• April 26, 2024

Louis Gave’s “Anti-Fragile Asset of Choice”

Many people would like to lean more heavily on fossil fuel alternatives, including me, but until we build more nuclear power plants, the world will continue to run on oil and gas.

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• April 19, 2024

How to Build a Great Macro Portfolio

Gold has continued to reach new highs since I wrote about it a couple of weeks ago. Demand isn’t coming from individual investors. It’s coming from central banks, particularly China’s.

Nick Glinsman, my guest today on Global Macro Update, adds a twist.

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• April 16, 2024

The Most Important Global Commodity of the Decade

Have you seen the price of natural gas lately?

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• April 12, 2024

McBride: “99% of crypto is absolute garbage.”

You’ll hear all about bitcoin and the vast crypto ecosystem in my latest Global Macro Update interview with Stephen McBride.

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• April 9, 2024

Tim Cook Isn’t the Only One with a China Problem

Apple CEO Tim Cook has a China problem.

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• April 5, 2024

You’re Feeling the Aftermath of “War Financing”

Inflation is proving stickier than anyone would have hoped. Lyn Alden, my guest today on Global Macro Update, offers a cogent explanation of why, likening it to the fiscal-driven inflation of the 1940s.

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• April 2, 2024

What is gold telling us?

Gold started this week at an all-time high. It’s up about 10% since the start of the year.

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