison to Amazon and Apple, suggesting Tesla is more than an automaker, much like Amazon is more than a bookseller. Other points include the role of policy and global EV adoption trends, especially contrasting the...
2025-06-2949 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 minWhat's Next For Markets5 Years Of Uncertainty And CountingIn today’s episode, we discuss the ongoing uncertainty in global markets and reflect on the events from the past five years, including COVID-19, inflation, interest rates, geopolitical and their compounded effects on market volatility. In the episode, we provide insights into how investors can position amidst these uncertainties by focusing on companies with robust fundamentals and macro resilience. Despite the volatility and unpredictability, they emphasize the importance of not reacting impulsively to macro fears and maintaining a well-balanced portfolio.
2025-06-1517 minWhat's Next For MarketsTariffs, Taxes, and Trade … Decoding D.C. With Don SchneiderIn this episode, Don Schneider Deputy Head of U.S. Policy at Piper Sandler helps us unravel the ongoing political volatility impacting the markets. We discuss the significant topic of the budget reconciliation bill, detailing its current status, timeline for passage, and the key components it entails including tax cuts, spending cuts, and the consequential impacts on the fiscal outlook and growth trajectory. In the episode we address clients' concerns about the new fiscal trajectory, and the interaction between the budget bill and Trump's ongoing tariff policies, assessing their combined effects on growth and treasury issuance. The podcast also...
2025-06-0724 minWhat's Next For MarketsTalking Shop with Darius Dale: An Inside Look At Macro ResearchIn this episode, Darius Dale, founder of 42 Macro, joins hosts Michael and Steven to discuss the transformative journey and mission behind 42 Macro. Darius shares his background in Wall Street investment research and highlights the company's unique approach to providing equal access to high-quality investment insights for both institutional and retail investors. He delves into the challenges of navigating various investor profiles, the importance of continuous education, and the evolution of his systematic investment process. The discussion also touches on the importance of considering fiscal policy, cryptocurrencies, and the macroeconomic landscape's impact on investment strategies. The episode offers a deep...
2025-06-0138 min
On The Tape with Danny MosesMichael Kantrowitz: The "K"antro Shaped RecoveryMichael Kantrowitz, Chief Investment Strategist at Piper Sandler, joins the On the Tape podcast to discuss his views on the current market landscape. The conversation touches on Kantrowitz's rankings, his new podcast 'What's Next for Markets,' and his thoughts on market myopia and reactivity. He delves deep into the primary factors driving market movements, focusing on inflation, interest rates, tariffs, and the impact of geopolitical events. Kantrowitz also shares insights from his 'Hope' framework—housing, orders, profits, and employment—and its application in cyclical market analysis. The discussion wraps up with Kantrowitz's perspective on the importance of quality over...
2025-05-2839 minWhat's Next For MarketsUnpacking The Current State Of Market MultiplesIn this episode, we discuss the recent movements in the market amid ever-changing political narratives. We delve into the factors influencing valuations, including interest rates, inflation, and macroeconomic data. The conversation also covers the impact of recent policy changes—such as Trump’s fluctuating tariffs on the EU—and how they contribute to market volatility.We examine the current state of the S&P 500, highlighting elevated multiples supported by favorable conditions like low energy prices and high profit margins. With a focus on earnings, we explore growth projections for both large-cap and small-cap companies, along with the varyin...
2025-05-2621 minWhat's Next For MarketsThe Market Has Recovered … Now What?In this episode, we delve into recent market movements following tariff announcements and pauses. The discussion covers the sharp decline and subsequent recovery of the S&P 500, highlighting sector-specific performance and the varying recovery trajectories of different market segments. The episode also covers broader economic concerns, including credit card delinquency rates, inflation, and consumer demand, emphasizing the importance of high-quality and balanced portfolios amidst ongoing market volatility and economic uncertainties. Please see our episode notes on our website whatsnextformarkets.com for charts discussed in today’s show.
2025-05-1620 minWhat's Next For MarketsTariff Supply Chain Impact With FreightWaves CEO Craig FullerIn this episode, we talk with Craig Fuller, CEO of FreightWaves, about the significant shifts and challenges in global supply chains, with a particular focus on the impact of tariffs and geopolitical events. Craig outlines the evolution of supply chains, the effects of the U.S.-China trade war, and the broader ramifications of tariffs on global trade and logistics. He discusses potential shortages in certain goods and the adaptability of supply chains in response to these disruptions. The conversation also explores the possibility of a surge in freight demand if a resolution to the trade conflict is reached.
