- July 30, 2024
17 Requirements for National Security
This week we continue our conversation about strengthening US and Western resiliency.
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- July 26, 2024
The End of Trust: Former CIA Analyst Martin Gurri on the Information “Tsunami”
Something phenomenal happened in 2001. Humanity generated more information in a single year than it had in all of human history, combined, up to that point.
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- July 23, 2024
Why Are We Still Relying on Russia?
The appetite for nuclear energy is growing fast. Here in the US, most adults now favor expanding our nuclear power capabilities because it’s a great alternative to fossil fuels. Unlike wind or solar, nuclear provides energy around the clock. So, why haven’t we built more nuclear power plants?
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- July 19, 2024
CrowdStrike Founder on Taiwan and “Cold War II”
Several respected geopolitical analysts say the US is already in a Cold War with China.
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- July 16, 2024
The Politics of Resilience
My goal for Global Macro Update is to help you navigate a complicated macroeconomic landscape. I intentionally avoid commenting on politics, unless it directly affects our investment themes.
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- July 12, 2024
Step One to Becoming a Better Investor
In seasoned investment circles, nearly everyone reads the memos from Howard Marks, the co-chairman of Oaktree Capital Management, which he’s been writing for his clients since 1990.
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- July 9, 2024
The Next Chance at Nvidia-like Returns
No investor wants to miss the wave of a massive, transformational technology. Spot these big shifts early, and you have a chance at Nvidia-like returns.
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- June 28, 2024
Profiting in Kuppy’s “Great Macro Dreamscape”
As promised, we are back with a new interview for Global Macro Update. My guest Harris Kupperman, or “Kuppy” as he’s colloquially known, believes we are entering a golden age of macro investing.
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- June 25, 2024
Get Ready for Resiliency-Driven Inflation
Investors often ignore geopolitics, usually to their benefit. Now might be one of those times when we should pay attention. In the past few weeks, hostilities between East and West have accelerated. It’s a worrisome trend.
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- 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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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.