Eye On The Market
by Michael Cembalest
Is this your podcast?Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 29 chart positions in 29 markets.
By chart position
- 🇺🇸US · Investing#1095K to 30K
- 🇬🇧GB · Investing#1515K to 30K
- 🇨🇦CA · Investing#2005K to 30K
- 🇮🇹IT · Investing#4130K to 100K
- 🇳🇱NL · Investing#5110K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
83K to 292K🎙 Weekly cadence·100 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
166K to 584K🇮🇹17%🇺🇸5%🇬🇧5%+26 more - Active Followers
Loyal subscribers who consistently listen
50K to 175K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 13 epsHost
Recent guests
No guests detected in recent episodes.
Recent episodes
Rear Window
Sep 1, 2026
31m 32s
The Year of the Trojan Fire Horse
Aug 12, 2026
20m 17s
The Summer I Turned Pretty
Jul 22, 2026
35m 38s
Semiquincententacles
Jun 23, 2026
34m 49s
Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets
May 26, 2026
27m 16s
Social Links & Contact
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 9/1/26 | Rear Window | 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 | 31m 32s | ||||||
| 8/12/26 | The Year of the Trojan Fire Horse | 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 anthropomorphic characteristics of this year’s zodiac, the Fire Horse, in at least one regard: bold moves, self-reliance, speed, action and innovation in the energy transition. Watch the video | 20m 17s | ||||||
| 7/22/26 | The Summer I Turned Pretty | 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 | 35m 38s | ||||||
| 6/23/26 | US financial marketscapital flows+5 | — | USUS Federal+1 | — | US marketsreserve currency+5 | — | 34m 49s | ||
| 5/26/26 | inflationFederal Reserve+4 | — | White HouseChina+1 | — | inflationFederal Reserve+5 | — | 27m 16s | ||
| 5/4/26 | midterm electionsUS economic data+4 | — | Department of JusticeGOP | USStrait of Hormuz | midterm electionsGOP+5 | — | 30m 43s | ||
| 4/6/26 | Gulf War updateenergy independence+5 | — | US military | Strait of HormuzUS+1 | Gulf Warenergy independence+5 | — | 18m 17s | ||
| 3/3/26 | energy transitionrenewable energy+5 | — | Jeep Wrangler hybridsolid oxide fuel cells+4 | — | energy argumentsdata centers+5 | — | 39m 43s | ||
| 2/5/26 | housing marketNew York City+3 | — | — | New York City | housing marketNew York City+5 | — | 25m 16s | ||
| 1/1/26 | US power generationChina+3 | — | hyperscaler | USChina+1 | market outlookUS power generation+3 | — | 35m 49s | ||
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| 12/2/25 | alternative investmentsmarket review+1 | — | — | — | alternative investments2025+3 | — | 35m 32s | ||
| 11/5/25 | generative AIentertainment industry+4 | — | legacy cable/broadcaststreaming+2 | — | generative AIentertainment+6 | — | 23m 57s | ||
| 10/16/25 | tariffsimmigration policy+4 | — | Oracle | ChinaUnited States | tariffsimmigration+5 | — | 21m 06s | ||
| 9/24/25 | AI takeoverdata centers+5 | — | OpenAIOracle+2 | ChinaChicago+2 | AIdata centers+8 | — | 27m 07s | ||
| 9/2/25 | US earningseconomic trends+5 | — | Supreme CourtCensus | USUS House of Representatives | US earningseconomic trends+5 | — | 33m 25s | ||
| 7/29/25 | client questionsmarket analysis+3 | — | — | — | mailbagquestions+3 | — | 43m 12s | ||
| 7/9/25 | Time Flies: Twenty Years of Eye on the Market | Take a look back at 30 standout insights which are just as relevant for the future as they were for the past. Explore our insights | 12m 08s | ||||||
| 7/3/25 | "OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups | Throughout history, non-FDIC insured short-term dollar denominated debt redeemable at par on demand has been prone to runs, whether in money market funds, repos or uninsured deposits. Why would lightly regulated stablecoins be any different? View video here | 20m 37s | ||||||
| 5/27/25 | Chicken Hawks: a quick note on the US budget reconciliation bill | A brief note on the debt and deficit impacts of the House budget reconciliation bill, Henery Hawk and Foghorn Leghorn. View video here | 16m 29s | ||||||
| 5/13/25 | Back to our Regularly Scheduled Programming | With some kind of tariff equilibrium possibly within reach, we return to some regularly scheduled programming: artificial intelligence and language models which were the primary drivers of equity markets before the trade wars began. View video here | 29m 49s | ||||||
