Eye On The Market
Episodes
Berning Man
05 Mar 2020
Contributed by Lukas
An update on the Democratic Primary. Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with...
Millions and Trillions
06 Feb 2020
Contributed by Lukas
Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student ...
Rotten Tomatoes
17 Jan 2020
Contributed by Lukas
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point.
Ghosts of Christmas Past
31 Dec 2019
Contributed by Lukas
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
War of the Worlds
04 Dec 2019
Contributed by Lukas
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart wa...
The Armageddonists!
08 Nov 2019
Contributed by Lukas
The Armageddonists and the price of fame.