Podcast Episodes
Back to SearchOn CPI, S&P, GHG and the IRS
Episode 32
Three topics in this month’s Eye on the Market. First, an update on the Fed, inflation and corporate profits since we believe the June equity market …
3 years, 8 months ago
Independence Days
Episode 31
Topics: A revised map of the United States; investing in equities before a recession; Russia’s natural gas squeeze on Europe leads to another rescue …
3 years, 10 months ago
The Elephants in the Room: Part Four, Whydrogen
Episode 30
Hydrogen use cases may be much narrower than advertised, and the timeline is a very long one
3 years, 11 months ago
The Elephants in the Room: Part Three, Electrification of home heating
Episode 29
Fossil fuel bans, heat pumps and electrification of winter heating: What will happen to transmission grids at times of peak loads if no backup heatin…
4 years ago
Bear Market Barometers
Episode 28
The slowdown induced by central bank tightening is just starting. Be patient when adding risk to portfolios. Valuations have declined materially but …
4 years ago
The 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 sup…
4 years 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 i…
4 years 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 su…
4 years, 2 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 ot…
4 years, 2 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 P…
4 years, 2 months ago