| 5/1/25 | Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker | Like his predecessor Robespierre, Dogespierre (Elon Musk) also brought down the proverbial guillotine with indiscriminate cuts to Federal employment, contracts, leases and grants. With Dogespierre now stepping back to spend more time on his core businesses, we take an early look at DOGE’s impact on US government spending, the likely overestimation of estimated savings, negative fiscal feedback loops from firing IRS workers, conflicts of interest and possible consequences of DOGE spending cuts. Also: the latest data from the Trump Tracker and some comments on the Spanish power outage. View video here | 26m 07s | ||||||
| 4/2/25 | Redacted | Straight talk from the CEO front lines on Liberation Day. Almost all the news on tariffs and declining CEO business confidence that’s fit to print, with only a few minor redactions. View video here | 13m 00s | ||||||
| 3/12/25 | Fifty Days of Grey | Here’s the interesting thing about the stock market: it cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; it has no gender, ethnicity or religion; it cannot be fired, furloughed or defunded; it cannot be primaried before the next midterm elections; and it cannot be seized, nationalized or invaded. It’s the ultimate voting machine, reflecting prospects for earnings growth, stability, liquidity, inflation, taxation and predictable rule of law. While market consensus assumed the administration would carefully balance inflationary, anti-growth policies with pro-growth policies, it has come storming out of the gate with more of the former than the latter. The only surprise is that it’s happening before 50 days has passed since the inauguration. View video here | 18m 07s | ||||||
| 3/4/25 | Heliocentrism: Objects may be further away than they appear | Solar capacity is booming around the world, both utility scale and residential applications, and is often accompanied by energy storage whose costs are declining as well. Yet after $9 trillion globally over the last decade spent on wind, solar, electric vehicles, energy storage, electrified heat and power grids, the renewable transition is still a linear one; the renewable share of final energy consumption is slowly advancing at 0.3%-0.6% per year. Our 15th annual energy paper covers the speed of the transition, electrification, the changing planet, the high cost of decarbonization in Europe, nuclear power, the Los Angeles fires, Trump 2.0 energy policies, renewable aviation fuels, superconductivity, methane tracking and the continually wilting prospects for the hydrogen economy. View transcript View video here | 19m 58s | ||||||
| 2/13/25 | From Here to Eternity | From Here to Eternity: tracking Trump’s economic, market and constitutional milestones Whether you’re elated or despondent about the blizzard of changes taking place in Washington, let me remind you of something: two years is an eternity in US politics. In this month’s note, we include a Trump policy impact tracker, and an assessment of the statutory and constitutional challenges that Trump policies face as the administration explores the outer limits of executive power. View video here | 10m 30s | ||||||
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Chart history for Eye On The Market
Peaked at #25 in AR, currently #25 in AR.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| AR | — | #25 | #25 | — |
| HK | — | #27 | #27 | — |
| GR | — | #28 | #28 | — |
| TH | — | #32 | #32 | — |
| Norway | — | #38 | #38 | — |
| Italy | — | #41 | #41 | — |
| VN | — | #41 | #41 | — |
| Netherlands | — | #51 | #51 | — |
| IS | — | #60 | #60 | — |
| Brazil | — | #61 | #61 | — |
| Japan | — | #69 | #69 | — |
| France | — | #70 | #70 | — |
| Ireland | — | #73 | #73 | — |
| Denmark | — | #73 | #73 | — |
| PE | — | #80 | #80 | — |
| CO | — | #81 | #81 | — |
| HK | — | #85 | #85 | — |
| RO | — | #104 | #104 | — |
| Mexico | — | #104 | #104 | — |
| CL | — | #107 | #107 | — |
Chart Positions
35 placements across 29 markets.
Chart Positions
35 placements across 29 markets.