49 episódios

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

Eye On The Marke‪t‬ Michael Cembalest

    • Investimentos
    • 5.0 • 1 avaliação

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

    Very short stories

    Very short stories

    Short stories on the global recovery, plummeting COVID infections, Larry Summers & the bond market, SPAC sponsors, renewable energy, the Texas power outage and the battle for the Republican Party.

    • 19 min
    Hydraulic Spacking

    Hydraulic Spacking

    In this month’s note, we look first at the SPAC capital raising boom. Our main focus: returns to date for SPAC sponsors and investors, and the large wealth transfers taking place among SPAC participants. Second topic: Biden’s early stage energy policies (ban on new oil & gas leases on Federal lands, Keystone XL pipeline termination and conversion of Federal fleet to EVs) will probably end up increasing US oil & gas imports more than they reduce emissions.

    • 16 min
    Fear of Flying

    Fear of Flying

    Equity markets are flying. So is COVID. So are corporate reactions to Congressional objectors.

    • 18 min
    Outlook 2021: The Hazmat Recovery

    Outlook 2021: The Hazmat Recovery

    Michael Cembalest’s views on what will drive markets and the economy in 2021, as well as the challenges we face that stimulus and vaccines can’t solve.

    • 10 min
    Holiday Eye on the Market: The Winter of Our Discontent

    Holiday Eye on the Market: The Winter of Our Discontent

    The belief in election illegitimacy is spreading faster than COVID. With field reporting from Alexander Fleming, Rutherford B Hayes, Richard III, Bob Newhart and the Attorney General of Ohio.

    • 14 min
    The Armageddonists, Revisited

    The Armageddonists, Revisited

    The Armageddonists were not rescued from underperformance purgatory by COVID, and markets are at all-time highs again with prospects for further gains in 2021.   However, I can think of something that could rescue them, at least temporarily: the risk of electoral illegitimacy and Constitutional mayhem on January 6th.

    • 14 min

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