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Artwork for Eye On The Market

Eye On The Market

Michael Cembalest
Covid-19
Vaccines
Oil Prices
Geopolitical Risk
Private Equity
Weight Loss Drugs
GLP Medications
Real Estate Development
Long COVID
Agricultural Investing
Real Estate
China
Tesla
Energy Prices
Venture Capital
Japan
Equity Markets
Opioid Epidemic
Drug Safety
Measles Outbreaks

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

PublishesTwice monthlyEpisodes100Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Eye On The Market

Latest Episodes

While the prior decade was defined by disruption in content distribution, the next decade will be defined by disruption in content creation, augmented by generative AI. This month’s Eye on the Market looks at the rapidly shifting fortunes in legacy c... more

Mad Libs. This piece is not about how mad liberals are at the administration, although the latest polling data indicates that it could be. Instead, it’s a fill-in-the-blank exercise regarding the impact of tariffs and immigration policy on growth, th... more

In this piece, we look at the AI and data center takeover, and the OpenAI-Oracle deal; the US government equity investment in Intel, the origins of TSMC and how many countries support national champions via industrial policy; efforts in China to redu... more

Assessing US earnings and economic trends during one of the broadest policy shifts since FDR; partisan redistricting, the Supreme Court, the Census and the balance in the US House of Representatives.

View video here

Key Facts

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Number of Listeners
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Host

Michael Cembalest
Chairman of Market and Investment Strategy and host, known for providing data-driven insights into market trends and economic policies.

Reviews

4.7 out of 5 stars from 474 ratings
  • Smart & Insightful

    Experience matters.

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

    Apple Podcasts
    5
    Graysonip
    United States9 months 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 Podcasts
    4
    James Bance
    United 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 Podcasts
    1
    Yogi Sunset
    United States2 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 Podcasts
    5
    TWEETY952ME
    Canada3 years ago
  • Smart perspective

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

    Apple Podcasts
    5
    victorl25
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful and factual nature of the discussions, often highlighting the host's ability to distill complex topics into understandable insights.
Some criticisms have emerged regarding the host's demeanor, suggesting he could be more approachable or engaging in conversations.
Positive reviews frequently refer to the podcast as a valuable resource for anyone invested in understanding market dynamics and economic trends.
Many reviews commend the combination of data-driven analysis with historical context, making it both informative and engaging.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Summer mailbag
Q: What are the current trends in the equity markets related to YUCs?
The share of unprofitable companies has decreased, suggesting a more favorable environment for risk-taking.
Summer mailbag
Q: Is China constraining exports of rare earth materials to the US?
Yes, China has reduced its rare earth exports to the US significantly as part of its strategy during tariff discussions.
Summer mailbag
Q: Why is there such a long backlog for natural gas turbines?
The backlog exists due to tight supplies, delivery times reaching three to seven years, and rising prices due to labor shortages and increased demand for gas turbine projects.
Not That 70’s Show
Q: How does the energy landscape in the U.S. compare to the 1970s?
The U.S. is now a net energy exporter, significantly reducing its sensitivity to energy price shocks compared to the 1970s.
Not That 70’s Show
Q: How will international taxation impact U.S. sovereignty?
International taxation in Europe may impose unfair burdens on U.S. companies, effectively infringing upon U.S. sovereignty through its one-size-fits-all tax policies.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Eye On The Market

What is Eye On The Market about and what kind of topics does it cover?

Focusing on the intricate connections between market dynamics, economic policies, and substantial investment trends, the discussion often highlights specific sectors such as healthcare, technology, and sustainable energy. Through a mix of in-depth analysis and personal narratives, a variety of subjects are covered, including corporate profits, tariffs, and government spending. The insights offered by the host, with a background in financial services, appear to cater to listeners seeking a deeper understanding of contemporary economic shifts and investment opportunities.

This content stands out due to its blend of factual data, historical interpretations, and the host's unique ability to simplify complex financial concepts, which is likely t... 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 Memo by Howard Marks

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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