• 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.

• January 26, 2024

We’re in a “Rivalry That Could Go Hot”

The thought of risking American lives and resources over a little island off mainland China leaves most Americans perplexed. That is understandable.

• January 18, 2024

Are We on a Collision Course with China?

We are at the onset of a shift in the markets. In the years ahead, investors won’t be able to rely on broad-based ETFs to deliver great returns.

• January 15, 2024

It’s a stock (and niche ETF!) picker’s market

2023 was a great year for the stock market.

But it was an epic year for a handful of select stocks.

• January 12, 2024

AI Helps Spread China’s “Techno-Authoritarianism”

Today, artificial intelligence (AI) is the new technology on everyone’s mind. In my latest Global Macro Update interview I speak with former US Army Ranger Paul Scharre about AI’s darker potential.

• January 8, 2024

The Houthis aren’t aiming to boost North American trade

Global shipping is under pressure.