- April 25, 2025
A Regime Change Hits Global Trade
Most investors would agree we’re in a different investment environment than we were a few months ago.
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- April 18, 2025
Will the trade war become a currency crisis?
As the trade situation intensifies between the US and China, it’s time to think about the ripple effects of a decoupling.
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- April 4, 2025
Private Equity: Too Big to Fail?
There are plenty of smart people doing good work in private equity, but when self-help guru Tony Robbins is private equity’s new cheerleader, and Blackstone is buying smoothie shops, you have to wonder if things have gone too far.
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- March 28, 2025
Ukraine’s Economic Playbook for Defeating Russia
Modern history is rife with examples of wars that grind on needlessly, only to end with no clear winner.
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- March 14, 2025
Inflation Is Over
Last week I asked you to reconsider the prevailing narrative that tariffs are inflationary
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- February 28, 2025
Another Pandemic?
I don’t even want to think about it—a new virus is gaining traction in the US.
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- February 21, 2025
Ending a Catastrophe for Ukraine and Russia
George Friedman on Russia, ending the Ukraine War, and Putin’s failure.
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- February 14, 2025
These Are the Years of Plenty
My friend Jacob Shapiro is back for another Global Macro Update interview, and he sees ample opportunities for investors who can tune out white-noise media and look around.
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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.