2025-05-1152 minWhat's Next For MarketsApril Market Recap: Going Nowhere FastIn this episode, we discuss the eventful month of April in the markets, highlighting the resurgence of the S&P 500 and the significant influence of policy shifts on market dynamics. The episode delves into the impact of tariff-related rhetoric, the effect of proposed tax cuts, and the ongoing balance between sentiment and fundamental data. We cover the importance of maintaining a balanced investment approach and what data to watch. Make sure to tune in next week for insights from Craig Fuller, CEO of FreightWaves, on the tariff impact on the supply chain.
2025-05-0614 min
Closing BellClosing Bell Overtime: Palantir Pops, Ford Falls, and Markets Weigh Tech and Tariff Risks 5/5/25Kevin Gordon, Charles Schwab Senior Investment Strategist kicks off the show, tracking the S&P 500 ‘s first down day in the last 10 session. Morgan breaks down Palantir’s quarterly numbers, plus a bull-and-bear debate on the stock with Dan Ives, Wedbush Global Head of Technology Research, and Brent Thill, Jefferies Analyst. Michael Kantrowitz, Piper Sandler Chief Investment Strategist, joins on the macro and Fed outlook, while Arjun Murti, Partner at Veriten, weighs in on the energy sector and falling oil prices. Plus, Hollywood gets caught in the crosshairs of U.S.–China trade tensions—our Julia Boorstin reports on the grow...
2025-05-0542 minWhat's Next For MarketsGeopolitical Whiplash: Josh Rogin On The New Global OrderIn this episode of What's Next for Markets, Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and Josh Rogin, Lead Global Security Analyst at Washington Post Intelligence, delve into the ongoing market volatility driven by shifting policies and geopolitical dynamics. They discuss the breakdown of traditional silos between Wall Street, Washington, and Silicon Valley, the impact of U.S.-China relations on global markets, and the internal dynamics of the Trump administration. The conversation highlights the intersection of politics and financial markets, shedding light on the intricate power struggles and economic strategies that could shape future market trends.
2025-04-271h 00What's Next For MarketsWhat’s Holding Back Small Caps?In this episode, Stephen and Emily discuss the current state of small cap equity investing. Small cap equities have underperformed their larger cap equity counterparts for nearly five years. We explore the factors contributing to this trend, including higher interest rates, slowing economic growth, and recent tariff news. Despite current challenges, the conversation highlights potential positive catalysts that could improve the outlook for small caps, emphasizing their role in a diversified portfolio and the importance of focusing on quality and stability within the small cap space.
2025-04-1718 minWhat's Next For MarketsThe Wisdom of Staying Disciplined: Fidelity’s Jurrien Timmer on Market CyclesIn this episode, we’re joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a wide-ranging conversation on market cycles, long-term investing, and the shifting dynamics in the macro landscape.Jurrien shares how his background in technical analysis has evolved into a storytelling approach to macro strategy. We dive into:The interplay between technicals and macro dataWhy market signals matter more than hard predictionsHow Jurrien defines and interprets cycles — and what might be different this timeHow he integrates behavioral finance into his frameworkThe risks and opportunities he’s watching in 202...
2025-04-1342 minWhat's Next For MarketsMarkets Are Tariffied; What Could Go Right?!?In this episode of 'What's Next for Markets', we discuss the recent tumultuous week for markets in the wake tariff announcements. We will cover our initial reaction to the moves in the market along with the emerging macro and earnings risks. The episode touches on market sentiment, valuation metrics, and historical parallels. Importantly, in today’s episode we look beyond the obvious bearish narrative to what could go right from here.
2025-04-0617 minWhat's Next For MarketsDissecting the Consumer With Piper Sandler’s Peter KeithHow resilient is the U.S. consumer? In today’s episode of What’s Next For Markets we speak with a 20-year veteran on Wall Street, senior research analyst, Peter Keith who covers consumer stocks in the hardline and breadlines industries at Piper Sandler. In this insightful conversation we explore consumer behavior through the lens of Peter’s proprietary mattress sales index and its implications for the broader economic landscape. The discussion highlights key retailers such as Home Depot, Lowe’s, and Wayfair as bellwethers of market trends in housing and sheds light on the challenges and opportunities in the mark...
