Great talk with outstanding psychics & mediums. Also playing great music!
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Embark on an exhilarating voyage through the heart of America's captivating towns and cities with the enthralling travel podcast, "Treasures of our Town." Join your experienced hosts, Craig (Seemyshell) and Joshua (Geocaching Vlogger), as they unveil the hidden gems and extraordinary treasures that lie beyond the surface. Delve into a world of cultural exploration as our hosts guide you through historical sites, natural splendours, and extraordinary local experiences. All their travels are g ...
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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
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Welcome to the Entrepreneur Fellowship Podcast, the premier podcast for insights and strategies on business acquisitions. Dive into the dynamic world of small to medium-sized business acquisitions, where we unlock the secrets to substantial cash flow and unveil the untapped potential of these ventures. Our episodes are packed with expert advice, market trends, and actionable tips to guide you on the path to financial freedom. Join us as we explore innovative strategies for successful acquisi ...
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Why Munzee is Great For Travelers. (W/Rob Vardeman)
1:05:18
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1:05:18Send us a text Venture into the world of location-based gaming as we explore how Munzee transforms ordinary travel into extraordinary adventures. Join hosts Joshua and Craig as they welcome Rob, President of Munzee, for an insider's look at this 14-year-old global phenomenon that serves as the perfect companion for curious travelers. Discover why M…
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In this episode, we speak with Alex Potter senior research analyst at Piper Sandler and take a deep dive into Tesla and its disruptive influence. The conversation touches on various broad topics including automakers, EVs, politics, infrastructure, energy usage, and technology. The discussion highlights Tesla's transformation of the auto industry an…
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Unraveling 2025: What Shaped the Market And Where Are We Headed?
18:38
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18:38In this episode we discuss the market trends and events from the first half of 2025. Joined by Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, the conversation covers the market's responses to policy changes, such as tariffs and deregulation, and the broad economic data trends this year. They highlight the v-shaped recovery and …
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The Porcelain Pilgrimage: A Road Tripper's Guide to America's Finest Facilities
1:02:10
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1:02:10Send us a text We reveal our top 10 rest areas across the United States, from basic facilities to spectacular view points to full-on tourist complexes that have become destinations in their own right. • Rest areas provide safety, convenience, and often unexpected attractions for travelers • Clean bathrooms remain a top priority, with Buc-ee's setti…
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In today’s episode, we discuss the ongoing uncertainty in global markets and reflect on the events from the past five years, including COVID-19, inflation, interest rates, geopolitical and their compounded effects on market volatility. In the episode, we provide insights into how investors can position amidst these uncertainties by focusing on comp…
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Tariffs, Taxes, and Trade … Decoding D.C. With Don Schneider
24:52
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24:52In this episode, Don Schneider Deputy Head of U.S. Policy at Piper Sandler helps us unravel the ongoing political volatility impacting the markets. We discuss the significant topic of the budget reconciliation bill, detailing its current status, timeline for passage, and the key components it entails including tax cuts, spending cuts, and the conse…
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America's Largest Geocaching Event! (Morgantown, WV)
1:30:53
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1:30:53Send us a text What happens when 5,000+ geocachers descend upon Morgantown, West Virginia? Pure magic, unexpected friendships, and countless stories worth telling. Join us as we pull back the curtain on our Geo Woodstock 21 adventure – from the spectacular highs of performing our live podcast to a standing-room-only crowd to the technical woes that…
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Talking Shop with Darius Dale: An Inside Look At Macro Research
38:44
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38:44In this episode, Darius Dale, founder of 42 Macro, joins hosts Michael and Steven to discuss the transformative journey and mission behind 42 Macro. Darius shares his background in Wall Street investment research and highlights the company's unique approach to providing equal access to high-quality investment insights for both institutional and ret…
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Unpacking The Current State Of Market Multiples
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21:01In this episode, we discuss the recent movements in the market amid ever-changing political narratives. We delve into the factors influencing valuations, including interest rates, inflation, and macroeconomic data. The conversation also covers the impact of recent policy changes—such as Trump’s fluctuating tariffs on the EU—and how they contribute …
