Global Macro Update Archive

This week, I spoke with Sam Rines, Managing Director of Corbu Research and author of After Normal: Making Sense of the Global Economy.

As you’ll see in this week’s Global Macro Update interview with Dr. Michael Roizen of the Cleveland Clinic, our understanding of the human lifespan is about to undergo more change in the next decade than it has in the last century.

Guest Louis Gave, CEO of Gavekal Research, and Ed D'Agostino discussed inflation, interest rates, China, and Europe plus what specific actions investors can take to protect their portfolios today and beyond. 

Guest Emily de La Bruyère, a senior fellow at Foundation for Defense of Democracies (FDD) and the founder of Horizon Advisory joins Ed D'Agostino to discuss China’s economic role in the global ecosystem as well as US-China decoupling.

Today, I spoke with Jacob Shapiro, director of geopolitical research at Cognitive Investments. We discussed the long-term effects Nancy Pelosi’s visit could have on US-China relations, and much, much more.

Today I spoke with economist and agriculture expert Dan Basse of AgResource. The discussion was more than I expected—the US and the world are facing serious food security issues. Dan goes into great detail during our discussion.

Guest Amy Myers discusses how digital technology could reshape world energy markets…what this could mean for the future of oil… the convergence of automation, artificial intelligence, and big-data analytics…plus much more.

George Friedman and Ed D'Agostino discussed the very sad news of the assassination of former Japanese Prime Minister Shinzo Abe last week and… the massive geopolitical story the mainstream media is overlooking… and why Japan’s Liberal Democratic Party strongly favors restoring Japan’s military capacity, what that means for the Pacific… and more.

In this episode of Global Macro Update, Ed D'Agostino and Peter Boockvar, chief investment officer and portfolio manager for Bleakley Advisory Group, discuss unique challenges in today’s inflationary environment.

In this episode of Global Macro Update, John Mauldin and Ed D'Agostino discussed why this is the most challenging investing environment in recent memory… the likelihood of the Fed engineering a “soft landing”… and more.

In this episode of Global Macro Update, Jacob Shapiro discusses what’s next in the Russia-Ukraine conflict… frightening consequences of global supply chain disruption… an underreported but dangerous global crisis brewing… and more.

In this episode of Global Macro Update, Gary Shilling discussed sector winners and losers from the Russia-Ukraine war… why we might already be in recession… the Fed’s next move… and more.