Podcast Episodes

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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Published on 1 year, 8 months 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, transmission and distributed energy storage.

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Published on 1 year, 9 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 Chinese equities.

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Published on 1 year, 10 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 excuse for everyone else to abandon the ability to …

Published on 1 year, 11 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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Published on 1 year, 11 months ago

Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes

Episode 52

The impact of weight loss drugs on equity markets.

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Published on 1 year, 11 months ago

Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview

Episode 51

Falling US inflation and possible Fed easing are increasing talk of a soft landing rather than a hard landing and bear market. Our 2024 Outlook takes a closer look at equities, fixed income, China, J…

Published on 2 years ago

It’s Mostly a Paper Moon: Alternative Investments Review

Episode 50

A review on industry returns in private equity, venture capital, hedge funds, commercial real estate, infrastructure and private credit

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Published on 2 years ago

Not That 70’s Show

Episode 49

Six questions and answers on the intersection between geopolitics, US politics and financial markets

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Published on 2 years, 1 month ago

New York, Just Like I Pictured It

Episode 48

Comments on NYC compared to 21 other US cities with respect to urban recovery, commercial real estate, mass transit, crime, outmigration, work-from-home trends, tax rates, economic pulse, fiscal heal…

Published on 2 years, 2 months ago