Best Michael Kantrowitz Podcasts (2025)

1
Geopolitical Whiplash: Josh Rogin On The New Global Order 1:00:02

3h ago1:00:02

1:00:02

In 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 Stree…

1
What’s Holding Back Small Caps? 18:17

6d ago18:17

18:17

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…

1
The Wisdom of Staying Disciplined: Fidelity’s Jurrien Timmer on Market Cycles 42:36

10d ago42:36

42:36

In 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: …

1
Markets Are Tariffied; What Could Go Right?!? 17:40

17d ago17:40

17:40

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’…

1
Dissecting the Consumer With Piper Sandler’s Peter Keith 32:35

24d ago32:35

32:35

How 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 proprie…

1
Macro Collides With Micro: Will Earnings Bifurcation Continue? 27:37

1M ago27:37

27:37

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 ep…

1
Managing Risk With Danny Kirsch, Piper Sandler’s Head Of Options Strategy And Trading 27:54

1M ago27:54

27:54

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 curren…

1
When Will The Market Bottom? 27:41

1M ago27:41

27:41

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.By Michael Kantrowitz

1
A.I. & NVDA With Piper Sandler’s Semis Analyst Harsh Kumar 37:02

2M ago37:02

37:02

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. Please see our episode notes on our website whatsnextformarkets.com for charts discussed in today’s show.By Michael Kantrowitz

1
Why Do Markets Fall? 24:34

2M ago24:34

24:34

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.By Michael Kantrowitz

1
H.O.P.E. Update with Adam Taggart from Thoughtful Money 19:55

2M ago19:55

19:55

Join 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.By Michael Kantrowitz

1
Are PMIs Broken Or Misunderstood? 22:05

2M ago22:05

22:05

Join us as we discuss the importance of monitoring Purchasing Managers' Index (PMI) data in 2025.By Michael Kantrowitz

1
Decoding Trump’s Potential Impact On Markets With D.C. Expert Don Schneider 45:19

3M ago45:19

45:19

Join 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 Wa…

1
Tech Bubble Vs Tech Earnings 21:22

3M ago21:22

21:22

Join us as we discuss the Tech sector today vs 2000.By Michael Kantrowitz

1
Are S&P 500 Price Targets Losing Their Relevance? 28:32

3M ago28:32

28:32

Join us as we discuss strategist price targets. Article Reference, Jonathan Levin “Market Strategists Thankfully Abandon S&P 500 Target“ Bloomberg. July 10, 2024By Michael Kantrowitz

1
Highlights Of Our 2025 Outlook 28:01

4M ago28:01

28:01

Join the Portfolio Strategy team from Piper Sandler to discuss the outlook for markets and the economy in 2025.By Michael Kantrowitz

1
What's Next For Markets Trailer 2:15

4M ago2:15

2:15

When 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 researc…

1
83. Improving Your Relationship with Money with Hanna Horvath 34:27

10M ago34:27

34:27

In this episode of Tech Money Live, Malcolm chats with special guest, Hanna Horvath, of Bankrate and "Your Brain on Money," to discuss her work as a personal finance writer, and her passion for helping people understand the ways in which their background, social conditioning, and personalities all influence the way they think and handle and talk ab…

1
82. Beyond Bitcoin: Is there More to Crypto? 47:21

11M ago47:21

47:21

In this episode of Tech Money Live, Malcolm chats with special guest, Ryan Rasmussen, of Bitwise Asset Management to discuss cryptocurrency as an entire asset class beyond Bitcoin. The pair delve into into broader landscape of cryptocurrencies, including the emerging technologies and diverse applications that are shaping the future of finance. Whil…

1
81. How to Build an Investment Portfolio from Scratch 26:20

12M ago26:20

26:20

In this episode of Tech Money Live, Malcolm lays out a playbook for how to construct an investment portfolio from scratch. Inspired by a recent blog post and feedback received from the Tech Money community, Malcolm walks through his own approach to investing, and also shares plenty of helpful resources for investors at all phases on the journey. Jo…

1
80. The State of the Tech Worker with Alex Kantrowitz 56:13

1y ago56:13

56:13

In this episode, Malcolm Ethridge sits down with Alex Kantrowitz, Founder/CEO of Big Technology to discuss many different topics affecting tech workers, such as whether mass layoffs in tech are finally done, the likelihood that AI actually replaces knowledge workers, as well as Alex’s own journey from working in tech to reporting on it. Join the Te…

1
79. Take Your 401(k) With You 16:40

2y ago16:40

16:40

In this episode, Malcolm Ethridge shares the reasons why he believes it’s (almost) always a good idea to take your 401(k) with you whenever you change jobs or retire. He also shares some of the potential pitfalls to be aware of, as well as some helpful insights about a little known option available to those who own substantial shares of their compa…

1
78. Going from Saver to Spender in Retirement 15:14

2y ago15:14

15:14

In this episode, Malcolm Ethridge discusses the phenomenon of frugality inertia, and why it keeps retirees from being able to enjoy their retirement. He shares his insights on how it can help to reframe your focus and spend that retirement nest egg on things that will enhance your quality of life, ultimately leading to a happier and healthier versi…

