96 episodes
Eye On The Market Michael Cembalest
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- Business
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
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The Good, the Bad and the Ugly
The Good, the Bad and the Ugly: an investor lens on tech valuations, AI, energy and the US Presidential Election.
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Electravision
This Eye on the Market is about the predominant vision for the future which involves the electrification of everything, powered by solar, wind, transmission and distributed energy storage.
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Five Easy Pieces
Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels movement, the Armageddonists and bottom-fishing in Chinese equities.
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Medical Complications
This Eye on the Market is about all the things that can be true at the same time. The collapse of the political middle in Congress should not be an excuse for everyone else to abandon the ability to believe things that may appear contradictory, but which are all part of a more complicated reality.
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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 Wien
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Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes
The impact of weight loss drugs on equity markets.
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