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In this episode, we delve into recent market movements following tariff announcements and pauses. The discussion covers the sharp decline and subsequent recovery of the S&P 500, highlighting sector-specific performance and the varying recovery trajectories of different market segments. The episode also covers broader economic concerns, including cr…
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Send us a text Ever wondered what happens when two location-based gaming enthusiasts walk into a town called Uranus? This episode takes you on a journey to one of Route 66's most memorable roadside attractions—Uranus, Missouri—a place built entirely on juvenile humor and unexpected charm. Discover the fascinating backstory of how this quirky destin…
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Tariff Supply Chain Impact With FreightWaves CEO Craig Fuller
52:44
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52:44In this episode, we talk with Craig Fuller, CEO of FreightWaves, about the significant shifts and challenges in global supply chains, with a particular focus on the impact of tariffs and geopolitical events. Craig outlines the evolution of supply chains, the effects of the U.S.-China trade war, and the broader ramifications of tariffs on global tra…
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In this episode, we discuss the eventful month of April in the markets, highlighting the resurgence of the S&P 500 and the significant influence of policy shifts on market dynamics. The episode delves into the impact of tariff-related rhetoric, the effect of proposed tax cuts, and the ongoing balance between sentiment and fundamental data. We cover…
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"The Boring Town Challenge" w/ Jeff Wagg
1:09:55
1:09:55
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1:09:55Send us a text Jeff Wagg returns to the podcast with a special travel challenge as he explores three supposedly "boring" American towns and reveals the fascinating stories, attractions, and historical significance hidden within each location. • Bagley, Minnesota (pop. 1,305) offers beautiful Lake Lomond with its haunting loon population, the legend…
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Geopolitical Whiplash: Josh Rogin On The New Global Order
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1:00:02In this episode of What's Next for Markets, Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and Josh Rogin, Lead Global Security Analyst at Washington Post Intelligence, delve into the ongoing market volatility driven by shifting policies and geopolitical dynamics. They discuss the breakdown of traditional silos between Wall Stree…
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In this episode, Stephen and Emily discuss the current state of small cap equity investing. Small cap equities have underperformed their larger cap equity counterparts for nearly five years. We explore the factors contributing to this trend, including higher interest rates, slowing economic growth, and recent tariff news. Despite current challenges…
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Send us a text St. Louis deserves far more than just a glance at the Gateway Arch as you drive through. This overlooked Midwestern gem offers some of the most unique attractions in America, as Craig discovered while celebrating his 50th birthday with an adventure-packed itinerary crafted by AI. The Gateway Arch impresses not just with its towering …
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The Wisdom of Staying Disciplined: Fidelity’s Jurrien Timmer on Market Cycles
42:36
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42:36In this episode, we’re joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a wide-ranging conversation on market cycles, long-term investing, and the shifting dynamics in the macro landscape. Jurrien shares how his background in technical analysis has evolved into a storytelling approach to macro strategy. We dive into: …
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Markets Are Tariffied; What Could Go Right?!?
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17:40In this episode of 'What's Next for Markets', we discuss the recent tumultuous week for markets in the wake tariff announcements. We will cover our initial reaction to the moves in the market along with the emerging macro and earnings risks. The episode touches on market sentiment, valuation metrics, and historical parallels. Importantly, in today’…
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Texas Challenge in Floresville, TX!
1:12:16
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1:12:16Send us a text We explore the charming town of Floresville, Texas, as we attend the 23rd annual Geocaching Texas Challenge and discover what makes small-town America so special through conversations with locals and participation in this unique competitive event. • Host to the Texas Challenge geocaching mega-event with teams competing for regional p…
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Dissecting the Consumer With Piper Sandler’s Peter Keith
32:35
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32:35How resilient is the U.S. consumer? In today’s episode of What’s Next For Markets we speak with a 20-year veteran on Wall Street, senior research analyst, Peter Keith who covers consumer stocks in the hardline and breadlines industries at Piper Sandler. In this insightful conversation we explore consumer behavior through the lens of Peter’s proprie…
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Macro Collides With Micro: Will Earnings Bifurcation Continue?
