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