Podcast Episodes
Back to SearchThe Elephants in the Room: Part Two, Transmission and electric vehicles
Episode 27
We continue with two topics on electrification, which is the foundation of many deep decarbonization plans: electric vehicle adoption by gasoline super-users and the transmission quagmire
Published on 3 years, 7 months ago
The Elephants in the Room
Episode 26
We start with a summary of the energy landscape, including the energy crisis in Europe, the recovery in the oil & gas sector and a warning label on industrial electrification and carbon sequestration
Published on 3 years, 7 months ago
Surveying the Damage
Episode 24
Surveying the Damage: Russia’s recurring war on Ukraine, equity market declines and the opportunity for bottom-fishing investors, the energy price surge/recession outlook in Europe, the impact of ris…
Published on 3 years, 9 months ago
China and the Russian invasion of Ukraine
Episode 23
The bulk of this note is on China, Russia’s invasion of Ukraine and the surge in natural gas, oil, coal, electricity, wheat, copper, palladium and other prices which will probably drag Europe into re…
Published on 3 years, 9 months ago
Webcast replay: Russia, Ukraine and implications for investors
Episode 22
Listen to Michael Cembalest, Chairman of Market and Investment Strategy, Monica Dicenso, Head of Global Investment Opportunities Group, and Kathryn Pasqualone, Client Advisor, North America Instituti…
Published on 3 years, 9 months ago
Risk unwind, supply chains and the Ukraine
Episode 21
Topics: Tracking the market risk unwind; Supply chain update; Ukraine; Invasion of the COVID Body Snatchers
Published on 3 years, 10 months ago
Middle Ages
Episode 20
On equity markets, the Lombards, SPAC investors, Bone-setters, George Washington, COVID bots and Omicron.
Published on 4 years ago
The Thing
Episode 19
Some things just cannot be talked about. So in this year’s Thanksgiving piece, I wrote about something else.
Published on 4 years, 1 month ago
Help Wanted
Episode 18
“Help Wanted”. We expect semiconductor, vehicle and other goods bottlenecks to resolve themselves in the months ahead, and interpret declining business surveys as the result of a temporary supply sho…
Published on 4 years, 2 months ago
Dude, Where’s My Stuff
Episode 17
The global supply chain mess will require increased global vaccination and acquired immunity, semiconductor capacity expansion and the end of extraordinary housing/labor supports to resolve. We expec…
Published on 4 years, 3 months ago