Macro ESG: markets, politics, and technology for a sustainable future with Greg Beier

Macro ESG: markets, politics, and technology for a sustainable future with Greg Beier

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Macro ESG: markets, politics, and technology for a sustainable future with Greg Beier episodes

  • Short Hong Kong Real Estate? Short Hong Kong?
    Short Hong Kong Real Estate? Short Hong Kong?
    Beijing wants HK real estate prices to come down to placate the young Hong Kongers.
    Beijing will manage a gradual decline in HK real estate prices.
    Beijing doesn’t need Hong Kong anymore.
    Beijing needs Hong Kong to quietly fade away into a footnote of history.
    The gold rush is over.
    www.macroESG.com #macroESG
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    6 min
  • Stock Market Vaccine Bubble
    This week, Dr. Scott Gottlieb and Dr. Anthony Fauci are giving a much higher number of media interviews than is normal where they are plainly promoting the idea that the US could have a vaccine by year-end through using their credibility to simply state that it is possible. In contrast, Merck CEO Ken Frazier – who is accountable to his board and shareholders - commented this week in the FT that a 12-18 month timeline for a vaccine is “very aggressive.”
    www.macroESG.com #macroESG
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    4 min
  • Is Boeing a Buy in the New Cold War?

    Is Boeing a buy in the New Cold War Era?  This is a perfect Macro ESG question because it is really all about the global power dynamics of markets, politics, and technology interacting around key sustainable future questions. These considerations will say a lot more about the future of the company, the industry, and even the global economy than one might think at first blush.

    #macroesg macroesg.com @macroesg @gregbeier

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    16 min
  • Global Trade Fail, Manmade Pandemic Risk, Hyper Neoliberalism, Oil, Warren Fundraising
    We are literally witnessing the start of a two-tiered trading system. It also creates the conditions for smuggling to increase. The Trump Administration is aggressively thrusting America blindly down a path of hyper neoliberalism which, I believe, is continuing a trend of weakening American power in the world that started with the George W. Bush Administration. The Trump Administration is aggressively thrusting America blindly down a path of hyper neoliberalism which, I believe, is continuing a trend of weakening American power in the world that started with the George W. Bush Administration. Senator Warren is holding a large online fundraiser on June 15th.
    #macroESG @macroESG www.macroESG.com
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    6 min
  • The Powerful Elizabeth Warren Will Be Biden’s Vice President Choice
    Senator Elizabeth Warren stayed in the Democratic Primary contest through Super Tuesday to split the Democratic Party’s Left Progressive Vote that delivered Joe Biden a decisive victory over Senator Bernie Sanders. I believe that Warren cut a deal with Biden to stay in for Super Tuesday so when Biden said that his VP would be a woman, I was not in the least bit surprised - it’s going to be Warren. She eliminated Bloomberg as well. In fact, Warren kept the Democratic Party intact, cinched the nomination for Biden, and will lead the policy revolution that is coming. The market implications of such a Warren choice are nothing less than stunning.
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    17 min
  • Coronavirus “Suppression From the Top” US Equity Outlook
    We are likely in the middle of a slow-motion train wreck. In a few months there will be a bigger second wave, much like what we had in 1918. This pandemic oddly fits as the catalyst for Skowronek‘s theory of transformational presidents. If true, then America is about to swing hard to a new vision of growth. But I don’t think that there will be a depression as the times are vastly different but I believe that it is safe to expect that what is dominant now will decline, at least relatively. www.macroESG.com #macroESG
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    7 min
  • How Mike Pompeo Sparked the Oil Collapse and Changed Russian and Saudi Politics
    When Secretary of State Mike Pompeo met the President of Belarus on February 2nd (the first SecState visit in 28 years) and offered him unlimited energy supplies at a “fair market price,” I believe this statement initiated the collapse in crude oil prices. His offer to a former Soviet vassal state leader forced Russia into a cooperative relationship with Saudi Arabia to drive the US shale oil producers out of business because Russia is a vast land power with enormous borders and uses energy supplies to influence its neighbors - it needs to maintain this leverage. Saudi would benefit from higher energy prices for its newly public company, Aramco, the largest listing of all time. www.macroESG.com #macroESG
    @macroesg #macroesg #esg #globalmacro #globalpowerdynamics
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    11 min
  • Unifying Systemic and Exogenous Risk Analysis
    In this episode, we take a look at the ambition of macro ESG, the structure of macro E.S.G. analysis, the meaning of holistic power, and how Macro ESG Means Interconnected. macroESG.com #macroesg #@macroesg #globalpowerdynamics. www.macroESG.com #macroESG
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    5 min

About Macro ESG: markets, politics, and technology for a sustainable future with Greg Beier

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We analyze the risks of markets, politics, and technology for a sustainable future.