Global Macro Update Archive

January 27, 2023

Peter Boockvar: Forecast for the 2023 economy

This week, I talked to Peter Boockvar, CIO of Bleakley Financial Group, an $8 billion wealth management firm, and editor of The Boock Report.

January 20, 2023

Greenberg: The shocking truth about cyberwarfare

This week, I talked to Andy Greenberg, senior writer at WIRED magazine and author of the books Sandworm and Tracers in the Dark. I read both and had a hard time putting them down.

December 16, 2022

Andrew Yang: “Polarization is the biggest problem”

This week I spoke with entrepreneur and former tech executive turned presidential candidate Andrew Yang. Andrew is the co-founder of the Forward Party and author of the national bestseller, Forward: Notes on the Future of Our Democracy, a thoughtful examination of the threats imperiling our democracy.

December 9, 2022

Felix Zulauf: “A Decade of Roller Coaster Markets”

This week, I spoke with Felix Zulauf, one of the top macro investors of our era. At Zulauf Consulting, he publishes a research service read by investment firms and family offices around the world. At our Strategic Investment Conference, he’s always one of the top-rated speakers.

December 2, 2022

Milton Berg: “The US Dollar Is a Joke”

In this week’s Global Macro Update, you’ll hear about the potential for a 1930s-style economic crash and what can be done to prevent it... what drives a stock’s price on any given day (hint: it is not momentum)... and the popular asset class you should be avoiding if you are an individual investor.

November 25, 2022

David Rubenstein on How to Invest

This week, I spoke with investing legend David Rubenstein, co-founder of The Carlyle Group, one of the world’s largest private equity firms. David is the author of the newly published bestseller, How to Invest: Masters on the Craft, a fascinating tour through the minds of some of the most successful investors of our age.

November 18, 2022

Price Divorced from Value

This week, I spoke with Keith Fitz-Gerald, the well-known market analyst and educator, and co-founder of Keith Fitz-Gerald Research. You’ll see him on FOX Business News, CNBC, and other financial media every week. He’s the author of 5 with Fitz, a free daily letter that cuts through the noise with actionable investing and trading ideas.

November 11, 2022

Serious Threats to Global Markets

This week, I was joined by my longtime friend John Mauldin, co-founder of Mauldin Economics and one of the most brilliant minds in macroeconomics. His free weekly letter, Thoughts from the Frontline, is read by hundreds of thousands of investors across the globe.

November 4, 2022

Dawn of a New Bull Market

This week, I spoke with longtime friend Jared Dillian, former Wall Street trader, financial writer, and proponent of sentiment investing. His contrarian letter, The Daily Dirtnap, is read by thousands of market participants and high-net-worth investors.

October 28, 2022

A Stagflationary Storm

This week, I spoke with Vincent Deluard, director of global macro at StoneX, an institutional financial services network.

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