29 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

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

    Millions and Trillions

    Millions and Trillions

    Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.

    • 17 min
    Rotten Tomatoes

    Rotten Tomatoes

    Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point.

    • 8 min
    Ghosts of Christmas Past

    Ghosts of Christmas Past

    Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.

    • 15 min
    War of the Worlds

    War of the Worlds

    In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.

    • 11 min
    The Armageddonists!

    The Armageddonists!

    The Armageddonists and the price of fame.

    • 10 min
    Warren Peace

    Warren Peace

    A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
     
    *Disclaimer: This podcast is intended for informational / market commentary purposes only, and is a J.P. Morgan Asset Management communication on behalf of J.P. Morgan Institutional Investments, Inc. a Member of FINRA. The views and opinions expressed herein constitutes Michael Cembalest’s judgment based on current market conditions and are subject to change without notice, and may differ from those expressed by other areas of J.P. Morgan Chase & Co., its employees, subsidiaries and affiliates worldwide. Views may not be suitable for all investors, and are not intended as personal investment, tax, legal accounting advice or as a solicitation or recommendation. Outlooks and Past Performance are never guarantees of future results. This is not investment research. This podcast should not be copied, distributed, published or reproduced, in whole or part, without our express permission. We believe the information contained in this material to be reliable but do not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage arising out of its use. https://jpmorgan.com/disclaimer-eotm © 2019 JPMorgan Chase & Co.

    • 10 min

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