- 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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- 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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- October 7, 2022
Is Global Unhappiness Affecting Your Investments?
This week, I spoke with Jon Clifton, CEO of polling company Gallup and author of the new WSJ best-seller, Blind Spot: The Global Rise of Unhappiness and How Leaders Missed It.
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- 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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- 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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- 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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- 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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- 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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- 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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- August 19, 2022
The dangers of decoupling from China…
Guest Emily de La Bruyère, a senior fellow at Foundation for Defense of Democracies (FDD) and the founder of Horizon Advisory joins Ed D'Agostino to discuss China’s economic role in the global ecosystem as well as US-China decoupling.
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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.