Global Macro Update Archive

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.

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.