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Global Macro Update Archive

One Financial Decision Trumps Everything

February 2, 2024

One Financial Decision Trumps Everything

Today, we have Jared Dillian back on Global Macro Update to discuss the Fed, a better way to manage money, and his latest book, No Worries: How to Live a Stress-Free Financial Life.

We’re in a “Rivalry That Could Go Hot”

January 26, 2024

We’re in a “Rivalry That Could Go Hot”

The thought of risking American lives and resources over a little island off mainland China leaves most Americans perplexed. That is understandable.

Are We on a Collision Course with China?

January 18, 2024

Are We on a Collision Course with China?

We are at the onset of a shift in the markets. In the years ahead, investors won’t be able to rely on broad-based ETFs to deliver great returns.

It’s a stock (and niche ETF!) picker’s market

January 15, 2024

It’s a stock (and niche ETF!) picker’s market

2023 was a great year for the stock market. But it was an epic year for a handful of select stocks.

AI Helps Spread China’s “Techno-Authoritarianism”

January 12, 2024

AI Helps Spread China’s “Techno-Authoritarianism”

Today, artificial intelligence (AI) is the new technology on everyone’s mind. In my latest Global Macro Update interview I speak with former US Army Ranger Paul Scharre about AI’s darker potential.

The Houthis aren’t aiming to boost North American trade

January 8, 2024

The Houthis aren’t aiming to boost North American trade

Global shipping is under pressure.

What Comes Next?

January 5, 2024

What Comes Next?

I’d like to share my top takeaways from 2023 and how they’ve set up what comes next.

Presidential Politics Is a Bleak Place

December 22, 2023

Presidential Politics Is a Bleak Place

Today, we speak with Dr. Luntz, a world-renowned political consultant, professor, and pollster.

No One Sees the Good Stuff Happening

December 15, 2023

No One Sees the Good Stuff Happening

Good stuff is happening.

Felix Zulauf: The Unipolar World Is Over

December 8, 2023

Felix Zulauf: The Unipolar World Is Over

Geopolitical tensions are running at multidecade highs. We all know about Israel v. Hamas and Russia v. Ukraine. But what about Guyana?

Argentina Finally Did Something Right

December 1, 2023

Argentina Finally Did Something Right

Argentina’s new president-elect, anarcho-capitalist Javier Milei, catapults Argentina’s markets 29%.

Who’s in Charge Here?

November 24, 2023

Who’s in Charge Here?

Sam Altman’s termination and the shakeup at ChatGPT creator OpenAI highlight the ethical risks of artificial intelligence.

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