Emily Needell
Portfolio strategy analyst and member of the Piper Sandler research team who provides macroeconomic and market recaps; featured in this episode to unpack the first-quarter market themes and outlook.
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Nov 9, 2025 • 17min
What is Outperforming? Navigating Markets in the Era of the Mag Seven
Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, shares her insights on the dominance of the 'Mag Seven' mega-cap stocks. She discusses their jaw-dropping returns, like Nvidia's staggering 40,000% gain over the last decade. The conversation dives into how this concentration distorts market breadth and what it means to truly outperform today. Emily also highlights the impact of passive investing on the mega-caps and offers a hopeful outlook on the potential for improved market breadth in the coming years.
Apr 2, 2026 • 17min
Q 2026: From Goldilocks To Oil Shock
Emily Needell, portfolio strategy analyst at Piper Sandler, gives a crisp quarter recap. She discusses a Goldilocks start with improving data and falling yields. She then covers the snapback in mega-cap AI names and how mutual fund concentration amplified pain. Finally she unpacks the Iran conflict shock that sent oil and rates higher and flipped the market narrative.
