Podcast Episodes
Back to SearchThe Lion in Winter
Episode 62
From 1930 to 2010, there were six extended periods of small cap outperformance as it dominated large cap over that entire period. But since 2010, sm…
1 year, 10 months ago
The Supreme Court vs the Regulatory State
Episode 61
The Supreme Court vs the Regulatory State. Recent Supreme Court rulings may now usher in the largest pushback on the regulatory state since the Reaga…
1 year, 10 months ago
A Piece of the Action
Episode 60
Investing in professional sports leagues and related businesses. As rules around private equity ownership of sports leagues expand, we review team va…
1 year, 11 months ago
Animal Farm
Episode 59
With spring planting season having arrived in Zone 7, it’s a good time to review agriculture from an investor’s perspective. Topics include agricultu…
2 years ago
Cicadian Rhythms
Episode 58
Cicadian Rhythms: the fading prospects of a US disinflationary boom; Japan’s structural reform/M&A emergence; and Eye on the Market mailbag responses…
2 years, 1 month ago
The Good, the Bad and the Ugly
Episode 57
The Good, the Bad and the Ugly: an investor lens on tech valuations, AI, energy and the US Presidential Election.
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2 years, 1 month ago
Electravision
Episode 56
This Eye on the Market is about the predominant vision for the future which involves the electrification of everything, powered by solar, wind, tran…
2 years, 2 months ago
Five Easy Pieces
Episode 55
Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels movement, the Armageddonists and bottom-fishing in Chine…
2 years, 3 months ago
Medical Complications
Episode 54
This Eye on the Market is about all the things that can be true at the same time. The collapse of the political middle in Congress should not be an e…
2 years, 4 months ago
Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises
Episode 53
A top ten list on what might happen… not what will happen, in honor of strategist Byron Wien
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2 years, 4 months ago