Global Macro Update – Détails, épisodes et analyse

Manufacturing is returning to North America, thanks to automation, a greater focus on resiliency, and rising labor costs in China. This is a good thing, but it will require massive amounts of energy. Where will it come from? Mark Mills has some answers.

Will oil prices recover anytime soon? And what role should oil and gas stocks play in your portfolio? Get some answers from Piper Sandler global energy economist Jan Stuart, along with his thoughts on nuclear energy and China’s “giant Achilles heel.”

Will the stock market rise another 50% by 2030? Dr. Ed Yardeni says it could, citing tech-fueled productivity gains. Join me, Dr. Ed, and his colleague Eric Wallerstein (formerly of the New York Fed and The Wall Street Journal) as we discuss interest rates, inflation, and the housing market, plus which market sectors investors should focus on now.

AI is amplifying online national security threats. Intelligence expert Karim Hijazi discusses the “new Cold War” and how cyberspace became the primary medium for spycraft and warfare among advanced nations.

QI Research founder Danielle DiMartino Booth unpacks recession signals, how America lost its ability to budget, and whether we’re barreling toward stagflation. You’ll also hear about AI’s impact on jobs, “condo-mageddon,” and what all this means for the markets.

Gold keeps reaching new highs with demand coming from central banks, particularly China’s. Renowned macro portfolio manager Nick Glinsman discusses his preferred method for holding gold, the bifurcation of global commodity markets, and one of his top oil plays.

RiskHedge Chief Analyst Stephen McBride says, “99% of crypto is absolute garbage. I wouldn't touch it. I think the other 1% will change the world.” Stephen runs a crypto advisory that’s outperformed bitcoin. He shares his crypto portfolio’s largest holding and how new bitcoin ETFs will change crypto investing.

Broken Money author, Lyn Alden, likens today’s inflation to the fiscal-driven inflation of the 1940s. Add in a runaway federal deficit and increasing geopolitical instability, and it’s no surprise that gold and bitcoin have both reached new all-time highs.

Big Tech is watching. Companies like Google track what you read and watch, where you drive, and what you buy. Most of this is out of your control. Frank McCourt, Jr., author of Our Biggest Fight and former LA Dodgers owner, is putting up $500 million to change that.

Most Americans are pro-nuclear now, but US regulators are hindering our nuclear energy program without making us safer. Nuclear engineer Dr. Robert Zubrin highlights the onerous regulatory process, as well as the exciting progress we’re making with fusion and SMRs. You’ll also hear how the US is ceding global nuclear markets to its top adversary.