Category: Podcast

  • Macro 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.

  • 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.

  • 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?

  • 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.

  • Why Do Markets Fall?

    History of 10% or more S&P 500 corrections since 1964.

  • H.O.P.E. Update

    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