Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Topics: A revised map of the United States; investing in equities before a recession; Russia’s natural gas squeeze on Europe leads to another rescue program for Italy; the high cost of pariah status for the oil refining industry
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
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?
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.
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
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
Excellent podcast on how current events affecting markets: smart, factual, and often offers a unique perspective.
Insightful, interesting, always outstanding
One of the funnest and most insightful podcasts I listen to; Mike Cembalest is the best of the best. I am always surprised by how much I don’t know when I listen to this podcast. Excellent work.
We love you Mr. Cembalest
Thank you for your insights.