Global Macro Update Archive

October 6, 2023

Are bond yields high?

Rates on 10-year Treasuries have been climbing since August 2020. But depending on the time frame, you could argue that yields are still relatively low.

September 29, 2023

We Haven’t Done This Since Eisenhower

Today on Global Macro Update, I sit down with Amir Adnani, the CEO of Uranium Energy Corp. (UEC) to discuss US energy policy and the critical role nuclear plays for the US military, NASA, and artificial intelligence-backed technologies.

September 22, 2023

It Started with a Mini Tire/Poultry Trade War

Global trade patterns are shifting.

September 15, 2023

The Only Thing Jerome Powell Cares About

Today on Global Macro Update, you’ll hear from another Strategic Investment Conference favorite, Peter Boockvar. Peter is the Chief Investment Officer at Bleakley Advisory Group and the editor of The Boock Report. He’s also a frequent contributor on CNBC.

September 8, 2023

“Undeniably the most important question right now”

When I spoke to Louis Gave for Global Macro Update last week, he called this “undeniably the most important question right now.”

August 31, 2023

What the WSJ Gets Wrong About China, with Louis Gave

He’s back… my friend Louis Gave, CEO of Gavekal Research, Asian markets expert and a longtime favorite at the Strategic Investment Conference.

August 25, 2023

Are Uranium Bulls Too Early to the Party?

Today, in my latest interview for Global Macro Update, I sit down with Jan to discuss nuclear energy’s “green” makeover, the private support Bill Gates is pouring into nuclear development, and whether uranium bulls are too early to the party.