Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, po
I asked Chat GPT-4 questions on economics, markets, energy and politics that my analysts and I worke
Global resilience to higher rates View transcript View video and charts here
The impact of underperforming 2020 and 2021 US IPOs View transcript with chart references
Comments on mega-cap stocks and artificial intelligence. Then, it’s time for some of my unsolicited
Time to retire the US/Emerging Markets barbell for a while View transcript with chart references
Before getting into the US$ discussion, three quick things. First, despite strong US data in Q1 and
Frankenstein’s Monster: banking system deposits and the unintended fallout from the Fed’s monetary e
Renewables are growing but don’t always behave the way you want them to. This year’s topics include
The large language model battles begin: a look at the future of web search, conventional wisdom mach
The Federal debt and how the Visigoths may try to break the system if no one fixes it View transcrip
The affair with the market catalysts of the last decade is over now, and a new era of investing begi
Holiday Eye on the Market: the YUCs, the MUCs, FTX, the Gensler Rule and the Summers Rule
In the October Eye on the Market I wrote about how in 6 of 7 post-war recessions, equity markets pre
Reruns: how equity declines precede the fall in earnings, growth and employment during recessions; n
Arrested Development: the pressure on profit margins, the tightest labor markets in decades and whet
Three topics in this month’s Eye on the Market. First, an update on the Fed, inflation and corporate
Topics: A revised map of the United States; investing in equities before a recession; Russia’s natur
Hydrogen use cases may be much narrower than advertised, and the timeline is a very long one
Fossil fuel bans, heat pumps and electrification of winter heating: What will happen to transmission
The slowdown induced by central bank tightening is just starting. Be patient when adding risk to por
PodQuest PodQuest Podcast Discovery Engine