Podcast appearances and mentions of piper sandler

U.S. Steel (X) rallied in premarket trading after President Trump gave the green light on a partnership between it and Nippon Steel. Jenny Horne talks about the rocky road both companies treaded to today's approval and how it shakes up the steelmaker industry. She later turns to AMD Inc. (AMD) and how it may be "getting credit where credit is due" with Piper Sandler upping its price target on the stock.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, sits down with John Geelan, General Counsel and Secretary at Piper Sandler Companies.For 20 years, John has been a driving force at Piper Sandler, rising from Assistant General Counsel in 2005 to leading the firm's legal department. With deep expertise in corporate governance, public company reporting, and corporate development, he has helped steer the firm through complex legal and strategic challenges. As President of the Piper Sandler Foundation, he also ensures the firm's philanthropic efforts align with its broader mission.John's journey provides a unique lens into the intersection of law, finance, and corporate responsibility. He shares insights on creativity in problem-solving, maintaining mental health in leadership, and navigating high-stakes decision-making. Plus, he explores policy shifts in Washington and the growing influence of AI in financial services.Meet John GeelanJohn Geelan is the General Counsel and Secretary of Piper Sandler Companies, a role he has held since 2012. As a member of the firm's executive leadership team, he oversees legal, governance, and regulatory matters while also serving as President of the Piper Sandler Foundation. Geelan joined the company in 2005 after working in private practice at Faegre & Benson LLP. He serves on the boards of the Children's Theatre Company and The Fund for Legal Aid. Geelan holds a bachelor's degree in economics and music from the University of St. Thomas and a J.D. from Notre Dame Law School.

Bank advisers and market participants at S&P Global Market Intelligence's annual community bankers said bank M&A and IPO activity is in a holding pattern and will pick up once there is greater clarity over the macroeconomic and interest rate environment. They also suggested that banks avoid trying to position their balance sheets for particular rate moves and instead prepare for a variety of scenarios. The episode highlights balance sheet strategies, the current regulatory environment and the outlook for bank deal activity from experts at Piper Sandler, Darling Consulting, Alston & Bird, Stephens, KSK Investors and Hovde Group.

Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, joins the On the Tape podcast to discuss his views on the current market landscape. The conversation touches on Kantrowitz's rankings, his new podcast 'What's Next for Markets,' and his thoughts on market myopia and reactivity. He delves deep into the primary factors driving market movements, focusing on inflation, interest rates, tariffs, and the impact of geopolitical events. Kantrowitz also shares insights from his 'Hope' framework—housing, orders, profits, and employment—and its application in cyclical market analysis. The discussion wraps up with Kantrowitz's perspective on the importance of quality over valuation in stock selection, particularly in the small-cap sector, and the potential economic impacts of AI and other macroeconomic factors. Checkout Michael's Podcast: https://www.pipersandler.com/whatsnextformarkets --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

When the dust settled on 2024's late-year burst of bank M&A, it left many wondering: was that a one-off or the beginning of something more?  In this episode of Travillian Next, Michael Perito, Head of Bank Strategy at Travillian, brings together two seasoned investment bankers, Josh Nolan of D.A. Davidson and Jason Hach of Piper Sandler, for a sharp and grounded discussion on what's fueling (and still hindering) depository M&A in 2025.  With humor, candor, and years of experience, they unpack the realities behind the optimism, the regulatory friction, and why "fortitude" might be the word of the year in banking.

Craig Johnson, chief market technician at Piper Sandler, says that for all of the tumult and headlines, he still believes the market shows signs that it will still reach 6600 on the Standard & Poor's 500, the level he was expecting at the start of the year. That's up by more than 15 percent from current levels. Johnson acknowledges that the voyage will remain more "noisy" than he expected, but he says conditions "are more normal than many people realize." As a result, he's almost fully invested, counting on making money by climbing the proverbial Wall of Worry. Danielle Poli, portfolio manager at Oaktree Capital Management, says the credit market is delivering returns that are close to the historic levels of equities, but says the current set-up is reminiscent of times in the early 2000s when credit "smoked" equities. With high-yield bonds earning around 8 percent and private credit showing significant demand, Poli says that while credit can be "a great place to hide out," investors can expect even more from it now. Poli says that credit can be more than just "a great place to hide out;" in talking with corporate executives, Poli says she now expects a slower economic environment, with the potential for higher inflation from tariffs, creating the kind of environment where "you're going to want to be in credit over equities." Plus Charles Rotblut, editor of AAII Journal, says the group's latest survey of investor sentiment is showing numbers "that you'd expect to see if there's a bad bull market," with uncertainty being priced into the market and into investor expectations. He also discusses an AAII Journal article highlighting the changing ways that investors are using cash in their portfolios.