1
77. The Latest on Crypto Regulation with Andie Kramer 42:07

2y ago42:07

42:07

In recent years, the rise of digital currencies has revolutionized the way we think about money and finance, with more and more individuals and businesses embracing the potential of blockchain technology. However, with this rapid growth has come a significant amount of uncertainty and confusion around the legal and regulatory frameworks that govern…

1
76. How to Know Whether Options Belong in Your Portfolio with Jessica Inskip 50:26

2y ago50:26

50:26

Investing is a way to grow your money over time, and secure your financial future. When you invest without a clear plan, you're more likely to make decisions based on emotions, rather than logic. You may be tempted to buy a stock because it's the latest hot trend or sell a stock because you're afraid of losing money. However, when you invest with a…

1
75. Navigating Money and Divorce with Andrew Hatherley 40:38

2y ago40:38

40:38

Nobody enters a marriage expecting to get divorced. Yet, regardless of our best intentions, relationships can and do fall apart. While the emotional roller coaster of divorce is difficult enough, the added frustration of financial litigations can make a situation that much worse. Unfortunately, the current system of divorce in the United States doe…

1
74. Avoiding Burnout as a Tech Worker with Michael Lin 47:30

2y ago47:30

47:30

Picture this: you’re working for one of the FANG companies, in a high-paying role, with unlimited PTO, free food, and plenty of responsibility -- sounds pretty ideal right? But there’s one big problem: you can’t take it anymore. On one hand, you feel guilty because you’ve ascended to a position many of your peers could only dream of. On the other, …

1
73. The Rising Trend of Social Investing with Manning Field 47:05

2y ago47:05

47:05

The most common example of social trading is when individual investors follow successful traders on social trading platforms and copy their trades. This can help investors who lack the time, experience, or confidence to invest on their own to achieve similar returns to more experienced traders. But, if you’ve ever traded stocks or crypto on Robinho…

1
72. What Does it Mean to Pay Yourself First? 15:57

2y ago15:57

15:57

Traditionally, we are taught from a young age that anyone who fails to pay their bills on time and in full is either irresponsible, lazy, or otherwise bad with money. By the time a person reaches young adulthood, they have essentially learned rule #1 of managing your personal finances: pay every bill on time, no matter what. The reality though is t…

1
71. Investing in Non-Traditional Real Estate with Whitney Elkins-Hutten 57:11

2y ago57:11

57:11

The promise and allure of passive income is undeniable. The idea of making money “while you sleep” has led to a proliferation of personalities and influencers telling us how to build income streams through dividends, real estate, online courses, e-books, and more. Unlike the day-to-day income most workers are accustomed to, passive income allows yo…

1
70. The Impact of Diversity in Fintech with Drew Glover 43:47

2y ago43:47

43:47

The Fintech sector is responsible for the rapid transformation and digitalization of financial tools that help consumers intelligently manage and understand their money. Making an incredibly positive impact, financial services companies distance consumers from the legacy banking system and provide access to historically underrepresented communities…

1
69. Being Strategic With Your Equity During a Recession with Brooke Harley 46:50

2y ago46:50

46:50

Equity is an important aspect of any tech worker’s overall compensation. This employee perk gives you a stake in the company and incentive to perform. Not only should it be negotiated upon hire, but also leveraged to its full-potential as your career progresses. When times are good, it’s comfortable to continue taking shares, but what happens when …

1
68. Using Technology to Make Estate Planning More Accessible with Martha Underwood 37:26

2y ago37:26

37:26

The process of assets changing hands from one generation to the next within a family is what we mean when we use the term "generational wealth." But in actuality, the next generation may not be equipped to manage the money they inherit. However, it is also true that family wealth can be diluted as it is divided amongst children and other heirs, esp…

1
67. What is Financial Independence? 23:05

2y ago23:05

23:05

It’s widely believed that work is something that is supposed to happen between the hours of 9 to 5, 40 hours per week, 5 days per week, 50 weeks per year, for 40 years, until age 65 or later. Then, and only then, are you allowed to think about and prioritize the people and things that matter to you the most. Or at least that’s how it seems. But in …

1
66. Is ESG Investing More than Hype with Daniel Naim 54:54

2y ago54:54

54:54

Long gone are the days of investing solely for the bottom line. A growing percentage of investors want to put their hard-earned money behind organizations that align with their personal values. Some want to move away from a one-size fits all basket of blue-chip stocks, for one that supports initiatives that actually matter to them. While some may s…

1
65. Understanding Your Investor Personality with Chris Hill 46:52

2+ y ago46:52

46:52

In this episode, Malcolm Ethridge sits down with friend of the show, Chris Hill, to discuss ways to identify and develop your own investor personality. Chris reflects on some of his best and worst investing decisions over the years. And the pair share some of their own rules for determining which stocks to buy and when. Chris Hill discusses: The di…

1
64. Managing Financial Regret with Aja Evans 46:03

2+ y ago46:03

46:03

According to a recent survey conducted by Bankrate dot com, Americans’ biggest financial regret is not saving enough for emergencies. In fact, 20% of respondents gave this answer - even topping the reigning top response related to saving too little for retirement. And when broken down further, older millennials (36 percent) were more than twice as …

