- August 31, 2023
What the WSJ Gets Wrong About China, with Louis Gave
He’s back… my friend Louis Gave, CEO of Gavekal Research, Asian markets expert and a longtime favorite at the Strategic Investment Conference.
Read moreGlobal Macro Update Archive, August 2023
- August 25, 2023
Are Uranium Bulls Too Early to the Party?
Today, in my latest interview for Global Macro Update, I sit down with Jan to discuss nuclear energy’s “green” makeover, the private support Bill Gates is pouring into nuclear development, and whether uranium bulls are too early to the party.
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- August 18, 2023
The Space Wars Are Here
Dr. Pippa Malmgren brings intrigue and insight to every conversation. That’s why I’m thrilled to welcome her to Global Macro Update this week.
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- August 11, 2023
China’s Deadliest Export: Fentanyl
This week we learned that US trade with China is way down. But there’s one disturbing exception: fentanyl.
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- August 4, 2023
The Zombies Are Coming
Zombie companies need cheap money to survive. Cheap money is a thing of the past, and casualties are piling up. Yellow trucking is the latest victim.
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Global Macro Update
Dig deep with Ed D’Agostino as he interviews leading experts on the most urgent stories you need to know about. Learn how your portfolio could be impacted and what's ahead for the markets... Delivered weekly on Fridays.