Join Jason Mork, Director at Piper Sandler, as we delve into the world of the Graduate School of Banking (GSB). With experience as both a student and faculty member at various GSB institutions, Jason offers a unique perspective on the benefits and opportunities these programs provide. Discover who can benefit from GSB, the latest trends in the field, and valuable insights from someone who has seen it all from both sides of the classroom.Send us a textFor more information on BankTalk:BankTalk WebsiteSubscribe to BankTalk NewsRemedy Consulting WebsiteRemedy LinkedInTo speak on the BankTalk Podcast, please email us.

Brenda Vingiello of Sand Hill Global Advisors and Jose Rasco of HSBC break down the market action as investors weigh the impact of ongoing tariff developments. Our Megan Cassella reports on the latest from the White House on tariffs. Gil Luria of D.A. Davidson shares perspective on how tech names like Apple and Nvidia could be affected by trade tensions. Monica Guerra of Morgan Stanley Wealth Management joins to discuss how she is advising clients amid the policy uncertainty and its implications for portfolios. Craig Johnson of Piper Sandler breaks down the market's technical setup. Former Richmond Fed President Jeffrey Lacker talks Fed policy and recession risks. The FTC's antitrust case against Meta kicks off today, with reporting from Eamon Javers and reaction from Bradley Tusk of Tusk Ventures. 

Korrine Wolfmeyer of Piper Sandler reviews its latest teen survey. She notes that spending was up year-over-year, with strength in beauty. “They're staying fairly confident” about the economy, she adds. She argues that social media, particularly influencers, are key for beauty brands. E.L.F. Beauty (ELF) was the top cosmetics pick, with 35%, and does particularly well at that strategy.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Apr 11, 2025 – Markets are on a wild ride, with massive swings testing even the most seasoned investors. In this episode, Jim Puplava speaks with Craig Johnson, Chief Market Technician at Piper Sandler, to break down the extreme volatility and...

Today's Chart Master segment turns to three stocks seeing new analyst reaction as they trade well-below their all-time highs. Jenny Horne talks about Citi's price target cut on Marvell (MRVL), Piper Sandler's halved price target on Deckers (DECK), and Mizuho initiating coverage on Target (TGT) with a neutral rating. Rick Ducat dives into the technical trends to paint the bullish potential these names hold.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Piper Sandler upgraded Bath & Body Works (BBWI) to overweight from neutral. The stock rallied alongside the rest of the market after Trump's near-universal tariff pause, but George explains what else makes the stock "overlooked." ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Keybanc downgraded AMD Inc. (AMD) to Sector Weight from Overweight, but it didn't shake the stock's rally alongside the market. Diane King Hall talks about why Nvidia (NVDA) and Intel (INTC) are behind the firm's bearish sentiment. She later turns to a Wells Fargo (WFC) upgrade and the headwind Piper Sandler now sees as a tailwind. Diane also talks about Goldman Sachs' upgrade for Eli Lilly (LLY) and how the firm expects it to triple in size by 2030.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Jenny Horne turns to two stories behind some of the premarket's downside trading action. PDD Holdings (PDD) slipped despite its 24% increase in year-over-year revenue. Jenny points to the company's commentary citing "intensified" competition in the ecommerce space. Tesla (TSLA) drove lower after Piper Sandler cut its price target on the stock to a still bullish number.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

After retail got beaten down in recent earnings, Five Below (FIVE) managed a rally with a strong beat and guidance. However, Diane King Hall says the store will bump up prices due to tariff impacts. Carvana (CVNA) ramped higher after the company got an upgrade from Piper Sandler, while Southwest Airlines (LUV) flew out of bearish territory thanks to two upgrades.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, Donald Schneider, Deputy Head of US Policy at Piper Sandler and former Economic Staffer to Speaker Paul Ryan, provides a comprehensive overview of the Department of Government Efficiency (DOGE). He explains what DOGE is, its impact on the economy and markets, and what to expect going forward. Donald discusses DOGE's unconventional methods of achieving savings through executive actions, highlighting its progress in reducing administrative headcount and federal contracts. Additionally, Donald touches on the upcoming extension of the Tax Cut and Jobs Act, with the focus on making tax cuts permanent and introducing new pro-growth measures. This episode was recorded on March 18, 2025.

