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US Equity Strategy Webcast Series: Noah Holds Barred - Episode 3
Hosted By: Noah Weisberger, Chief US Equity Strategist
Moderated By: Jason Glazer, SVP, Sales
Key topics discussed:
- Sizing the coming IPO wave
- IPO expectations and market peaks – 40+ years of evidence
- What to expect from market and sector performance
- Supply and demand – the absorption question
Since 2018, we’ve published what we call “The Most Important of All Unimportant Forecasts” – applying the same macro framework we use for markets and the global economy to predict the World Cup. Now, what started as a one-off idea has become a tradition.
We hosted a webcast to walk through the making of the report – how the model has evolved, how we combine quantitative analysis with macro and narrative insights, and why football turns out to be a surprisingly good lens for top-down thinking.
We also shared our final tournament prediction – and attendees will hear it first.
What we covered:
•How the report started – and how it’s improved each cycle
•The blend of data, narrative, and macro behind the model
•Why football lends itself to a top-down framework
•Our final 2026 World Cup call (revealed live)
