Piper Sandler’s Michael “Kantro” Kantrowitz was ranked 2024’s number 1 portfolio strategist by the widely followed Extel survey. Matt King was head of global strategy for Citibank for two decades and now runs Satori Insights. 

Kantro and King will meet face-to-face this Thursday evening at 6pm ET, only accessible on the ZeroHedge homepage and only visible to premium and professional subscribers so sign up now and save the date. The event will be moderated by RealVision’s Ash Bennington.

Overview of their positions below.

U.S. equities ahead of their skis compared to rest of globe (pictured bottom left). While this is not unjustified as American firms are the “biggest and the best” (bottom right)…

…money is beginning to flow out.

Both strategists agree: what Trump does on tariffs and immigration will be key to watch.

Tune into the live debate: Thursday, Jan 23 at 6pm ET right at the top of the ZeroHedge homepage but only if you are logged in as a professional or premium user so sign up now. Professional users may email debates@zerohedge.com to submit questions for the debaters.