A huge interview this hour – Nvidia CEO Jensen Huang alongside Jim Cramer. David Faber, Sara Eisen, and Michael Santoli broke down the latest for the stock ahead of the action with an analyst from Piper Sandler, before Jensen and Jim dove into a wide-ranging deep-dive: covering everything from AI demand to new robotics technology. Afterwards, AI expert and CSIS Director of the Wadhwani AI Center Gregory Allen discussed key headlines – and why China still remains a risk here. Also in focus: the Fed on deck – with a rate decision, new economic forecasts, and Chair Powell's news conference coming this afternoon. Plus – President Trump making headlines after firing both Democrat commissioners at the FTC: and one of them joined the team to discuss. Squawk on the Street Disclaimer

MRKT Matrix - Wednesday, March 12th Nasdaq pops 1% as major tech stocks rebound (CNBC) Goldman cuts S&P 500 2025 target becoming first major bank to blink during sell-off (CNBC) The S&P 500 could see 3% to 5% bounce from oversold levels, Piper Sandler says (CNBC) The $5 Trillion Stock Wipeout Is Rattling America's Big Spenders (Bloomberg) S&P 500's Slide Brings Huge Options Position Into Rare Focus (Bloomberg) Top CEOs mark down economic outlook (Axios) JPMorgan cuts Tesla price target, sees stock getting slashed in half (CNBC) Apple gets a price target cut from Morgan Stanley due to Siri update delay, U.S. tariffs (CNBC) TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say (Reuters) OpenAI Wants Businesses to Build Their Own AI Agents (WSJ) Inside Google's Investment in the A.I. Start-Up Anthropic (NYTimes) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Die Zahlen von AppLovin und die Fantasie das Mobile Gaming Geschäft zu veräussern, haben die Aktie gestern bereits nachbörslich auf neue Rekordhöhen gebracht. Ein Anstieg der Aktien um gut 28 % auf 489 US $, zeigen trotz der starken Performance in den vergangene Wochen weiter nach oben. Positive Analystenkommentare von der Bank of America, Piper Sandler und JP Morgan mit Kurszielen bis zu 600 $, verleihen der Aktie weiteren Schub. Auch bei Cisco, dem Netzwerkausrüster und Börsenurgestein, sind die Kommentare der Experten zuversichtlich und werden als Folge auf die soliden Zahlen die Kursziele angehoben. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie! +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Die Zahlen von AppLovin und die Fantasie das Mobile Gaming Geschäft zu veräussern, haben die Aktie gestern bereits nachbörslich auf neue Rekordhöhen gebracht. Ein Anstieg der Aktien um gut 28 % auf 489 US $, zeigen trotz der starken Performance in den vergangene Wochen weiter nach oben. Positive Analystenkommentare von der Bank of America, Piper Sandler und JP Morgan mit Kurszielen bis zu 600 $, verleihen der Aktie weiteren Schub. Auch bei Cisco, dem Netzwerkausrüster und Börsenurgestein, sind die Kommentare der Experten zuversichtlich und werden als Folge auf die soliden Zahlen die Kursziele angehoben.

Today's guest is best known for his HOPE framework, a highly effective way to measure the health of the economy, and tell whether it's getting stronger or weaker.As we begin a new year -- with record housing unaffordability, trade wars and a cooling jobs market -- what does his framework tell us 2025 has in store?To find out, we have the good fortune to speak today with Michael Kantrowitz, chief investment strategist & managing director at Piper Sandler. BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference

