Podcast Episodes

Fair Shakes

Episode 83

Assessing US earnings and economic trends during one of the broadest policy shifts since FDR; partisan redistricting, the Supreme Court, the Census a…

8 months, 3 weeks ago

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Sick as a Dog: the cheapness of US healthcare stocks, and the battle over publicly funded science research

Episode 82

For three decades until 2020, US healthcare stocks generated roughly the same returns as the tech sector, and with much less volatility. Things have …

9 months, 2 weeks ago

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Summer mailbag

Episode 81

Every summer, I answer questions from the Eye on the Market client mailbag.

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9 months, 3 weeks ago

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Time Flies: Twenty Years of Eye on the Market

Episode 80

Take a look back at 30 standout insights which are just as relevant for the future as they were for the past.

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10 months, 2 weeks ago

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"OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups

Episode 79

Throughout history, non-FDIC insured short-term dollar denominated debt redeemable at par on demand has been prone to runs, whether in money market f…

10 months, 3 weeks ago

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Chicken Hawks: a quick note on the US budget reconciliation bill

Episode 78

A brief note on the debt and deficit impacts of the House budget reconciliation bill, Henery Hawk and Foghorn Leghorn.

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11 months, 4 weeks ago

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Back to our Regularly Scheduled Programming

Episode 77

With some kind of tariff equilibrium possibly within reach, we return to some regularly scheduled programming: artificial intelligence and language m…

1 year ago

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Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker

Episode 76

Like his predecessor Robespierre, Dogespierre (Elon Musk) also brought down the proverbial guillotine with indiscriminate cuts to Federal employment…

1 year ago

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Redacted

Episode 75

Straight talk from the CEO front lines on Liberation Day. Almost all the news on tariffs and declining CEO business confidence that’s fit to print, w…

1 year, 1 month ago

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Fifty Days of Grey

Episode 74

Here’s the interesting thing about the stock market: it cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; i…

1 year, 2 months ago

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