27:37
27:37
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27:37In this episode, we discuss the significant bifurcation seen in economic and company earnings data over the past few years. Why have some companies excel in this environment, while others struggle? Join us, as we delve into the factors driving this divergence, from the zero interest rate policy post-GFC to the present-day tariff uncertainty. The ep…
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2025 Roadside Attraction March MADNESS
1:54:49
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1:54:49Send us a text Buckle up for our most anticipated episode of the year—the 2025 Roadside Attractions March Madness Championship! With special guest Courtney from The Brewery Adventure podcast completing our judging panel, we're setting out to crown America's ultimate roadside attraction from a bracket of 23 quirky, fascinating, and sometimes bizarre…
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Managing Risk With Danny Kirsch, Piper Sandler’s Head Of Options Strategy And Trading
27:54
27:54
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27:54In this episode of 'What's Next for Markets,' we are joined by Danny Kirsch, Head of Piper Sandler's Options Strategy & Trading for a discussion on the recent correction in the stock market and policy uncertainty. The team delves into specific market dynamics including high retail sentiment, momentum stocks, and the role of options trades in curren…
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Join us as we delve into the recent surge in market uncertainty. In today's episode, we share our insights on a crucial question: When will the market hit bottom? Please see our episode notes on our website whatsnextformarkets.com for charts discussed in today’s show.By Michael Kantrowitz
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Roadside Attractions : March Madness Patron Picks
52:26
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52:26Send us a text Join us as we embark on a delightful journey through America’s most unique roadside attractions, culminating in a playful March Madness showdown! Our exploration reveals how these quirky landmarks represent more than mere stops along the way; they capture the spirit of adventure inherent in all road trips. Excitement builds as listen…
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A.I. & NVDA With Piper Sandler’s Semis Analyst Harsh Kumar
37:02
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37:02Join us as we discuss A.I. & NVDA with Piper Sandler’s Semis Analyst Harsh Kumar. Harsh has covered the semiconductor industry since the mid-1990s. Please see our episode notes on our website whatsnextformarkets.com for charts discussed in today’s show.By Michael Kantrowitz
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Join us as we discuss why markets fall. In today's show, we look at all the 10% or more S&P 500 market corrections over the last 60 years. Please see our episode notes on our website whatsnextformarkets.com for charts discussed in today’s show.By Michael Kantrowitz
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The US Oldest Geocaches and the Local Treasures Near Them.
1:06:28
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1:06:28Send us a text In this episode of Treasures of Our Town, hosts Joshua and Craig explore the unique and charming towns across the USA, focusing on the oldest active geocaches. They share their experiences from the recent BamaRama mega event, discuss the significance of geocaching, and highlight the hidden gems surrounding these historical caches. Th…
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H.O.P.E. Update with Adam Taggart from Thoughtful Money
19:55
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19:55Join us as we discus our H.O.P.E. framework. This episode is an excerpt from an interview with Adam Taggart from Thoughtful Money. The full interview is available on the Thoughtful Money Youtube channel.By Michael Kantrowitz
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Join us as we discuss the importance of monitoring Purchasing Managers' Index (PMI) data in 2025.By Michael Kantrowitz
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Send us a text Ever wondered what makes a town truly unique? Picture yourself in the heart of America’s quirkiest festivals, from the hilariously chaotic Testicle Festival to the high-stakes North American Wife Carrying Championships. As we narrate these tales of eccentricity, we also weave in personal stories, such as Josh's emotional farewell to …
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Decoding Trump’s Potential Impact On Markets With D.C. Expert Don Schneider
45:19
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45:19Join us as we discuss how President Trump’s policy agenda with shape the economy and financial markets. In this weeks episode, we will be talking with special guest Don Schneider Deputy Head of U.S. Policy Research at Piper Sandler. Don brings a wealth of policy expertise to the conversation. He previously served as Chief Economist for the House Wa…
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Join us as we discuss the Tech sector today vs 2000.By Michael Kantrowitz
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10 Hand Picked QUIRKY Museums in the US!
1:03:52
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1:03:52Send us a text This episode highlights the fascinating world of quirky museums across the United States, featuring ten unique destinations that offer a blend of amusement and insight. From the Museum of Bad Art to the Neon Museum, we delve into a range of unconventional choices, each offering a special charm and a story worth exploring. • Highlight…
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Are S&P 500 Price Targets Losing Their Relevance?
