“Dr. Ed” has been in the markets for over 40 years. He was an economist at the Federal Reserve Bank of New York before becoming chief economist at EF Hutton and then a chief investment strategist at Prudential Equity Group and Deutsche Bank’s US equity division.
Read moreIn this week’s Global Macro Update discussion, Sam Rines notes that the government no longer sets the minimum wage. Walmart does. When Walmart moved its nationwide minimum hiring rate to $14/hour, nearly all other employers had to follow suit.
Read moreWhat does a new normal look like? That’s the topic I covered with Bruce Mehlman in this week’s Global Macro Update interview (link at the bottom of this letter).
Read moreThis week, we checked in on the fixed-income market with an asset manager who controls $40 billion in capital.
Read moreThis week, I talked to Peter Boockvar, CIO of Bleakley Financial Group, an $8 billion wealth management firm, and editor of The Boock Report.
Read moreThis 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.
Read moreThis 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.
Read moreThis 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.
Read moreIn 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.
Read moreThis 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.
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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.
