• 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.

• May 21, 2024

The Investment Cases for Copper

Copper prices have exploded higher, up 33% year to date.

• 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.

• 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.

• May 10, 2024

DiMartino Booth on Stagflation, AI, and “Condo-mageddon”

We are speaking with QI Research founder Danielle DiMartino Booth about recession signals, how America lost its ability to budget, and whether we’re barreling toward stagflation.

• 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.

• April 26, 2024

Louis Gave’s “Anti-Fragile Asset of Choice”

Many people would like to lean more heavily on fossil fuel alternatives, including me, but until we build more nuclear power plants, the world will continue to run on oil and gas.

• 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.

• April 16, 2024

The Most Important Global Commodity of the Decade

Have you seen the price of natural gas lately?

• April 12, 2024

McBride: “99% of crypto is absolute garbage.”

You’ll hear all about bitcoin and the vast crypto ecosystem in my latest Global Macro Update interview with Stephen McBride.