Mike Kantrowitz

Mike Kantrowitz

Formal First Name
Michael (Mike)

Michael Kantrowitz is Chief Investment Strategist and Head of Portfolio Strategies at Piper Sandler, a leading investment bank and institutional securities firm. His expertise includes identifying changing trends that influence business cycles cycles cycles cycles cycles while providing forward-looking investment recommendations on global asset allocation, sector positioning, stock selection and Portfolio construction. He also specializes in business cycles cycles cycles cycles cycles cycle forecasting and its implications for sector, industry, and strategy rotation within the investment portfolio. Prior to joining Piper Sandler, he was the Chief Investment Strategist and Head of Portfolio Strategy at Cornerstone Macro, an independent research firm that empowers institutional investors with top-rated, focused, and unbiased macro research. Previously, Mike was the Director of Portfolio Strategy at Wolfe Trahan & Co. and a Managing Director at International Strategy and Investment Group (ISI). During his time at Wolfe Trahan and ISI, he helped build out the Portfolio strategy and quantitative research products.

Professional Experience

Academic History



  • Michael has appeared in various leading financial media outlets, including CNBC and Yahoo! Finance, among others.

  • He has also appeared as a guest on Real Vision multiple times.