In 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 Street, Washington, and Silicon Valley, the impact of U.S.-China relations on global markets, and the internal dynamics of the Trump administration. The conversation highlights the intersection of politics and financial markets, shedding light on the intricate power struggles and economic strategies that could shape future market trends.

Josh Rogin is Lead Global Security Analyst at Washington Post Intelligence. Since 2016, Josh has served as a columnist for the Global Opinions section of the Washington Post. He is also the author of Chaos Under Heaven: Trump, Xi, and the Battle for the 21st Century (Mariner Books).

Previously, Josh has covered foreign policy and national security for Bloomberg View, Newsweek, The Daily Beast, Foreign Policy magazine, Congressional Quarterly, Federal Computer Week magazine, and Japan’s Asahi Shimbun.  Josh has been recognized with the Interaction Award for Excellence in International Reporting and as a Finalist for the Livingston Award for Young Journalists. He has also received journalism fellowships from the Knight Foundation, the East-West Center, and the National Press Foundation. 

Josh holds a BA in international affairs from the George Washington University and studied at Sophia University in Tokyo, Japan. He lives in Washington, DC 

Find more information about WP Intelligence here:

https://demo.wpintelligence.com/

Find more about Josh here:

https://www.linkedin.com/in/joshrogin/

https://x.com/joshrogin

https://www.instagram.com/joshrogin/