Global Macro Update Archive

Much ink has been spilled over TikTok’s threat to national security, by me and others. Karim Hijazi is my guest today on Global Macro Update. While you’ve likely not heard his name before, you should hear what he has to say about cybersecurity and its impact on all of us and the economy at large.

The path to the US’s energy future is becoming obvious. Over time, nuclear will become one of, if not the primary, sources of energy feeding our ever-growing demand for electricity. China and India are far ahead of the US on this, with hundreds of new reactors slated for construction.

We are speaking with QI Research founder Danielle DiMartino Booth about recession signals, how America lost its ability to budget, and whether we’re barreling toward stagflation.

So much happened in the spring of 2020 that it’s easy to forget we were on track for a recession just before COVID hit. QI Research founder Danielle DiMartino Booth mentioned this during her presentation with Lacy Hunt at our Strategic Investment Conference.

Many people would like to lean more heavily on fossil fuel alternatives, including me, but until we build more nuclear power plants, the world will continue to run on oil and gas.

Gold has continued to reach new highs since I wrote about it a couple of weeks ago. Demand isn’t coming from individual investors. It’s coming from central banks, particularly China’s. Nick Glinsman, my guest today on Global Macro Update, adds a twist.

Have you seen the price of natural gas lately?

You’ll hear all about bitcoin and the vast crypto ecosystem in my latest Global Macro Update interview with Stephen McBride.

Apple CEO Tim Cook has a China problem.

Inflation is proving stickier than anyone would have hoped. Lyn Alden, my guest today on Global Macro Update, offers a cogent explanation of why, likening it to the fiscal-driven inflation of the 1940s.

Gold started this week at an all-time high. It’s up about 10% since the start of the year.

Is big tech cooling off?