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Global Macro Update Archive

Louis Gave’s “Anti-Fragile Asset of Choice”

April 25, 2024

Louis Gave’s “Anti-Fragile Asset of Choice”

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.

How to Build a Great Macro Portfolio

April 18, 2024

How to Build a Great Macro Portfolio

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.

The Most Important Global Commodity of the Decade

April 15, 2024

The Most Important Global Commodity of the Decade

Have you seen the price of natural gas lately?

McBride: “99% of crypto is absolute garbage.”

April 11, 2024

McBride: “99% of crypto is absolute garbage.”

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

Tim Cook Isn’t the Only One with a China Problem

April 8, 2024

Tim Cook Isn’t the Only One with a China Problem

Apple CEO Tim Cook has a China problem.

You’re Feeling the Aftermath of “War Financing”

April 4, 2024

You’re Feeling the Aftermath of “War Financing”

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.

What is gold telling us?

April 1, 2024

What is gold telling us?

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

Where I See Pockets of Green

March 28, 2024

Where I See Pockets of Green

Is big tech cooling off?

McCourt’s Plan to End Digital Servitude

March 25, 2024

McCourt’s Plan to End Digital Servitude

We all know Big Tech is watching us. Companies like Google, Meta, and Amazon track what you read and watch, where you drive, and what you buy.

The Man Spending $500 Million to Restore Your Digital Privacy

March 21, 2024

The Man Spending $500 Million to Restore Your Digital Privacy

Seems like I hit a nerve.

Don’t Stop with TikTok

March 18, 2024

Don’t Stop with TikTok

Last week, the House passed a bill that would require ByteDance, the Chinese company that owns TikTok, to sell within six months or face a ban. Now the bill faces an uphill battle in the Senate.

Clean, Abundant, and Cheap—Dr. Zubrin’s “Case for Nukes”

March 14, 2024

Clean, Abundant, and Cheap—Dr. Zubrin’s “Case for Nukes”

Today, I’m sharing a timely discussion with Dr. Robert Zubrin, noted aerospace and nuclear engineer and president of Pioneer Astronautics.

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