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    Eye On The Market

    Eye On The Market

    Eye On The Market

    ratings:
    Length:
    94 episodes
    Language:
    English
    Format:
    Podcast

    Description

    Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
    Language:
    English
    Format:
    Podcast

    Episodes1 - 10 of 94 episodes

    Title

    Cicadian Rhythms

    Cicadian Rhythms: the fading prospects of a US disinflationary boom; Japan’s structural...

    23 minutes
    		Apr 24, 2024

    The Good, the Bad and the Ugly

    The Good, the Bad and the Ugly: an investor lens on tech valuations, AI, energy and the...

    19 minutes
    		Apr 02, 2024

    Electravision

    This Eye on the Market is about the predominant vision for the future which involves th...

    22 minutes
    		Mar 05, 2024

    Five Easy Pieces

    Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No La...

    19 minutes
    		Feb 08, 2024

    Medical Complications

    This Eye on the Market is about all the things that can be true at the same time. The c...

    11 minutes
    		Jan 23, 2024

    Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises

    A top ten list on what might happen… not what will happen, in honor of strategist Byron...

    15 minutes
    		Jan 17, 2024

    Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes

    The impact of weight loss drugs on equity markets. View video here

    18 minutes
    		Jan 10, 2024

    Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview

    Falling US inflation and possible Fed easing are increasing talk of a soft landing rath...

    24 minutes
    		Jan 01, 2024

    It’s Mostly a Paper Moon: Alternative Investments Review

    A review on industry returns in private equity, venture capital, hedge funds, commercia...

    21 minutes
    		Dec 05, 2023

    Not That 70’s Show

    Six questions and answers on the intersection between geopolitics, US politics and fina...

    26 minutes
    		Nov 14, 2023