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Global Macro Update Archive

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.

THE NEXT BIG THING IS…

October 22, 2024

THE NEXT BIG THING IS…

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

Hard Times Hiding in Plain Sight

October 4, 2024

Hard Times Hiding in Plain Sight

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

Real Solutions to Runaway Energy Demand

September 27, 2024

Real Solutions to Runaway Energy Demand

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

“A natural hedge for all the mayhem”

September 20, 2024

“A natural hedge for all the mayhem”

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

The Next Oil Boom

September 13, 2024

The Next Oil Boom

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

Here’s Your 2024 Gold Briefing

September 6, 2024

Here’s Your 2024 Gold Briefing

How much gold should you own?

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