All Episodes
Eye On The Market — 100 episodes
Califoreboding
Rear Window
The Year of the Trojan Fire Horse
The Summer I Turned Pretty
Semiquincententacles
Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets
Abandon Ship!
Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream
Fighting Words: The Energy Transition in 2026
Supply and The Mam
Eye on the Market Outlook 2026: Smothering Heights
The Deep End: 2025 Alternative Investments Review
The winter of our discontent: generative AI disrupts the entertainment industry content moat
Mad Libs: just fill in the blanks
The Blob: Capital, China, Chips, Chicago and Chilliwack
Fair Shakes
Summer mailbag
Time Flies: Twenty Years of Eye on the Market
"OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups
Chicken Hawks: a quick note on the US budget reconciliation bill
Back to our Regularly Scheduled Programming
Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker
Redacted
Fifty Days of Grey
Heliocentrism: Objects may be further away than they appear
From Here to Eternity
Inauguruption: the flurry of Trump 2.0 executive orders
Eye on the Market Outlook 2025: The Alchemists
The Year of Living Dangerously
"Kamilton": the 2024 election and who tells your story
The Thucydides cap on the China equity rebound trade
Mind the Gap: a historically polarized US election
A severe case of COVIDIA: prognosis for an AI-driven US equity market
There’s no place like home
The Lion in Winter
The Supreme Court vs the Regulatory State
A Piece of the Action
Animal Farm
Cicadian Rhythms
The Good, the Bad and the Ugly
Electravision
Five Easy Pieces
Medical Complications
Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises
Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes
Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview
It’s Mostly a Paper Moon: Alternative Investments Review
Not That 70’s Show
New York, Just Like I Pictured It
What was I made for: Large Language Models in the Real World
The Rasputin Effect
Mr. Toad’s Wild Ride
Letters to the Editor
Too Long at the Fair
The Places We Could Go
Frankenstein’s Monster
Growing Pains: The Renewable Transition in Adolescence
Winter Heating
American Gothic
The End of the Affair
Holiday Eye on the Market: Non-Fungible Trainwreck
A CH₄, HR4346 and mRNA-1273 Thanksgiving
Reruns
Arrested Development
On CPI, S&P, GHG and the IRS
Independence Days
The Elephants in the Room: Part Four, Whydrogen
The Elephants in the Room: Part Three, Electrification of home heating
Bear Market Barometers
The Elephants in the Room: Part Two, Transmission and electric vehicles
The Elephants in the Room
Surveying the Damage
China and the Russian invasion of Ukraine
Webcast replay: Russia, Ukraine and implications for investors
Risk unwind, supply chains and the Ukraine
Middle Ages
The Thing
Help Wanted
Dude, Where’s My Stuff
Spaccine hesitancy
Red Med Redemption
Thy Brother’s Keeper
Food Fight: 2021 Private Equity Update
Future Shock
Absolute Value
Interest rate pretzels and the Zoom shock on real estate
Very short stories
Hydraulic Spacking
Fear of Flying
Outlook 2021: The Hazmat Recovery
Holiday Eye on the Market: The Winter of Our Discontent
The Armageddonists, Revisited
Quiet Flows the Don
Buckle Up
Election 2020 - Praying for Time
The Needle and the Damage Done
COVID Research: Charts of the Week (August 17)
COVID Research: Charts of the Week
Blinded by Science: the US recovery, virus surge and scientific trust gap
Stargazing: Tenth Annual Eye on the Market Energy Paper