Constellation Brands (STZ) got a downgrade to Neutral from Overweight by Piper Sandler. The firm sees tariffs having a notable impact on the company despite uncertainty around the extent of those tariffs. Jenny Horne notes the company's slide down over the last month but points to strength in analyst conviction across the board. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Automakers stocks like General Motors (GM) are falling premarket after the U.S. enacted a 25% tariffs on goods from Canada and Mexico, Crowdstrike (CRWD) is falling after a downgrade from Baird, and Constellation Brands (STZ) slumps after Piper Sandler cut its price target. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Brett Stoehr is a Vice President at Unity Partners, a lower middle market private equity firm that is focused on people-based services. Brett focuses on investing in and scaling residential, commercial, and industrial services businesses.  Prior to Unity, Brett served on the investment team at CenterOak Partners.  He began his career in investment banking at Piper Sandler, where he worked with business owners and private equity firms on mergers, acquisitions, and IPOs.  He's completed over 50 transactions worth an aggregate ~$6 billion in deal value. Brett received his MBA from the Kellogg School of Management at Northwestern University and his BBA from Texas A&M University. Brett grew up in a family of entrepreneurs and is passionate about helping owners scale their businesses to provide more life opportunities to the teammates within each business.

Piper Sandler upped its price target on Tesla (TSLA) to $500 from $315. The firm believes investors are appreciating the company's "real world" A.I. as it utilizes the technology. On the other end of Big Tech, Apple (AAPL) got a downgrade from Jefferies over "weak" iPhone sales. Jenny Horne takes a deeper look behind the analyst movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jan 10, 2025 – Craig Johnson at Piper Sandler joins Financial Sense Newshour to discuss the current state and future direction of the stock market. Craig and Financial Sense's Jim Puplava look at the current market pullback, the implications of...

Join Scott Hildenbrand from Piper Sandler as we discuss the recent Fed moves, the yield curve, unrealized losses, and the US elections and strategies that banks and credit unions are making to improve their investment portfolios.Send us a textPresented by Remedy ConsultingTechnology Contract Negotiation & System Assessments, T&C Improvements, and FI Strategic Planning.For more information on BankTalk:BankTalk WebsiteSubscribe to BankTalk NewsRemedy Consulting WebsiteRemedy LinkedInTo speak on the BankTalk Podcast, please email us.

RIch Excell,CFA, CMT is joined by Institutional Investor's #1 Strategist Michael Kantrowitz, CFA from Piper Sandler to discuss the US equity market backdrop. What does the factor performance of the market tell us? Are expensive valuations a problem? What about tight credit spreads? Can small caps finally outperform?  All of this and more

Elements of the new Trump administration are coming into focus as announcements of key healthcare appointments and nominations provide indications for what the market can expect starting in January. To dissect the impact these changes might have, Wall Street Analyst Jeff Garro joined Keith Figlioli to wrap up a four-part series of episodes on election implications. Previous episodes featured conversations with JP Morgan's Lisa Gill, Canaccord Genuity's Richard Close, and Maverick Health Policy's Julie Barnes.Jeff Garro is Managing Director and an equity research analyst covering Healthcare IT for Stephens, a family of privately held, independent financial services firms founded in 1933 that's focused on building value for companies, state and local governments, institutions and high-net-worth investors. Prior to joining Stephens in September 2022 Jeff held research analyst roles at Piper Sandler and William Blair.During this conversation, Jeff discussed the policy changes and broader market signals he's watching to advise clients on investments in the healthcare IT market. Some of the topics he discussed with Keith include:Balance in management teams. When discussing elements he looks for in a good investment, Jeff talked about the lessons he's learned evaluating management teams. He says companies need leaders that are great storytellers who can convey their vision and bring more investors under the tent. But cautions to stay vigilant for executives who might believe in their own narrative a little too much and in turn, don't implement the right sets of checks and balances within their organization.Predictions by payer type. One way Jeff is assessing the market in light of pending regulatory and policy changes is by breaking it down by payer type. For example, he expects minimal change in employer-sponsored coverage and a more favorable environment for Medicare Advantage, when comparing the first Trump term to the last few years of the Biden administration. He says Medicaid markets will be harder to predict because potential for decreased federal funding could create market pressures, but could also create opportunities where technology can help. Lastly, he's considering the individual market and the potential for ACA subsidies to not be renewed.Public vs. private markets. While Jeff's primary role is analyzing public markets, he talked about how essential it is to understand innovation and activity occurring in private markets so he can ask the right questions and avoid being blindsided as new companies and technologies evolve. He also discussed the different mentalities of public versus private investors, and how those in private markets generally have the ability to be more patient – an advantage as we're waiting for the new administration's nominees to be appointed and confirmed.The post-COVID reset. There are a lot of problems to solve in healthcare – as there always have been – but Jeff also believes there are a lot of good companies, both public and private, positioned to solve them. He sees a favorable backdrop for healthcare investors following the challenging environment from the global pandemic, and is hopeful that the market has hit a reset from a performance perspective. He sees a shift from “growth at all costs” to a more reasonable approach to sustainable growth and healthy profit margins.To hear Jeff and Keith discuss these topics and more, listen to this episode of Healthcare is Hard: A

