112 Episodes

  1. Arrested Development

    Published: 9/26/2022
  2. On CPI, S&P, GHG and the IRS

    Published: 9/6/2022
  3. Independence Days

    Published: 6/27/2022
  4. The Elephants in the Room: Part Four, Whydrogen

    Published: 6/15/2022
  5. The Elephants in the Room: Part Three, Electrification of home heating

    Published: 5/26/2022
  6. Bear Market Barometers

    Published: 5/17/2022
  7. The Elephants in the Room: Part Two, Transmission and electric vehicles

    Published: 5/11/2022
  8. The Elephants in the Room

    Published: 5/11/2022
  9. Surveying the Damage

    Published: 3/22/2022
  10. China and the Russian invasion of Ukraine

    Published: 3/7/2022
  11. Webcast replay: Russia, Ukraine and implications for investors

    Published: 3/4/2022
  12. Risk unwind, supply chains and the Ukraine

    Published: 2/15/2022
  13. Middle Ages

    Published: 12/6/2021
  14. The Thing

    Published: 11/15/2021
  15. Help Wanted

    Published: 10/20/2021
  16. Dude, Where’s My Stuff

    Published: 9/27/2021
  17. Spaccine hesitancy

    Published: 8/19/2021
  18. Red Med Redemption

    Published: 7/26/2021
  19. Thy Brother’s Keeper

    Published: 7/13/2021
  20. Food Fight: 2021 Private Equity Update

    Published: 6/28/2021

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