Why Our Rates Thesis Keeps Delivering | 31 May 2026 | What's Next For Markets | Piper Sandler
1. Introduction and Speaker Details
- Speakers: [00:00:05] Michael Kantrowitz, Chief Investment Strategist at Piper Sandler (leads the portfolio strategy team ranked number one on Wall Street in the All-America Institutional Investor Research Survey), and Steve (Interviewer).
- Core Subject: A major structural paradigm shift defining the relationship between interest rates and corporate equities.
2. The Rates-Equity Paradigm Shift (Regime Change)
References
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