Eye On The Market

221

Investing #127

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

Redacted
Apr 2, 2025 – 13:00
Fifty Days of Grey
Mar 12, 2025 – 18:07
Heliocentrism: Objects may be further away than they appear
Mar 4, 2025 – 19:58
From Here to Eternity
Feb 13, 2025 – 10:30
Inauguruption: the flurry of Trump 2.0 executive orders
Jan 21, 2025 – 19:45
Eye on the Market Outlook 2025: The Alchemists
Jan 1, 2025 – 36:13
The Year of Living Dangerously
Dec 10, 2024 – 16:34
"Kamilton": the 2024 election and who tells your story
Nov 6, 2024 – 20:02
The Thucydides cap on the China equity rebound trade
Oct 17, 2024 – 14:14
Mind the Gap: a historically polarized US election
Sep 30, 2024 – 29:24
A severe case of COVIDIA: prognosis for an AI-driven US equity market
Sep 3, 2024 – 25:26
There’s no place like home
Aug 27, 2024 – 18:38
The Lion in Winter
Jul 23, 2024 – 16:43
The Supreme Court vs the Regulatory State
Jul 9, 2024 – 19:51
A Piece of the Action
Jun 6, 2024 – 09:09
Animal Farm
May 15, 2024 – 23:33
Cicadian Rhythms
Apr 24, 2024 – 23:31
The Good, the Bad and the Ugly
Apr 2, 2024 – 19:14
Electravision
Mar 5, 2024 – 22:12
Five Easy Pieces
Feb 8, 2024 – 19:11
Medical Complications
Jan 23, 2024 – 11:49
Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises
Jan 17, 2024 – 15:52
Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes
Jan 10, 2024 – 18:14
Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview
Jan 1, 2024 – 24:23
It’s Mostly a Paper Moon: Alternative Investments Review
Dec 5, 2023 – 21:12
Not That 70’s Show
Nov 14, 2023 – 26:26
New York, Just Like I Pictured It
Oct 16, 2023 – 22:40
What was I made for: Large Language Models in the Real World
Sep 26, 2023 – 17:43
The Rasputin Effect
Aug 2, 2023 – 20:55
Mr. Toad’s Wild Ride
Jul 18, 2023 – 12:27
Letters to the Editor
Jun 14, 2023 – 16:17
Too Long at the Fair
May 23, 2023 – 09:30
The Places We Could Go
Apr 25, 2023 – 16:11
Frankenstein’s Monster
Apr 10, 2023 – 18:44
Growing Pains: The Renewable Transition in Adolescence
Mar 28, 2023 – 18:46
Winter Heating
Feb 21, 2023 – 16:28
American Gothic
Jan 24, 2023 – 09:20
The End of the Affair
Jan 1, 2023 – 26:49
Holiday Eye on the Market: Non-Fungible Trainwreck
Dec 1, 2022 – 15:43
A CH₄, HR4346 and mRNA-1273 Thanksgiving
Nov 2, 2022 – 14:57
Reruns
Oct 19, 2022 – 15:33
Arrested Development
Sep 26, 2022 – 14:19
On CPI, S&P, GHG and the IRS
Sep 6, 2022 – 18:42
Independence Days
Jun 27, 2022 – 18:29
The Elephants in the Room: Part Four, Whydrogen
Jun 15, 2022 – 22:32
The Elephants in the Room: Part Three, Electrification of home heating
May 26, 2022 – 15:47
Bear Market Barometers
May 17, 2022 – 10:44
The Elephants in the Room: Part Two, Transmission and electric vehicles
May 11, 2022 – 19:33
The Elephants in the Room
May 11, 2022 – 18:20
Surveying the Damage
Mar 22, 2022 – 15:35

Recent Reviews

Graysonip

Smart & Insightful

Experience matters. In an era of noise and opinions lacking experience, this is a smart, insightful voice. Kudos.
James Bance

I like it

Useful, pragmatic, and interesting. Looking forward to him including crypto assets into the conversation, once they’ve reached sufficient maturity.
Yogi Sunset

Not that 70s show

He comments on Europes Tax Policy. But neglects to mention that this was Janet Yellens policy. This uniform tax policy on corporates was Bidenomics. The US is getting what it wanted.
victorl25

Smart perspective

Excellent podcast on how current events affecting markets: smart, factual, and often offers a unique perspective.
asthmatc

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.
Shanta Shanta!!!

We love you Mr. Cembalest

Thank you for your insights.
Mrs. Prickles

Great market synopsis

Thanks for your insights, research and candid views.
TerryTXNM

Sound quality

Michael, please keep consistent distance from microphone, don’t move to and fro, and don’t touch microphone while speaking.
MPWHIT

Honest and Independent

I love this Podcast! Keep the episodes coming.
Fed up in HK

Deep insight, data driven analysis couched in extraordinary knowledge of history

He is hands down the most informative and entertaining market seer that I am aware of. “Entertaining “ is relevant because he deals in overwhelming volumes of data which are potentially smothering, even to someone who has spent 50 years on Wall Street as I have. His ironic wit enlivens them to the reader’s benefit. Unlike many commentators, he leaves his ideology and politics at home where they belong, along with hysterical and extreme prognostication. Well done and much appreciated.
drshakal

Masterful and Balanced

Sane observations in a sensationalistic / attention grabbing medium
SoulRyders

Does Not Treat People Like Fellow Human-beings

He needs to get over himself. Smart guy but could care less about anybody that reads his work. Don’t bother asking him any questions or complimenting his work.
Phild2400

The verdict

Let me guess you office out of New York
Avid Disipuli

Excellent Research, Well Articulated

The Eye On The Market always contains objective, well researched analysis and Cembalest delivers it well (with just the right pinch of dry humor on occasion).
FranknPay

Great way to supplement reading EOTM

I really enjoyed listening to Cembalest and his guest flesh out some of the ideas in the paper. I think it would be great to do this for more/all EOTM to help readers further understand and appreciate the thought that goes into each piece.