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Podcast: Opto Sessions – Invest in the Next Big Idea
Episode: Michael Kantrowitz - Why Markets Aren't Forward Looking & The Hope Framework
Description: Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterMichael 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 un...