99 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
    • 4.6 • 235 Ratings

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

    A Piece of the Action

    A Piece of the Action

    Investing in professional sports leagues and related businesses. As rules around private equity ownership of sports leagues expand, we review team valuations and profitability, emerging sports categories, streaming and broadcast revenues, the decline of regional sports networks, drivers and comparisons of league parity, relegation and financial pressures in the English Premier League, stadium subsidies, sport betting and other adjacent businesses, antitrust issues, the esports winter, the worst teams that money can buy and the best basketball players of all time.
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    • 9 min
    Animal Farm

    Animal Farm

    With spring planting season having arrived in Zone 7, it’s a good time to review agriculture from an investor’s perspective. Topics include agricultural price inflation in the wake of Russia’s invasion of Ukraine; public and private equity investments in agriculture, farmland ownership and the drivers of farmland returns; seed bio-engineering designed to reduce consumption of fertilizer, fungicide and water; and some satellite data on the immense agricultural damage occurring in Gaza and Israel. The Appendix addresses the avian flu’s impact on agriculture and the food supply.
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    • 23 min
    Cicadian Rhythms

    Cicadian Rhythms

    Cicadian Rhythms: the fading prospects of a US disinflationary boom; Japan’s structural reform/M&A emergence; and Eye on the Market mailbag responses to questions on Tesla/Musk, GLPs, housing, China, Truth Social and Meta’s latest open source model
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    • 23 min
    The Good, the Bad and the Ugly

    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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    • 19 min
    Electravision

    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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    • 22 min
    Five Easy Pieces

    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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    • 19 min

Customer Reviews

4.6 out of 5
235 Ratings

235 Ratings

victorl25 ,

Smart perspective

Excellent podcast on how current events affecting markets: smart, factual, and often offers a unique perspective.

James Bance ,

I like it

Useful, pragmatic, and interesting. Looking forward to him including crypto assets into the conversation, once they’ve reached sufficient maturity.

Yogi Sunset ,

Not that 70s show

He comments on Europes Tax Policy. But neglects to mention that this was Janet Yellens policy. This uniform tax policy on corporates was Bidenomics. The US is getting what it wanted.

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