Eye On The Market

Michael Cembalest

Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.

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Eye On The Market

Episodes (100)

Monday Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream
Mar 3rd Fighting Words: The Energy Transition in 2026
Feb 5th Supply and The Mam

Eye On The Market

Apr 6, 2026
18¼ minutes
25 MB

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 officers, and a US fossil fuel reliance fever dream. Watch the video

Eye On The Market

Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream

Michael Cembalest

00:00 -18:17