Global Macro Update

88 Episodes

1. Friedman on the “Two Chinas” and How Putin Saves Face

   Published: 2/13/2024
2. How This 45-Year Industry Vet Is Investing in Nuclear Energy

   Published: 2/9/2024
3. One Financial Decision Trumps Everything

   Published: 2/2/2024
4. We’re in a “Rivalry That Could Go Hot”

   Published: 1/26/2024
5. Are We on a Collision Course with China?

   Published: 1/19/2024
6. AI Helps Spread China’s “Techno-Authoritarianism”

   Published: 1/12/2024
7. Presidential Politics Is a Bleak Place

   Published: 12/21/2023
8. No One Sees the Good Stuff Happening

   Published: 12/15/2023
9. Felix Zulauf: The Unipolar World Is Over

   Published: 12/8/2023
10. Argentina Finally Did Something Right

    Published: 12/1/2023
11. De-risking Is a Two-Way Street

    Published: 11/10/2023
12. Brushfires Everywhere

    Published: 10/27/2023
13. We’re talking to General Petraeus about Israel

    Published: 10/17/2023
14. We Haven’t Done This Since Eisenhower

    Published: 9/29/2023
15. It Started with a Mini Tire/Poultry Trade War

    Published: 9/22/2023
16. The Only Thing Jerome Powell Cares About

    Published: 9/15/2023
17. What the WSJ Gets Wrong About China, with Louis Gave

    Published: 8/31/2023
18. Are Uranium Bulls Too Early to the Party?

    Published: 8/24/2023
19. The Space Wars Are Here

    Published: 8/18/2023
20. China’s Deadliest Export: Fentanyl

    Published: 8/11/2023