Podcast Episodes
Back to SearchStargazing: 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 more permanent reductions. This year’s topics include…
Published on 5 years, 6 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, the effectiveness of lockdowns and Biden’s taxation…
Published on 5 years, 7 months 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: monoclonal antibodies and anti-viral trials; the growi…
Published on 5 years, 7 months 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, the difference between virus and serology testing…
Published on 5 years, 8 months 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 consumer data, the Fed measures, the studies on Chloro…
Published on 5 years, 9 months ago
COVID-19 update: infection rates, medical research and equity markets
Michael discusses the coronavirus latest infection rates by country and latitude, anti-viral and vaccine efforts, and what equity markets are pricing in.
Published on 5 years, 9 months ago
Berning Man
An update on the Democratic Primary. Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead. Why might the night ha…
Published on 5 years, 9 months ago
Millions and Trillions
Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.
Published on 5 years, 10 months ago
Rotten Tomatoes
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point.
Published on 5 years, 11 months ago
Ghosts of Christmas Past
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
Published on 6 years ago