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Michael 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 economy responds to changes in rates.
In this episode, we also explore the underperformance of housing stocks and Michael's thoughts on the future of the real estate market and the global economy in the next five years.
Previously, Michael worked as Managing Director and Portfolio Strategist at Wolfe Research, LLC from 2010 to 2013 and at International Strategy and Investment Group (ISI) from 2007 to 2010. Enjoy!
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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