Global Macro Update Archive

In this week’s Global Macro Update, you’ll hear about the potential for a 1930s-style economic crash and what can be done to prevent it... what drives a stock’s price on any given day (hint: it is not momentum)... and the popular asset class you should be avoiding if you are an individual investor.

This week, I spoke with investing legend David Rubenstein, co-founder of The Carlyle Group, one of the world’s largest private equity firms. David is the author of the newly published bestseller, How to Invest: Masters on the Craft, a fascinating tour through the minds of some of the most successful investors of our age.

This week, I spoke with Keith Fitz-Gerald, the well-known market analyst and educator, and co-founder of Keith Fitz-Gerald Research. You’ll see him on FOX Business News, CNBC, and other financial media every week. He’s the author of 5 with Fitz, a free daily letter that cuts through the noise with actionable investing and trading ideas.

This week, I was joined by my longtime friend John Mauldin, co-founder of Mauldin Economics and one of the most brilliant minds in macroeconomics. His free weekly letter, Thoughts from the Frontline, is read by hundreds of thousands of investors across the globe.

This week, I spoke with longtime friend Jared Dillian, former Wall Street trader, financial writer, and proponent of sentiment investing. His contrarian letter, The Daily Dirtnap, is read by thousands of market participants and high-net-worth investors.

This week, I spoke with Vincent Deluard, director of global macro at StoneX, an institutional financial services network.

This week, I spoke with Ben Hunt, co-founder and CIO of Epsilon Theory, a newsletter and website that examines the markets through the lenses of game theory and history.

This week, I spoke with real estate and mortgage expert Barry Habib, founder and CEO of MBS Highway. At the SIC 2022 in May, Barry accurately predicted that inflation would rise further and that mortgage rates would go up, creating a rough patch for the mortgage industry and homebuyers.

This week, I spoke with Jon Clifton, CEO of polling company Gallup and author of the new WSJ best-seller, Blind Spot: The Global Rise of Unhappiness and How Leaders Missed It.

This week, I spoke with Spencer Abraham, former US secretary of energy under President George W. Bush. Spencer currently serves as chairman of the board at Uranium Energy Corp. He was joined by Amir Adnani, founder and CEO of Uranium Energy Corp.

George Friedman, founder and chairman of Geopolitical Futures, joins me this week. He shed much-needed perspective on new developments in the Russia-Ukraine conflict.

This week I spoke with Dr. Lacy Hunt, executive vice president of Hoisington Investment Management Company. It was a fantastic conversation, and we covered a variety of timely topics.