Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodes
Wednesday Apr 24, 2024
Wednesday Apr 24, 2024
Cicadian Rhythms: the fading prospects of a US disinflationary boom; Japan’s structural reform/M&A emergence; and Eye on the Market mailbag responses to questions on Tesla/Musk, GLPs, housing, China, Truth Social and Meta’s latest open source model