Eye On The Market
Michael CembalestJoin Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
| Publishes | Monthly | Episodes | 100 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
The new Fed chair Kevin Warsh, like Kevin McCallister in Home Alone, faces a lonely vigil: survive until the adults get home again. The latest on inflation, rising Treasury yields, shrinking equity risk premia and pressure from the White House. Also:... more
Abandon Ship! Topics: midterm elections, Spring thaw in US economic data, Strait of Hormuz oil rationing timeline, AI and data center update, Gulf State pipe dream, Congressional redistricting and Mythos update
Summary: Despite improving US leading ... more
Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military options, the proposed Iranian toll on the Strait of ... more
Fighting Words. This year we look at energy arguments, battles and debates: the impact of data centers on power prices, the cost of solar plus storage as baseload power, the “primary energy fallacy” that ignores waste heat, the true cost of small mod... more
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Reviews
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Apple Podcasts2JMA4R
Canadaa month ago - Smart & Insightful
Experience matters.
In an era of noise and opinions lacking experience, this is a smart, insightful voice. Kudos.
Apple Podcasts5Graysonip
United Statesa year ago - I like it
Useful, pragmatic, and interesting. Looking forward to him including crypto assets into the conversation, once they’ve reached sufficient maturity.
Apple Podcasts4James BanceUnited States2 years ago - 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.
Apple Podcasts1Yogi SunsetUnited States3 years ago - Good to hear voice behind the personne
In this day & age; me Michel J Maillet finds it extremely increasingly challenging in knowing; especially trying in doing business globally; in knowing with certainty if person truly exists or if the person is a name plate on a door with an email inbox that nobody responds to and pictures taken from un mail order bribes catalogue. Such in saying; people that demonstrate signs in the of life like the Michael CEMBALEST does with certain on goings like these podcasts signifies to me Michel J Maill... more
Apple Podcasts5TWEETY952MECanada4 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #72 | United States/Business/Investing |
Apple Podcasts | #215 | United States/Business |
Apple Podcasts | #64 |  United Kingdom/Business/Investing |
Apple Podcasts | #77 | Canada/Business/Investing |
Apple Podcasts | #216 | Canada/Business |
Apple Podcasts | #218 | United Kingdom/Business |
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Frequently Asked Questions About Eye On The Market
What is Eye On The Market about and what kind of topics does it cover?
A data-driven, macro-oriented show that blends economics, policy, and markets through a seasoned host's historical perspective. Across episodes, core themes include global macro bets, energy and technology transitions, geopolitics, and the implications of policy shifts on asset prices. The host frequently connects policy debates, energy dynamics, and corporate earnings to craft scenario-based market outlooks, often using charts and forward-looking narratives to illustrate risk and opportunity for institutional investors and sophisticated listeners. The format tends to favor concise, evidence-backed analysis with a dry, sometimes contrarian, sense of humor, and it often features forward-looking questions about energy, tech capex, and the reg... more
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Which podcasts are similar to Eye On The Market?
These podcasts share a similar audience with Eye On The Market:
1. Notes on the Week Ahead
2. Insights Now
3. Making Sense
4. Odd Lots
5. The Compound and Friends
How many episodes of Eye On The Market are there?
Eye On The Market launched 8 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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