- January 5, 2024
What Comes Next?
I’d like to share my top takeaways from 2023 and how they’ve set up what comes next.
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- December 22, 2023
Presidential Politics Is a Bleak Place
Today, we speak with Dr. Luntz, a world-renowned political consultant, professor, and pollster.
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- December 8, 2023
Felix Zulauf: The Unipolar World Is Over
Geopolitical tensions are running at multidecade highs. We all know about Israel v. Hamas and Russia v. Ukraine. But what about Guyana?
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- December 1, 2023
Argentina Finally Did Something Right
Argentina’s new president-elect, anarcho-capitalist Javier Milei, catapults Argentina’s markets 29%.
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- November 24, 2023
Who’s in Charge Here?
Sam Altman’s termination and the shakeup at ChatGPT creator OpenAI highlight the ethical risks of artificial intelligence.
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- November 10, 2023
De-risking Is a Two-Way Street
Ed D’Agostino speaks with former UBS chief economist George Magnus about what this geopolitical transformation means for Western investors and the huge changes happening at China’s Central Bank.
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- October 27, 2023
Brushfires Everywhere
Jacob Shapiro of Cognitive Investments unpacks the Israel-Hamas War, waning US hegemony, and the top countries and sectors investors should watch now.
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- October 17, 2023
We’re talking to General Petraeus about Israel
I just interviewed General David Petraeus for Global Macro Update. Given the volatile situation unfolding in the Middle East, I wanted to share his insights with you as soon as I could.
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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.