Global Macro Update Archive

April 7, 2023

Everything, Everywhere, All at Once

The last major recession began in 2007. Since then, central banks have done everything in their power to avoid such an event. But then, inflation.

March 31, 2023

Are Banks Signaling a Recession?

Up until February, you would have done well to be overweight banks. “Banks do well in a rising interest rate environment” was the simple thesis. And that’s true if the banks have competent risk management.

March 24, 2023

Bank Failures and the Return of MBS

My guest this week, Barry Habib of MBS Highway, breaks down in detail where SVB got it wrong and how mortgage-backed securities worked against the bank.

March 10, 2023

A Compelling Case for the Bulls

“Dr. Ed” has been in the markets for over 40 years. He was an economist at the Federal Reserve Bank of New York before becoming chief economist at EF Hutton and then a chief investment strategist at Prudential Equity Group and Deutsche Bank’s US equity division.

March 3, 2023

We’re Getting Smuckered

In this week’s Global Macro Update discussion, Sam Rines notes that the government no longer sets the minimum wage. Walmart does. When Walmart moved its nationwide minimum hiring rate to $14/hour, nearly all other employers had to follow suit.

February 24, 2023

The world is out of balance

What does a new normal look like? That’s the topic I covered with Bruce Mehlman in this week’s Global Macro Update interview (link at the bottom of this letter).

February 3, 2023

A Return to Normal

This week, we checked in on the fixed-income market with an asset manager who controls $40 billion in capital.

January 27, 2023

Peter Boockvar: Forecast for the 2023 economy

This week, I talked to Peter Boockvar, CIO of Bleakley Financial Group, an $8 billion wealth management firm, and editor of The Boock Report.

January 20, 2023

Greenberg: The shocking truth about cyberwarfare

This week, I talked to Andy Greenberg, senior writer at WIRED magazine and author of the books Sandworm and Tracers in the Dark. I read both and had a hard time putting them down.

December 16, 2022

Andrew Yang: “Polarization is the biggest problem”

This week I spoke with entrepreneur and former tech executive turned presidential candidate Andrew Yang. Andrew is the co-founder of the Forward Party and author of the national bestseller, Forward: Notes on the Future of Our Democracy, a thoughtful examination of the threats imperiling our democracy.

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