MRKT Matrix - Wednesday, December 11th Nasdaq rallies above 20,000 for the first time as tech shares gain (CNBC) Bull market to continue for a third year with small caps leading the way, Piper Sandler says (CNBC) Investor optimism toward U.S. stocks has eclipsed 2000's dot-com bubble. That raises the risk of a ‘negative' shock. (MarketWatch) US stocks rally set to slow as investor ‘euphoria' fades, say big banks (Financial Times) Early Adopters Are Ditching Google Search for AI Chatbots (Bloomberg) Google's biggest bet is AI for search, investment chief says (Reuters) Apple launches its ChatGPT integration with Siri (CNBC) Apple Is Working on AI Chip with Broadcom (The Information) How Years of Reddit Posts Have Made the Company an AI Darling (WSJ) China Set to Start Annual Economic Meeting to Discuss Stimulus (Bloomberg) China Markets Flag Caution, Reduced Hope for Key Policy Meeting (Bloomberg) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Vimeo (VMEO) climbed to its highest point of the year after getting an upgrade from Piper Sandler. George Tsilis talks about what makes the video software solutions company appealing to investors and analysts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The bank M&A pipeline has improved significantly over the past month, and capital is available for institutions looking to grow amid the surge in investor interest in the banking sector, according to Bill Burgess, co-head of financial services investment banking at Piper Sandler. In the episode, Burgess said there are six factors contributing to renewed interest in bank deals, particularly following the recent U.S. elections. He noted that there is pent-up demand for deals after years of stagnation, a rally in bank stock prices has improved seller psychology, and interest rate marks have become more manageable for buyers. He anticipates a shorter regulatory approval process for bank deals and believes larger buyers could return to the M&A arena after getting more clarity on the post-election regulatory framework. Burgess also said capital is abundant for event-driven and growth stories but cautioned against an overly aggressive push for capital issuance driven by rising share prices.

Courtney Reagan and the Investment Committee debate the rising geopolitical and regulatory risks facing the markets as the rebound in stocks creeps into positive territory. Plus, Kate Rooney joins us with an exclusive interview with Robinhood CEO Vlad Tenev and TradePMR CEO Robb Baldwin as they announce Robinhood's purchase of TradePMR. And later, a Call of the Day on Reddit, getting a big price target raise at Piper Sandler. 

MRKT Matrix - Monday, November 11th Dow jumps 300 points to close above 44,000 for the first time as Trump enthusiasm continues (CNBC) Wall Street growing worried the stock market's Trump rally is getting ahead of itself (CNBC) Bitcoin Soars Above $82,000 as Trump Win Boosts Crypto Prospects (Bloomberg) Tesla shares pop 6% as postelection rally continues (CNBC) ETF world buzzing about new cash flooding into funds seen winning from Trump trades (CNBC) TSMC Stock Falls After Report Says U.S. Ordered It to Halt AI Chip Shipments to China (Barron's) Piper Sandler names Nvidia a top pick, sees shares rising nearly 20% after blockbuster year (CNBC) Highest Forward 12-Month P/E Ratio For the S&P 500 in More Than 3 Years (FactSet) A New Streaming Customer Emerges: The Subscription Pauser (WSJ) Does Warren Buffett Know Something That We Don't? (WSJ) China Nears Record $1 Trillion Trade Surplus as Trump Returns (Bloomberg) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Henrietta Treyz of Veda Partners and Ben Emons of FedWatch Advisors discuss whether the markets are misreading the race for the White House, and which sectors could be in favor depending on the outcome.  Plus, Nancy Tengler of Laffer Tengler Investments says the mega-cap tech stocks still deserve a place in every investor's portfolio.  And, Piper Sandler's James Fish lays out which names are the top of the heap in the AI infrastructure space.

