Eye On The Market

Latest Episodes:

Electravision Mar 05, 2024

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This Eye on the Market is about the predominant vision for the future which involves the electrification of everything, powered by solar, wind, transmission and distributed energy storage.

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Five Easy Pieces Feb 08, 2024

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Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels movement, the Armageddonists and bottom-fishing in Chinese equities.

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Medical Complications Jan 23, 2024

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This Eye on the Market is about all the things that can be true at the same time. The collapse of the political middle in Congress should not be an excuse for everyone else to abandon the ability to believe things that may appear contradictory, but which are all part of a more complicated reality.

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Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises Jan 17, 2024

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A top ten list on what might happen… not what will happen, in honor of strategist Byron Wien

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Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes Jan 10, 2024

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The impact of weight loss drugs on equity markets.

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Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview Jan 01, 2024

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Falling US inflation and possible Fed easing are increasing talk of a soft landing rather than a hard landing and bear market. Our 2024 Outlook takes a closer look at equities, fixed income, China, Japan, antitrust, weight loss drugs and ten surprises for 2024.

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It’s Mostly a Paper Moon: Alternative Investments Review Dec 05, 2023

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A review on industry returns in private equity, venture capital, hedge funds, commercial real estate, infrastructure and private credit

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Not That 70’s Show Nov 14, 2023

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Six questions and answers on the intersection between geopolitics, US politics and financial markets

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New York, Just Like I Pictured It Oct 16, 2023

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Comments on NYC compared to 21 other US cities with respect to urban recovery, commercial real estate, mass transit, crime, outmigration, work-from-home trends, tax rates, economic pulse, fiscal health, unfunded pensions, energy prices, industry diversification and competitiveness.

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What was I made for: Large Language Models in the Real World Sep 26, 2023

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I asked Chat GPT-4 questions on economics, markets, energy and politics that my analysts and I worked on over the last two years. This piece reviews the results, along with the latest achievements and stumbles of generative AI models in the real world, and comments on the changing relationship between innovation, productivity and employment.

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