Eye On The Market

By Michael CembalestBusiness Investing

Eye On The Market episodes

April 02, 2024 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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20 min
March 05, 2024 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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23 min
February 08, 2024 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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20 min
January 23, 2024 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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12 min
January 17, 2024 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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16 min
January 10, 2024 Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes
The impact of weight loss drugs on equity markets.
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19 min
January 01, 2024 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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25 min
December 05, 2023 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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22 min
November 14, 2023 Not That 70’s Show
Six questions and answers on the intersection between geopolitics, US politics and financial markets
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27 min
October 16, 2023 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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23 min