Global Macro Update Archive

Something phenomenal happened in 2001. Humanity generated more information in a single year than it had in all of human history, combined, up to that point.

The appetite for nuclear energy is growing fast. Here in the US, most adults now favor expanding our nuclear power capabilities because it’s a great alternative to fossil fuels. Unlike wind or solar, nuclear provides energy around the clock. So, why haven’t we built more nuclear power plants?

Several respected geopolitical analysts say the US is already in a Cold War with China.

My goal for Global Macro Update is to help you navigate a complicated macroeconomic landscape. I intentionally avoid commenting on politics, unless it directly affects our investment themes.

In seasoned investment circles, nearly everyone reads the memos from Howard Marks, the co-chairman of Oaktree Capital Management, which he’s been writing for his clients since 1990.

No investor wants to miss the wave of a massive, transformational technology. Spot these big shifts early, and you have a chance at Nvidia-like returns.

As promised, we are back with a new interview for Global Macro Update. My guest Harris Kupperman, or “Kuppy” as he’s colloquially known, believes we are entering a golden age of macro investing.

Investors often ignore geopolitics, usually to their benefit. Now might be one of those times when we should pay attention. In the past few weeks, hostilities between East and West have accelerated. It’s a worrisome trend.

I’ve been hiking trail through Scotland and Ireland for the past couple weeks. My wife had wanted to walk the West Highland Way for years. We finally did it, and it was spectacular.

The price of oil is hovering around $76 per barrel, 38% off its 5-year high. With so much geopolitical tension, why isn’t it higher?

Could the markets increase another 50% by 2030? That sounds wildly optimistic to some, but my guests today believe it’s more likely than not.

Copper prices have exploded higher, up 33% year to date.