Podcast Episodes
Back to SearchElection 2020 - Praying for Time
Episode 1
The election as referendum on America: how well does the “system” work, and for whom?
5 years, 7 months ago
The Needle and the Damage Done
The cost of engineering a US recovery as the world waits for a vaccine; Biden agenda on taxes/spending; Tech stocks (2020 vs 1999); COVID and The Fou…
5 years, 8 months ago
COVID Research: Charts of the Week (August 17)
US virus decline plateaus; UK is a long way from herd immunity; A post-COVID US housing shift to less dense locations with cheaper land; Lost in Tran…
5 years, 9 months ago
COVID Research: Charts of the Week
US infection plateau; Liz Cheney; Hong Kong’s reaction to a mini second wave; Phase I Oxford vaccine antibody response; US spending and hospitalizati…
5 years, 9 months ago
Blinded by Science: the US recovery, virus surge and scientific trust gap
US recovery marches on; why deaths are diverging from sharply rising infections; the American scientific trust gap vs the rest of the world; energy p…
5 years, 10 months ago
Stargazing: Tenth Annual Eye on the Market Energy Paper
While COVID temporarily reduced global CO2 emissions to 2006 levels, a faster and broader renewable energy transition will be needed to result in mor…
5 years, 10 months ago
Zoom Room
In this week’s Eye on the Market, we review topics from our recent client Zoom calls. Topics include: risk of inflation, second waves of infection, t…
6 years ago
Ready or Not: The US prepares to reopen
An update on the COVID-19 crisis as the US prepares to reopen despite having one of the highest infection rates in the world. Additional topics: mono…
6 years ago
Covid-19 Update
Michael discusses updates on the Covid19 crisis, including the potential path of decline in US infection rates, the impact of the new fed facilities,…
6 years, 1 month ago
Man vs Nature
Michael discusses what the government can and can not fix during a pandemic. In particular, he walks through US high frequency manufacturing and cons…
6 years, 1 month ago