2025-03-3032 minWhat's Next For MarketsMacro Collides With Micro: Will Earnings Bifurcation Continue?In this episode, we discuss the significant bifurcation seen in economic and company earnings data over the past few years. Why have some companies excel in this environment, while others struggle? Join us, as we delve into the factors driving this divergence, from the zero interest rate policy post-GFC to the present-day tariff uncertainty. The episode covers the impact of housing on the economy, the role of interest rates, and the ongoing struggles within small caps and key investment strategies we think are best positioned for the road ahead.To see charts from today's episode visit whatsnextformarkets...
2025-03-2327 minWhat's Next For MarketsManaging Risk With Danny Kirsch, Piper Sandler’s Head Of Options Strategy And TradingIn 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.
2025-03-1627 minWhat's Next For MarketsWhen 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.
2025-03-0927 minWhat's Next For MarketsA.I. & NVDA With Piper Sandler’s Semis Analyst Harsh KumarJoin 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.
2025-03-0237 minWhat's Next For MarketsWhy 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.
2025-02-2324 minWhat's Next For MarketsH.O.P.E. Update with Adam Taggart from Thoughtful MoneyJoin 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.
2025-02-1519 minThoughtful Money with Adam TaggartDespite Economic Green Shoots, Stocks Remain Vulnerable | Michael KantrowitzToday's guest is best known for his HOPE framework, a highly effective way to measure the health of the economy, and tell whether it's getting stronger or weaker.As we begin a new year -- with record housing unaffordability, trade wars and a cooling jobs market -- what does his framework tell us 2025 has in store?To find out, we have the good fortune to speak today with Michael Kantrowitz, chief investment strategist & managing director at Piper Sandler. BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
2025-02-111h 30What's Next For MarketsAre PMIs Broken Or Misunderstood?Join us as we discuss the importance of monitoring Purchasing Managers' Index (PMI) data in 2025.
2025-02-0922 minWhat's Next For MarketsDecoding Trump’s Potential Impact On Markets With D.C. Expert Don SchneiderJoin us as we discuss how President Trump’s policy agenda with shape the economy and financial markets. In this weeks episode, we will be talking with special guest Don Schneider Deputy Head of U.S. Policy Research at Piper Sandler. Don brings a wealth of policy expertise to the conversation. He previously served as Chief Economist for the House Ways and Means Committee under Chairmen Kevin Brady and Paul Ryan, playing a key role in shaping the 2017 Tax Cuts and Jobs Act (TCJA). Before that, he was an Economist and Budget Analyst for Chairman Ryan on the House Bu...
2025-01-3145 minThe Compound and Friends2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex KantrowitzOn this TCAF Tuesday, Josh Brown is joined by Franklin Bi, General Partner at Pantera Capital to discuss the regulatory changes and predictions for Crypto in 2025 following the executive order of the Trump administration "Strengthening American Leadership in Digital Financial Technology". Then at 49:11 hear an all-new episode of What Are Your Thoughts with Josh Brown, Michael Batnick, and special guest Alex Kantrowitz!This episode is sponsored by Public. Fund your account in five minutes or less at http://Public.com/WAYT and get up to $10,000 when you transfer your old portfolio.
2025-01-291h 48What's Next For MarketsTech Bubble Vs Tech EarningsJoin us as we discuss the Tech sector today vs 2000.
2025-01-2621 minWhat's Next For MarketsAre S&P 500 Price Targets Losing Their Relevance?Join us as we discuss strategist price targets.Article Reference, Jonathan Levin “Market Strategists Thankfully Abandon S&P 500 Target“ Bloomberg. July 10, 2024
2025-01-1928 minWhat's Next For MarketsHighlights Of Our 2025 OutlookJoin the Portfolio Strategy team from Piper Sandler to discuss the outlook for markets and the economy in 2025.
2025-01-1228 minWhat's Next For MarketsWhat's Next For Markets TrailerWhen 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.
2025-01-0202 min
CFA Society ChicagoCFA Society Chicago Macro Matters - equity market thoughts heading into 2025Rich Excell, CFA, CMT is joined by Institutional Investor's #1 Strategist Michael Kantrowitz, CFA from Piper Sandler to discuss the US equity market backdrop. What does the factor performance of the market tell us? Are expensive valuations a problem? What about tight credit spreads? Can small caps finally outperform? All of this and more
2024-12-1259 min
Market DominationMarket Domination 11/4As tomorrow's Election Day weighs on markets, Josh Lipton and Julie Hyman take a look at the top stories moving stocks.Piper Sandler chief investment strategist Michael Kantrowitz shares his outlook as the market experiences volatility ahead of the election.With the election also bringing the future of the CHIPS and Science Act into question, Rhodium Group director Reva Goujon explains why neither outcome will likely result in a repeal.Amazon (AMZN) stands out from its Big Tech peers, with its earnings beat seeming to be e...
