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Global Macro Update Archive

The China Problem

February 7, 2025

The China Problem

“Conspiracies are hard to implement.”

The Opium War in Reverse

January 31, 2025

The Opium War in Reverse

China has weaponized fentanyl against the United States.

The Quantum Hype Machine

January 17, 2025

The Quantum Hype Machine

Everybody has an opinion about quantum computing lately.

Marc Andreessen on the “Vibe Shift”

January 3, 2025

Marc Andreessen on the “Vibe Shift”

We’re doing something a little different today.

The Global Race for the Arctic

December 23, 2024

The Global Race for the Arctic

The friendly relationship between the US and Canada is under strain. Many in the US believe Canada isn’t doing enough to choke off illegal immigration or to protect our shared security interests in the Arctic.

Is the Big Market Shift of 2025 Already Here?

December 20, 2024

Is the Big Market Shift of 2025 Already Here?

Hear from technical analyst Katie Stockton.

Felix Zulauf: Where to Invest in 2025

December 17, 2024

Felix Zulauf: Where to Invest in 2025

Change is all around. Or as Felix Zulauf put it during our recent discussion, “We're moving away from the world we come from.”

Jared Dillian’s State of the Union

November 22, 2024

Jared Dillian’s State of the Union

Our good friend Jared Dillian is back on Global Macro Update for a state of the union.

US-China Trade War 2.0

November 15, 2024

US-China Trade War 2.0

Right now, many people are wondering if Trump is serious about slapping a 60% tariff on all goods from China.

Join Peter Boockvar LIVE Today at 3 pm ET

November 8, 2024

Join Peter Boockvar LIVE Today at 3 pm ET

Today we’re speaking with Peter Boockvar, the chief investment officer at Bleakley Financial Group and editor of The Boock Report.

Election 2024: How Russia et al. Warp Your Vote

November 1, 2024

Election 2024: How Russia et al. Warp Your Vote

I hope we can all agree on one thing about the upcoming US election: It would be great if foreign state actors stayed out of it. Unfortunately, that is not going to happen.

How Do We Fix Social Security?

October 25, 2024

How Do We Fix Social Security?

Patrick Cox is our guest today on Global Macro Update. He is a macro economist by training, with a background in technology, including an early stint working with Netscape founder Marc Andreesen to help develop SSL encryption.

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