Inside the Biggest Index Rebalance And Upcoming Blockbuster IPOs
About this episode
The episode explores the mechanics of index construction and the impact of significant IPOs on market flows.
In this episode, we go deep into the mechanics of index construction with Jackson Venjohn Head Of Index Rebalancing At Piper Sandler. With hundreds of billions in forced buying and selling, the rise of passive investing has fundamentally changed how stocks trade, how liquidity forms, and how opportunities emerge. We unpack the largest rebalance cycle ever, and how blockbuster IPOs like SpaceX could reshape flows for years to come. If you want to understand what’s really moving markets beneath...
People in this episode
Host: Michael Kantrowitz
Guest: Jackson Venjohn
Topics covered
- index construction
- index rebalance
- passive investing
- IPO
- market dynamics
Keywords
- index rebalance
- passive investing
- market liquidity
- IPO
- SpaceX
Mentioned in this episode
Organizations: Piper Sandler, SpaceX
More episodes of What's Next For Markets
- Why Our Rates Thesis Keeps Delivering
- The Rate Squeeze
- The Vibepression Economy With Kevin Gordon Of Charles Schwab
- Markets Defy Gravity: Rates Up, Stocks Higher
- Strong Data, Weak Sentiment
- Staying the Economic Course With Jake Oubina
Explore listener stats, chart rankings, contacts and more on the What's Next For Markets podcast page.