Global Macro Update Archive

Notes from the West Highland Way
  • June 18, 2024

Notes from the West Highland Way

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.

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Up another 50% by 2030?
  • May 24, 2024

Up another 50% by 2030?

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.

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The New Warfare: When AI Partners with Cybercrime
  • May 17, 2024

The New Warfare: When AI Partners with Cybercrime

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.

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Why an MLP Doesn’t Belong in Your IRA
  • May 14, 2024

Why an MLP Doesn’t Belong in Your IRA

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.

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Cracks in the Labor Market
  • May 7, 2024

Cracks in the Labor Market

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.

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How to Build a Great Macro Portfolio
  • April 19, 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.

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