Eye On The Market
By Michael Cembalest
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Category: Investing
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Subscribers: 110
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Episodes: 100
Description
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
| Episode | Date |
|---|---|
|
The Deep End: 2025 Alternative Investments Review
|
Dec 02, 2025 |
|
The winter of our discontent: generative AI disrupts the entertainment industry content moat
|
Nov 05, 2025 |
|
Mad Libs: just fill in the blanks
|
Oct 16, 2025 |
|
The Blob: Capital, China, Chips, Chicago and Chilliwack
|
Sep 24, 2025 |
|
Fair Shakes
|
Sep 02, 2025 |
|
Summer mailbag
|
Jul 29, 2025 |
|
Time Flies: Twenty Years of Eye on the Market
|
Jul 09, 2025 |
|
"OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups
|
Jul 03, 2025 |
|
Chicken Hawks: a quick note on the US budget reconciliation bill
|
May 27, 2025 |
|
Back to our Regularly Scheduled Programming
|
May 13, 2025 |
|
Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker
|
May 01, 2025 |
|
Redacted
|
Apr 02, 2025 |
|
Fifty Days of Grey
|
Mar 12, 2025 |
|
Heliocentrism: Objects may be further away than they appear
|
Mar 04, 2025 |
|
From Here to Eternity
|
Feb 13, 2025 |
|
Inauguruption: the flurry of Trump 2.0 executive orders
|
Jan 21, 2025 |
|
Eye on the Market Outlook 2025: The Alchemists
|
Jan 01, 2025 |
|
The Year of Living Dangerously
|
Dec 10, 2024 |
|
"Kamilton": the 2024 election and who tells your story
|
Nov 06, 2024 |
|
The Thucydides cap on the China equity rebound trade
|
Oct 17, 2024 |
|
Mind the Gap: a historically polarized US election
|
Sep 30, 2024 |
|
A severe case of COVIDIA: prognosis for an AI-driven US equity market
|
Sep 03, 2024 |
|
There’s no place like home
|
Aug 27, 2024 |
|
The Lion in Winter
|
Jul 23, 2024 |
|
The Supreme Court vs the Regulatory State
|
Jul 09, 2024 |
|
A Piece of the Action
|
Jun 06, 2024 |
|
Animal Farm
|
May 15, 2024 |
|
Cicadian Rhythms
|
Apr 24, 2024 |
|
The Good, the Bad and the Ugly
|
Apr 02, 2024 |
|
Electravision
|
Mar 05, 2024 |
|
Five Easy Pieces
|
Feb 08, 2024 |
|
Medical Complications
|
Jan 23, 2024 |
|
Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises
|
Jan 17, 2024 |
|
Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes
|
Jan 10, 2024 |
|
Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview
|
Jan 01, 2024 |
|
It’s Mostly a Paper Moon: Alternative Investments Review
|
Dec 05, 2023 |
|
Not That 70’s Show
|
Nov 14, 2023 |
|
New York, Just Like I Pictured It
|
Oct 16, 2023 |
|
What was I made for: Large Language Models in the Real World
|
Sep 26, 2023 |
|
The Rasputin Effect
|
Aug 02, 2023 |
|
Mr. Toad’s Wild Ride
|
Jul 18, 2023 |
|
Letters to the Editor
|
Jun 14, 2023 |
|
Too Long at the Fair
|
May 23, 2023 |
|
The Places We Could Go
|
Apr 25, 2023 |
|
Frankenstein’s Monster
|
Apr 10, 2023 |
|
Growing Pains: The Renewable Transition in Adolescence
|
Mar 28, 2023 |
|
Winter Heating
|
Feb 21, 2023 |
|
American Gothic
|
Jan 24, 2023 |
|
The End of the Affair
|
Jan 02, 2023 |
|
Holiday Eye on the Market: Non-Fungible Trainwreck
|
Dec 01, 2022 |
|
A CH₄, HR4346 and mRNA-1273 Thanksgiving
|
Nov 02, 2022 |
|
Reruns
|
Oct 19, 2022 |
|
Arrested Development
|
Sep 26, 2022 |
|
On CPI, S&P, GHG and the IRS
|
Sep 06, 2022 |
|
Independence Days
|
Jun 27, 2022 |
|
The Elephants in the Room: Part Four, Whydrogen
|
Jun 15, 2022 |
|
The Elephants in the Room: Part Three, Electrification of home heating
|
May 26, 2022 |
|
Bear Market Barometers
|
May 17, 2022 |
|
The Elephants in the Room: Part Two, Transmission and electric vehicles
|
May 11, 2022 |
|
The Elephants in the Room
|
May 11, 2022 |
|
Surveying the Damage
|
Mar 22, 2022 |
|
China and the Russian invasion of Ukraine
|
Mar 07, 2022 |
|
Webcast replay: Russia, Ukraine and implications for investors
|
Mar 04, 2022 |
|
Risk unwind, supply chains and the Ukraine
|
Feb 15, 2022 |
|
Middle Ages
|
Dec 06, 2021 |
|
The Thing
|
Nov 15, 2021 |
|
Help Wanted
|
Oct 20, 2021 |
|
Dude, Where’s My Stuff
|
Sep 27, 2021 |
|
Spaccine hesitancy
|
Aug 19, 2021 |
|
Red Med Redemption
|
Jul 26, 2021 |
|
Thy Brother’s Keeper
|
Jul 13, 2021 |
|
Food Fight: 2021 Private Equity Update
|
Jun 28, 2021 |
|
Future Shock
|
May 05, 2021 |
|
Absolute Value
|
Apr 14, 2021 |
|
Interest rate pretzels and the Zoom shock on real estate
|
Mar 15, 2021 |
|
Very short stories
|
Feb 18, 2021 |
|
Hydraulic Spacking
|
Feb 08, 2021 |
|
Fear of Flying
|
Jan 19, 2021 |
|
Outlook 2021: The Hazmat Recovery
|
Jan 01, 2021 |
|
Holiday Eye on the Market: The Winter of Our Discontent
|
Dec 14, 2020 |
|
The Armageddonists, Revisited
|
Nov 18, 2020 |
|
Quiet Flows the Don
|
Nov 09, 2020 |
|
Buckle Up
|
Oct 13, 2020 |
|
Election 2020 - Praying for Time
|
Sep 30, 2020 |
|
The Needle and the Damage Done
|
Sep 04, 2020 |
|
COVID Research: Charts of the Week (August 17)
|
Aug 17, 2020 |
|
COVID Research: Charts of the Week
|
Jul 29, 2020 |
|
Blinded by Science: the US recovery, virus surge and scientific trust gap
|
Jul 07, 2020 |
|
Stargazing: Tenth Annual Eye on the Market Energy Paper
|
Jun 29, 2020 |
|
Zoom Room
|
May 26, 2020 |
|
Ready or Not: The US prepares to reopen
|
May 11, 2020 |
|
Covid-19 Update
|
Apr 17, 2020 |
|
Man vs Nature
|
Mar 29, 2020 |
|
COVID-19 update: infection rates, medical research and equity markets
|
Mar 23, 2020 |
|
Berning Man
|
Mar 05, 2020 |
|
Millions and Trillions
|
Feb 06, 2020 |
|
Rotten Tomatoes
|
Jan 17, 2020 |
|
Ghosts of Christmas Past
|
Dec 31, 2019 |
|
War of the Worlds
|
Dec 04, 2019 |
|
The Armageddonists!
|
Nov 08, 2019 |