Global Macro Update Archive

Who’s in Charge Here?
  • 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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De-risking Is a Two-Way Street
  • 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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Brushfires Everywhere
  • 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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Are bond yields high?
  • 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.

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We Haven’t Done This Since Eisenhower
  • 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.

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The Only Thing Jerome Powell Cares About
  • 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.

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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.

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