Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodes
Oct 19, 2022
Oct 19, 2022
15 min
Reruns: how equity declines precede the fall in earnings, growth and employment during recessions; new US semiconductor export policies on China and the clash of empires; and other press article extolling the renewable energy virtues of a country with little relevance for anyone else