I’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper Sandler

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 30 June 2023

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Guy, Dan and Danny discuss why it’s different this time (2:00), bank stress tests (17:30), semiconductor stocks (25:45), real rates (33:00), and the mutual fund to ETF conversion trend (37:00). After the break, Dan and Danny interview Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and discuss the swing in sentiment from 2022 to 2023 (45:00), his HOPE framework for the economy (50:00), his outlook for the second half of 2023 (1:03:30), global recessionary indicators (1:06:00), what could take the market lower (1:09:30), commonalities between now and ‘00/’07 (1:16:00), and the tricky thing about this cycle (1:22:00). Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

Click on a timestamp to play from that location

0:00.0	Danny Moses, I'm going to give you three names.
0:04.5	These are three musicians that made up a band.
0:07.8	This is going to be a hard one, so I'm hoping you guess it.
0:10.9	Okay, here we go.
0:11.7	Nope.
0:12.5	Leo Lyons, Chick Churchill, Rick Lee, Alvin Lee, and a gentleman named Joe Gooch.
0:21.5	Does that mean anything to you?
0:23.9	No, it's not the chipmunks.
0:25.5	These were some of the founding members of the band 10 years after.
0:29.8	And I'm going to explain to you why we're going to talk about...
0:31.5	Ten years before I was born, I'm sure. Go ahead.
0:34.0	Ten years prior to your birth, maybe-ish, although we're in similar ages. It was probably
0:39.6	10 years after I was born, 10 years before you. So people can do that math. By the way, Dan Nathan
0:45.6	and Danny Moses, this is the on the tape podcast. I'm Guy Adami. I was never in the band 10 years
0:51.3	after. Dan Nathan, Danny Moses, and you had a great conversation earlier,
0:56.2	didn't you, Dan? We did. Danny and I had a great conversation with Michael Cantrowitz. You guys know
1:00.3	him as Cantrow. He is the chief investment strategist over there at Piper Sandler, so stick
1:05.1	around for that when Danny Guy and I are done. The reason why I brought up the great band 10 years
1:10.6	after, Alvin Lee, by the way,
1:12.6	as well, you might recall, they sang a song. Their famous song is, I'd love to change the world,
1:18.6	but I don't know what to do, so I'll leave it up to you. I would love for the world, Dan Nathan,
1:25.8	to be different this time. I would love to be able to say all the indicators were saying it's different.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.