Global Macro Update Archive

Felix Zulauf: “A Decade of Roller Coaster Markets”
  • 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.

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Milton Berg: “The US Dollar Is a Joke”
  • 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.

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Price Divorced from Value
  • 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.

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Serious Threats to Global Markets
  • 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.

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Dawn of a New Bull Market
  • 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.

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A Stagflationary Storm
  • 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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A Toxic Brew for Pension Funds
  • October 21, 2022

A Toxic Brew for Pension Funds

This week, I spoke with Ben Hunt, co-founder and CIO of Epsilon Theory, a newsletter and website that examines the markets through the lenses of game theory and history.

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Mortgage Rates Headed to Below 5%
  • October 14, 2022

Mortgage Rates Headed to Below 5%

This week, I spoke with real estate and mortgage expert Barry Habib, founder and CEO of MBS Highway. At the SIC 2022 in May, Barry accurately predicted that inflation would rise further and that mortgage rates would go up, creating a rough patch for the mortgage industry and homebuyers.

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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.

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