Global Macro Update

88 Episodes

1. A Regime Change for Global Trade

   Published: 4/25/2025
2. Will the trade war become a currency crisis?

   Published: 4/18/2025
3. Too Late for Portfolio Insurance?

   Published: 4/11/2025
4. Private Equity: Too Big to Fail?

   Published: 4/4/2025
5. Ukraine’s Playbook for Defeating Russia

   Published: 3/28/2025
6. Inflation Is Over

   Published: 3/14/2025
7. More Geopolitical Chess with George Friedman

   Published: 3/12/2025
8. Deflationary Tariffs?

   Published: 3/7/2025
9. It’s Bird Flu Season

   Published: 2/28/2025
10. Ending a Catastrophe for Ukraine and Russia

    Published: 2/21/2025
11. The Years of Plenty

    Published: 2/13/2025
12. The China Problem

    Published: 2/7/2025
13. The Opium War in Reverse

    Published: 1/31/2025
14. The Global Race for the Arctic

    Published: 12/23/2024
15. Is the Big Market Shift of 2025 Already Here?

    Published: 12/20/2024
16. Felix Zulauf: Where to Invest in 2025

    Published: 12/17/2024
17. Jared Dillian’s State of the Union

    Published: 11/21/2024
18. US-China Trade War—Round 2

    Published: 11/15/2024
19. Election 2024: How Russia et al. Warp Your Vote

    Published: 11/1/2024
20. The End of Old Age (and Social Security)

    Published: 10/25/2024