- March 28, 2025
Ukraine’s Economic Playbook for Defeating Russia
Modern history is rife with examples of wars that grind on needlessly, only to end with no clear winner.
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- March 14, 2025
Inflation Is Over
Last week I asked you to reconsider the prevailing narrative that tariffs are inflationary
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- February 28, 2025
Another Pandemic?
I don’t even want to think about it—a new virus is gaining traction in the US.
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- February 21, 2025
Ending a Catastrophe for Ukraine and Russia
George Friedman on Russia, ending the Ukraine War, and Putin’s failure.
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- February 14, 2025
These Are the Years of Plenty
My friend Jacob Shapiro is back for another Global Macro Update interview, and he sees ample opportunities for investors who can tune out white-noise media and look around.
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- January 31, 2025
The Opium War in Reverse
China has weaponized fentanyl against the United States.
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- January 17, 2025
The Quantum Hype Machine
Everybody has an opinion about quantum computing lately.
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- January 3, 2025
Marc Andreessen on the “Vibe Shift”
We’re doing something a little different today.
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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.