Eye On The Market podcast

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43:43

Wyatt Flores is a 23-year-old singer-songwriter from Stillwater, Oklahoma, who’s making a name for himself in the Red Dirt music scene, building on the musical legacy of his home state. He grew up on a ranch in a working-class family where he was surrounded by musicians, often hearing them play cowboy songs around a campfire. His father, a drummer, built him a stage in the backyard when he recognized his talent, and his Uncle Bobby taught him how to play guitar. Now Wyatt is playing in front of thousands of fans, singing at the Grand Ole Opry, and writing songs that are winning audiences with their honesty, heart, and vulnerability. His debut album, Welcome to the Plains, explores the rough—and sometimes violent—side of growing up in rural Oklahoma, but it also shows a talent for storytelling and a wry sense of humor. Sid talks to Wyatt about why he’s so happy to be back in Stillwater after a couple of years in Nashville, the mental health struggles he’s openly shared with his fans, the family member he wants to have on his podcast, and why his favorite food is a breakfast burrito. Learn more about your ad choices. Visit podcastchoices.com/adchoices…

Eye On The Market

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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.

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Eye On The Market

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updated 29 днів тому

Поширити

Головна серій•Feed

Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.

110 епізодів

#Morgan #Jpmorgan #Private #Wealth #Clients #Cembalest #Investing #Volatility #Money #Michael Cembalest #News #Trading #Business #Banking #IT Management #Marketing #Recess #EOTM

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Eye On The Market

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Chicken Hawks: a quick note on the US budget reconciliation bill 16:29

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A brief note on the debt and deficit impacts of the House budget reconciliation bill, Henery Hawk and Foghorn Leghorn. View video here

Eye On The Market

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Back to our Regularly Scheduled Programming 29:49

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29:49

With some kind of tariff equilibrium possibly within reach, we return to some regularly scheduled programming: artificial intelligence and language models which were the primary drivers of equity markets before the trade wars began. View video here

Eye On The Market

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Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker 26:07

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Like his predecessor Robespierre, Dogespierre (Elon Musk) also brought down the proverbial guillotine with indiscriminate cuts to Federal employment, contracts, leases and grants. With Dogespierre now stepping back to spend more time on his core businesses, we take an early look at DOGE’s impact on US government spending, the likely overestimation of estimated savings, negative fiscal feedback loops from firing IRS workers, conflicts of interest and possible consequences of DOGE spending cuts. Also: the latest data from the Trump Tracker and some comments on the Spanish power outage. View video here…

Eye On The Market

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Redacted 13:00

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Straight talk from the CEO front lines on Liberation Day. Almost all the news on tariffs and declining CEO business confidence that’s fit to print, with only a few minor redactions. View video here

Eye On The Market

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Fifty Days of Grey 18:07

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Here’s the interesting thing about the stock market: it cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; it has no gender, ethnicity or religion; it cannot be fired, furloughed or defunded; it cannot be primaried before the next midterm elections; and it cannot be seized, nationalized or invaded. It’s the ultimate voting machine, reflecting prospects for earnings growth, stability, liquidity, inflation, taxation and predictable rule of law. While market consensus assumed the administration would carefully balance inflationary, anti-growth policies with pro-growth policies, it has come storming out of the gate with more of the former than the latter. The only surprise is that it’s happening before 50 days has passed since the inauguration. View video here…

Eye On The Market

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Heliocentrism: Objects may be further away than they appear 19:58

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Solar capacity is booming around the world, both utility scale and residential applications, and is often accompanied by energy storage whose costs are declining as well. Yet after $9 trillion globally over the last decade spent on wind, solar, electric vehicles, energy storage, electrified heat and power grids, the renewable transition is still a linear one; the renewable share of final energy consumption is slowly advancing at 0.3%-0.6% per year. Our 15th annual energy paper covers the speed of the transition, electrification, the changing planet, the high cost of decarbonization in Europe, nuclear power, the Los Angeles fires, Trump 2.0 energy policies, renewable aviation fuels, superconductivity, methane tracking and the continually wilting prospects for the hydrogen economy. View transcript View video here…

Eye On The Market

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From Here to Eternity 10:30

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From Here to Eternity: tracking Trump’s economic, market and constitutional milestones Whether you’re elated or despondent about the blizzard of changes taking place in Washington, let me remind you of something: two years is an eternity in US politics. In this month’s note, we include a Trump policy impact tracker, and an assessment of the statutory and constitutional challenges that Trump policies face as the administration explores the outer limits of executive power. View video here…

Eye On The Market

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Inauguruption: the flurry of Trump 2.0 executive orders 19:45

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Trump 2.0 is a hodgepodge of distinctly American political strains: the bare-knuckled nationalism and anti-elitism of Andrew Jackson, the tariff-loving protectionism of William McKinley, the small-government/pro-business policies of Calvin Coolidge, the unforgiving enemies lists of Richard Nixon, the deportation policies of Dwight Eisenhower, the manifest destiny of James Polk and the isolationism of 1914-era Woodrow Wilson. American First policies announced yesterday create risks for investors since its supply side benefits collide with its inflationary tendencies; there’s not a lot of room for error at a time of elevated US equity multiples. View video here…

Eye On The Market

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Eye on the Market Outlook 2025: The Alchemists 36:13

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Eye On The Market

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The Year of Living Dangerously 16:34

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I was visited by six ghosts recently warning me of dangers related to predictions, allocations, apparitions, legalizations, expurgations and ablations. Here’s what they said. View video here

Eye On The Market

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"Kamilton": the 2024 election and who tells your story 20:02

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A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications of a supply side boost from deregulation clashing against inflationary impulses of tariffs and deportations. The ten year Treasury will be the most reliable barometer of all. To conclude, an ode to vaccines and an RFK bibliography.…

Eye On The Market

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The Thucydides cap on the China equity rebound trade 14:14

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For participants in the China equity rebound trade: once you hit your return targets, take the money and run. Click here to read the full PDF and view the video.

Eye On The Market

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Mind the Gap: a historically polarized US election 29:24

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Candidate policy comparisons in a historically polarized US Election; China stimulus package The US is about to conduct its most polarized Presidential election in 100 years. Today’s note looks at candidate policy differences and implications for investors: government spending, taxation, tariffs, trade, immigration, regulation, NATO, energy, price controls and the Electoral College. We conclude with analysis of the China stimulus package, which might have a better chance of succeeding than recent failed efforts.…

Eye On The Market

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A severe case of COVIDIA: prognosis for an AI-driven US equity market 25:26

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NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial production and capital spending. View video here

Eye On The Market

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There’s no place like home 18:38

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