Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodes
Friday Jan 17, 2020
Friday Jan 17, 2020
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point.
Tuesday Dec 31, 2019
Tuesday Dec 31, 2019
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.