Podcast Episodes

Outlook 2021: The Hazmat Recovery

Episode 6

Michael Cembalest’s views on what will drive markets and the economy in 2021, as well as the challenges we face that stimulus and vaccines can’t solve.

Published on 5 years ago

Holiday Eye on the Market: The Winter of Our Discontent

Episode 5

The belief in election illegitimacy is spreading faster than COVID. With field reporting from Alexander Fleming, Rutherford B Hayes, Richard III, Bob Newhart and the Attorney General of Ohio.

Published on 5 years ago

The Armageddonists, Revisited

Episode 4

The Armageddonists were not rescued from underperformance purgatory by COVID, and markets are at all-time highs again with prospects for further gains in 2021.   However, I can think of something tha…

Published on 5 years, 1 month ago

Quiet Flows the Don

Episode 3

For the first time in 100 years, a challenger unseated an incumbent President at a time of strong economic and market tailwinds. However, the election delivered a clearer referendum on the President …

Published on 5 years, 1 month ago

Buckle Up

Episode 2

The problem with states that do not allow pre-election processing of absentee ballots; a COVID Rorschach test; Trump and Biden deficit explosions, equity market impacts and trends that are being pric…

Published on 5 years, 2 months ago

Election 2020 - Praying for Time

Episode 1

The election as referendum on America: how well does the “system” work, and for whom?

Published on 5 years, 3 months ago

The Needle and the Damage Done

The cost of engineering a US recovery as the world waits for a vaccine; Biden agenda on taxes/spending; Tech stocks (2020 vs 1999); COVID and The Fountainhead; US election rules, dates and process in…

Published on 5 years, 3 months ago

COVID Research: Charts of the Week (August 17)

US virus decline plateaus; UK is a long way from herd immunity; A post-COVID US housing shift to less dense locations with cheaper land; Lost in Translation: T-cell knowns and unknowns, and financial…

Published on 5 years, 4 months ago

COVID Research: Charts of the Week

US infection plateau; Liz Cheney; Hong Kong’s reaction to a mini second wave; Phase I Oxford vaccine antibody response; US spending and hospitalization trends; an update on infections in US hotspots …

Published on 5 years, 5 months ago

Blinded by Science: the US recovery, virus surge and scientific trust gap

US recovery marches on; why deaths are diverging from sharply rising infections; the American scientific trust gap vs the rest of the world; energy paper client Q&A.

Published on 5 years, 5 months ago