What's Next For Markets

Publicly listed emails

whatsnextformarkets@gmail.com

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Insurance, AI, and the Search for Quality With Piper Sandler's Paul Newsome

October 09, 2026

Michael and Stephen are joined by Paul Newsome to discuss the evolving insurance landscape and where investors can find opportunities as the market cycle shifts. They examine the divergence between life insurers, property and casualty carriers, and insurance brokers, with a focus on interest rates, inflation, capital management, and rising M&A activity. The conversation also explores the potential impact of AI on insurance distribution and profitability, the outlook for homeowners insuran...

Low Conviction, High Crosscurrents — With Danny Kirsch

October 04, 2026

This week we are joined by Danny Kirsch, head of the options desk at Piper Sandler, for a look beneath the surface of today’s resilient but increasingly narrow market. We discuss why investors have low conviction despite major moves in rates and oil, why the S&P 500 has become a less effective hedge, and what options positioning and volatility are revealing about investor sentiment. Danny also explore the narrowing AI trade, risks emerging in regional and European banks, the potential imp...

The AI Economy: Separating Fact From Hype

September 27, 2026

In this episode, Michael and Stephen dig into one of the biggest questions facing markets: how much of the current economic and earnings strength is actually being driven by AI? Using company-level data built from thousands of earnings-call transcripts, they examine AI adoption, the companies benefiting from the AI build-out, and how many are actually seeing measurable improvements in margins and fundamentals. They also explore why the broader earnings recovery extends well beyond AI, what th...

Kontrarian Korner · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with What's Next For Markets?

What's Next For Markets is hosted by Michael Kantrowitz. Its publicly listed email is whatsnextformarkets@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for What's Next For Markets?

The publicly listed email for What's Next For Markets: whatsnextformarkets@gmail.com.

How many listeners does What's Next For Markets have?

Podseeker estimates What's Next For Markets reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for What's Next For Markets?

What's Next For Markets typically books working professionals with real expertise. Typical guest background: Senior equity research analysts, institutional investors, economists, macro strategists, or sector specialists with deep market expertise and an investment-relevant perspective. Common among recent guests: Established institutional research track record; Recognized expertise in a specific market sector; Actionable analysis of companies, industries, or macroeconomic trends. Recent guests include Alex Goldfarb, Alex Potter, and Billy Fitzsimmons.

How hard is it to get booked on What's Next For Markets?

High. It mostly books established leaders in its field.

What topics does What's Next For Markets cover?

Recent episodes cover Macroeconomics, Equities, Investing, Markets, and Finance. Pitch an idea tied to one of these topics and mention a recent episode.