112 Episodes

  1. Arrested Development

    Published: 26/09/2022
  2. On CPI, S&P, GHG and the IRS

    Published: 06/09/2022
  3. Independence Days

    Published: 27/06/2022
  4. The Elephants in the Room: Part Four, Whydrogen

    Published: 15/06/2022
  5. The Elephants in the Room: Part Three, Electrification of home heating

    Published: 26/05/2022
  6. Bear Market Barometers

    Published: 17/05/2022
  7. The Elephants in the Room: Part Two, Transmission and electric vehicles

    Published: 11/05/2022
  8. The Elephants in the Room

    Published: 11/05/2022
  9. Surveying the Damage

    Published: 22/03/2022
  10. China and the Russian invasion of Ukraine

    Published: 07/03/2022
  11. Webcast replay: Russia, Ukraine and implications for investors

    Published: 04/03/2022
  12. Risk unwind, supply chains and the Ukraine

    Published: 15/02/2022
  13. Middle Ages

    Published: 06/12/2021
  14. The Thing

    Published: 15/11/2021
  15. Help Wanted

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

    Published: 27/09/2021
  17. Spaccine hesitancy

    Published: 19/08/2021
  18. Red Med Redemption

    Published: 26/07/2021
  19. Thy Brother’s Keeper

    Published: 13/07/2021
  20. Food Fight: 2021 Private Equity Update

    Published: 28/06/2021

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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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