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Eye On The Market | Wave AI Podcast Notes
Eye On The Market
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
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21 episodes
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Eye on the Market Outlook 2026: Smothering Heights
00:35:49
1/1/2026
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The Deep End: 2025 Alternative Investments Review
00:35:32
12/2/2025
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The winter of our discontent: generative AI disrupts the entertainment industry content moat
00:23:57
11/5/2025
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Mad Libs: just fill in the blanks
00:21:06
10/16/2025
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The Blob: Capital, China, Chips, Chicago and Chilliwack
00:27:07
9/24/2025
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Fair Shakes
00:33:25
9/2/2025
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Sick as a Dog: the cheapness of US healthcare stocks, and the battle over publicly funded science research
00:40:09
8/12/2025
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Summer mailbag
00:43:12
7/29/2025
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Time Flies: Twenty Years of Eye on the Market
00:12:08
7/9/2025
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"OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups
00:20:37
7/3/2025
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