- July 16, 2024
The Politics of Resilience
My goal for Global Macro Update is to help you navigate a complicated macroeconomic landscape. I intentionally avoid commenting on politics, unless it directly affects our investment themes.
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- July 12, 2024
Step One to Becoming a Better Investor
In seasoned investment circles, nearly everyone reads the memos from Howard Marks, the co-chairman of Oaktree Capital Management, which he’s been writing for his clients since 1990.
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- July 9, 2024
The Next Chance at Nvidia-like Returns
No investor wants to miss the wave of a massive, transformational technology. Spot these big shifts early, and you have a chance at Nvidia-like returns.
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- June 28, 2024
Profiting in Kuppy’s “Great Macro Dreamscape”
As promised, we are back with a new interview for Global Macro Update. My guest Harris Kupperman, or “Kuppy” as he’s colloquially known, believes we are entering a golden age of macro investing.
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- June 25, 2024
Get Ready for Resiliency-Driven Inflation
Investors often ignore geopolitics, usually to their benefit. Now might be one of those times when we should pay attention. In the past few weeks, hostilities between East and West have accelerated. It’s a worrisome trend.
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- June 18, 2024
Notes from the West Highland Way
I’ve been hiking trail through Scotland and Ireland for the past couple weeks. My wife had wanted to walk the West Highland Way for years. We finally did it, and it was spectacular.
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- May 28, 2024
Another Regional Conflict that Could Impact Oil Prices
The price of oil is hovering around $76 per barrel, 38% off its 5-year high. With so much geopolitical tension, why isn’t it higher?
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- May 24, 2024
Up another 50% by 2030?
Could the markets increase another 50% by 2030? That sounds wildly optimistic to some, but my guests today believe it’s more likely than not.
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- May 21, 2024
The Investment Cases for Copper
Copper prices have exploded higher, up 33% year to date.
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- May 17, 2024
The New Warfare: When AI Partners with Cybercrime
Much ink has been spilled over TikTok’s threat to national security, by me and others. Karim Hijazi is my guest today on Global Macro Update. While you’ve likely not heard his name before, you should hear what he has to say about cybersecurity and its impact on all of us and the economy at large.
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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.