69 episodes

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

Eye On The Market Michael Cembalest

    • Business

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

    The Elephants in the Room: Part Four, Whydrogen

    The Elephants in the Room: Part Four, Whydrogen

    Hydrogen use cases may be much narrower than advertised, and the timeline is a very long one

    • 22 min
    The Elephants in the Room: Part Three, Electrification of home heating

    The Elephants in the Room: Part Three, Electrification of home heating

    Fossil fuel bans, heat pumps and electrification of winter heating: What will happen to transmission grids at times of peak loads if no backup heating systems are in place? And what about the pace of change if bans on fossil fuels only apply to new buildings?

    • 15 min
    Bear Market Barometers

    Bear Market Barometers

    The slowdown induced by central bank tightening is just starting. Be patient when adding risk to portfolios. Valuations have declined materially but the price paid for high earnings growth is still elevated.

    • 10 min
    The Elephants in the Room: Part Two, Transmission and electric vehicles

    The Elephants in the Room: Part Two, Transmission and electric vehicles

    We continue with two topics on electrification, which is the foundation of many deep decarbonization plans: electric vehicle adoption by gasoline super-users and the transmission quagmire

    • 19 min
    The Elephants in the Room

    The Elephants in the Room

    We start with a summary of the energy landscape, including the energy crisis in Europe, the recovery in the oil & gas sector and a warning label on industrial electrification and carbon sequestration

    • 18 min
    Surveying the Damage

    Surveying the Damage

    Surveying the Damage: Russia’s recurring war on Ukraine, equity market declines and the opportunity for bottom-fishing investors, the energy price surge/recession outlook in Europe, the impact of rising metals prices on EV battery costs, the COVID situation in Hong Kong and the latest on ivermectin

    • 15 min

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