Global Macro Update Archive

Putin’s Next Move in Ukraine
  • September 23, 2022

Putin’s Next Move in Ukraine

George Friedman, founder and chairman of Geopolitical Futures, joins me this week. He shed much-needed perspective on new developments in the Russia-Ukraine conflict.

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The Fed’s Political Failure
  • September 16, 2022

The Fed’s Political Failure

This week I spoke with Dr. Lacy Hunt, executive vice president of Hoisington Investment Management Company. It was a fantastic conversation, and we covered a variety of timely topics.

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Energy Short and Long Term
  • September 9, 2022

Energy Short and Long Term

This week, I spoke with Sam Rines, Managing Director of Corbu Research and author of After Normal: Making Sense of the Global Economy.

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The Great Age Reboot
  • September 2, 2022

The Great Age Reboot

As you’ll see in this week’s Global Macro Update interview with Dr. Michael Roizen of the Cleveland Clinic, our understanding of the human lifespan is about to undergo more change in the next decade than it has in the last century.

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The gates of hell???
  • August 26, 2022

The gates of hell???

Guest Louis Gave, CEO of Gavekal Research, and Ed D'Agostino discussed inflation, interest rates, China, and Europe plus what specific actions investors can take to protect their portfolios today and beyond. 

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The dangers of decoupling from China…
  • August 19, 2022

The dangers of decoupling from China…

Guest Emily de La Bruyère, a senior fellow at Foundation for Defense of Democracies (FDD) and the founder of Horizon Advisory joins Ed D'Agostino to discuss China’s economic role in the global ecosystem as well as US-China decoupling.

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A coming conflict with China?
  • August 5, 2022

A coming conflict with China?

Today, I spoke with Jacob Shapiro, director of geopolitical research at Cognitive Investments. We discussed the long-term effects Nancy Pelosi’s visit could have on US-China relations, and much, much more.

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What happens when we reach “peak farmland”...
  • July 29, 2022

What happens when we reach “peak farmland”...

Today I spoke with economist and agriculture expert Dan Basse of AgResource. The discussion was more than I expected—the US and the world are facing serious food security issues. Dan goes into great detail during our discussion.

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Is Clean Energy Dead
  • July 22, 2022

Is Clean Energy Dead

Guest Amy Myers discusses how digital technology could reshape world energy markets…what this could mean for the future of oil… the convergence of automation, artificial intelligence, and big-data analytics…plus much more.

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Shinzo Abe’s Legacy and the Future of Japan
  • July 15, 2022

Shinzo Abe’s Legacy and the Future of Japan

George Friedman and Ed D'Agostino discussed the very sad news of the assassination of former Japanese Prime Minister Shinzo Abe last week and… the massive geopolitical story the mainstream media is overlooking… and why Japan’s Liberal Democratic Party strongly favors restoring Japan’s military capacity, what that means for the Pacific… and more.

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