Episodes
Tuesday Mar 05, 2024
Electravision
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
This Eye on the Market is about the predominant vision for the future which involves the electrification of everything, powered by solar, wind, transmission and distributed energy storage.
Thursday Feb 08, 2024
Five Easy Pieces
Thursday Feb 08, 2024
Thursday Feb 08, 2024
Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels movement, the Armageddonists and bottom-fishing in Chinese equities.
Tuesday Jan 23, 2024
Medical Complications
Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
This Eye on the Market is about all the things that can be true at the same time. The collapse of the political middle in Congress should not be an excuse for everyone else to abandon the ability to believe things that may appear contradictory, but which are all part of a more complicated reality.
Wednesday Jan 17, 2024
Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
A top ten list on what might happen… not what will happen, in honor of strategist Byron Wien
Wednesday Jan 10, 2024
Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes
Wednesday Jan 10, 2024
Wednesday Jan 10, 2024
The impact of weight loss drugs on equity markets.
Monday Jan 01, 2024
Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview
Monday Jan 01, 2024
Monday Jan 01, 2024
Falling US inflation and possible Fed easing are increasing talk of a soft landing rather than a hard landing and bear market. Our 2024 Outlook takes a closer look at equities, fixed income, China, Japan, antitrust, weight loss drugs and ten surprises for 2024.
Tuesday Dec 05, 2023
It’s Mostly a Paper Moon: Alternative Investments Review
Tuesday Dec 05, 2023
Tuesday Dec 05, 2023
A review on industry returns in private equity, venture capital, hedge funds, commercial real estate, infrastructure and private credit
Tuesday Nov 14, 2023
Not That 70’s Show
Tuesday Nov 14, 2023
Tuesday Nov 14, 2023
Six questions and answers on the intersection between geopolitics, US politics and financial markets
Monday Oct 16, 2023
New York, Just Like I Pictured It
Monday Oct 16, 2023
Monday Oct 16, 2023
Comments on NYC compared to 21 other US cities with respect to urban recovery, commercial real estate, mass transit, crime, outmigration, work-from-home trends, tax rates, economic pulse, fiscal health, unfunded pensions, energy prices, industry diversification and competitiveness.
Tuesday Sep 26, 2023
What was I made for: Large Language Models in the Real World
Tuesday Sep 26, 2023
Tuesday Sep 26, 2023
I asked Chat GPT-4 questions on economics, markets, energy and politics that my analysts and I worked on over the last two years. This piece reviews the results, along with the latest achievements and stumbles of generative AI models in the real world, and comments on the changing relationship between innovation, productivity and employment.