Michael Cembalest

Eye On The Market

Michael Cembalest discusses diverse investment themes, covering economics, policies, and market trends to provide insights for informed decision-making.

Listen on Apple Podcasts

Recent Episodes

Dec 10, 2024

The Year of Living Dangerously

E69 • 17 mins

Nov 6, 2024

"Kamilton": the 2024 election and who tells your story

E67 • 20 mins

Oct 17, 2024

The Thucydides cap on the China equity rebound trade

E66 • 14 mins

Sep 30, 2024

Mind the Gap: a historically polarized US election

E65 • 29 mins

Sep 3, 2024

A severe case of COVIDIA: prognosis for an AI-driven US equity market

E64 • 25 mins

Language
English
Country
Greece