Global Macro Update

88 Episodes

1. The Zombies Are Coming

   Published: 4/08/2023
2. Who Benefits at the End of a Rate Hiking Cycle?

   Published: 28/07/2023
3. How to Profit Like Pelosi—Get Elected

   Published: 21/07/2023
4. ESG: Trillions Squandered and Zero Progress

   Published: 14/07/2023
5. Qué Pasa, Markets

   Published: 30/06/2023
6. Coping with a Higher Education Cost Spiral

   Published: 16/06/2023
7. AI Is an Unstoppable Disruptive Trend That Will Affect All of Us

   Published: 9/06/2023
8. The US Must Overcome Its Four Addictions

   Published: 2/06/2023
9. Debt Debacle Costs $1 Billion per Day

   Published: 26/05/2023
10. Everything, Everywhere, All at Once

    Published: 6/04/2023
11. Bank Failures and the Return of MBS

    Published: 24/03/2023
12. Can the Fed Achieve Its Goal Without Causing a Massive Recession?

    Published: 10/03/2023
13. We’re Getting Smuckered

    Published: 3/03/2023
14. Bruce Mehlman: We’re in a State of Disequilibrium

    Published: 24/02/2023
15. Bank’s Loss, Your Gain: $40B Pro Jason Brady on Fixed Income & Distressed Debt

    Published: 3/02/2023
16. The Inflation Dip: Why it Matters and How to Shield Your Wallet & Portfolio, with Peter Boockvar

    Published: 27/01/2023
17. Andy Greenberg: Risks of Digital Dependency

    Published: 20/01/2023
18. Andrew Yang: This Bizarre and Dysfunctional System

    Published: 15/12/2022
19. Felix Zulauf: US Markets—Systemic Calamity

    Published: 9/12/2022
20. Pro Investor: “The US Dollar Is a Joke”

    Published: 1/12/2022