Time to retire the US/Emerging Markets barbell for a while
View transcript with chart references

Too Long at the Fair

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

Business

Investing

Careers

Management & Marketing

Business News

Shopping

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.
View transcript
View video here

Animal Farm

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
View video here

Cicadian Rhythms

The Good, the Bad and the Ugly: an investor lens on tech valuations, AI, energy and the US Presidential Election.
View video here

The Good, the Bad and the Ugly

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.
View video here

Electravision

Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels movement, the Armageddonists and bottom-fishing in Chinese equities.
View video here

Too Long at the Fair

Download our free app to listen on your phone