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Michael Kantrowitz

Chief Investment Strategist & Head of Portfolio Strategies, Piper Sandler Cos

Search every verified Michael Kantrowitz interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Michael Kantrowitz commented on recent remarks by Jeff Bezos regarding artificial intelligence, describing Bezos as "smart politically" and suggesting that his statements represent "the beginning of a movement" among tech executives to speak about AI in positive terms. Kantrowitz noted that Bezos framed AI as a tool that would empower workers rather than replace them, and that change management—giving young employees permission to use the technology within established corporate cultures—would be the hardest part of adoption. He also observed that the American public remains distrustful of cutting-edge technology, contrasting today's skepticism with the praise tech executives received a decade ago. Regarding regulation, Kantrowitz argued that the choice is not between regulating AI or leaving it unregulated, but rather between regulating the technology and simultaneously creating government safety nets for those who might be displaced. He emphasized that the ultimate impact of AI

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“Markets don't go down because they're expensive. They go down because something bad happens like interest rates and inflation spike, unemployment spikes, or some exogenous shock.”

“I still think we're in an economic backdrop that is unprecedented, unusual from so many different circumstances beginning in COVID and that things remain bifurcated under the surface and challenging but in the aggregate from the high level they remain okay.”

“I can't remember a time where the markets have been so myopic and reactive. After 22 years on the street, I believe the markets aren't as forward‑looking as we all want to believe.”

“I think it basically goes back to normal with a noted exception that a lot of damage has been done. I don't think the overall system will change. Time is a huge damage. You have capital markets that are frozen, no banking. That's the fuel for economic activity. Yeah. I mean, forgive me for being like a Washington guy, but I'm thinking like geopolitically, the reliability of the United States as an economic partner. T”

“I think that's a really important question because we fail to understand what Xi Jinping strategy we fail to understand the character of the Chinese Communist Party and what they're trying to do. And here's the crazy thing. They wrote it all. They write it all down. They tell us actually it's in Chinese. AI has provided amazing translation capabilities to us now. But if you just read everything that he says and liste”

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