1
63. The Importance of Managing Your Own Personal Finances as a Founder 33:32

2+ y ago33:32

33:32

As a founder, it can be challenging to know when to make the shift from pouring every dollar you have into getting your startup off the ground to taking a few chips off the table to eventually paying yourself first. However, every business owner should begin to separate their own personal finances from the business as soon as possible for a few dif…

1
62. The Importance of Knowing Your Numbers as a Founder with Jason Ray 41:12

2+ y ago41:12

41:12

For startups, investors often put a lot of emphasis on cap tables. They want to see a diluted picture of equity ownership among you as a founder, any co-founders or partners, early investors, and key employees before they’ll seriously consider handing over a check to invest themselves in your company. That’s because a healthy cap table illustrates …

1
61. Estate Planning for Concentrated Equity Positions with Aaron Rubin 39:20

2+ y ago39:20

39:20

Though it may seem like a very distant and high-class problem that only the super-wealthy among us will ever have to contend with, for many tech workers who have accumulated a significant sized stake in their employer, it is not unlikely that estate taxes are something they will have to consider as a part of their overall financial plan. In fact, w…

1
60. The Ins and Outs of Crypto Taxes with Micah Fraim 56:56

2+ y ago56:56

56:56

As anyone who has ever bought and sold any sort of digital asset in the last couple years can attest, the rules and regulations around reporting those transactions to the IRS can be very fuzzy. Coupled with the lack of information made available by the IRS itself, and the lack of general knowledge and adoption of crypto by the accounting community,…

1
59. Stock Options Trading 101 with Todd Rampe 51:21

2+ y ago51:21

51:21

A stock option is the right to buy a specific number of shares of either a stock or an index at a preset price. These options allow traders to speculate on the directional performance of a stock or index without owning the shares outright. For better or worse, options trading has now been democratized and made available to just about anyone, regard…

1
58. The Importance of Mentorship as a Founder with Ron Bauer 44:56

2+ y ago44:56

44:56

In the simplest terms, a mentor is anyone who possesses more experience and knowledge than you in a given industry. They have skills you want to master in order to thrive. And you’d rather lean on their experience and expertise and learn from their mistakes, rather than having to go and make those same mistakes on your own. Entrepreneurs need mento…

1
57. The Importance of Building Your Network in Real Life with Nick Gray 54:19

2+ y ago54:19

54:19

We’ve all heard the popular saying “it’s not what you know, but who you know.” But when you hear the word “networking,” how many of the feelings that start to bubble up are negative ones, such as anxiety, discomfort, and maybe even fear? And that word can be especially triggering for those who consider themselves introverts. And while there have be…

1
56. Incorporating Precious Metals Into Your Diversified Portfolio With Patrick Yip 43:07

2+ y ago43:07

43:07

Historically, gold and other precious metals have been how we trade with one another across borders and globally. Gold bars were the original store value before there was such a thing as the US dollar. The gold standard was so consistent in its ability to maintain its value through varying economic cycles that we backed up our dollars with it. Inco…

1
55. Using Technology to Accelerate Your Influence as a Founder with Mark Lachance 43:36

2+ y ago43:36

43:36

One of the biggest problems that need to be solved almost immediately after launch is making some noise to let the public know you and your product or service exist. If not, no matter how good that product or service is, you likely won’t be in business for very long. And as daunting as it might sound, blitzscaling your content creation can be done;…

1
54. Making Room for Your Startup In A Crowded Space With Desmond Wiggan 30:31

2+ y ago30:31

30:31

For those who have thought of an idea for a tech startup in a crowded space, it can be tempting to think that your idea must be completely brand new and inventive. Especially when you consider the seemingly ubiquitous announcements that so-and-so big name venture capital investor has chosen to back so-and-so startup looking to go where no one has g…

1
53. The Evolution Of Contactless Payments With Aaron Wollner 39:22

2+ y ago39:22

39:22

The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. It can be hard to keep up. In this episode, Malcolm Ethridge speaks with Aaron Wollner, the Chief Marketing Officer of Quontic. They discuss how Quontic is changing the narrative of traditional banking by … Continue reading 53…

1
52. Tax Planning vs Tax Preparation with Christina Lael 37:35

2+ y ago37:35

37:35

While they may sound like the same thing to those outside of the financial services profession, there are several key differences between the terms tax planning, and tax preparation. In short, one takes place once per year and is more transactional in nature, while the other likely happens multiple times each year in stages and … Continue reading 5…

1
51. Managing Your Finances as a Woman Working in Tech with Danika Waddell 44:52

2+ y ago44:52

44:52

Women in tech often face unique financial planning challenges that are not usually taken into account by traditional financial advice firms or FinTech solutions. For women working in tech, it can be hard to find a financial planner who understands the nuances of the gender pay gap and its limits on taking risks, the need … Continue reading 51. Mana…

Podcasts Worth a Listen

Michael Kantrowitz Podcasts

Podcasts Worth a Listen