Global Macro Update Archive

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.

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.

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.

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.

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.

February 16, 2024

AI Is Already Making Us More Productive

We are in the early days of an AI-driven productivity boom.

February 13, 2024

Friedman on the “Two Chinas” and How Putin Saves Face

George Friedman says there are two Chinas: one in Shanghai that trades with the rest of the world and another that is still effectively a third-world country, with people living in extreme poverty.

February 9, 2024

How This 45-Year Industry Vet Is Investing in Nuclear Energy

I’m excited to welcome David, the chief investment officer at Evergreen Gavekal, to the latest episode of Global Macro Update.

February 6, 2024

Are Chinese Stocks Un-Investable?

After the great financial crisis, China’s appetite for commodities and technology fueled a global economic recovery. The rest of the world recovered and then grew, largely on the back of China’s incredible transformation.

February 2, 2024

One Financial Decision Trumps Everything

Today, we have Jared Dillian back on Global Macro Update to discuss the Fed, a better way to manage money, and his latest book, No Worries: How to Live a Stress-Free Financial Life.

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