ÜBER DIESE EPISODE
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.
Englisch
Vereinigte Staaten
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VERGANGENE FOLGEN SUCHEN
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WEITERE EPISODEN IN DIESEM PODCAST
While the prior decade was defined by disruption in content distribution, the next decade will be defined by disruption in content creation, augmented by generative AI. This month’s Eye on the Market looks at the rapidly shifting fortunes in legacy cable/broadcast shares vs streaming, the rise of s…
In this year’s EOTM Outlook by Michael Cembalest, we focus on four risks: US power generation constraints, China on its own, Taiwan and hyperscaler profits.
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New York City now has one of the tightest housing markets since 1960.
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On the surface not much has changed since our last review two years ago.
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Fighting Words. This year we look at energy arguments, battles and debates: the impact of data centers on power prices, the cost of solar plus storage as baseload power, the “primary energy fallacy” that ignores waste heat, the true cost of small modular reactors, Germany’s decision to shut down nu…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Michael Cembalest, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
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