The Diary Of A CEO with Steven Bartlett
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Eye On The Market
by Michael Cembalest
Today: #198 in Business on our combined chart.
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Today’s combined position on our country charts, alongside the US charts above.
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Ranking history
History builds daily. We started tracking this show on the Business, Canada chart recently, so the trend line appears after a second day of data.
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| Date | Combined Rank | Apple Podcasts |
|---|---|---|
| Oct 9 | #152 | #152 |
About the show
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Latest episodes
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Califoreboding
October 8, 2026 · 27 minMany 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…
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Rear Window
September 1, 2026 · 32 minOver 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
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The Year of the Trojan Fire Horse
August 12, 2026 · 20 minThe 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…
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The Summer I Turned Pretty
July 22, 2026 · 36 minI 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
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Semiquincententacles
June 23, 2026 · 35 minSemiquincententacles: 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…
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Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets
May 26, 2026 · 27 minThe new Fed chair Kevin Warsh, like Kevin McCallister in Home Alone, faces a lonely vigil: survive until the adults get home again. The latest on inflation, rising Treasury yields, shrinking equity risk premia and pressure from the White…
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Abandon Ship!
May 4, 2026 · 31 minAbandon Ship! Topics: midterm elections, Spring thaw in US economic data, Strait of Hormuz oil rationing timeline, AI and data center update, Gulf State pipe dream, Congressional redistricting and Mythos update Summary: Despite improving…
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Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream
April 6, 2026 · 18 minSalem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military options, the proposed Iranian toll on the…