2024-11-0452 minBig Technology PodcastDecoding The NVIDIA Trade — With Michael BatnickMichael Batnick is managing partner at Ritholtz Wealth Management and co-host of The Compound and Friends Podcast. Batnick joins Big Technology Podcast for a conversation that asks all the questions about NVIDIA's historic run. We cover the valuation, volatility, competition, chances to keep going, and AI fatigue. We also ask whether NVIDIA could give up its gains just as fast as it built them, whether it will become an Apple-like fixture in portfolios, and how algorithmic trading might play a role in its massive growth.----You can subscribe to Big Technology Premium for 25% off...
2024-06-2640 minThoughtful Money with Adam TaggartWill Rising Unemployment Trigger A Recession? | Michael KantrowitzDespite the Federal Reserve's efforts to tame inflation by cooling the economy with its aggressive "higher for longer" interest rates and Quantitative Tightening, the US has managed to avoid recession.
Consumer spending has held up, largely due to the "strong" jobs market.
But is that likely to remain the case going forward?
And if not, if unemployment starts to rise significantly, what should we expect? Mass layoffs? A recession? A correction in the financial markets or home prices?
Or none of these?
To find out, we have the good fortune to speak today with Michael Kantrowitz, chief investment strategist & managing...
2024-06-111h 23
Worldwide ExchangeMay Jobs Report, Apple vs. Nvidia, and Meme Stock Madness 06/07/24The monthly jobs report will be key to the market action today. ZipRecruiter’s Julia Pollak gives her estimates. Plus, the battle of the market cap leaders is on between Apple and Nvidia. Big Technology’s Alex Kantrowitz discusses. And, shares of GameStop are surging once again after Keith Gill scheduled his first YouTube stream in almost four years. Former SEC Commissioner Michael Piwowar and Former E*TRADE CEO Karl Roessner explain.
2024-06-0742 minThe Compound and FriendsReasons to keep Nvidia, Amazon and AppleOn episode 145 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson and Alex Kantrowitz to discuss: the return of Roaring Kitty, Apple and the WWDC, what an AI powered phone might look like, the best bear argument for Nvidia, the Tesla drawdown, if Elon Musk's days as CEO are numbered, and much more!This episode is sponsored by Kraneshares. They're doing a webinar on June 11 at 10am ET with former US Ambassador to China under the Trump Administration, Terry Branstad, and former US Ambassador to Singapore under...
2024-06-071h 34
Squawk PodReddit’s Going Public & a Company Landed on the Moon 02/23/24Reddit has filed for an IPO! The social media company plans to list on the New York Stock Exchange under the ticker RDDT, but Wall Street is asking questions about its business model–and its plans for advertising. Big Technology founder Alex Kantrowitz parses the S-1 filing and the company’s growth trajectory. Spot bitcoin ETFs are available to the masses, thanks to last month’s regulatory approval, and Grayscale CEO Michael Sonnenshein explains where he’s hoping to find his next set of returns. On Thursday, the markets rallied–the Dow Jones Industrial Average clocked its 13th record close so fa...
2024-02-2330 minThe Compound and FriendsSNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex KantrowitzOn this episode of TCAF Tuesday, we're bringing you a new show called Great Quarter Guys! On this episode, Josh Brown, Michael Batnick, Alex Kantrowitz, and Dan Ives discuss: Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon. Then, on an all-new episode of What Are Your Thoughts, Josh and Michael discuss: Mike Wilson, Snap, new Dow stocks, layoffs, the consumer, and much more!Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocketmoney.com/compoundCheck out the latest in financial blogger fashion...
2024-02-072h 03Squawk PodMusk’s Pay Package Shock, AI Job Jitters, & Starbucks Cold Drinks, Heating Up 01/31/24A Delaware judge has invalidated Tesla CEO Elon Musk's $56 billion pay package, citing the board's failure to prove its fairness and lack of evidence regarding negotiations. Thousands have been laid off across the tech industry, including at Microsoft, Alphabet, eBay, and PayPal. Alex Kantrowitz, founder of Big Technology, considers AI’s impact on the workforce. Starbucks lowered its same store sales forecasts and reported a growth in iced drinks, in its latest quarter. CFO Rachel Ruggeri outlines the company's first quarter, its 2024 outlook, and consumer appetite, abroad and at home. Plus, Nikki Haley is still fundraising from billionaires, and Univer...
