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What’s really driving US and world events? What are the real motives for Putin’s and Xi Jinping’s actions? How will the latest crisis affect your personal life and investments? Global Macro Update wi... more
FAQs about Global Macro Update:How many episodes does Global Macro Update have?The podcast currently has 88 episodes available.
February 13, 2024Friedman on the “Two Chinas” and How Putin Saves Face Has Xi already lost control? Renowned geopolitical strategist George Friedman is on the podcast to discuss the threat of civil war in China, solutions to the stalemate in Ukraine, and the future of Gaza....more34minPlay
February 09, 2024How This 45-Year Industry Vet Is Investing in Nuclear Energy Grant Williams calls Evergreen Gavekal CIO David Hay “one of the good guys.” We’re excited to welcome him to the podcast. Get David’s insights on the future of small nuclear reactors, China, and a specific investing signal you should be watching now....more38minPlay
February 02, 2024One Financial Decision Trumps Everything Author and former Wall Street trader Jared Dillian discusses the Fed, why 90% of managing money is waiting, and his latest book, No Worries: How to Live a Stress-Free Financial Life. Jared shares how to get your big financial choices right—and the one decision that trumps them all....more21minPlay
January 26, 2024We’re in a “Rivalry That Could Go Hot” Defense Dept. alumnus Elbridge Colby outlines the plan the US should implement now to avoid a “hot” war with China. This interview is a critical follow-up to Colby’s last discussion with Ed D’Agostino about Taiwan’s importance to US national security....more26minPlay
January 19, 2024Are We on a Collision Course with China? Foreign policy expert Elbridge Colby, who served as Deputy Assistant Secretary of Defense for Strategy and Force Development, breaks down China’s plan to dominate the Eastern Hemisphere and then challenge US hegemony. In other words: Are we going to war with China?...more31minPlay
January 12, 2024AI Helps Spread China’s “Techno-Authoritarianism” Former US Army Ranger Paul Scharre knows all about AI’s darker potential. He talks to Mauldin Economics publisher Ed D’Agostino about AI’s role in combat, the rise of Chinese-style techno-authoritarianism, and US vulnerabilities in the Panama Canal....more36minPlay
December 21, 2023Presidential Politics Is a Bleak Place Renowned political pollster Dr. Frank Luntz says 70% of Americans don’t want a Biden vs. Trump rematch. Two-thirds would actively consider a third-party candidate. But could a third-party candidate actually win?...more29minPlay
December 15, 2023No One Sees the Good Stuff Happening Good stuff is happening. GDP is up. Unemployment is low. Inflation has dropped. Yet people seem miserable. Former Fed economist Claudia Sahm explains the disconnect....more44minPlay
December 08, 2023Felix Zulauf: The Unipolar World Is Over When Felix Zulauf has a hunch, he’s usually right. Ed D’Agostino interviews Zulauf, the former head of UBS’s institutional portfolio management group and founder of Zulauf Consulting, about the end of the multipolar world and where the markets are headed....more36minPlay
December 01, 2023Argentina Finally Did Something Right Argentina may have finally done something right. Ed D’Agostino interviews Jared Dillian, author of No Worries and Editor of The Daily Dirtnap, about investing in emerging markets, Argentina’s new president-elect, and how to build a “life hedge” into your portfolio....more24minPlay
FAQs about Global Macro Update:How many episodes does Global Macro Update have?The podcast currently has 88 episodes available.