Global Macro Update Archive

I’m an investor, but I have a speculative side.

I spoke with Dr. Hunt this week about the state of the US economy, which he says is in a “very precarious situation.”

We are wrapping up our energy series today with Mark Mills, Executive Director of the National Center for Energy Analytics.

Today, we’re continuing our energy series with Jan Stuart, who last joined us on Global Macro Update over a year ago.

Oil prices have dropped 22.55% since their April peak. Will they reverse course soon?

How much gold should you own?

Building resiliency, in part by reducing the US economy’s dependence on China, is a recurring theme here at Global Macro Update. I see it as essential to strengthening our long-term economic and national security.

Early in my career, I worked at a small brokerage doing mergers and acquisitions. Our buyer base included private equity groups. These were smart people, with deep industry knowledge that allowed them to add real value to the businesses they bought. They would grow the businesses over a period of five or so years, and then sell—capitalism at its best.

We delve further into dollar weaponization in our interview, along with Saleha’s unique take on US populism.

Copper prices have pulled back since peaking in May at $5.12, but the long-term bull case for copper remains strong.

Economist Bill White on the age of scarcity with higher interest rates, higher inflation, and the “guns and butter” problem.

This week we continue our conversation about strengthening US and Western resiliency.