What's Next For Markets cover art

All Episodes

What's Next For Markets — 68 episodes

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Title
1

The Rate Squeeze

2

The Vibepression Economy With Kevin Gordon Of Charles Schwab

3

Markets Defy Gravity: Rates Up, Stocks Higher

4

Inside the Fed With Kurt Lewis: From Crisis Playbooks to What Comes Next

5

Strong Data, Weak Sentiment

6

Staying the Economic Course With Jake Oubina

7

Q 2026: From Goldilocks To Oil Shock

8

Inflation Psychology And The Oil Shock

9

Jan Stuart On Why The One-Variable Market Could Become Much Bigger

10

One Variable Market

11

Danny Kirsch On Todays Shoot First, Ask Questions Later Market

12

Davids vs. Goliaths: The Broadening Beneath the Surface

13

A Volatile Week For Markets; What Are Clients Talking About?

14

A Market Meltdown… or a Market Rotation?

15

Understanding Mortgage Finance With Crispin Love

16

What’s Next For Oil With Jan Stuart

17

2026 Outlook: Broader Leadership Ahead

18

AI's 5-Minute Review Of 2025

19

Jordi Visser: Why AI Is Rewriting the Business Cycle

20

Breaking Down The Tax Implications of OBBB On Investing With Tax Expert Amy McAneny

21

The Year-End Setup: Trade Opportunities with Danny Kirsch

22

Thankful for H.O.P.E.

23

Bitcoin, Beta & Breadth

24

What is Outperforming? Navigating Markets in the Era of the Mag Seven

25

Talking Technicals With Craig Johnson, Piper's Chief Technician

26

What To Expect When You're Not Expecting Economic Data

27

Thoughts From The Options Desk

28

MasterClass D.C. Update With Don Schneider

29

Post-Inflation Shock “Goldilocks”?

30

"The Enemy Of My Enemy Is My Friend"

31

REIT All About It: A Conversation With Piper Sandler's Alex Goldfarb

32

Rising Stocks, Soft Employment, And The National Anthem

33

Invincible?

34

Is Change Afoot?

35

Jim Bianco on Jackson Hole and the Fed’s Next Move

36

Tech Is Printing More Money Than The Fed

37

Inflation Tuesday

38

Deciphering The Fed's Next Move With Benson Durham

39

Goldilocks? Navigating Record Highs And Future Risk

40

From Complacency to Potential Catalysts: Insights From Danny Kirsch Head Of Options Strategy At Piper Sandler

41

Decoding Quality: What Investors Need to Know

42

A Deep Dive With Economist Jake Oubina: Understanding The Data In A Data Dependent World

43

Tesla … Beyond Tomorrow With Alex Potter

44

Unraveling 2025: What Shaped the Market And Where Are We Headed?

45

5 Years Of Uncertainty And Counting

46

Tariffs, Taxes, and Trade … Decoding D.C. With Don Schneider

47

Talking Shop with Darius Dale: An Inside Look At Macro Research

48

Unpacking The Current State Of Market Multiples

49

The Market Has Recovered … Now What?

50

Tariff Supply Chain Impact With FreightWaves CEO Craig Fuller

51

April Market Recap: Going Nowhere Fast

52

Geopolitical Whiplash: Josh Rogin On The New Global Order

53

What’s Holding Back Small Caps?

54

The Wisdom of Staying Disciplined: Fidelity’s Jurrien Timmer on Market Cycles

55

Markets Are Tariffied; What Could Go Right?!?

56

Dissecting the Consumer With Piper Sandler’s Peter Keith

57

Macro Collides With Micro: Will Earnings Bifurcation Continue?

58

Managing Risk With Danny Kirsch, Piper Sandler’s Head Of Options Strategy And Trading

59

When Will The Market Bottom?

60

A.I. & NVDA With Piper Sandler’s Semis Analyst Harsh Kumar

61

Why Do Markets Fall?

62

H.O.P.E. Update with Adam Taggart from Thoughtful Money

63

Are PMIs Broken Or Misunderstood?

64

Decoding Trump’s Potential Impact On Markets With D.C. Expert Don Schneider

65

Tech Bubble Vs Tech Earnings

66

Are S&P 500 Price Targets Losing Their Relevance?

67

Highlights Of Our 2025 Outlook

68

What's Next For Markets Trailer