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Eye On The Market

Michael Cembalest

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

  • 23 minutes 31 seconds
    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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    24 April 2024, 12:10 pm
  • 19 minutes 14 seconds
    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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    2 April 2024, 4:35 pm
  • 22 minutes 12 seconds
    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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    5 March 2024, 10:00 am
  • 19 minutes 11 seconds
    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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    8 February 2024, 3:06 pm
  • 11 minutes 49 seconds
    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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    23 January 2024, 2:44 pm
  • 15 minutes 52 seconds
    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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    17 January 2024, 11:00 am
  • 18 minutes 14 seconds
    Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes

    The impact of weight loss drugs on equity markets.

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    10 January 2024, 12:00 pm
  • 24 minutes 23 seconds
    Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview

    Falling US inflation and possible Fed easing are increasing talk of a soft landing rather than a hard landing and bear market. Our 2024 Outlook takes a closer look at equities, fixed income, China, Japan, antitrust, weight loss drugs and ten surprises for 2024.

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    1 January 2024, 11:14 am
  • 21 minutes 12 seconds
    It’s Mostly a Paper Moon: Alternative Investments Review

    A review on industry returns in private equity, venture capital, hedge funds, commercial real estate, infrastructure and private credit

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    5 December 2023, 2:14 pm
  • 26 minutes 26 seconds
    Not That 70’s Show

    Six questions and answers on the intersection between geopolitics, US politics and financial markets

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    14 November 2023, 2:47 pm
  • 22 minutes 40 seconds
    New York, Just Like I Pictured It

    Comments on NYC compared to 21 other US cities with respect to urban recovery, commercial real estate, mass transit, crime, outmigration, work-from-home trends, tax rates, economic pulse, fiscal health, unfunded pensions, energy prices, industry diversification and competitiveness.

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    16 October 2023, 2:24 pm
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