2024-01-3127 minThe Compound and FriendsSam Altman and OpenAI, SpaceX and Starlink, Nvidia EarningsOn this episode of TCAF Tuesday, Josh Brown talks SpaceX, Starlink, and OpenAI with Aaron Dillon. Then, Josh and Michael Batnick are joined by tech expert Alex Kantrowitz on an all-new episode of What Are Your Thoughts where they discuss Sam Altman, Nvidia earnings, Michael Burry, Jim Chanos, and much more!Thanks to Public for sponsoring this episode. To learn more about Public treasury accounts, visit: https://public.com/compoundCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com
2023-11-221h 11Big Technology PodcastApple's Problem With Jon Stewart, Marc Andreessen's Techno-Optimism, Middle East MisinformationRanjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) A quick review of Michael Lewis' SBF book 2) The impact of effective altruism on the tech industry 3) Why Apple and Jon Stewart are parting ways 4) China's Belt and Road Forum 5) How a multipolar world impacts Apple 6) Marc Andreessen's Techno-Optimism manifesto 7) Max Read's rebuttal to the manifesto 8) Twitter to charge $1 to some users for essential features 9) Twitter users decline since Musk took over, according to new data 10) A new era of misinformation in the middle east---Enjoying Big...
2023-10-2059 minBig Technology PodcastThe Case Against SBF, Temu vs. Amazon, AI TherapyRanjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Plans to attend the SBF Trial 2) Welcome to Compound and Friends listeners 3) The legal case against SBF 4) The environment in the court 5) How SBF might win? 6) Michael Lewis update 6) Over 40% of Amazon users now use Temu 7) Blue Apron, once valued at $2 billion, sold for $103 million 8) Anthropic's potential $2 billion raise from Google 9) Should we use AI for therapy 10) Brief update on Twitter numbers. ---Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.For we...
2023-10-0633 minThe Compound and FriendsZuckerberg vs OpenAIOn episode 112 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alex Kantrowitz to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, and much more!Today’s show is brought to you by Birddogs. Visit: https://birddogs.com/compound or enter promo code COMPOUND for a free white-tech dad hat with every purchase!Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of los...
2023-10-061h 32
Wealthion - Be Financially ResilientHear What The Money Experts See Coming Ahead | Lacy Hunt, James Grant, Stephanie Pomboy & moreLOCK IN THE EARLY BIRD DISCOUNT PRICE for Wealthion's online conference on Oct 21 at https://wealthion.com/conference?utm_source=SPFY
2022 was one of the most treacherous years on record for investors. But 2023 (so far) has surprised to the upside.
What is 2024 most likely to have in store for us?
Tickets for the Wealthion Fall conference are still on sale at the Early Bird price discount of nearly 30% off the standard price. Alumni of our previous conferences get an additional 15% discount on top of that. To lock in these low prices while th...
2023-10-0509 min
Wealthion - Be Financially ResilientHard Landing Doubters Ignore The H.O.P.E. Data At Their Peril | Michael Kantrowitz(This video originally aired on April 18, 2023. We are replaying it, along with a few other of our most significant interviews of the past year, while Wealthion host Adam Taggart is dealing with a death in the family). I've said several times recently on this program, perhaps the most important and yet least appreciated trend that will drive our economic destiny in 2023 will be the lag effect.
This refers to the delayed shockwaves the economy experiences when central banks make changes to monetary policy.
We experienced one of the sharpest-ever reversals in policy a year ago...
2023-07-181h 23RiskReversal PodI’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper SandlerGuy, Dan and Danny discuss why it’s different this time (2:00), bank stress tests (17:30), semiconductor stocks (25:45), real rates (33:00), and the mutual fund to ETF conversion trend (37:00). After the break, Dan and Danny interview Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and discuss the swing in sentiment from 2022 to 2023 (45:00), his HOPE framework for the economy (50:00), his outlook for the second half of 2023 (1:03:30), global recessionary indicators (1:06:00), what could take the market lower (1:09:30), commonalities between now and ‘00/’07 (1:16:00), and the tricky thing about this cycle (1:22:00). Check out our show notes hereLearn more about Ro body: ro...
2023-06-301h 17
Wealthion - Be Financially ResilientWeekly Market Recap: Market SELL Signals Starting To Get Triggered. Time to Exit?Portfolio manager Lance Roberts and Wealthion host Adam Taggart discuss the recent sell signals Lance's models are showing, the recent massive plunge in the 1-Mo Treasury yields, the latest ISM/Philly Fed/NY Empire manufacturing data, the key data from Adam's recent interview with Michael Kantrowitz, Lance's recent trades -- and everything else that mattered to markets this week.
