Global Macro Update Archive

Why an MLP Doesn’t Belong in Your IRA
  • May 14, 2024

Why an MLP Doesn’t Belong in Your IRA

The path to the US’s energy future is becoming obvious. Over time, nuclear will become one of, if not the primary, sources of energy feeding our ever-growing demand for electricity. China and India are far ahead of the US on this, with hundreds of new reactors slated for construction.

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Cracks in the Labor Market
  • May 7, 2024

Cracks in the Labor Market

So much happened in the spring of 2020 that it’s easy to forget we were on track for a recession just before COVID hit. QI Research founder Danielle DiMartino Booth mentioned this during her presentation with Lacy Hunt at our Strategic Investment Conference.

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How to Build a Great Macro Portfolio
  • 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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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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