Global Macro Update Archive

A Stagflationary Storm
  • October 28, 2022

A Stagflationary Storm

This week, I spoke with Vincent Deluard, director of global macro at StoneX, an institutional financial services network.

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A Toxic Brew for Pension Funds
  • October 21, 2022

A Toxic Brew for Pension Funds

This week, I spoke with Ben Hunt, co-founder and CIO of Epsilon Theory, a newsletter and website that examines the markets through the lenses of game theory and history.

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Mortgage Rates Headed to Below 5%
  • October 14, 2022

Mortgage Rates Headed to Below 5%

This week, I spoke with real estate and mortgage expert Barry Habib, founder and CEO of MBS Highway. At the SIC 2022 in May, Barry accurately predicted that inflation would rise further and that mortgage rates would go up, creating a rough patch for the mortgage industry and homebuyers.

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How Nuclear Energy Could Save the World
  • September 30, 2022

How Nuclear Energy Could Save the World

This week, I spoke with Spencer Abraham, former US secretary of energy under President George W. Bush. Spencer currently serves as chairman of the board at Uranium Energy Corp. He was joined by Amir Adnani, founder and CEO of Uranium Energy Corp.

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Putin’s Next Move in Ukraine
  • September 23, 2022

Putin’s Next Move in Ukraine

George Friedman, founder and chairman of Geopolitical Futures, joins me this week. He shed much-needed perspective on new developments in the Russia-Ukraine conflict.

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The Fed’s Political Failure
  • September 16, 2022

The Fed’s Political Failure

This week I spoke with Dr. Lacy Hunt, executive vice president of Hoisington Investment Management Company. It was a fantastic conversation, and we covered a variety of timely topics.

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Energy Short and Long Term
  • September 9, 2022

Energy Short and Long Term

This week, I spoke with Sam Rines, Managing Director of Corbu Research and author of After Normal: Making Sense of the Global Economy.

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The Great Age Reboot
  • September 2, 2022

The Great Age Reboot

As you’ll see in this week’s Global Macro Update interview with Dr. Michael Roizen of the Cleveland Clinic, our understanding of the human lifespan is about to undergo more change in the next decade than it has in the last century.

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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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