Interest rates down. Money market from 5.3% to 4.7% Get in now or wait? CAPE Ratio still high at 35. Mutual Funds! High Fees!Beating the marketInflation Milton Friedman on inflationNetflixStock all time high around $730. Up 49% YTD, compared to S&P500 at 23%Piper Sandler analyst Matt Farrell said Netflix "is a clear leader in streaming," according to The Fly. He upgraded the company to overweight from neutral and boosted his price target to $800 from $650. TD Cowen analyst John Blackledge raised the firm's price target on Netflix to $820 from $775 while maintaining a buy rating on the shares.Netflix (NFLX) is expected to benefit from a long runway for revenue growth and a deepening competitive moat, Morgan Stanley said in a report Thursday.The report also pointed to above consensus expectations for operating leverage and EPS."Our analysis of Netflix new 1H24 engagement report reinforces our bullish view," Morgan Stanley said, adding that the latest engagement report is backing the "Netflix content advantage," referring to its original programming, international content, and the value of its content library.Following "peak TV" and recent strikes, Hollywood's new normal favors Netflix, with reduced competition for content and media studios open to licensing again, the report said. It said the ad-tier introduction would also help raise revenue.Morgan Stanley raised its price target for the stock to $820 from $780 while reiterating its overweight rating.Apple At $228 vs high of $234. Downgraded by Jeffries.Is Apple Intelligence a thing?Iphone is 50% of salesIs Iphone 16 enough?Me thesis:Entire family uses. Customer service is insanely good!! All photos there. Ear buds. Amazon$187, was around $200. Not sure how you bet against Amazon. In 2023, Amazon was the third largest digital ad publisher in the United States, behind Google and Facebook. Amazon's global ad revenue reached $49 billion in 2023, which is nearly triple its 2019 result.Fabric of life. Everyday we get a package. First place I go to search/buy. Free returns. Easy. MicrosoftTo buy 3-mile island. Newsom bans voter id requirements. Elon Musk on Tucker23.30 on is Epstein list discussion. Videos. Diddy and Epstein. 28.00 - How will they let X continue? Lawfare!!  Illegal to discriminate asslym seekers, but can't hire as SpaceX. Point is DOJ is weaponized. Cuban on All In Podcast. Monsters on NetflixSlow Horses (called it White Horses before)Wife watching “Troy: Fall of a City”

In the latest episode of Health Law Diagnosed – Women Leaders in Health Care, a series that brings together women leaders for discussions on timely key issues and reflections on developing a career in the industry, host Bridgette Keller leads a conversation around investing in women's health. She is joined by Lauren Edgerton, Healthcare Director at Piper Sandler, and Kathryne Cooper, Partner at Jumpstart Nova. Lauren and Kathryne discuss the areas of women's health that have seen the most growth in the last few years, how they evaluate a potential investment including their standard criteria, and how you can get involved in investing in women's health care. Our guests also cover topics such as: • What are the unique challenges in raising capital for companies that focus on women's health? • Why do you think women's health has historically been underfunded compared to other sectors, and what can be done to improve funding for women's health? • What advice would you give to women interested in a career in investing in health care?

Carl Quintanilla, Jim Cramer and David Faber led off the show with big news on the antitrust front: The Justice Department says it is mulling a breakup of Google. The anchors explored what's at stake for big tech and reacted to Google's response to the DOJ. Carl, Jim and David also discussed the tech sector coming off its best day in nearly three weeks. Also in focus: Florida braces for Hurricane Milton, Piper Sandler's teen survey and what it says about certain companies, Dallas Fed President Logan calls for gradual rate cuts, the net worth of Nvidia CEO Jensen Huang exceeds Intel's market cap, the Boeing strike continues as contract talks collapse. Squawk on the Street Disclaimer

Will oil prices recover anytime soon? And what role should oil and gas stocks play in your portfolio? Get some answers from Piper Sandler global energy economist Jan Stuart, along with his thoughts on nuclear energy and China's “giant Achilles heel.”

