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Global Macro Update Archive, August 2022

The gates of hell???
  • August 26, 2022

The gates of hell???

Guest Louis Gave, CEO of Gavekal Research, and Ed D'Agostino discussed inflation, interest rates, China, and Europe plus what specific actions investors can take to protect their portfolios today and beyond. 

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The dangers of decoupling from China…
  • August 19, 2022

The dangers of decoupling from China…

Guest Emily de La Bruyère, a senior fellow at Foundation for Defense of Democracies (FDD) and the founder of Horizon Advisory joins Ed D'Agostino to discuss China’s economic role in the global ecosystem as well as US-China decoupling.

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A coming conflict with China?
  • August 5, 2022

A coming conflict with China?

Today, I spoke with Jacob Shapiro, director of geopolitical research at Cognitive Investments. We discussed the long-term effects Nancy Pelosi’s visit could have on US-China relations, and much, much more.

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