Eye On The Market

Latest episodes

• Califoreboding

  October 8, 2026 · 27 min

  Many client questions I received last week in California were laden with a sense of foreboding: third rail questions about the US Federal debt as ten year yields blow through the Bessent Maginot line, the elevated share of US market…

• Rear Window

  September 1, 2026 · 32 min

  Over the last year, the Eye on the Market included views on sectors, rates and currencies. For this back-to-school piece, I prepared a rear window post-mortem on each. Watch the video

• The Year of the Trojan Fire Horse

  August 12, 2026 · 20 min

  The Year of the Trojan Fire Horse: China’s imbalanced economy and unrelenting mercantilism While there’s plenty of evidence to support Stephen Roach’s thesis of unsustainable imbalances in China’s economy, China is living up to…

• The Summer I Turned Pretty

  July 22, 2026 · 36 min

  I mean pretty as an adverb, as in pretty cautious on cyber risks, open and closed weight challenges to the frontier labs seeking to go public and some market technicals related to AI. Watch the video

• Semiquincententacles

  June 23, 2026 · 35 min

  Semiquincententacles: The US grip on markets on the 250th anniversary of the Declaration of Independence Behold the Aquilaceph, half-bald eagle and half-octopus. On the semiquincentennial 250th anniversary of the US Declaration of…

Full episode archive on Apple Podcasts →