Stocks have a pretty good backdrop for 2026, says Piper Sandler's Michael Kantrowitz

Joining me now is Michael Caneritz. He's the chief investment strategist at Piper Sandler. It's great to see you >> as well.>> Thanks for coming in. Did I characterize that correctly. That's right.And by the way, kudos. What do we [clears throat] call III now. Xan >> Xtel.>> Thank you. Number one strategist for that call all year long that there's something bigger taking place here. So tell us what what that is.>> Sure. You know, the the market's been very focused of course where interest rates are going an ...