
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
| Publishes | Twice monthly | Episodes | 100 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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.
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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.
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
Excellent podcast on how current events affecting markets: smart, factual, and often offers a unique perspective.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #115 |
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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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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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