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Eye On The Market

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

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

PublishesTwice monthlyEpisodes100Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Eye On The Market

Latest Episodes

Take a look back at 30 standout insights which are just as relevant for the future as they were for the past.

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Throughout history, non-FDIC insured short-term dollar denominated debt redeemable at par on demand has been prone to runs, whether in money market funds, repos or uninsured deposits. Why would lightly regulated stablecoins be any different?

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A brief note on the debt and deficit impacts of the House budget reconciliation bill, Henery Hawk and Foghorn Leghorn.

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With some kind of tariff equilibrium possibly within reach, we return to some regularly scheduled programming: artificial intelligence and language models which were the primary drivers of equity markets before the trade wars began.

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Key Facts

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Similar Podcasts

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Making Sense
Making SenseJ.P. Morgan
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At Any RateJ.P. Morgan Global Research

Host

Michael Cembalest
Host of Eye On The Market and Chairman of Market and Investment Strategy for JP Morgan Asset and Wealth Management

Reviews

4.7 out of 5 stars from 443 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 States6 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 data-driven discussions, often praising the host's analytical approach to markets and economic policy.
The podcast is recognized for its depth, balancing humor with rigorous analyses, which keeps the content engaging and informative.
Critiques have emerged regarding sound quality and delivery, indicating areas for improvement in presentation styles.

Chart Rankings

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

Apple Podcasts
#124
United States/Business/Investing
Apple Podcasts
#130
United Kingdom/Business/Investing
Apple Podcasts
#249
Canada/Business/Investing
Apple Podcasts
#89
Italy/Business/Investing
Apple Podcasts
#232
France/Business/Investing
Apple Podcasts
#238
Italy/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Not That 70’s Show
Q: What do I make of the Trump-Biden election?
If Trump runs against Biden, it would be the two oldest people running for president historically, raising several complex issues about potential incapacitation and succession.
A severe case of COVIDIA: prognosis for an AI-driven US equity market
Q: Is it really going to cost $100 billion to train a single AI model in two or three years?
This is a figure cited by the CEO of Anthropic, raising concerns about the sustainability of AI model training expenditures.
A severe case of COVIDIA: prognosis for an AI-driven US equity market
Q: Is OpenAI really going to lose $5 billion this year?
There are rumors about OpenAI facing significant financial losses this year due to high operational costs.

Audience Metrics

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

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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?

Focusing on investment topics, the content features detailed analyses of economic trends, fiscal policies, and market dynamics. Episodes frequently address the intersections of politics, economics, and technology, such as the implications of tariffs, the rise of artificial intelligence within the investment landscape, and significant government budgetary strategies. The discussions often include historical parallels to present-day issues, offering listeners a context-rich perspective on current events and their potential impact on markets. This insight-driven approach is likely to appeal to those interested in financial markets, economic policies, and strategic investment decisions.

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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. Making Sense
3. Thoughts on the Market
4. At Any Rate
5. Goldman Sachs The Markets

How many episodes of Eye On The Market are there?

Eye On The Market launched 7 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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