Global Macro Update Archive

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.

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.