Eye On The Market
Michael Cembalest
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodi
The Summer I Turned Pretty
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The Summer I Turned Pretty
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Semiquincententacles
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Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets
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Abandon Ship!
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Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream
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Fighting Words: The Energy Transition in 2026
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Supply and The Mam
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Eye on the Market Outlook 2026: Smothering Heights
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The Deep End: 2025 Alternative Investments Review
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The winter of our discontent: generative AI disrupts the entertainment industry content moat
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