*************************************************
At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to th...
2023-04-221h 40
Wealthion - Be Financially ResilientHistory Says Recession & Market Correction This Year Are Nearly Unavoidable | Michael KantrowitzI've said several times recently on this program, perhaps the most important and yet least appreciated trend that will drive our economic destiny in 2023 will be the lag effect.
This refers to the delayed shockwaves the economy experiences when central banks make changes to monetary policy.
We experienced one of the sharpest-ever reversals in policy a year ago, but most of the impacts from that have yet to be fully expressed, as they take many months to ripple through the economy before we can see them.
Which is why we're so fortunate to...
2023-04-181h 23Big Technology PodcastWas The Sharing Economy Way Overblown? — With Emil MichaelEmil Michael is the former chief business officer of Uber and the current chairman and CEO of DPCM Capital. Michael joins Big Technology Podcast to discuss what's happened to 'sharing economy' darlings Uber, Lyft, AirBNB, and more. With deep insight into these companies' business models, Michael breaks down how they've reacted to our shift away from a zero-interest rate environment, examining who might win — if anyone. Stay tuned for the second half where we discuss Michael's thoughts on the latest AI wave, and whether his hometown of Miami is really a budding tech hub. Learn mor...
2023-04-1248 min
Opto Sessions (Video)#167 - Michael Kantrowitz - Why Markets Aren't Forward Looking & The Hope FrameworkGet Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterMichael Kantrowitz, Chief Investment Strategist and Managing Director at Piper Sandler, a leading US investment bank, joins Opto Sessions to discuss market cycles and how changes in interest rates affect the economy.As a seasoned expert in macroeconomic research and investment strategy, Michael explains he created a framework called HOPE - which tracks and stands for housing, orders, profits, and employment - to navigate periods between the beginning of an easing or a tightening cycle and understand how the...
2023-04-0648 min
Opto Sessions – Invest in the Next Big IdeaMichael Kantrowitz - Why Markets Aren't Forward Looking & The Hope FrameworkGet Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterMichael Kantrowitz, Chief Investment Strategist and Managing Director at Piper Sandler, a leading US investment bank, joins Opto Sessions to discuss market cycles and how changes in interest rates affect the economy. As a seasoned expert in macroeconomic research and investment strategy, Michael explains he created a framework called HOPE - which tracks and stands for housing, orders, profits, and employment - to navigate periods between the beginning of an easing or a tightening cycle and un...
2023-04-0644 minBig Technology PodcastTwo VCs On AI’s Possibilities — With Joe Marchese and Michael MignanoMichael Mignano is a partner at Lightspeed VC. Joe Marchese is a general and build partner at Human Ventures. The two investors join Big Technology Podcast to discuss this new wave of generative AI's potential. We interrogate how this technology might be overhyped, and then speak about the potential areas of opportunity. Three domains stand out: 1) Content creation and entertainment. 2) Search and discovery. 3) AI as an assistive agent. Tune in for the second half where we discuss platform strategy and the associated risks. Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-04-0541 minRiskReversal PodOut of the Blue and into the Black with Michael Kantrowitz of Piper SandlerGuy, Dan and Danny discuss feeble moves in the stock market (1:00), how Dan Benton’s 20 rules for tech investing can relate to Tesla (13:00), Ally Financial’s earnings showing auto loans slowing (20:50), an update in the Cannabis space (23:22), Liz Truss resigning as UK prime minister (25:00), risks lurking in the stock market (27:36), and Danny’s NFL picks (34:20). The co-hosts interview Michael Kantrowitz, Chief Investment Strategist & Head of Portfolio Strategies at Piper Sandler, and talk about his HOPE call for the economic cycle (44:38), what would make the Fed pivot (50:33), his outlook for 2023 (53:00), what precedes a recession (1:03:53), and what would change his thesis (1:10:45).C...
2022-10-211h 11
The Newcomer PodcastI’d Jump on a Grande for You (w/Erin Griffith)The Twitter / Elon saga entered a new phase today. Elon Musk reversed course and agreed to buy Twitter at the previously agreed upon $44 billion. But we’re still thinking about Musk’s text messages that came out as part of discovery in the Delaware court case.On the latest episode of Dead Cat, we reveled in the many bizarre and often sycophantic texts that emerged during discovery. Tom Dotan and Eric Newcomer, along with recurring guest New York Times reporter Erin Griffith, give a close reading to the private messages of the Silicon Valley glitterati.We d...
