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.
Read moreI’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.
Read moreThe 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?
Read moreCould the markets increase another 50% by 2030? That sounds wildly optimistic to some, but my guests today believe it’s more likely than not.
Read moreCopper prices have exploded higher, up 33% year to date.
Read moreMuch 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.
Read moreThe 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.
Read moreWe 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.
Read moreSo 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.
Read moreMany 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.
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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.
