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On this special episode of Live From The Compound, Downtown Josh Brown and Michael Batnick are joined by one of the most popular and requested guests in Compound history, Mr. Michael Cembalest. His work has shaped how professionals and institutions think about markets for decades. Michael is the Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management. He authors the widely followed Eye on the Market, a research publication known for its sharp analysis, irreverent tone, and deep dives into market, economic, and geopolitical issues. With over 35 years of experience, Michael is one of the most respected investment strategists on Wall Street. Today we are here to mark the 20th anniversary of Eye on the Market, his influential research note that’s become must-read material for investors around the world. We’ll talk about some of the most memorable charts, boldest calls, and enduring themes from his archive—and what they can teach us about the markets today.

More from Michael:
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►00:00 - Intro
►01:14 - Eye on the Market, 20th Anniversary
►04:49 - What was your best call?
►08:22 - Stories that never got told
►15:07 - Greatest Hits from Eye on the Market
►28:42 - Market Signals
►34:18 - The Market Bottoms First
►43:41 - Humor and Tariffs
►47:39 - European Markets
►53:53 - Leadership
►01:05:18 - Looking Ahead

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-yo...

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