2022-10-0556 min
Lead-Lag LiveThe Bitcoin Crash & Stock Market Low With Michael Kantrowitz“Remember, today is the tomorrow you worried about yesterday.” - Dale CarnegieCheck The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for...
2022-09-1656 min
Forward GuidanceWhy Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack FarleyThis is a recording of a Twitter spaces in which Jack Farley exchanges macro views with Alfonso Peccatiello, in a preview to their conversation at the Blockworks Digital Asset Summit in September 2022, which will feature Mike Green, Danielle DiMartino Booth, and Jurrien Timmer. This recording also featured Andy Constan and Michael Kantrowitz.--Use code MACRO200 to get discounted tickets to the Blockworks Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-new-york/?gclid=CjwKCAjwo_KXBhAaEiwA2RZ8hIgyUQTvJmP-g0qAclP5WXFdpLdZSLkarlMTWE9_Po341_j_x5FBBBoCojkQAvD_BwE--Follow Jack on Twitter https://twitter...
2022-08-181h 46
The Compound and FriendsResponsibility TheaterOn episode 55 of The Compound and Friends, Alex Kantrowitz joins Michael Batnick and Downtown Josh Brown to discuss earnings season, big tech, the outlook for crypto, Elon vs Twitter, and much more!This episode is sponsored by The Peak Group. To learn more about investing in single family rentals visit https://bit.ly/3OCu6GQ.Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comObviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell a...
2022-07-151h 40
The Remarkable Leadership PodcastNo Bullsh!t Leadership with Martin MooreLeadership isn't rainbows and unicorns; it's about results. Martin Moore believes there is a disconnect between the process and function of leadership today. He joins Kevin to share his No Bullsh!t framework and why leaders need to move past being liked and commit to developing the habits and disciplines that improve their leadership capability. Key Points Martin Moore shares his 7 imperatives from the No Bullsh!t Leadership framework (Value, Conflict, Resilience, Working at level, Ambiguity, Accountability, and Decision-making). He discusses what it means to work at level and how to get accountability. He gives advice for building...
2022-04-1338 min
Big Technology PodcastWhy Facebook Will Keep Building For Kids — With Michael SaymanMichael Sayman was 16 years old when Facebook recruited him to join the company. The overture arrived as he was sitting in math class, and the teacher promptly took away his iPad. Sayman joins Big Technology Podcast to discuss why and how Facebook builds products for kids and teens (something he has intimate knowledge of) and the reasons why it won't stop.You can find Sayman's new book, App Kid, here: https://amzn.to/3uNDazI Learn more about your ad choices. Visit megaphone.fm/adchoices
2021-10-061h 00
Big Technology PodcastAndrew Ross Sorkin on Meme Stocks, Bitcoin, SPACs, and Elon MuskAndrew Ross Sorkin is the co-anchor of Squawk Box on CNBC, founder and editor of Dealbook at the New York Times, and the author of Too Big To Fail. He joins Big Technology Podcast to discuss the wild state of the market, the rise of meme stocks, the promise and drawbacks of bitcoin, SPACs, Big Tech antitrust, Elon Musk, and when the party will come to an end. Tune in for a wide-ranging interview about the world's most pressing financial and tech issues.Buy Andrew's book: https://amzn.to/3zFPTXp
2021-06-161h 09
Coney Island StoriesLegendary Roller CoastersEpisode 5 features the stories of a trio of roller coasters built in the Roaring 20’s and named after violent storms: the Thunderbolt, the Tornado and the Cyclone. While the Cyclone is the only survivor from Coney's golden age, the Coney Island History Project has recorded and preserved memories of people who rode, owned, or worked at these legendary coasters. A few narrators had the unusual fortune to live beneath one of these thrill rides.Interviews with Meg Feeley, Harold Kramer, and Mae Timpano (Thunderbolt); Don Ferris, Michael Liff and Andy Badalamenti (Tornado); and Joseph Albanese, Mindy Gress, Joh...
2021-02-0928 min
The Long ViewJean Chatzky: 'Financial Stress Is a Big Topic in Need of More Oxygen'Our guest on the podcast today is personal finance expert, Jean Chatzky. She is the CEO of HerMoney.com and host of the podcast "HerMoney with Jean Chatzky." Jean has served as the financial editor of NBC's TODAY show for the past 25 years and she is also the financial ambassador for AARP. She has written several best-selling personal finance books. Her latest is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve. She holds a BA in English from the University of Pennsylvania.
