Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodes
Wednesday Nov 06, 2024
Wednesday Nov 06, 2024
A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications of a supply side boost from deregulation clashing against inflationary impulses of tariffs and deportations. The ten year Treasury will be the most reliable barometer of all. To conclude, an ode to vaccines and an RFK bibliography.