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28:32Join us as we discuss strategist price targets. Article Reference, Jonathan Levin “Market Strategists Thankfully Abandon S&P 500 Target“ Bloomberg. July 10, 2024By Michael Kantrowitz
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Join the Portfolio Strategy team from Piper Sandler to discuss the outlook for markets and the economy in 2025.By Michael Kantrowitz
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The SHORTEST Travel Tours on the internet! - w/ John from Oneminutetours
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1:02:30Send us a text Our listeners are in for a treat as we welcome John O’Sullivan, the mastermind behind One Minute Tours. John shares his journey as a tour guide and how he transitioned this experience into compelling short-form content that highlights the hidden gems of Minnesota and beyond. We discuss his approach to storytelling, the significance o…
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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked Wall Street investment strategist, and the rest of the portfolio strategy & quantitative researc…
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We were PROUD of our Year! 2024 in review
1:23:43
1:23:43
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1:23:43Send us a text Ever wondered if Santa's sleigh has been replaced by drones? Join us as we explore this whimsical theory while navigating a festive road trip across the USA, uncovering hidden treasures through geocaching. Joshua unwraps his geocaching-themed Advent Calendar from Cache Craft, and Craig shares tales from his trusty van, Tuesday, on th…
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Episode 40:From One Location to Eighteen: Scaling the Tip Top K9 Empire with Ryan Wimpey
1:05:41
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1:05:41Send us a text 🎙️ New Episode Alert! This week on the Entrepreneur Fellowship Podcast, we sit down with Ryan Wimpey, the mastermind behind Tip Top K9 🦮—a dog training empire with 18 locations and counting! Ryan shares how he transformed a passion for pups into a thriving, multi-location business. From scaling operations and franchising secrets, to …
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Send us a text What happens when a mini-bank cache needs a car battery, and how does an Alaskan cruise tie into geocaching? These are just a couple of intriguing tales from our latest journey on Treasures of Our Town. Join us for a delightful conversation of our part 2 of the Potpourri series, where we answer your questions and share our travel dre…
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Send us a text Ever wondered what makes a hamburger different in America versus Australia? Join us on a journey filled with cultural quirks, musical magic, and personal anecdotes as we explore the vibrant world around us. This episode celebrates musicals, with stories from the premiere of "Wicked" the movie and a nostalgic dive into classic theater…
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Episode 39: Purpose-Driven Investment & Transforming Venture Capital Shahar Botzer
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1:00:24Send us a text In this episode, we welcome Shahar Botzer, a visionary venture capitalist and advocate for purpose-driven investment.���✨Born with muscular dystrophy, Shahar’s journey is one of resilience, innovation,and profound impact in the investment world.As the leader of Good Company, a venture capital firm that has raised$50M tosupport missio…
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Top 10 Adventure Labs Across the USA!
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1:02:13Send us a text What happens when two avid explorers set their sights on uncovering hidden gems across the USA? Join us as we embark on a journey to the top 10 Adventure Lab locations, where our passion for geocaching transforms ordinary towns into extraordinary experiences. From the vibrant French Quarter in New Orleans to the iconic Lambeau Field …
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Episode 38: The Outerwear Entrepreneur, Eric Hui's Journey with Terracea
56:44
56:44
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56:44Send us a text 🌍💼 Join us for an inspiring episode of the Entrepreneur Fellowship Podcast, where we dive deep with Eric Hui, the founder of Terracea! From Hawaii to Boston winters, Eric's journey in creating high-performance, versatile outerwear is a masterclass in resilience, innovation, and purpose. He shares insights on transitioning from a pass…
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Episode 37: Mastering the Art of Private Equity with Adam Coffey
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50:36Send us a text 🎙️ In this episode, we’re thrilled to welcome Adam Coffey – CEO, empire builder, and 4X best-selling author 📚 on all things private equity, M&A, and exit strategies. With three national private equity-backed companies under his belt and 58 acquisitions completed 💼, Adam brings unparalleled expertise to the table. Adam dives into his …
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Traveler Spotlight - TikTok Creator Emmaline Childs
1:08:09
1:08:09
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1:08:09Send us a text Join us as we celebrate Josh's 47th birthday with our special guest, Emmaline Childs, a dynamic TikToker and Instagram personality from Minnesota. Emmaline captivates us with her vibrant stories and reflections on travel, from the adrenaline rush of a Minnesota Lynx basketball game to the serene beauty of a fall-themed Munzee event. …
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Episode 36: Go Glocal with Craig Maginness
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1:17:58Send us a text 🎙️ New Episode Alert! 🌍💼 Are you ready to think globally and act locally? This week on the Entrepreneur Fellowship Podcast, we’re diving deep into the world of international business and acquisitions with the incredible Craig Maginness! Craig has done it all—from managing multi-national operations to helping entrepreneurs turn ideas …
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Traveling Alone Together / Solo Travel Tips
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1:01:28Send us a text Have you ever wondered how stepping out of your comfort zone on a solo journey could reshape your life? Join us on "Treasures of Our Town" as we uncover the empowering transformation that comes with solo travel. By sharing our personal stories and adventures, we reveal how embracing solitude can lead to unexpected human connections a…
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