Tech outperformed on the session as stocks try to claw back last week's losses. Vital Knowledge's Adam Crisafulli and Truist Co-CIO Keith Lerner break down the market action while T. Rowe Price's Tony Wang on the tech trade and top under-the-radar picks. ServiceNow stock hit an all-time high after introducing its newest AI offering: Xanadu. CEO Bill McDermott talks adoption of the company's products in the new AI age. Piper Sandler analyst Scott Siefers on what happened today to drag down the financial sector stocks. 

Craig Johnson, senior research analyst at Piper Sandler, says that he expects the economy to avoid a hard landing, and notes that some indicators would suggest that the economy is already in recession which means it will be over by late spring 2025, which should allow the earnings to start to pick up and fuel more growth next year. Johnson notes, further, that stock markets historically tend to perform well in the first six months after the start of a rate-cutting cycle; if the Federal Reserve starts rate cuts in September, which he expects, that means the market is well positioned to avoid any sort of hard landing as it rides through transitions in interest rates, the election and the economy. In The NAVigator segment, Chris Oberbeck, chairman and chief executive officer at Saratoga Investment Corp., says that private credit — which has been on the rise for several years — is being challenged by a cooling market for mergers and acquisition activity, but he expects a pickup as rates ease, making deals easier to do. Maury Fertig, chief investment officer at Relative Value Partners, talks closed-end funds — and surprises Chuck by discussing a fund that Chuck talked about on Thursday's show — in the Money Life Market Call.

Aug 9, 2024 – After this week's market wrap-up, Financial Sense Newshour's Jim Puplava speaks with Piper Sandler's Chief Market Technician Craig "Bullseye" Johnson on why he raised his year-end forecast for the S&P 500 to 5,800...

When I was in elementary school, I remember pulling a stool up to the medicine cabinet in my grandparent's bathroom in order to grab my grandfather's old spice decanter, from which I would splash on a healthy dose of the cologne. Of course, I never got away with it due to everyone smelling the evidence of what I had done. In today's world, Old Spice and other cheaper cologne brands like it are now frowned upon by our kids. Thanks to a new viral TikTok trend, what's called smellmaxxing has boys as young as ten spending large amounts of money on designer colognes. Piper Sandler reports that teen boys' annual spending on fragrances jumped twenty-six percent last year. The trend is being fueled by people like the young TikTok influencer known as the cologne boy who has well over a million followers. And once some kids buy in, peer influence leads others to follow. This new trend offers parents an opportunity to talk about identity, financial stewardship, and the trap of coolness. 

Show Notes:X post by Kitces – link to an article on his site 7/24/2024 https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/?Tweet from Michael Kantro, Chief Investment Strategist at Piper Sandler on 7/23https://x.com/MichaelKantro/status/1815906361315566021Tweet from Markets & Mayhem on 7/23https://x.com/Mayhem4Markets/status/1815912732845052319

Tesla is expected to report a 6% decline in Q2 deliveries as competition in China heats up. Roth MKM's Craig Irwin and Stifel's Stephen Gengaro debate the outlook for the stock. Plus, Europe is increasingly looking to take on mega-cap tech. Big Technology's Alex Kantrowitz explains. And, investors are wondering whether the strong first half of the year will carry over to the second half. Piper Sandler's Craig Johnson and Evans May Wealth's Elizabeth Evans weigh in.

Carl Quintanilla, Melissa Lee and Michael Santoli explored the mega-tech rally, with Nvidia surpassing Microsoft and Apple to become the world's most valuable company. The chipmaker extended its gains, helping the S&P 500 and Nasdaq hit fresh record highs. The anchors also reacted to what Elon Musk said at Cannes Lions about advertisers, months after he uttered profane remarks aimed at those who wouldn't place ads on his X platform. Also in focus: Lilly sues to stop counterfeit obesity drugs, Boeing safetly scrutiny, KB Home and Accenture jump post-earnings, Piper Sandler's chief strategist on "softilocks" and the markets, why Amazon is ditching plastic. Squawk on the Street Disclaimer

