Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Episodes
Friday Apr 17, 2020
Friday Apr 17, 2020
Michael discusses updates on the Covid19 crisis, including the potential path of decline in US infection rates, the impact of the new fed facilities, the difference between virus and serology testing, and the new vaccine efforts underway.
Sunday Mar 29, 2020
Sunday Mar 29, 2020
Michael discusses what the government can and can not fix during a pandemic. In particular, he walks through US high frequency manufacturing and consumer data, the Fed measures, the studies on Chloroquine, and infection outbreak prediction models.
Monday Mar 23, 2020
Monday Mar 23, 2020
Michael discusses the coronavirus latest infection rates by country and latitude, anti-viral and vaccine efforts, and what equity markets are pricing in.
Thursday Mar 05, 2020
Thursday Mar 05, 2020
An update on the Democratic Primary. Confounding almost every forecast we saw last week, Senator Biden appears to have emerged from Super Tuesday with a sizeable delegate lead. Why might the night have turned out so differently from what was expected just a few days ago? This week's note includes some charts and exhibits to think about.
Wednesday Feb 05, 2020
Wednesday Feb 05, 2020
Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.
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.
Wednesday Dec 04, 2019
Wednesday Dec 04, 2019
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
Friday Nov 08, 2019
Sunday Oct 06, 2019
Sunday Oct 06, 2019
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
*Disclaimer: This podcast is intended for informational / market commentary purposes only, and is a J.P. Morgan Asset Management communication on behalf of J.P. Morgan Institutional Investments, Inc. a Member of FINRA. The views and opinions expressed herein constitutes Michael Cembalest’s judgment based on current market conditions and are subject to change without notice, and may differ from those expressed by other areas of J.P. Morgan Chase & Co., its employees, subsidiaries and affiliates worldwide. Views may not be suitable for all investors, and are not intended as personal investment, tax, legal accounting advice or as a solicitation or recommendation. Outlooks and Past Performance are never guarantees of future results. This is not investment research. This podcast should not be copied, distributed, published or reproduced, in whole or part, without our express permission. We believe the information contained in this material to be reliable but do not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage arising out of its use. https://jpmorgan.com/disclaimer-eotm © 2019 JPMorgan Chase & Co.