Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
Is China still the wildcard in domestic equity markets?
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
To build or not to build? To buy or not to buy? Join us in exploring the current commercial real estate market outlook.
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
What do our long-term growth and inflation forecasts say about today’s economy?
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
In today’s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.