Despite the Federal Reserve's efforts to tame inflation by cooling the economy with its aggressive "higher for longer" interest rates and Quantitative Tightening, the US has managed to avoid recession. Consumer spending has held up, largely due to the "strong" jobs market. But is that likely to remain the case going forward? And if not, if unemployment starts to rise significantly, what should we expect? Mass layoffs? A recession? A correction in the financial markets or home prices? Or none of these? To find out, we have the good fortune to speak today with Michael Kantrowitz, chief investment strategist & managing director at Piper Sandler. He's created the HOPE framework, which provides a way for us to track recession risk, and gives us the ability to project what's likely to happen next for the economy. Michael's forecast is surprisingly nuanced and contains elements both bulls & bears should heed. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #unemployment #employment #recession --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Jun 7, 2024 – After this week's market wrap-up, Financial Sense Newshour's Jim Puplava speaks with Piper Sandler Chief Market Technician Craig Johnson on why he's cautious on the current outlook for the stock market given...

Deposits and liquidity remain at the forefront for most bankers and the intense competition for core funding will eventually lead to a resurgence in M&A activity. That was the message delivered by a variety of presenters at S&P Global Market Intelligence's annual community bankers conference on May 20 and 21, but they acknowledged that transactions face some challenges in the near term, including lower valuations, fewer would-be buyers and regulatory pressures that tend to require more capital in deals. The episode features commentary from banking experts at Ampersand, Curinos, StoneCastle Partners, Performance Trust Capital Partners, Fenimore Kay Harrison, Stephens, Janney Montgomery Scott, Piper Sandler and Klaros Capital.

Watch The X22 Report On Video No videos found Click On Picture To See Larger Picture The people are seeing the failing economy, they know they are not better off, the people are now reporting that they cannot go on vacation because they do not have the funds. Trump is confirming that he will support Bitcoin and cryptocurrency. The [CB] is now panicking because to many people are on board and the direction is clear. The [DS] have tried everything to remove Trump, it has all failed, the next couple of months are going to be intense. The [DS] wants to put him prison because they believe this will push the people away, the opposite will happen. Trump has built the counterinsurgency, the people will take back the country and trump will restore the Republic, in the end justice will be served.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy Poll: Majority Not Taking Summer Vacation, 73% Cite Lack of Cash in Joe Biden's America Many Americans do not plan to enjoy a summer vacation in President Joe Biden's America, a Fox News poll found in May, underscoring the economy as the number one 2024 issue for voters. The Fox News poll found: Of the 55 percent who are not taking a summer vacation, 73 percent do not have enough money to do so. Seventy-two percent said higher prices impact their summer plans. Fifteen percent do not have time and must remain focused on the daily grind. The last time a pollster asked Americans this question, in 2010, of those who were not going on vacation, only 51 percent cited a lack of cash, while 20 percent blamed a lack of time, Fox News reported. Increased gas and food prices are major factors in Americans' budgets, the poll found: As prices escalated, families racked up credit card debt and entered into delinquencies at an increased rate, the New York Fed found on May 14. Fifty-six percent of Americans believe Biden's economy is in a recession, and a majority blame the president, a Harris/Guardian poll found Wednesday: Fifty-five percent say Biden's economy is shrinking Fifty-six percent say the economy is in a recession Fifty-eight percent blame Biden for the sour economy Seventy-two percent sense rising costs from an increased rate of inflation  Source: breitbart.com Recession will strike this year with 21 states flashing red already, top economist says Nancy Lazar, Piper Sandler's chief global economist, told Business Insider that unemployment has risen significantly in 21 states. Specifically, three-month average unemployment has increased by at least 0.5 percentage points from its low over the last 12 months in all 21 states. The group, which includes California and Illinois and numbered 19 states a few weeks ago, generates more than 40% of US GDP. Lazar said that when joblessness has spiked across that many states in the past, a protracted downturn has followed almost every time. The state-level indicator is based on the "Sahm Rule." Source: businessinsider.com https://twitter.com/BitcoinMagazine/status/1794464661594624027 https://twitter.com/BitcoinMagazine/status/1794537413907214356   Political/Rights https://twitter.com/Mike_Cassidy_MS/status/1794136784370098574   and the many Christians who have supported us morally and financially over the past several months. When Christians stick together, we can, and we will, win. I'll have more to say in the weeks ahead, in the meantime please use this Memorial Day Weekend to remember and honor those who gave their lives in service of our nation. Thank you. https://twitter.com/elonmusk/status/1794238958030983405