Eye On The Market
Episodes
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.