エピソード

  • Supply and The Mam

    Supply and The Mam
    2026/02/05

    New York City now has one of the tightest housing markets since 1960.

    Watch the video
    続きを読む 一部表示
    25 分
  • Eye on the Market Outlook 2026: Smothering Heights

    Eye on the Market Outlook 2026: Smothering Heights
    2026/01/01

    In this year’s EOTM Outlook by Michael Cembalest, we focus on four risks: US power generation constraints, China on its own, Taiwan and hyperscaler profits.

    View video here
    続きを読む 一部表示
    36 分
  • Mad Libs: just fill in the blanks

    Mad Libs: just fill in the blanks
    2025/10/16

    Mad Libs. This piece is not about how mad liberals are at the administration, although the latest polling data indicates that it could be. Instead, it’s a fill-in-the-blank exercise regarding the impact of tariffs and immigration policy on growth, the impact of Chinese critical mineral export restrictions, Oracle’s debt levels and borrowing capacity, central bank gold reserves and the gender balance of psychiatric medication.

    View video here
    続きを読む 一部表示
    21 分
  • Summer mailbag

    Summer mailbag
    2025/07/29

    Every summer, I answer questions from the Eye on the Market client mailbag.

    View video here
    続きを読む 一部表示
    43 分