Global Macro Update Archive
- March 26, 2024
McCourt’s Plan to End Digital Servitude
We all know Big Tech is watching us. Companies like Google, Meta, and Amazon track what you read and watch, where you drive, and what you buy.
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- March 22, 2024
The Man Spending $500 Million to Restore Your Digital Privacy
Seems like I hit a nerve.
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- March 19, 2024
Don’t Stop with TikTok
Last week, the House passed a bill that would require ByteDance, the Chinese company that owns TikTok, to sell within six months or face a ban. Now the bill faces an uphill battle in the Senate.
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- March 15, 2024
Clean, Abundant, and Cheap—Dr. Zubrin’s “Case for Nukes”
Today, I’m sharing a timely discussion with Dr. Robert Zubrin, noted aerospace and nuclear engineer and president of Pioneer Astronautics.
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- March 8, 2024
India Could Dominate the World or “Collapse in on Itself”
In this week’s Global Macro Update interview, I discuss opportunities in India with Cognitive Investments partner Jacob Shapiro. Most of you know Jacob from our previous discussions or from the Strategic Investment Conference.
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- March 5, 2024
India: On Track to Become the World’s #3 Economy
India has the fastest-growing major economy in the world—GDP grew 8.4% in the final quarter of 2023, according to data released last week. Many analysts expect it to pass Germany and Japan to become the world’s third-largest economy. Deloitte South Asia CEO Romal Shetty thinks that will happen by 2027.
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- February 27, 2024
Should we fear Russia’s space weapons?
Most of us know about the “war” raging in cyberspace. We hear about government-sponsored hacks and data breaches nearly every week. Cyberwarfare is now a fact of daily life for every business and government.
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- February 23, 2024
An Energy Demand Surge Is Imminent
A surge in energy demand is imminent. Within a year, the five-year growth forecast for national electricity demand has jumped from 2.6% to 4.7%. Much of this demand surge will come from artificial intelligence.
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- February 16, 2024
AI Is Already Making Us More Productive
We are in the early days of an AI-driven productivity boom.
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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.