Global Macro Update Archive

I’m excited to welcome David, the chief investment officer at Evergreen Gavekal, to the latest episode of Global Macro Update.

After the great financial crisis, China’s appetite for commodities and technology fueled a global economic recovery. The rest of the world recovered and then grew, largely on the back of China’s incredible transformation.

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.

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

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.

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

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.

Global shipping is under pressure.

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

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

Good stuff is happening.

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