2020-12-1647 minBig Technology PodcastEx-Uber Chief Business Officer Emil Michael on Autonomous Driving, Saudi Arabia, and Uber’s CultureUber is facing a difficult moment amid the coronavirus pandemic. The service, built on the belief that people would forsake car ownership in favor of its ride hailing service, is watching many of its customers buy cars and stay home. The new trouble for Uber comes after the company worked to right itself after years of turbulence under ex-CEO Travis Kalanick’s leadership. Emil Michael, the former Uber chief business officer and confidant to Kalanick, joins the Big Technology Podcast to discuss Uber's business prospects, its culture, its current leadership, and its controversies. Learn more ab...
2020-12-0258 min
Your College Bound Kid | Admission Tips, Admission Trends & Admission InterviewsThe top 10 Educational Stories in 2019-Part 2In this episode you will hear: Anika has a special announcement about a new format we will be implementing beginning in episode 109. (13:20) In this week's news segment, an article from Forbes, "The Year's Top Ten Educational Stories" (Part 2) by Michael Nietzel. Mark's lifelong friend, Dr. Williams serves as the co-host for this episode. Mark and Dave discuss news stories 6-10 of the 10 biggest higher education news stories in 2019 according to Forbes https://www.forbes.com/sites/michaeltnietzel/2019/12/21/the-years-top-10-higher-education-stories/#8b5ab7941823 (35:57) We are in Chapter 108 of 171 Answers and Mark and Dave discuss, What is the CSS PROFILE and how does...
2020-02-201h 45
Your College Bound Kid | Admission Tips, Admission Trends & Admission InterviewsThe Top 10 Educational Stories in 2019In this episode you will hear: (08:51) In this week's news segment, an article from Forbes, "The Year's Top Ten Educational Stories" by Michael Nietzel. Mark's lifelong friend, Dr. Williams serves as the co-host for this episode. Mark and Dave discuss the first five of these big higher education news stories in this episode. https://www.forbes.com/sites/michaeltnietzel/2019/12/21/the-years-top-10-higher-education-stories/#8b5ab7941823 (43:03) We are in Chapter 107 of 171 Answers and Mark and Dave discuss, What are the most common mistakes students make on the FAFSA. This book chapter lists 23 of these mistakes and Dave and Mark discuss six of the 23. (51:38...
2020-02-131h 55
Dusty VCR10. The Wedding Singer (w/ Matt Kantrowitz)Matt Kantrowitz, one of Michael's oldest friends and comedy partners, joins us to discuss the 1998 classic, The Wedding Singer, starring Adam Sandler and Drew Barrymore. We discuss the undercelebrated brilliance of Jon Lovitz, Home Depot Hotties, and play "Porn or The Godfather." https://dustyvcr.com https://www.instagram.com/thedustyvcr/ https://www.facebook.com/thedustyvcr/ https://twitter.com/thedustyvcr https://www.reddit.com/r/dustyvcr/
2019-08-291h 01Dusty VCR10. The Wedding Singer (w/ Matt Kantrowitz)Matt Kantrowitz, one of Michael's oldest friends and comedy partners, joins us to discuss the 1998 classic, The Wedding Singer, starring Adam Sandler and Drew Barrymore. We discuss the undercelebrated brilliance of Jon Lovitz, Home Depot Hotties, and play "Porn or The Godfather." https://dustyvcr.com https://www.instagram.com/thedustyvcr/ https://www.facebook.com/thedustyvcr/ https://twitter.com/thedustyvcr https://www.reddit.com/r/dustyvcr/
2019-08-291h 01
Batman: The Animated Podcast16. Appointment in Crime Alley - Gerry Conway, David Kantrowitz, Dan Lippert, Ryan RosenbergComic book legend Gerry Conway may have created The Punisher and killed off Gwen Stacy, but today he’s here to talk Batman and writing Appointment in Crime Alley. He shares the importance of bright spots in a dark narrative, why he likes Dr. Leslie Tompkins, and the two ways to deal with a cliche. He’s joined by artist and comedian David Kantrowitz (@midnight, Plot Twistagram). Also featuring Dan Lippert (Workaholics) and Ryan Rosenberg (Playing House) as The Ammo Bros and Alex Berg who returns as a literally groundbreaking return as Rid Ler. Sponsored by The Crime Alley Chamber of Commerce...
2015-09-0152 min