Ranked #1
Lost in space: The search for democratic socialism in the real world
Lost in space: The search for democratic socialism in the real world
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he... Read more
24 Jun 2019
•
6mins
Ranked #2
Trump tariffs in context
Trump tariffs in context
In this episode, Michael Cembalest takes a look at the recent tariff announcements in the context of historical tariffs ... Read more
15 Jun 2018
•
5mins
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Ranked #3
The Arc and the Covenants
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Michael Cembalest takes a unique look at US states, cities, and counties using his signature comprehensive debt ratio. W... Read more
17 May 2018
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9mins
Ranked #4
The room where it happens
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Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congr... Read more
25 Jun 2018
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8mins
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Chinese handcuffs
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Michael Cembalest discusses his latest Eye on the Market. Topics include the underappreciated risks of Chinese retaliati... Read more
29 May 2018
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Ranked #6
The Late Show
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Michael Cembalest discusses his latest Eye on the Market, The Late Show. He considers why despite strong US earnings gro... Read more
8 May 2018
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Ranked #7
America, First
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3 Sep 2018
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The song remains the same
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Michael Cembalest discusses his latest Eye on the Market, The song remains the same. Michael reviews current market dyna... Read more
23 Jul 2018
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Ranked #9
Election 2020 - Praying for Time
Election 2020 - Praying for Time
The election as referendum on America: how well does the “system” work, and for whom?
30 Sep 2020
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11mins
Ranked #10
COVID Research: Charts of the Week
COVID Research: Charts of the Week
US infection plateau; Liz Cheney; Hong Kong’s reaction to a mini second wave; Phase I Oxford vaccine antibody response; ... Read more
29 Jul 2020
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11mins
Ranked #11
Stargazing: Tenth Annual Eye on the Market Energy Paper
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While COVID temporarily reduced global CO2 emissions to 2006 levels, a faster and broader renewable energy transition wi... Read more
29 Jun 2020
•
16mins
Ranked #12
Zoom Room
Zoom Room
In this week’s Eye on the Market, we review topics from our recent client Zoom calls. Topics include: risk of inflation,... Read more
26 May 2020
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15mins
Ranked #13
Ready or Not: The US prepares to reopen
Ready or Not: The US prepares to reopen
An update on the COVID-19 crisis as the US prepares to reopen despite having one of the highest infection rates in the w... Read more
11 May 2020
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13mins
Ranked #14
Covid-19 Update
Covid-19 Update
Michael discusses updates on the Covid19 crisis, including the potential path of decline in US infection rates, the impa... Read more
17 Apr 2020
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8mins
Ranked #15
Man vs Nature
Man vs Nature
Michael discusses what the government can and can not fix during a pandemic. In particular, he walks through US high fre... Read more
29 Mar 2020
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10mins
Ranked #16
COVID-19 update: infection rates, medical research and equity markets
COVID-19 update: infection rates, medical research and equity markets
Michael discusses the coronavirus latest infection rates by country and latitude, anti-viral and vaccine efforts, and wh... Read more
23 Mar 2020
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12mins
Ranked #17
Berning Man
Berning Man
An update on the Democratic Primary. Confounding almost every forecast we saw last week, Senator Biden appears to have e... Read more
5 Mar 2020
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20mins
Ranked #18
Millions and Trillions
Millions and Trillions
Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and... Read more
6 Feb 2020
•
17mins
Ranked #19
Rotten Tomatoes
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Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point.
17 Jan 2020
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8mins
Ranked #20
Ghosts of Christmas Past
Ghosts of Christmas Past
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war we... Read more
31 Dec 2019
•
15mins
