# eye market (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover eye market. Page: Feed: --- ## [The Year of the Trojan Fire Horse](https://eyeonthemarket.podbean.com/e/the-year-of-the-trojan-fire-horse-china-s-imbalanced-economy-and-energy-mercantilism/) _2026-08-12 · Eye On The Market_ 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… [Listen](https://mcdn.podbean.com/mf/web/kza8mzvnwgskg9jn/eotm-the-year-of-the-trojan-fire-horse-v1.mp3) ## [The Summer I Turned Pretty](https://eyeonthemarket.podbean.com/e/patchmageddon/) _2026-07-22 · Eye On The Market_ 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 [Listen](https://mcdn.podbean.com/mf/web/rer4sf833yn639ny/patchmageddon.mp3) ## [Semiquincententacles](https://eyeonthemarket.podbean.com/e/semiquincententacles/) _2026-06-23 · Eye On The Market_ Semiquincententacles: The US grip on markets on the 250th anniversary of the Declaration of Independence Behold the Aquilaceph, half-bald eagle and half-octopus. On the semiquincentennial 250th anniversary of the US Declaration of Independence, this imaginary beast is a metaphor for the continued US grip on financial markets. In this special issue we look at the details: US reserve currency… [Listen](https://mcdn.podbean.com/mf/web/tn2twq8f3vnv6yyn/semiquincententacles.mp3) ## [Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets](https://eyeonthemarket.podbean.com/e/home-alone-inflation-and-the-new-fed-chair-investing-in-china-s-ai-ecosystem-prediction-markets/) _2026-05-26 · Eye On The Market_ The new Fed chair Kevin Warsh, like Kevin McCallister in Home Alone, faces a lonely vigil: survive until the adults get home again. The latest on inflation, rising Treasury yields, shrinking equity risk premia and pressure from the White House. Also: investing in China’s home-grown AI ecosystem, and the predation in prediction markets. Watch the video [Listen](https://mcdn.podbean.com/mf/web/ers85majbyapyt6d/home-alone.mp3) ## [Abandon Ship!](https://eyeonthemarket.podbean.com/e/abandon-ship/) _2026-05-04 · Eye On The Market_ Abandon Ship! Topics: midterm elections, Spring thaw in US economic data, Strait of Hormuz oil rationing timeline, AI and data center update, Gulf State pipe dream, Congressional redistricting and Mythos update Summary: Despite improving US leading indicators and economic/stock market resilience, GOP House members are abandoning ship at a record pace. The midterm challenges for the GOP include… [Listen](https://mcdn.podbean.com/mf/web/ih934mbt4hwnfhh9/abandon-ship.mp3) ## [Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream](https://eyeonthemarket.podbean.com/e/salem-s-lot-gulf-war-update-the-purge-of-senior-military-officers-a-us-fossil-fuel-reliance-fever-dream/) _2026-04-06 · Eye On The Market_ Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military options, the proposed Iranian toll on the Strait of Hormuz, the cost per payload of asymmetric warfare and our commodity price tracker. Also: the history of Presidential firings of senior US military… [Listen](https://mcdn.podbean.com/mf/web/74xcjpbugsezbfi6/eotm-salems-lot.mp3) ## [Fighting Words: The Energy Transition in 2026](https://eyeonthemarket.podbean.com/e/fighting-words-the-energy-transition-in-2026/) _2026-03-03 · Eye On The Market_ 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 nuclear, China’s dominance of renewable supply chains, solid oxide fuel cells as turbine alternatives,… [Listen](https://mcdn.podbean.com/mf/web/h9fu5pa6r8dq65t8/EOTM-Energy-paper-V1.mp3) ## [Supply and The Mam](https://eyeonthemarket.podbean.com/e/supply-and-the-mam/) _2026-02-05 · Eye On The Market_ New York City now has one of the tightest housing markets since 1960. Watch the video [Listen](https://mcdn.podbean.com/mf/web/i55jphd2ka75s9i4/EOTM_-_Supply_and_the_Mam_V17kr9p.mp3) ## [Eye on the Market Outlook 2026: Smothering Heights](https://eyeonthemarket.podbean.com/e/smothering-heights/) _2026-01-01 · Eye On The Market_ 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. View video here [Listen](https://mcdn.podbean.com/mf/web/wc3vrj7a2pvw2ej5/eotm-outlook-2026.mp3) ## [Make any domain metal (Sponsored)](https://crawlproof.com/a/S0USdrQzqhb5) _2026-01-01 · **Sponsored**_ Turn any domain into a blacked-out metal landing page with an email waitlist ## [The Deep End: 2025 Alternative Investments Review](https://eyeonthemarket.podbean.com/e/the-deep-end-2025-alternative-investments-review/) _2025-12-02 · Eye On The Market_ On the surface not much has changed since our last review two years ago. View video here [Listen](https://mcdn.podbean.com/mf/web/32ty5424sk3ja5w3/eotm-the-deep-end.mp3)