by Michael Cembalest
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
Language
🇺🇲
Publishing Since
1/29/2018
Email Addresses
0 available
Phone Numbers
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April 2, 2025
Host Jeffrey Kleintop discusses the impact of tariffs and declining CEO business confidence on the market
March 12, 2025
Host Michael Cuggino discusses the stock market's resilience and the administration's early economic policies
March 4, 2025
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
Dr. David Kelly
Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
J.P. Morgan
J.P. Morgan Global Research
Morgan Stanley
Goldman Sachs
Client Strategy Office
Goldman Sachs
J.P. Morgan Global Research
Adam Crisafulli
Oaktree Capital Management
Bloomberg
Ted Seides – Allocator and Asset Management Expert
Bloomberg
Bloomberg
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