Eye On The Market
by Michael Cembalest
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From 16 epsHost
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Recent episodes
Califoreboding
Oct 8, 2026
26m 35s
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
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.
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Total monthly reach
Based on 1 signal.
Built from
By chart position
- 🇺🇸United States · InvestingHOME#1477.3K to 38K
- 🇮🇳India · Investing#651.9K to 9.8K
- 🇰🇷South Korea · Investing#461.4K to 7.2K
- 🇬🇧United Kingdom · Investing#120784 to 4.1K
- 🇧🇷Brazil · Investing#143462 to 2.4K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
14K to 72K🎙 Biweekly cadence·100 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
19K to 103K🇺🇸53%🇮🇳14%🇰🇷10%+11 more - Active Followers
Loyal subscribers who consistently listen
7.8K to 41K
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Reach across major podcast platforms, updated hourly
Total Followers
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/8/26 | Califoreboding | 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 returns and growth attributable to AI, the sustainability of US equity markets close to all-time highs, Anthropic’s dire warnings about open weight models and cyber risks, rising stress in private credit and European deindustrialization. Watch the video | 26m 35s | ||||||
| 9/1/26 | market analysissectors+3 | — | — | — | marketsectors+4 | — | 31m 32s | ||
| 8/12/26 | China's economymercantilism+3 | — | The Year of the Trojan Fire Horse | China | Chinaeconomy+4 | — | 20m 17s | ||
| 7/22/26 | cyber risksweight challenges+2 | — | — | — | cyber risksweight challenges+3 | — | 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 | ||
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| 1/1/26 | US power generationChina+3 | — | hyperscaler | USChina+1 | market outlookUS power generation+3 | — | 35m 49s | ||
| 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 | ||||||
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Chart history for Eye On The Market
Peaked at #28 in GR, currently #28 in GR.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| GR | — | #28 | #28 | — |
| PE | — | #39 | #39 | — |
| South Korea | — | #46 | #46 | — |
| India | — | #65 | #65 | — |
| HK | — | #84 | #84 | — |
| TR | — | #109 | #109 | — |
| CL | — | #109 | #109 | — |
| GR | — | #118 | #118 | — |
| United Kingdom | — | #120 | #120 | — |
| HU | — | #121 | #121 | — |
| Brazil | — | #143 | #143 | — |
| IL | — | #144 | #144 | — |
| United States | — | #147 | #147 | — |
| AR | — | #152 | #152 | — |
| Italy | — | #153 | #153 | — |
| South Africa | — | #156 | #156 | — |
| Netherlands | — | #166 | #166 | — |
| Sweden | — | #166 | #166 | — |
| PH | — | #168 | #168 | — |
| RO | — | #171 | #171 | — |
Chart Positions
26 placements across 24 markets.
Chart Positions
26 placements across 24 markets.