
Join 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 | InvestingBusiness | |||

The Year of the Trojan Fire Horse: China’s imbalanced economy and unrelenting mercantilism
While there’s plenty of evidence to support Stephen Roach’s thesis of unsustainable imbalances in China’s economy, China is living up to anthropomorphic chara... more
I mean pretty as an adverb, as in pretty cautious on cyber risks, open and closed weight challenges to the frontier labs seeking to go public and some market technicals related to AI.
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Semiquincententacles: The US grip on markets on the 250th anniversary of the Declaration of Independence
Behold the Aquilaceph, half-bald eagle and half-octopus. On the semiquincentennial 250th anniversary of the US Declaration of Independence, this... more
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
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Fantastic show, but for such a clearly intelligent person it’s baffling that he cannot pronounce Oregon.
ok
Experience matters.
In an era of noise and opinions lacking experience, this is a smart, insightful voice. Kudos.
Useful, pragmatic, and interesting. Looking forward to him including crypto assets into the conversation, once they’ve reached sufficient maturity.
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.
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Apple Podcasts | #173 |
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A data-forward market podcast that blends macroeconomics, policy, and asset-level implications with a heavy emphasis on trends in technology, energy, and geopolitics. Episodes frequently dissect how AI, supply chains, regulation, and central bank policy shape investment signals, often pairing charts with historical context and practical investor takeaways. Notable for its rigor, willingness to challenge conventional wisdom, and a distinctive, sometimes provocative narrative style that appeals to institutional listeners who want depth and actionable perspective rather than news briefs.
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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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Recent guests on Eye On The Market include:
1. Pat Opet
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