All Episodes
Global Macro Update — 112 episodes
Incentives Always Beat Intentions
The Fed's "72D Chess" Playbook
The Biggest Misconception in Wealth Creation
Global Liquidity, Debt, and the Four Horsemen
The New "Hemispheric Doctrine"
Double the Return with Lower Volatility
Bonds Don't Lie
Why Everyone Was Wrong About the Global Oil Glut
Emerging Markets Are En Vogue
The GeoMacro Era Is Here
The Great Geopolitical Re-Anchoring
FOMO Is Not an Investing Strategy
The Real Risk from Taiwan
The Fully Invested Bear
The New VC Playbook
The Mania Begins
Will OpenAI be the Yahoo! of the AI Era?
Will the AI Bubble Squeeze the Middle Class?
We're Back to 1997/98?
The Fatal Mistake Handing the AI Race to China
Ed Yardeni: Why the Recession Still Isn't Here
Why Your Landlord Is Getting RICH (And You're Not)
Large-Cap Growth Gives Way to Small-Cap Value
Could Another Tariff Meltdown Lie Ahead?
A Regime Change for Global Trade
Will the trade war become a currency crisis?
Too Late for Portfolio Insurance?
Private Equity: Too Big to Fail?
Ukraine's Playbook for Defeating Russia
Inflation Is Over
More Geopolitical Chess with George Friedman
Deflationary Tariffs?
It's Bird Flu Season
Ending a Catastrophe for Ukraine and Russia
The Years of Plenty
The China Problem
The Opium War in Reverse
The Global Race for the Arctic
Is the Big Market Shift of 2025 Already Here?
Felix Zulauf: Where to Invest in 2025
Jared Dillian's State of the Union
US-China Trade War—Round 2
Election 2024: How Russia et al. Warp Your Vote
The End of Old Age (and Social Security)
Hard Times
Real Solutions to Runaway Energy Demand
A Natural Mayhem Hedge
The Next Oil Boom
Is China More Capitalistic Than the US?
When the $8 Trillion Private Equity Bubble Pops
Sept. 11, Russian Oligarchs & the Death of the Middle Class
The Age of Scarcity
The End of Trust
Cold War II
Kuppy's "Great Macro Dreamscape"
Economic Fairy Dust
The New Warfare: When AI Partners with Cybercrime
DiMartino Booth on Stagflation, AI, and "Condo-mageddon"
How to Build a Great Macro Portfolio
McBride: "99% of crypto is absolute garbage."
You're Feeling the Aftermath of "War Financing"
McCourt's Plan to End Digital Servitude
Clean, Abundant, and Cheap—Dr. Zubrin's "Case for Nukes"
India Could Dominate the World or "Collapse in on Itself"
Friedman on the "Two Chinas" and How Putin Saves Face
How This 45-Year Industry Vet Is Investing in Nuclear Energy
One Financial Decision Trumps Everything
We're in a "Rivalry That Could Go Hot"
Are We on a Collision Course with China?
AI Helps Spread China's "Techno-Authoritarianism"
Presidential Politics Is a Bleak Place
No One Sees the Good Stuff Happening
Felix Zulauf: The Unipolar World Is Over
Argentina Finally Did Something Right
De-risking Is a Two-Way Street
Brushfires Everywhere
We're talking to General Petraeus about Israel
We Haven't Done This Since Eisenhower
It Started with a Mini Tire/Poultry Trade War
The Only Thing Jerome Powell Cares About
What the WSJ Gets Wrong About China, with Louis Gave
Are Uranium Bulls Too Early to the Party?
The Space Wars Are Here
China's Deadliest Export: Fentanyl
The Zombies Are Coming
Who Benefits at the End of a Rate Hiking Cycle?
How to Profit Like Pelosi—Get Elected
ESG: Trillions Squandered and Zero Progress
Qué Pasa, Markets
Coping with a Higher Education Cost Spiral
AI Is an Unstoppable Disruptive Trend That Will Affect All of Us
The US Must Overcome Its Four Addictions
Debt Debacle Costs $1 Billion per Day
Everything, Everywhere, All at Once
Bank Failures and the Return of MBS
Can the Fed Achieve Its Goal Without Causing a Massive Recession?
We're Getting Smuckered
Bruce Mehlman: We're in a State of Disequilibrium
Bank's Loss, Your Gain: $40B Pro Jason Brady on Fixed Income & Distressed Debt
The Inflation Dip: Why it Matters and How to Shield Your Wallet & Portfolio, with Peter Boockvar
Andy Greenberg: Risks of Digital Dependency
Andrew Yang: This Bizarre and Dysfunctional System
Felix Zulauf: US Markets—Systemic Calamity
Pro Investor: "The US Dollar Is a Joke"
Billionaire David Rubenstein Reveals Key Insights from Top Investors
Invest in the Best, with Keith Fitz-Gerald
Serious Threats to Global Financial Markets
Ex-Wall Street Trader Explains Why Now Is the Time to Fight the Fed
2023 Stagflation Scenarios… and 3 Sectors to Own Now
A Toxic Brew for Pension Funds
Real Estate Expert: Mortgage Rates Heading Below 5%
Is Global Unhappiness Affecting Your Investments?