Global Macro Update Archive

What happens when we reach “peak farmland”...
  • July 29, 2022

What happens when we reach “peak farmland”...

Today I spoke with economist and agriculture expert Dan Basse of AgResource. The discussion was more than I expected—the US and the world are facing serious food security issues. Dan goes into great detail during our discussion.

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Is Clean Energy Dead
  • July 22, 2022

Is Clean Energy Dead

Guest Amy Myers discusses how digital technology could reshape world energy markets…what this could mean for the future of oil… the convergence of automation, artificial intelligence, and big-data analytics…plus much more.

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Shinzo Abe’s Legacy and the Future of Japan
  • July 15, 2022

Shinzo Abe’s Legacy and the Future of Japan

George Friedman and Ed D'Agostino discussed the very sad news of the assassination of former Japanese Prime Minister Shinzo Abe last week and… the massive geopolitical story the mainstream media is overlooking… and why Japan’s Liberal Democratic Party strongly favors restoring Japan’s military capacity, what that means for the Pacific… and more.

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A coming conflict with China?
  • April 8, 2022

A coming conflict with China?

In this episode of Global Macro Update, Jacob Shapiro discusses what’s next in the Russia-Ukraine conflict… frightening consequences of global supply chain disruption… an underreported but dangerous global crisis brewing… and more.

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Why We Might Already Be in a Recession
  • April 1, 2022

Why We Might Already Be in a Recession

In this episode of Global Macro Update, Gary Shilling discussed sector winners and losers from the Russia-Ukraine war… why we might already be in recession… the Fed’s next move… and more.

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The Post-Post Cold War
  • March 22, 2022

The Post-Post Cold War

In the second volume of our new Global Macro Update video series, Bruce discussed the ongoing Russia/Ukraine conflict… the “Post” Post-Cold War world… how China will react… and more.

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Russian Tactical Error
  • March 11, 2022

Russian Tactical Error

Earlier today, Mauldin Economics Publisher Ed D’Agostino interviewed Geopolitical Futures CEO George Friedman about the ongoing crisis in Ukraine.

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