Eye On The Market – Details, episodes & analysis

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Eye On The Market

Eye On The Market

Michael Cembalest

Business

Frequency: 1 episode/24d. Total Eps: 100

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

Recent rankings

Latest chart positions across Apple Podcasts and Spotify rankings.

Apple Podcasts

  • 🇨🇦 Canada - investing

    01/08/2025
    #17
  • 🇨🇦 Canada - business

    01/08/2025
    #46
  • 🇬🇧 Great Britain - investing

    01/08/2025
    #25
  • 🇬🇧 Great Britain - business

    01/08/2025
    #83
  • 🇩🇪 Germany - investing

    01/08/2025
    #92
  • 🇺🇸 USA - investing

    01/08/2025
    #15
  • 🇺🇸 USA - business

    01/08/2025
    #74
  • 🇨🇦 Canada - investing

    31/07/2025
    #23
  • 🇨🇦 Canada - business

    31/07/2025
    #57
  • 🇬🇧 Great Britain - investing

    31/07/2025
    #25

Spotify

    No recent rankings available



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RSS feed quality
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Score global : 38%


Publication history

Monthly episode publishing history over the past years.

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Latest published episodes

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There’s no place like home

Episode 63

mardi 27 août 2024Duration 18:38

A surge in the Japanese Yen is resulting in home repatriation of Yen-funded positions overseas, and close-out of Yen-funded positions abroad. While Google was found guilty of home bias anti-competitive search engine behavior, any judicial remedies may be worse for recipients of Google’s “shelf space” payments than for Google itself. Work-from-home trends have plateaued at ~30%, which has important implications for distressed office investors. Most distressed sales now require discounts of 60%+ vs pre-COVID levels; the fundamentals of the office sector explain why.

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The Lion in Winter

Episode 62

mardi 23 juillet 2024Duration 16:43

From 1930 to 2010, there were six extended periods of small cap outperformance as it dominated large cap over that entire period. But since 2010, small cap sits alongside value stocks and non-US stocks in the unholy trinity of underperforming portfolio strategies. While poor profit fundamentals argue against a prolonged period of outperformance vs large cap, small cap stocks are at their cheapest levels in the 21st century with potential market and political catalysts in their favor. First, a few words on the CrowdStrike outage.

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Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises

Episode 53

mercredi 17 janvier 2024Duration 15:52

A top ten list on what might happen… not what will happen, in honor of strategist Byron Wien

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Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes

Episode 52

mercredi 10 janvier 2024Duration 18:14

The impact of weight loss drugs on equity markets.

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Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview

Episode 51

lundi 1 janvier 2024Duration 24:23

Falling US inflation and possible Fed easing are increasing talk of a soft landing rather than a hard landing and bear market. Our 2024 Outlook takes a closer look at equities, fixed income, China, Japan, antitrust, weight loss drugs and ten surprises for 2024.

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It’s Mostly a Paper Moon: Alternative Investments Review

Episode 50

mardi 5 décembre 2023Duration 21:12

A review on industry returns in private equity, venture capital, hedge funds, commercial real estate, infrastructure and private credit

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Not That 70’s Show

Episode 49

mardi 14 novembre 2023Duration 26:26

Six questions and answers on the intersection between geopolitics, US politics and financial markets

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New York, Just Like I Pictured It

Episode 48

lundi 16 octobre 2023Duration 22:40

Comments on NYC compared to 21 other US cities with respect to urban recovery, commercial real estate, mass transit, crime, outmigration, work-from-home trends, tax rates, economic pulse, fiscal health, unfunded pensions, energy prices, industry diversification and competitiveness.

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What was I made for: Large Language Models in the Real World

Episode 47

mardi 26 septembre 2023Duration 17:43

I asked Chat GPT-4 questions on economics, markets, energy and politics that my analysts and I worked on over the last two years. This piece reviews the results, along with the latest achievements and stumbles of generative AI models in the real world, and comments on the changing relationship between innovation, productivity and employment.

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The Rasputin Effect

Episode 46

mercredi 2 août 2023Duration 20:55

Global resilience to higher rates

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