Eye On The Market – Details, episodes & analysis
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Apple Podcasts
🇬🇧 Great Britain - investing
10/08/2025#92🇺🇸 USA - investing
09/08/2025#87🇺🇸 USA - investing
08/08/2025#74🇬🇧 Great Britain - investing
07/08/2025#73🇺🇸 USA - investing
07/08/2025#56🇨🇦 Canada - investing
06/08/2025#78🇬🇧 Great Britain - investing
06/08/2025#42🇺🇸 USA - investing
06/08/2025#42🇨🇦 Canada - investing
05/08/2025#50🇬🇧 Great Britain - investing
05/08/2025#59
Spotify
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See allScore global : 38%
Publication history
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There’s no place like home
Episode 63
mardi 27 août 2024 • Duration 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.
The Lion in Winter
Episode 62
mardi 23 juillet 2024 • Duration 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.
Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises
Episode 53
mercredi 17 janvier 2024 • Duration 15:52
A top ten list on what might happen… not what will happen, in honor of strategist Byron Wien
Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes
Episode 52
mercredi 10 janvier 2024 • Duration 18:14
The impact of weight loss drugs on equity markets.
Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview
Episode 51
lundi 1 janvier 2024 • Duration 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.
It’s Mostly a Paper Moon: Alternative Investments Review
Episode 50
mardi 5 décembre 2023 • Duration 21:12
A review on industry returns in private equity, venture capital, hedge funds, commercial real estate, infrastructure and private credit
Not That 70’s Show
Episode 49
mardi 14 novembre 2023 • Duration 26:26
Six questions and answers on the intersection between geopolitics, US politics and financial markets
New York, Just Like I Pictured It
Episode 48
lundi 16 octobre 2023 • Duration 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.
What was I made for: Large Language Models in the Real World
Episode 47
mardi 26 septembre 2023 • Duration 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.
The Rasputin Effect
Episode 46
mercredi 2 août 2023 • Duration 20:55