Global Macro Update Archive

“BNPL” companies like Klarna, Affirm, Afterpay, and Splitit have worked with e-commerce sites to integrate these alternative payment options into popular platforms.

It’s become something of a parlor joke in certain circles to ask: “Is value investing dead?”

Some of the most exciting research underway today is taking place in an area few have ever seen.

Rosie the Robot was a memorable part of Saturday mornings for those of us of a certain age. I loved The Jetsons.

The White House released America’s AI Action Plan—the clearest signal of AI’s importance to global dominance.

Last week, we covered my concerns about AI’s impact on jobs. This week, we’ll take a look at its impact on energy demand and who pays for that energy.

Most of us are not prepared for the incredible degree of change Artificial Intelligence (AI), combined with automation, is bringing to society.

Your next Uber could be a flying “air taxi.”

Most investors would agree we’re in a different investment environment than we were a few months ago.

As the trade situation intensifies between the US and China, it’s time to think about the ripple effects of a decoupling.

There’s no substitute for experience.

There are plenty of smart people doing good work in private equity, but when self-help guru Tony Robbins is private equity’s new cheerleader, and Blackstone is buying smoothie shops, you have to wonder if things have gone too far.